A look at Zscaler's earnings.
A look at earnings from the XDR platforms: Palo Alto, CrowdStrike, and SentinelOne. (And what the signs are for Zscaler next week.)
A look at the cloud providers, and what they are doing in security & data.
How companies are positioned to take advantage of the Federal gov moving towards Zero Trust.
What companies are benefiting from the improved security posture of the US Fed Govt?
What we can glean from Cloudflare One Week.
A look at Zscaler's recent product shifts and earnings.
A look at earnings and recent product moves from CrowdStrike and SentinelOne.
A look at how endpoint protection providers are morphing into XDR.
Final comparison of CrowdStrike and SentinelOne.
How CrowdStrike and SentinelOne made some key acquisitions in data lake and identity.
How CrowdStrike and SentinelOne have evolved into cloud security and XDR, and deepened partnerships with Zero Trust and MSPs.
How Palo Alto pivoted its next-gen firewalls into XDR, Cloud Security, and Zero Trust & SASE.
Some thoughts on where this service is going, plus some earnings and news this week from Snowflake and the Zero Trust & SASE ecosystem.