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
AI/ML Premium: OpenAI and Microsoft A look at OpenAI's evolution and the spread of LLMs across Microsoft's product lines. Hyperscalers Next-gen Security Data & Analytics MSFT
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
Data & Analytics Premium: The Modern Data Stack A look at how the Data & Analytics ecosystem has evolved, and what it's enabling from here. SNOW Databricks AMZN GOOG MSFT AI/ML
DevOps Tooling A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks AMZN GOOG MSFT CFLT HCP TWLO MDB
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
DevOps Tooling Premium: The trends in DevOps and Observability A look at where DevOps tools are going. Observability DDOG GTLB HCP FROG AMZN MSFT GOOG
Edge Networks Premium: Horses for Courses A look into the major cloud vendor's moves into the edge. DevOps Tooling NET AMZN MSFT GOOG Hyperscalers
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 GTLB