Research Notes

Research Note: Pure Storage September Platform Updates

Steve McDowell September 28, 2025

At its recent Accelerate event in New York, Pure Storage announced a comprehensive platform refresh, introducing six major product updates that span high-performance storage arrays, AI acceleration capabilities, cloud-native services, and advanced storage modules.

Research Note: Pure Storage Enhances Cyber-Resilience

Steve McDowell September 26, 2025

At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.

Research Note: MongoDB Application Modernization Platform (AMP)

Steve McDowell September 18, 2025

At its recent MongoDB.local NYC event, MongoDB launched its Application Modernization Platform (AMP), seeing the database vendor’s expansion into full-stack enterprise application transformation services.

The new platform combines AI-powered code transformation tools, proven migration frameworks, and professional services to modernize legacy applications for MongoDB’s Atlas cloud platform.

Research Note: CrowdStrike to Acquire AI Security Firm Pangea

Steve McDowell September 18, 2025

CrowdStrike announced its intent to acquire Pangea Cyber for a reported $260 million, adding specialized AI security capabilities to its expanding agentic security platform.

Pangea targets a critical vulnerability in enterprise AI: protecting AI agents and LLMs from prompt injection attacks and other AI-specific threats.

Research Note: Taara Lightbridge

Michael McDowell September 17, 2025

Taara is responding to a clear need in the market for a rapid-to-deploy, high-capacity solution that can scale on demand.

Research Note: Check Point to Acquire Lakera for End-to-End AI Security

Steve McDowell September 17, 2025

Check Point Software announced its intention to acquire Lakera, an AI-native security platform, for $300 million in a transaction expected to close in the fourth quarter of 2025.

The acquisition is designed to establish comprehensive AI security capabilities as part of its broader solution stack.