Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
May 16, 2024
Cisco Touts Its Ethernet for AI
Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI
August 17, 2023
HashiCorp's Licensing Move Under the Spotlight
HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?
August 14, 2023
Is the Cohesity IPO Back?
Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?
August 10, 2023
Extreme Keeps Rolling
Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco
August 03, 2023
John Chambers' Nile Scores $175 Million Series C
John Chambers' latest project looks well funded and off to a good start. But it's poked the Cisco bear with a stick in the process
August 02, 2023
Orca v. Wiz: Cloud's Latest Patent Fight
Orca Security has accused rival Wiz of alleged patent infringement and copycatting
July 17, 2023
Meta's Threads Raises New Questions About APIs
Meta's new social site Threads is building momentum, prompting questions about how it will present user data to marketing applications
July 11, 2023
Databricks and Snowflake Adapt for Generative AI
This week, competitors Databricks and Snowflake announced an acquisition and a partnership to make generative AI work for enterprise applications
June 27, 2023
Aviatrix Switches CEOs
CEO Steve Mullaney passes a growing firm to ex-Splunk CEO Doug Merritt
June 22, 2023
How Big Is WebAssembly?
WebAssembly is a lightweight application platform that could significantly boost the speed and efficiency of cloud applications. So what's happening with it?
June 02, 2023