We expect Dynatrace to generate strong free cash flow margins as it increases its operating leverage while driving its top line forward. We see this trend as typical in the high-growth software space ...

Datadog DDOG has emerged as a formidable leader ... landscape with established players like New Relic, Dynatrace and Splunk, DDOG has successfully differentiated itself through its unified ...

Dynatrace and Splunk, DDOG has successfully differentiated itself through its unified platform approach and comprehensive multi-cloud integrations. At the heart of Datadog's strategy is its ...

That being said, most of its customer base is now fighting back against their IT expenses, which forces Datadog to be more cost-competitive against the likes of Splunk (now part of Cisco (CSCO ...

The reduction in noisy, unstructured telemetry data by Observo can cut enterprise observability costs by up to 50%.

For Splunk, the acquisition meant access to Cisco’s resources and broader customer base, helping its tools reach more users. Other important observability vendors, including Datadog, Dynatrace ...

Lumos, the leading Identity Platform, has announced the launch of the Lumos Integration Hub, signaling a pivotal ...

Datadog brings a mature suite of SIEM tools ... reporting to meet any applicable government or industry standards. Splunk might well be the most well-known entry in this list and is the standard ...

We view Palantir’s financial position as healthy and improving. As of December, Palantir had nearly $2 billion in cash and $3.1 billion in marketable securities (mostly US Treasury securities) and no ...