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
Observability Premium: Datadog dashing towards AI A look at Datadog's new announcements. Next-gen Security DDOG GTLB CRWD S MSFT NET
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: Ramifications of AI A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG MSFT GOOG DT AMZN
Observability A dog-leg left A look at Datadog's product announcements out of this year's Dash. DevOps Tooling Next-gen Security DDOG
Observability Premium: A dog-leg left A look at Datadog's new product announcements out of DASH. DevOps Tooling Next-gen Security DDOG
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
Observability Premium: Datadog gets conservative A look at Datadog's earnings and recent announcements. DDOG
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
Next-gen Security Premium: Who is best positioned for Federal spend How companies are positioned to take advantage of the Federal gov moving towards Zero Trust. Observability CRWD S ZS PANW NET DDOG
Next-gen Security Premium: The expanding Federal opportunity How the Federal opportunity is expanding into broader adoption across State & Local gov, gov vendors, and the rest of the private sector. Observability CRWD ZS NET S
Next-gen Security Premium: The improving Federal posture What companies are benefiting from the improved security posture of the US Fed Govt? Observability DDOG CRWD ZS NET PANW S OKTA