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.
Quick Take: Datadog Acquires Log Search Provider Quickwit
Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.
What Dynatrace and Datadog Earnings Tell Us About the Observability Market
Recent earnings releases from observability leaders Dynatrace and Datadog provide a revealing look into the current state of the observability market. The two companies show robust demand for AI-driven observability, significant expansion into enterprise accounts, and a continued push toward platform consolidation.
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.
Quick Take: Dynatrace FQ1 2025 Earnings
Dynatrace released its Q1 FY25 earnings report, showcasing a strong start to the fiscal year. The company’s performance highlights its resilience and leadership in the rapidly growing observability market.
Quick Take: Datadog Q2 2024 Earnings
Observability provider Datadog showed continued resilience and strategic focus in Q2 2024, delivering a solid financial performance and continuing its innovation and customer growth trajectory.
Research Note: HPE OpsRamp Enhancements
Hewlett Packard Enterprises introduced several enhancements to its OpsRamp solution at its recent HPE Discover event in Las Vegas that bolster its autonomous IT operations vision.
Quick Take: Dynatrace FQ4 2024 Earnings
Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company’s ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace’s competitive edge in the observability and AI ops markets.
Research Note: Datadog Q1 2024 Earnings
Datadog recently released its fiscal Q1 2024 earnings, beating consensus estimates on earnings and revenue, but disappointed analysts with its guidance.
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.
Quick Take: New Relic Brings Observability to Atlassian
At the recent Atlassian Team24 event, New Relic announced new integrations with Atlassian’s offerings to enhance the efficiency of incident management and resolution within software development environments.
Quick Take: Observe’s $115M Series B
Observe, a SaaS observability company focused on transforming the management and analysis of machine-generated data, has secured $115 million in Series B funding. The round closed with a valuation 10x of its Series A.
Quick Take: Cisco Completes Splunk Acquisition
Cisco announced that it’s completed its acquisition of Splunk, positioning Cisco as one of the world’s largest software companies, with the resulting organization promising to bring a new level of visibility and insights across organizations’ entire digital landscapes.
Quick Take: Dynatrace Runecast Acquisition
Earlier this month, on the eve of its annual Perform customer conference, Dynatrace announced the definitive acquisition of Runecast, an AI-powered security and compliance solutions provider, including Cloud Security Posture Management.
Observability’s Now Strategic for IT
Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.
Research Note: Elastic Fiscal Q2 2024 Earnings
Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for the quarter, taking a special look at the impact of generative AI on the company’s business.
Dynatrace’s Kubernetes Experience for Platform Engineering
Dynatrace recently announced its new Kubernetes Experience for Platform Engineering. Dynatrace built the new solution in response to the growing need for organizations to manage and monitor their Kubernetes-based containerized environments more efficiently.
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.
Research Note: What Q3 Earnings Say about the Observability Market
In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.
Cisco Announces Intent to Acquire Splunk
Last week, Cisco announced its intention to acquire Splunk for $157 per share in cash, representing approximately $28 billion in equity value.
Elastic Introduces Generative AI for Observability & GA’s Universal Profiling
Elastic, the company behind the industry-leading Elasticsearch, today unveiled two significant updates: Elastic AI Assistant for Observability and the general availability of its Universal Profiling features.
Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI
Over the past month Dynatrace has beat earnings, announced the acquisition of Rookout, a developer-focused observability start-up, and is bringing new generative AI features to its a Davis AI engine.
Dynatrace Blends AI, Automation & Observability With New Offerings
Understanding what’s happening across that infrastructure is a difficult challenge — predicting what may happen next in that infrastructure? That seems impossible.