Research Note: Dynatrace Acquires DevCycle, Integrating Observability & Feature Management
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
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: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI
Dynatrace and Google Cloud have expanded their collaboration to provide observability capabilities for agentic AI workloads through two primary integrations: a Gemini CLI extension for developer access to observability data within terminal environments, and an A2A protocol integration with Gemini Enterprise for real-time system monitoring.
The Ecosystem Takes Center Stage at AWS re:Invent 2025
AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.
Research Note: Cisco’s AI-Powered Transformation of the Splunk Portfolio at .conf 2025
At its recent Splunk .conf25 in Boston, Cisco unveiled a comprehensive suite of AI-powered enhancements across its recently acquired Splunk portfolio, showing significant progress in integrating the two companies’ technologies.
The announcements centered on three core themes: agentic AI automation, unified data architectures, and enhanced observability capabilities.
NAND Insider Newsletter: Week of May 12, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
NAND Insider Newsletter: January 12, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
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.
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: 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.
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: 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.