Quick Take: Google’s $32B Wiz Acquisition
Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.
March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience
Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:
Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security
NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.
Research Note: Rubrik Expanded Cyber-Resilience Capabilities
Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.
Research Note: Check Point & Wiz Enter Strategic Partnership
Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).
Research Note: OpenText Core Threat Detection & Response
OpenText recently announced its new Core Threat Detection and Response, an AI-driven cybersecurity solution that will become generally available with its Cloud Editions 25.2.
The new platform integrates with Microsoft security tools, including Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Security Copilot, to enhance threat detection and response capabilities.
The solution operates as an Open XDR (Extended Detection and Response) platform, enabling enterprises to integrate telemetry from multiple security tools and applications.
Research Note: 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.
Research Note: Delinea Platform Enhancements
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: NetApp’s New ASA + Realtime Malware Detection for Block Storage
NetApp announced a major expansion of its all-flash SAN (ASA) product line while also introducing new ransomware protection capabilities advancements.
Research Note: CyberArk/SentinelOne Partnership
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.
Infrastructure News Roundup: January 2025
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.
Research Note: Cisco AI Defense
Cisco recently introduced its Cisco AI Defense, its new enterprise security solution to address the growing risks associated with AI adoption in multi-cloud and multi-model environments.
Research Note: Tanium’s New AEM & Cloud Workload Solutions
At its recent Converge 2024 user conference in Orlando, Tanium announced two significant portfolio updates: Tanium Autonomous Endpoint Management (AEM) and Tanium Cloud Workloads.
The new solutions advance endpoint and containerized workload management through real-time insights, automation, and AI-powered functionalities.
Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships
Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.
Research Note: SentinelOne Autonomous Cybersecurity Announcements
SentinelOne unveiled several announcements at its recent OneCon 2024 customer event, each of which bring the company closer to delivering on its vision of making the Autonomous Security Operations Center (SOC) a reality.
Quick Take: Veeam Software and Palo Alto Networks Integration
Veeam announced a new integration with Palo Alto Networks that combines Veeam’s data protection and backup solutions with Palo Alto’s advanced cybersecurity platforms, Cortex XSIAM and Cortex XSOAR.
Research Note: Fortinet Enhances Unified SASE Solution
In August 2024, Fortinet announced significant enhancements to its Unified Secure Access Service Edge (SASE) solution. These updates, including introducing their Sovereign SASE offering and integrating generative AI capabilities, improve flexibility and simplicity in managing hybrid networks.
Research Note: CrowdStrike Fal.Con 2024 Announcements
At its 2024 Fal.Con customer event in Las Vegas, CrowdStrike unveiled several major updates to its AI-native Falcon cybersecurity platform that unify, automate, and enhance its customers’ security and IT operations.
The announcements cover a range of new features in cloud security, SIEM, AI-driven capabilities, and identity protection, all designed to create a cohesive platform for accelerating threat detection, response, and prevention.
Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security
Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.
Quick Take: Rubrik Estimate-Beating Q2 Earnings
Rubrik reported impressive financial results for its Q2 FY2025, significantly outperforming key metrics and analyst expectations while raising its full-year guidance.
JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration
Announced this week at its annual swampUp event, the new JFrog Runtime is a robust runtime security solution that offers end-to-end protection for applications throughout their lifecycle. Alongside this launch, JFrog also revealed a new product integration with NVIDIA, which will enable users to secure and manage AI models more effectively using NVIDIA’s AI infrastructure.
Research Note: HPE Aruba NDR
HPE Aruba has expanded its enterprise security portfolio by introducing a new Network Detection and Response (NDR) platform. The solution integrates AI-driven behavioral analytics to enhance threat detection, particularly focusing on the growing security challenges posed by IoT devices.
Quick Take: CrowdStrike Q2 FY2025 Earnings
CrowdStrike demonstrated remarkable resilience in its latest quarterly earnings report, overcoming significant challenges to deliver strong financial results that beat Wall Street estimates.
Research Note: Palo Alto Networks Q4 FY2024 Earnings
Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.
Research Note: Cisco FQ4 2024 Earnings
Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.
Research Note: Microsoft & IBM’s Expanded Cyber Security Alliance
Microsoft and IBM announced an enhanced collaboration to strengthen the cybersecurity capabilities of clients navigating hybrid cloud environments.
The partnership leverages IBM Consulting’s industry-leading cybersecurity services and Microsoft’s comprehensive security technology portfolio to provide advanced, integrated solutions for modern security operations and cloud identity management.
