Confluent (Pt.1) - Data Streaming Platform To Triumph The Middleware Industry
Summary
* Confluent is the category-defining vendor in the data streaming space with
Convequity
Valuation Analysis: Rule of X vs. Multiples
Summary
* Reports on Confluent, Rubrik's IPO, and Match Group are
Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)
Summary
* In Part 2 we dive into SNOW's products, both
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Special Episode - Digital Ocean - Dubious Prospects
We have tons of research and unique insights on DOCN. However, we
Special Episode - CRWD - Tactical Opportunities
Updates - Okta 3Q23
Summary
* Okta is back on track, executing well amid a toughening macro