Data & Analytics Premium: The Modern Data Stack A look at how the Data & Analytics ecosystem has evolved, and what it's enabling from here. SNOW Databricks AMZN GOOG MSFT AI/ML
Data & Analytics Premium: The rise of data apps A look at what came out of Snowflake Summit. SNOW Databricks
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: 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
Data & Analytics Premium: The view from Montana A look at several trends across earnings and recent announcements from Snowflake. SNOW
Data & Analytics Premium: A focus on spend A step back to assess the spend trends going forward. Next-gen Security DDOG SNOW NET ZS
Earnings Premium: The recent snowfall Snowflake just announced their latest earnings and an interesting acquisition. SNOW
Data & Analytics Premium: Snowflake's recent moves A look at the important moves from Snowflake since last summer. SNOW Databricks
SaaS Industry Premium: A look at enterprise SaaS in 2021 A look at what Okta's latest Business @ Work report is telling us about enterprise SaaS usage over 2021. Next-gen Security Operational Tooling DevOps Tooling MNDY DDOG ZS TEAM SNOW MDB HCP
DevOps Tooling Premium: What is the modern DevOps workflow? A look at the stages of a modern DevOps workflow, and the ecosystem over the entire app lifecycle. GTLB FROG DDOG HCP TEAM Synk CRWD S ZS SNOW AMPL
Earnings Premium: A bevy of earnings A look at earnings from Zscaler, CrowdStrike, and Snowflake. ZS CRWD SNOW
Data & Analytics A Kafka deep dive A look at the vital Kafka platform from Confluent, who went public in Jun-21. DevOps Tooling CFLT MDB ESTC DDOG SNOW
Observability Premium: Shifts in Observability A look into Datadog's competition, and how they are all replicating Datadog's breadth of platform. DDOG DT ESTC SNOW
Data & Analytics Premium: Two paths to the Data Lakehouse A look at how Snowflake and Databricks are colliding over the long term. SNOW Databricks