Research Notes

Research Note: CrowdStrike’s Shopping Spree, Acquires SGNL and Seraphic

Steve McDowell January 26, 2026

CrowdStrike announced two strategic acquisitions in January 2026 that extend its Falcon platform into browser runtime security and continuous identity authorization. The company acquired SGNL for $740 million and Seraphic Security for an undisclosed amount, with both transactions expected to close in Q1 FY2027.

Research Note: Dell PowerStore OS v4.3 brings Capacity Expansion and Enterprise Resilience Enhancements

Steve McDowell January 23, 2026

Dell Technologies has released PowerStore OS v4.3, introducing higher-capacity QLC flash drives, expanded replication capabilities, and file system operational improvements.

Research Note: Dynatrace Acquires DevCycle, Integrating Observability & Feature Management

Steve McDowell January 18, 2026

Dynatrace this week announced the acquisition of DevCycle, a feature management platform built on the OpenFeature standard. The acquisition addresses a fundamental gap in modern software delivery: the disconnect between feature flag controls and runtime observability.

Research Note: Snowflake Acquires Observe, Advancing Data Platform & Observability Integration

Steve McDowell January 18, 2026

Snowflake recently announced a definitive agreement to acquire Observe, an AI-powered observability platform built on Snowflake’s infrastructure. Valued at approximately $1 billion, this is Snowflake’s second observability-related acquisition, after TruEra in May 2024.

These acquisitions challenge the traditional separation between observability infrastructure and data platforms. By treating telemetry data (logs, metrics, traces) as first-class data within Snowflake rather than requiring specialized observability infrastructure, the combined offering promises to reduce observability costs while enabling full-fidelity data retention.

Research Note: Qualcomm Validates Wi‑Fi 8 Silicon with LitePoint — A Key Readiness Milestone

Michael McDowell January 13, 2026

For enterprise leaders the marketing noise of Wi-Fi 8 is beginning to be replaced by concrete readiness indicators.

Research Note: VAST’s Novel Approach to NVIDIA’s new CMX Inference Context Memory Storage Platform

Steve McDowell January 9, 2026

VAST Data announced support for NVIDIA’s recently unveiled Inference Context Memory Storage (ICMS) Platform, targeting the NVIDIA Rubin GPU architecture. The announcement addresses the challenge of managing KV cache data that exceeds GPU and CPU memory capacity as context windows scale to millions of tokens across multi-turn, agentic AI workflows.