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Insight News
August 07, 2024

Fortinet: Two acquisitions, Q2 results set it up as platform play

Digital Safety, Privacy, and Cybersecurity
Fortinet appears to be setting itself up to be more of a rival to Palo Alto Networks with the acquisitions of Next DLP and Lacework as well as better-than-expected second quarter r...
Larry Dignan
Insight News
July 23, 2024

CrowdStrike CEO called to testify before House committee

Digital Safety, Privacy, and Cybersecurity
CrowdStrike CEO George Kurtz is being called to the House to testify about the global IT outage that has hampered enterprises--notably airlines like Delta--for days. ...
Larry Dignan
Insight News
July 12, 2024

AT&T data for 'nearly all' customers breached

Digital Safety, Privacy, and Cybersecurity
AT&T said that customer data covering "nearly all" of its customers from May 1, 2022, to October 31, 2022, and Jan. 2, 2023 was downloaded from a third-party cloud platform. ...
Larry Dignan
Analyst Blog
June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

Data to Decisions
AI Begins And Ends With Nvidia Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
R "Ray" Wang
Analyst Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Data to Decisions
Take A Measured Approach To AI Adoption The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellations Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:
R "Ray" Wang
Insight News
June 10, 2024

Fortinet picks up Lacework to beef up its Fortinet Security Fabric

Digital Safety, Privacy, and Cybersecurity
Lacework specializes in Cloud-Native Application Protection Platform (CNAPP). Fortinet said it will add Lacework's AI-powered platform to its Fortinet Security Fabric. Lacework has...
Larry Dignan
Insight News
May 28, 2024

Cybersecurity platformization: What you need to know

Digital Safety, Privacy, and Cybersecurity
Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve fo...
Larry Dignan
Analyst Blog
May 22, 2024

A creative response to Generative AI

Digital Safety, Privacy, and Cybersecurity
Can an actor copyright their face or their voice? To protect against Generative AI, they might have other legal options.
Steve Wilson
Analyst Blog
May 12, 2024

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

Data to Decisions
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. lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt;
R "Ray" Wang
Insight News
May 07, 2024

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

Digital Safety, Privacy, and Cybersecurity
Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and CrowdS...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
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:
R "Ray" Wang
Insight News
April 25, 2024

Rubrik's IPO: Everything enterprises need to know

Digital Safety, Privacy, and Cybersecurity
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...
Larry Dignan
Analyst Blog
April 22, 2024

Google Unveils Ambitious AI-Driven Security Strategy at Google Cloud Next'24

Google Cloud Next 2024 has come and gone, but the buzz around Google's ambitious AI-driven security strategy is just getting started. With the unveiling of Gemini 1.5 Pro and a slew of new security features, Google is making a bold play to revolutionize the cybersecurity landscape. But what does this mean for customers, partners, and the industry at large?
Chirag Mehta