A look at Confluent and Cloudflare earnings.
Microsoft is bundling security and driving it with AI.
Okta continues to spiral, plus a look at the new SEC regulations.
How CrowdStrike has fared the past 2 quarters, and the growth vectors from here.
CrowdStrike is moving in a few directions, with an AI under it all.
A look at Zscaler's moves and earnings.
A look at Cloudflare's quarter and their major outage.
Thoughts on Cisco's massive (and expensive) acquisition of Splunk, and what both companies have been building.
The dev and security moves from Cloudflare of late.
Cloudflare's AI moves from Birthday Week.
A look at the other moves from GCP beyond data and AI.
A look at earnings from Cloudflare, and its potential for AI.
A look at Datadog's new announcements.
A detailed walkthrough of Microsoft's moves across next-gen security lines.