Next-gen Security Premium: Falcon or Phoenix? CrowdStrike is moving in a few directions, with an AI under it all. CRWD PANW ZS S MSFT GTLB NET
Earnings Premium: Zscaler's sassy moves of summer A look at Zscaler's moves and earnings. Next-gen Security ZS NET PANW MSFT CRWD
Next-gen Security Premium: Breaches and the SEC Okta continues to spiral, plus a look at the new SEC regulations. OKTA ZS CRWD NET PANW MSFT
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
Edge Networks Premium: Cloudflare's dev & security moves The dev and security moves from Cloudflare of late. Next-gen Security DevOps Tooling NET ZS PANW
Edge Networks Premium: Cloudflare gets smarter in its teenage years Cloudflare's AI moves from Birthday Week. AI/ML NET DDOG Databricks SNOW Hyperscalers AMZN GOOG MSFT
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
Earnings Premium: Cloudflare Q223 A look at earnings from Cloudflare, and its potential for AI. Edge Networks NET
Observability Premium: Datadog dashing towards AI A look at Datadog's new announcements. Next-gen Security DDOG GTLB CRWD S MSFT NET
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
AI/ML Premium: AI is coming to Cloudflare Workers Hints on Cloudflare's coming AI product. Edge Networks NET
Earnings Premium: Cloudflare's confusing conditions A look at Cloudflare's earnings and investor day. NET
Edge Networks Premium: Security Week 2023 A look at Cloudflare's Security Week in mid-March. Next-gen Security NET ZS
Earnings Premium: Scrutiny and prudence A look at recent earnings from Confluent, Cloudflare, and Datadog. CFLT NET DDOG