SentinelOne Earnings Validates Strategy

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SentinelOne released earnings for its most recent quarter that beat consensus estimates for the top and bottom line for the third consecutive quarter, showing a dramatic year-over-year increase in revenue, annual recurring revenue (ARR), and growth in gross margin.

Research Note: Cisco Acquires Isovalent


Cisco, a global leader in networking and cybersecurity solutions, recently announced a strategic move to redefine the landscape of multi-cloud networking and security with its intent to acquire Isovalent.

Research Note: IBM Acquires Advanced


IBM announced a definitive agreement to acquire application modernization capabilities from Advanced, positioned by IBM as a strategic move to bolster its position in hybrid cloud and AI.