Next-gen Security Premium: CNAPP moves Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz. CRWD PANW ZS S Wiz NET DDOG
Next-gen Security Premium: Security shifts A look at the XDR, CNAPP, and SIEM landscapes. CRWD S MSFT PANW ZS DDOG FTNT Netskope Wiz NET
Next-gen Security Premium: Eyes on Falcon A look at CrowdStrike after Fal.con and IR day. CRWD PANW S NET NVDA ZS DDOG Wiz
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Earnings Premium: Unclouded view A look at CrowdStrike's Q4 and recent acquisitions & moves. CRWD PANW ZS S NET DDOG MSFT GOOG NVDA
Next-gen Security Premium: Microsoft wants to be your security copilot Microsoft is bundling security and driving it with AI. MSFT CRWD S PANW NET ZS OKTA DDOG GTLB
Next-gen Security Breaches and the SEC Okta continues to spiral, plus a look at the new SEC regulations. OKTA ZS CRWD S NET PANW MSFT
Earnings Premium: Let the falcon soar How CrowdStrike has fared the past 2 quarters, and the growth vectors from here. Next-gen Security CRWD PANW ZS NET S DDOG MSFT GOOG
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