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
Edge Networks Premium: Cloudflare's honed message A high level view of what Cloudflare is selling. NET ZS
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