Earnings Premium: Cloud Week A quick look at results from the hyperscalers. Hyperscalers AMZN GOOG MSFT AI/ML
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
Data & Analytics The Modern Data Stack A look at how the Data & Analytics ecosystem has evolved, and what it's enabling from here. AI/ML SNOW Databricks AMZN GOOG MSFT
Data & Analytics Premium: Data Duel, Day 3 A look at new announcements from Databricks at Data+AI Summit. AI/ML Databricks SNOW MSFT GOOG AMZN
Data & Analytics Premium: Data Duel, Day 2 A look at new announcements from Snowflake at Summit. AI/ML SNOW Databricks MSFT AMZN GOOG AYX
Data & Analytics Premium: Snowflake vs Databricks A look at Snowflake and Databricks before their conflicting Summits next week. SNOW Databricks GOOG AMZN MSFT
Technology Premium: Apple's new mixed-reality headset Apple is creating a new computing device you wear on your head. AAPL GOOG MSFT META U
Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
Earnings Premium: A cloudy horizon A look at Datadog's results and what the clouds are telling us. Hyperscalers Observability DDOG MSFT GOOG AMZN
AI/ML Premium: Moving fast with AI A look at GitLab's just announced AI features, and the implications at the app layers. DevOps Tooling GTLB DDOG PANW GOOG MSFT
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
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG MSFT GOOG DT AMZN
Hyperscalers Premium: What is the Supercloud? A look at how Snowflake and Cloudflare are adopting the Supercloud mantle. Data & Analytics Edge Networks AMZN MSFT GOOG SNOW Databricks NET
Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry