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.
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.
Research Note: Palo Alto Networks Cortex Cloud
Palo Alto Networks recently introduced Cortex Cloud, its integrated cloud security and security operations (SecOps) platform that consolidates the capabilities of Prisma Cloud and Cortex CDR.
The new platform provides a unified approach to managing cloud security risks, real-time threat prevention, and automated response workflows.
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: 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.
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: Cisco FQ2 2024 Earnings
Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
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.