DevOps Tooling 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 Snyk CRWD S ZS SNOW AMPL
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
Data & Analytics Premium: A focus on spend A step back to assess the spend trends going forward. Next-gen Security DDOG SNOW NET ZS
Edge Networks Premium: An Expanding Edge Their 2 new acquisitions were highlighted in Security Week. NET ZS CRWD
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
Next-gen Security Premium: Evolution into XDR, Part 1 How CrowdStrike and SentinelOne have evolved into cloud security and XDR, and deepened partnerships with Zero Trust and MSPs. CRWD S PANW ZS NET DDOG OKTA
Next-gen Security Premium: Palo Alto's ongoing shifts How Palo Alto pivoted its next-gen firewalls into XDR, Cloud Security, and Zero Trust & SASE. PANW CRWD S ZS NET DevOps Tooling DDOG GTLB FROG HCP