Quick Take: Juniper Network’s Q4 Earnings

Juniper Networks

While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.

Research Note: Deloitte & May Mobility Partner on Transparent Autonomous Vehicle Safety

Deal

Deloitte and May Mobility recently announced a strategic partnership to improve safety in autonomous transportation through data analytics. By combining Deloitte’s expertise in data analysis with May Mobility’s autonomous vehicle (AV) technology, the two companies will track safety events, provide actionable insights, and help cities and businesses optimize their AV systems.

Research Note: Palo Alto Networks Cortex Cloud

Palo Alto Networks Cortex Cloud

Palo Alto Networks recently introduced Cortex Cloud, its integrated cloud security and security operations (SecOps) platform that consolidates the capabilities of Prisma Cloud and Cortex CDR.

The new platform provides a unified approach to managing cloud security risks, real-time threat prevention, and automated response workflows.

Quick Take: CQ4’24 Cloud Earnings

Image of a Cloud

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

Research Note: Delinea Platform Enhancements

Abstract image representing cybersecurity

Delinea recently introduced new features to its cloud-native identity security platform, focusing on centralized identity lifecycle management, credential security, and behavioral analytics.

The updates give enterprises enhanced visibility, automation, and security control over human and non-human identities. They also include mobile access via the new Delinea Platform App, which supports remote identity and access management (IAM).

Research Note: Databricks Acquires BladeBridge

Deal

Databricks announced the acquisition of BladeBridge, a provider of AI-powered migration solutions, to facilitate the transition of enterprise data warehouses to Databricks SQL (DBSQL).

BladeBridge automates the migration of workloads from over 20 different data warehouses and ETL platforms, using large language models for code analysis, conversion, and validation.

Research Note: CyberArk/SentinelOne Partnership

Deal

CyberArk and SentinelOne have formed a strategic partnership to integrate CyberArk’s Endpoint Privilege Manager (EPM) with SentinelOne’s Singularity XDR platform.
The collaboration enhances endpoint security by combining privilege management with advanced threat detection and response capabilities.

Research Report: Understanding VMware Alternatives

Digital Transformation

Broadcom’s acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom’s licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.

Research Note: AMG Systems’ New Hardened NTP Time Servers

Time

AMG Systems recently introduced its new line of NTP Servers aimed at closed industrial networks needing a secure and industrial hardened time synching solution. The product line consists of four models allowing for AC/DC power flexibility and both DIN Rail and 19-inch rack mounting options.

Infrastructure News Roundup: January 2025

Datacenter

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.