Research Note: CrowdStrike’s Shopping Spree, Acquires SGNL and Seraphic
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: Pure Storage Enhances Cyber-Resilience
At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.
Research Note: CrowdStrike to Acquire AI Security Firm Pangea
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: Check Point to Acquire Lakera for End-to-End AI Security
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.
Research Note: CrowdStrike Acquires Onum for Streaming Data Capabilities
CrowdStrike recently announced its intended acquisition of Onum, a two-year-old startup specializing in real-time telemetry pipeline management, to enhance its Falcon Next-Gen SIEM platform.
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: 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.
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.
Research Note: Pure Storage’s New Enterprise Data Cloud
At its recent Pure //Accelerate event, Pure Storage introduced its new Enterprise Data Cloud (EDC) architecture, positioning the concept as a unified data management platform that consolidates storage operations across hybrid environments.
The EDC centers on Pure Fusion, the company’s storage orchestration layer, with new automation capabilities, including workload presets, workflow orchestration, and enhanced security integrations.
Research Note: CrowdStrike’s Falcon Adversary OverWatch
CrowdStrike expanded its threat-hunting capabilities, introducing its new Falcon Adversary OverWatch Next-Gen SIEM, extending visibility beyond endpoints to third-party data sources.
The new solution uses managed threat hunting to uncover threats in their early stages using available third-party SIEM data from network edge devices, identity and access management tools, SaaS applications, and email security tools.
Research Note: Veeam’s VeeamOn Announcements
At its annual VeeamON 2025 event, Veeam Software announced three significant expansions to its data resilience platform. The updates focus on identity protection, AI integration, and security partnerships.
Research Note: CrowdStrike Falcon Privileged Access
CrowdStrike recently introduced Falcon Privileged Access, a new component of its Falcon Identity Protection portfolio that adopts a just-in-time access model for privileged access management.
CrowdStrike also announced complementary capabilities, including integration between Falcon Identity Protection and Falcon Next-Gen SIEM, Charlotte AI Detection Triage for identity-based attacks, and new CrowdStrike Pulse Services for security maturity improvement.
March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders
Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.
Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.
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:
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.
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: 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.
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: 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.
CrowdStrike’s Earnings Beat + Flow Acquisition
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.
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.