AI/ML Premium: Google's moves in security, networking, and DevOps A look at the other moves from GCP beyond data and AI. Next-gen Security Edge Networks DevOps Tooling Hyperscalers GOOG NET ZS CRWD PANW S GTLB MSFT DDOG FSLY AMZN
Edge Networks Premium: An Application Cloud Cloudflare is shifting from application services into a fully-featured application cloud. NET FSLY CFLT
Earnings Premium: A look at recent earnings Gleanings from the latest earnings from Datadog, Cloudflare, Confluent, and Fastly, and look at a hint from Okta. DDOG NET CFLT FSLY OKTA
Edge Networks Premium: A Fastly Retrospective Revisiting the issues seen in Fastly's management. FSLY NET
Deep Dive Flare Ups It's been a busy 2020 for Cloudflare. Let's dive into their edge compute and Zero Trust moves. Edge Networks Next-gen Security NET OKTA ZS FSLY CRWD
SaaS Industry Catching up We've all had a busy summer full of change... especially these SaaS providers. CRWD DDOG FSLY NET OKTA DOCU TWLO ZM SNOW
Edge Networks What are Edge Networks? A deep dive into the architecture of edge networks, and the many benefits and features that now arise. DevOps Tooling FSLY NET ZS API
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
Deep Dive A Cloudflare deep dive An investment look into their global edge network platform. Edge Networks Next-gen Security NET FSLY ZS