Quick Reference: Cyber Security Acronyms
The cybersecurity industry is filled with acronyms. For your reference (and ours!), we maintain the list of common acronyms. We hope you find it useful.
Research Note: Fortinet Acquires Lacework
Fortinet, a converged networking and security market player, announced its definitive agreement to acquire Lacework, a data-driven cloud security company known for its AI-powered platform. This acquisition will bolster Fortinet’s already robust Security Fabric, delivering enhanced security solutions from code to cloud for its vast customer base.
Quick Take: Palo Alto Networks FQ3 2024 Earnings
Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.
Research Brief: IBM & Palo Alto Networks Strategic Partnership
IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.
Research Note: Elastic SIEM Solution
At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.
Research Note: CrowdStrike Falcon ASPM & CDR Updates
At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP
Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault’s immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.
Riverbed’s New Platform Approach to AI-powered Observability
This week at the 2024 RSA conference, observability company Riverbed launched an aggressive update to its advanced AI-powered observability platform. The new platform includes several new solutions and features built on an open architecture, addressing critical visibility challenges across public cloud, Zero Trust, SD-WAN, and remote work environments.
Research Note: SentinelOne Purple AI Updates
At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.
Research Note: Elastic’s AI-Focused SIEM Updates
At the 2024 RSA Conference, Elastic introduced significant enhancements to its Security Information and Event Management (SIEM) solution, Elastic Security. The upgrades, revealed at the recent RSA Conference, are a substantial leap in the evolution of security operations centers (SOCs).
Quick Take: Google Cloud Threat Intelligence
Google announced its new Google Threat Intelligence at the 2024 RSA Conference in San Francisco. The latest offering addresses longstanding issues in threat intelligence by offering a more comprehensive view and easier operationalization of data.
Quick Take: Fortinet Q1 2024 Earnings
Fortinet released its earnings for its fiscal Q1 2024, demonstrating robust financial performance across several key metrics.
Quick Take: Sygnia & NVIDIA’s Edge Security Play
Sygnia and NVIDIA announced a strategic collaboration to enhance cybersecurity in the energy and industrial sectors using AI-powered edge solutions. The aim is to directly improve data collection, threat detection, and response capabilities at the edge of industrial and critical infrastructure networks.
Research Note: Snyk AppRisk Pro
Snyk launched Snyk AppRisk Pro, a new tool designed to enhance application security by integrating AI with application context from various third-party integrations. The new tool helps application security (AppSec) and development teams prioritize and accelerate the remediation of business-critical risks throughout the full development lifecycle by providing a comprehensive view of application risk by assessing how the application is built, its code, its business impact, and team responsibilities.
Research Note: Commvault FQ4 2024 Earnings
Commvault released its fiscal Q4 2024 earnings results, closing out its fiscal year ’24 on a high note with substantial growth across key financial metrics.
Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released consensus-beating results for its fiscal Q4 2024, showing strong growth and record-breaking performance. The company also delivered better-than-expected guidance.
Quick Take: Lacework Expands Enterprise Capabilities
Cloud security company Lacework announced new platform capabilities to enhance efficiency for security stakeholders.
The enhancements include the introduction of Lacework Explorer, a combination of a security graph and resource explorer for better asset visibility and relationship analysis. New dashboards have been introduced to provide in-depth insights into the performance of security programs against set goals.
Research Note: NetApp Autonomous Ransomware Protection
NetApp recently announced enhanced cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time malware protection for both primary and secondary data, irrespective of whether it’s stored on-premises or in the cloud.
Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.
Quick Take: CrowdStrike Acquires Flow Security
CrowdStrike announced its pending acquisition of Flow Security, a company specializing in cloud data security with an approach emphasizing runtime analysis for real-time data discovery, classification, risk detection, and policy enforcement.
Quick Take: Venafi ‘Stop Unauthorized Code’ Solution
Venafi has launched its new “Stop Unauthorized Code Solution,” designed to address the rising complexities inherent in software development security, specifically targeting unauthorized code and software supply chain attacks.
Research Note: IBM’s Enhanced FlashSystem Malware Detection
IBM’s new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.
Research Note: Palo Alto Networks FQ2 2024 Earnings
Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
Quick Take: Tanium’s Autonomous Endpoint Management (AEM)
Tanium, a leader in converged endpoint management, is bringing AEM into the mainstream, highlighting the technology as the future direction of its XEM platform at its recent Converge event.
Let’s look at AEM and how it might impact the cybersecurity market.
Research Note: SailPoint Expands Identity Cloud
SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.
