Earnings Premium: CyberArk's Q324 A look at CyberArk's results and Venafi boost. Next-gen Security CYBR OKTA CRWD ZS
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Next-gen Security Premium: Vaulting to success A deep dive into CyberArk. CYBR OKTA CRWD S ZS NET PANW RBRK
Next-gen Security Premium: Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup. CYBR OKTA MSFT CRWD ZS PANW S Wiz NET RBRK
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
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
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: Wandering through the watchlist Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTA
Hyperscalers Premium: The security and DevOps view from AWS re:Invent A look at Security & DevOps announcements out of AWS re:Invent in Dec-22. Next-gen Security DevOps Tooling AMZN DDOG CRWD S ZS PANW HCP GTLB CFLT OKTA NET
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: 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
DevOps Tooling A HashiCorp deep dive A look at HashiCorp's product line as it IPOs, and how it's entering Zero Trust. Next-gen Security HCP OKTA DDOG NET Open Source
Next-gen Security Premium: Evolution into XDR, Part 2 How CrowdStrike and SentinelOne made some key acquisitions in data lake and identity. CRWD S PANW DDOG ESTC ZS OKTA