Research Feed: Steve McDowell
T-Mobile’s CBRS Bombshell
But now, they’ve pulled the rug out. They’re telling their partners to prioritize using T-Mobile’s own licensed mid-band spectrum for all new neutral-host projects.
SonicWall and the Cybersecurity Warranty Landscape
A central feature of this new platform is a built-in cyber warranty, which SonicWall is positioning as the “industry’s first embedded cyber warranty.”
Research Note: DXC Technology and 7AI Partner on Agentic Security Operations
Announced earlier this month at Black Hat, DXC Technology has partnered with cybersecurity startup 7AI to launch the DXC Agentic Security Operations Center (SOC) for delivering managed security services.
The collaboration integrates 7AI’s autonomous AI agents into DXC’s global security operations workflow, covering alert ingestion, investigation, and remediation processes.
Research Note: CrowdStrike Falcon Next-Gen Identity Security
CrowdStrike recently launched its new Falcon Next-Gen Identity Security, a unified platform that consolidates identity protection capabilities across human, non-human, and AI agent identities within hybrid environments. The solution integrates initial access prevention, privileged access management (PAM), identity threat detection and response (ITDR), SaaS identity security, and agentic identity protection into the existing Falcon platform architecture.
Research Note: F5 Acquires MantisNet
Application security player F5 announced its acquisition of real-time network observability company MantisNet for an undisclosed amount. The acquisition promises to enhance F5’s Application Delivery and Security Platform (ADSP) with eBPF-powered observability capabilities, specifically targeting the monitoring of encrypted traffic in containerized infrastructures.
Microsoft Project Ire: Autonomous Malware Reverse Engineering at Scale
Microsoft recently introduced Project Ire, an autonomous AI agent that performs full-scale reverse engineering and classification of software files, with a focus on malware detection.
Research Note: Tenable Brings Exposure Management to Enterprise AI
Tenable recently expanded its Tenable One exposure management platform with AI Exposure, a comprehensive solution designed to address generative AI security risks in enterprise environments. Announced at Black Hat USA 2025, the platform addresses the growing visibility gap as organizations rapidly adopt AI tools, such as ChatGPT Enterprise and Microsoft Copilot.
Research Note: Rubrik Safeguards Agentic Workflows with Agent Rewind
Rubrik recently introduced Agent Rewind, a solution targeting the emerging challenge of AI agent error recovery. The new offering, powered by technology from Rubrik’s acquisition of AI infrastructure startup Predibase earlier this year, provides visibility, audit trails, and rollback capabilities for actions taken by autonomous AI agents across enterprise systems.
HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era
In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it’s about building resilience to withstand them.
The Unseen Architects: How System Integrators are Powering Carrier-Led Private 5G Deployments
For mobile carriers like Verizon, AT&T, and T-Mobile, the P5G opportunity is immense, offering new revenue streams beyond consumer services.
Research Brief: Oracle Globally Distributed Exadata Database on Exascale Infrastructure
Oracle announced the general availability of its Globally Distributed Exadata Database on Exascale Infrastructure, a managed cloud service that combines distributed database capabilities with serverless computing architecture. The platform automatically distributes and synchronizes data across multiple Oracle Cloud Infrastructure (OCI) regions, maintaining full SQL compatibility and support for Oracle Database features.
Research Note: SentinelOne to Acquire Prompt Security
SentinelOne recently announced a definitive agreement to acquire Prompt Security for an estimated $250-300 million, more than 10x the startup’s funding history. The transaction, expected to close by November 2025, will allow SentinelOne to address enterprise AI governance risks through real-time monitoring and control of generative AI tool usage.