Digital Safety & Privacy

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

May 12, 2024

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Margin Compression Is Pernicious, Disruptive, and Exponential In Impact

Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.

RSA Conference 2024 in a nutshell: What you need to know

By Larry Dignan

Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and CrowdStrike, Fastly and a bevy of others had announcements. Akamai acquired Noname Security.

Monday's Musing: When The Hunters Become The Hunted

By R "Ray" Wang

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:

CrowdStrike, AWS expand partnership revolving around CrowdStrike Falcon and Amazon Bedrock

By Larry Dignan

CrowdStrike and Amazon Web Services expanded a partnership where Amazon will standardize on CrowdStrike's Falcon platform and CrowdStrike will expand usage of Amazon Bedrock and SageMaker.

Rubrik's IPO: Everything enterprises need to know

By Larry Dignan

Rubrik, an enterprise backup and recovery company, has filed for an initial public offering in a move that indicates a new batch of security vendors are likely to hit the market as companies prep their post-breach strategies.

Meet the 50 Trailblazers Spearheading the Future of Sustainability

By Elle Froze, Hannah Hock

UnitedHealth sees $1.35 billion to $1.6 billion hit in 2024 due to Change Healthcare cyberattack

By Larry Dignan

For 2024, UnitedHealth said the tab for the Change Healthcare cyberattack could be as high as $1.6 billion.

Splunk’s Acquisition by Cisco Accelerates Convergence of Network, Security, and Observability, Fueled by AI

By Chirag Mehta

Two questions have haunted me for two decades: first, can we really address security without addressing networks? Second, are observability and security like oil and water? We are seeing a convergence of network, security, and observability—fueled by AI.

Digital Safety & Privacy

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

RSA Conference 2024 in a nutshell: What you need to know

Monday's Musing: When The Hunters Become The Hunted

CrowdStrike, AWS expand partnership revolving around CrowdStrike Falcon and Amazon Bedrock

Rubrik's IPO: Everything enterprises need to know

Meet the 50 Trailblazers Spearheading the Future of Sustainability

UnitedHealth sees $1.35 billion to $1.6 billion hit in 2024 due to Change Healthcare cyberattack

Splunk’s Acquisition by Cisco Accelerates Convergence of Network, Security, and Observability, Fueled by AI

Databricks LLM, Confidential Computing, Zoho Software | ConstellationTV Episode 77

11 Top Cybersecurity Trends for 2024 and Beyond

GitHub Elevates Code Scanning to the Next Level By Offering to Auto Fix the Code

Cisco closes Splunk purchase, previews integrations ahead

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