Threat Boom Boosts Cybersecurity Vendors
Earnings season reveals how some firms are keeping pace with digital transformation, while others lag
February 13, 2020
Cisco Shares Slammed on Soft Quarter
Cisco says a "pause" in IT spending has flattened its revenues
November 14, 2019
Third-Quarter Cybersecurity Earnings Wrap
Earnings season is showing some separation among the largest public cybersecurity firms
November 11, 2019
PTC Closes $470M Onshape Deal: What's it Mean?
PTC is betting its future on SaaS-based CAD and PLM
November 06, 2019
Fortinet Shares Rise 11% on Strong SD-WAN Story
Fortinet's latest earnings reflect strong growth in SD-WAN security
November 01, 2019
Akamai Beats Q3 Estimates with Cloud Security
Akamai's Q3 earnings show significant growth in cloud security and edge compute
October 29, 2019
Aviatrix Raises $40M Growth Round
Four-year-old Aviatrix has landed enough to push its total funding to north of $76M
October 28, 2019
Mellanox Runs RoCE and NVMe up to 200 Gbit/s
Mellanox leads a charge of component vendors focused on streamlining network performance
October 15, 2019
Aryaka Upgrade Targets Security, Hybrid WAN
SD-WAN network operator adds SLAs and zonal security to the mix
September 24, 2019
Aviatrix Adds Oracle Cloud
Extends multi-cloud networking to a fourth major provider
September 18, 2019
Behind VMware's Buyout Binge
Purchase of Carbon Black and Pivotal points to Kubernetes and security focus
August 23, 2019
Analysis Topics
