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
Edge Networks Premium: Cloudflare's dev & security moves The dev and security moves from Cloudflare of late. Next-gen Security DevOps Tooling NET ZS PANW
AI/ML Premium: Google's moves in security, networking, and DevOps A look at the other moves from GCP beyond data and AI. Next-gen Security Edge Networks DevOps Tooling Hyperscalers GOOG NET ZS CRWD PANW S GTLB MSFT DDOG FSLY AMZN
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
Edge Networks Premium: Security Week 2023 A look at Cloudflare's Security Week in mid-March. Next-gen Security NET ZS
Next-gen Security Premium: A maturing SASE The highlights from Cloudflare's CIO Week. Edge Networks NET ZS PANW
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
Edge Networks Premium: A security edge A look at Cloudflare's new Zero Trust & SASE directions from GA & Birthday Week. Next-gen Security NET ZS PANW
Next-gen Security Premium: The SASE front A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD
Next-gen Security Premium: The XDR front A look at earnings and updates from CrowdStrike, SentinelOne, and Palo Alto. PANW CRWD S ZS
Next-gen Security The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD S PANW ZS NET