Observability Premium: Cisco + Splunk Thoughts on Cisco's massive (and expensive) acquisition of Splunk, and what both companies have been building. Next-gen Security DDOG DT ZS MSFT ESTC NET PANW CFLT OKTA
Next-gen Security Premium: Microsoft's Security Shifts A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD NET S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG AMZN HCP
Hyperscalers The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW Databricks ESTC CFLT MSFT GOOG
Hyperscalers Premium: The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW CFLT Databricks ESTC
SaaS Industry Premium: Head in the Clouds A look at the cloud providers, and what they are doing in security & data. Observability DevOps Tooling Data & Analytics Next-gen Security CRWD S SNOW DDOG OKTA PANW CFLT Databricks ESTC MDB NET ZS AMZN MSFT GOOG Hyperscalers
Next-gen Security Premium: Evolution into XDR, Part 2 How CrowdStrike and SentinelOne made some key acquisitions in data lake and identity. CRWD S PANW DDOG ESTC ZS OKTA
Data & Analytics A Kafka deep dive A look at the vital Kafka platform from Confluent, who went public in Jun-21. DevOps Tooling CFLT MDB ESTC DDOG SNOW
Observability Premium: Shifts in Observability A look into Datadog's competition, and how they are all replicating Datadog's breadth of platform. DDOG DT ESTC SNOW
DevOps Tooling Premium: A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks DDOG MDB ESTC SNOW CRWD CFLT TWLO AMZN MSFT GOOG
Data & Analytics Premium: A Confluent deep dive A dive into Confluent, who is going public soon, and their competitors. CFLT MDB ESTC Open Source
Data & Analytics Premium: A Kafka deep dive A look at the vital Kafka platform created by Confluent, who just released their released S-1 and is going public soon. DevOps Tooling CFLT MDB ESTC DDOG SNOW Open Source
Next-gen Security The Age of Hacking So what is social engineering? A look at the Twitter hack, and how Okta and CrowdStrike are on the forefront of preventing attacks. CRWD OKTA ZS ESTC
Observability Clarity from Elastic Insights from ElasticON 2020 developer conference. Next-gen Security ESTC CRWD DDOG
Next-gen Security See the Forest from the Trees A look at EPP/EDR solutions in Forrester Wave's latest industry report. CRWD ESTC
SaaS Industry Tremors A look at the pandemic's impact on tech stocks. ZM AYX TWLO MDB ESTC CRWD DDOG ROKU TTD ZS NET FSLY OKTA DOCU WORK TEAM COUP SMAR