On Thursday, while investors were poring over Amazon and Apple’s earnings results, Datadog snuck out another product release. In this case, they brought their Application Security Monitoring product to general availability. This isn’t a surprise, as Application Security had been announced in private beta as part of the Dash user conference in October. With that said, this represents another product offering in Datadog’s security arsenal that can be monetized.
Continue readingCategory: News Items (Page 2 of 2)
Quick takes on news items. These articles provide timely updates on company or industry activities. They will be shorter in length so that they can be published quickly. These articles supplement the longer analysis pieces.
Microsoft recently highlighted a new capability associated with their popular Edge browser that provides a secure network connection for browsing the Internet. They are calling it the Microsoft Edge Secure Network and list the following functions and benefits to the user of this capability:
Continue readingWolfe Research published a research note on April 25th, initiating coverage of Snowflake (SNOW) with an outperform rating. While I conduct my own research before making an investment decision, their rationalization highlighted a few strengths of the Snowflake thesis that I agree with. These included the ability to generate meaningful FCF over time and new tailwinds from the AWS relationship, which is the source of most of the $1.2B in new hyperscaler partnership bookings over the last year. See my prior posts for more background on the Snowflake investment thesis and their evolving relationship with the hyperscalers.
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