Research Note: Cohesity to Merge with Veritas Data Protection Business
In a landmark deal poised to redefine the data protection and cyber-resiliency market, Cohesity announced it has entered into a definitive agreement to merge with Veritas’s data protection business, creating a new entity focused on the data protection and management market.
Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings
SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount.
The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe’s CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.
Halcyon’s Latest Funding Shows Robust Cybersecurity Growth
Halcyon, an emerging player in the cybersecurity anti-ransomware sector, recently marked a significant milestone in its growth trajectory, securing an additional $40 million in a Series B funding round. This recent infusion of capital brings the company’s total funding to an impressive $84 million, following a $44 million Series A round last April.
Quick Take: Chronosphere Acquires Calyptia
Chronosphere, a cloud-native environment observability provider, recently announced the acquisition of Calyptia, a specialist in observability pipelines. This marks a significant expansion in Chronosphere’s capabilities.
SentinelOne Earnings Validates Strategy
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.
SentinelOne Expands Cybersecurity Capabilities, Positions for Growth
SentinelOne has consistently redefined its approach to encompass a comprehensive suite of cybersecurity services, ranging from endpoint to cloud to identity security, broadening its scope and addressing the multifaceted nature of cyber threats today.
Lacework’s new SCA & SAST Cyber-Security Capabilities
Cloud security provider Lacework recently announced the extension of its platform to include code security, enhancing its coverage of the full application lifecycle. The new features provide Lacework customers with comprehensive visibility throughout the application development process, helping to identify and address security issues before deployment.
Research Note: SentinelOne’s New & Updated Offerings
In the rapidly shifting terrain of cybersecurity, SentinelOne has emerged as a trailblazer. This was front and center during the company’s inaugural OneCon customer event in Boca Raton earlier this month.
Research Note: Cisco Fiscal Q1 2024 Earnings
Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco’s earnings in this research note.
Palo Alto Networks Prisma Cloud Gains Code-to-Cloud Intelligence
Palo Alto Networks has unveiled the latest iteration of its leading Prisma Cloud offering, which it calls “Darwin.” The new Prisma Cloud release introduces tools and features that secure the entire application lifecycle, from the code’s inception to its deployment and runtime in the cloud.
SailPoint Introduces Atlas Identity Management Platform
SailPoint Technologies this week unveiled its new SailPoint Atlas platform, its new multi-tenant SaaS platform that serves as the foundation for the SailPoint Identity Security Cloud, offering a common set of services that simplify and accelerate identity security operations for modern enterprises.
Orca Security Expands Relationship with Google Cloud + Adds Generative AI Features
It’s been a busy year for Orca Security. Back in June, the company announced an expanded relationship with Google Cloud. Earlier this month, Orca released a new generative AI-based tool for asset discovery.
Sysdig Sees Continued Momentum In Cybersecurity
Context While Sysdig emerged in the observability space over a decade ago, the company entered the security realm in 2017, bringing container security features into its observability tools. Its offering correlates logs with the security information it collects on container workloads to identify threats. The company has grown since adding a cloud security posture management […]
Palo Alto Networks New CI/CD Prisma Cloud Features Protects Software Delivery Pipeline
Palo Alto Networks this month stepped up to address AppSec concerns around cloud native security with a new set of CI/CD security capabilities for its Prisma Cloud offering.
NetApp Updates BlueXP With New Cyber-Resiliency Features
NetApp recently updated its BlueXP hybrid-cloud management tool with new data protection and cybersecurity features.
Scality ARTESCA 2.0 Object Storage Focuses On CyberSecurity And Enterprise Features
Background Scality is a company with the wind at its back. Chief Marketing Officer Paul Speciale recently told me that the company outgrew the overall storage market in 2022, increasing its business by about 20% year-on-year. A surprising amount of that business, nearly 40%, was from public sector business, while another 40% was from enterprise […]
Inside the IBM FlashSystem Realtime Ransomware Detection
Background As the market for cybersecurity products explodes, we’re also beginning to see innovative approaches to detecting threats built into the infrastructure. A storage array, for example, should be able to detect data corruption. After all, storage is where your data lives. The challenge, however, is that a storage array often needs more context to […]
Palo Alto Networks Earnings Show Growing Momentum
Background The most recent projections from Canalys show that the cybersecurity market is expected to grow by 13.2% in 2023, with total spending of up to $223.8B worldwide. Cybersecurity products make up $79.5B and are expected to grow by 13% this year. Palo Alto Networks benefits from the overall growth of the market. The company […]