Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry
Observability Premium: A dog-leg left A look at Datadog's new product announcements out of DASH. DevOps Tooling Next-gen Security DDOG
Next-gen Security Premium: The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD
Next-gen Security Premium: XDR face-off A look at earnings from the XDR platforms: Palo Alto, CrowdStrike, and SentinelOne. (And what the signs are for Zscaler next week.) PANW CRWD S ZS
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
Next-gen Security Premium: One network to rule them all What we can glean from Cloudflare One Week. Edge Networks NET ZS PANW
Next-gen Security Premium: Zscaler's posture shifts A look at Zscaler's recent product shifts and earnings. ZS NET PANW
Next-gen Security Premium: Revisiting spending intent A fresh look at new CIO spending intent surveys in security and data. Observability Data & Analytics SNOW MDB CRWD S DDOG ZS NET
Next-gen Security Premium: The endpoint landscape A look at earnings and recent product moves from CrowdStrike and SentinelOne. CRWD S PANW
Next-gen Security What is XDR? A look at how endpoint protection providers are morphing into XDR. CRWD S PANW
Data & Analytics Premium: A focus on spend A step back to assess the spend trends going forward. Next-gen Security DDOG SNOW NET ZS