Arete Research - Cyber in the GenAI Era: A Strategic Outlook
Our recent work shows GenAI having minimal impact on top-line cyber spend so far – most CISOs are
Arete Research - GenAI Software Outlook ‘26: Inflection Without Destruction
-Demand. Software budgets are trending up modestly into ’26, with GenAI spend ramping ~3x YoY to
CESIN x Board of Cyber : Observatoire TPRM 2025 Le risque cyber lié aux fournisseurs
Cette troisième édition de l’Observatoire du risque cyber lié aux fournisseurs, menée par Boa
Arete News - Microsoft: The Flex – Azure’s Edge vs AWS
Azure’s growth outperformance vs. AWS reflects commercial mechanics rather than GenAI differential
Arete News - Software: Developers Still Wanted
We have performed a detailed analysis of developer headcount, project formation and activity using t
Arete News - Atlassian: TEAM ’25 – So Misunderstood
Feedback from Atlassian’s TEAM event in Barcelona points to robust demand heading into 2H25 Cloud
Arete News - CrowdStrike: All Systems Go
CISO feedback on CrowdStrike’s next-gen Falcon modules – notably Identity and SIEM – has impro
Livre blanc Sophos : 11 contrôles de sécurité pour réduire les cyber risques
11 contrôles de sécurité pour réduire les cyber risques. Dans toute organisation, il est import
Arete News - Oracle : Bare Metal Jacket
Voici le dernier rapport Arete Research sur Oracle (et Microsoft) Oracle: Bare Metal Jacket _ Key
Arete News - Netskope
Netskope: Pre-IPO Thoughts –The Challenger’s Dilemma _ Key insights : While we have not met w
Arete Research - Software Inference Engine - The Build vs Buy Edition
Key Insights:1. Key Idea. We highlight Atlassian as a Key Idea. Far from being a GenAI “loser”,
Arete Research - GenAI - The Fast and The Furious
KEY INSIGHTS• We note a step change in GenAI ambition and spending plans over the past six months
Arete Research - Salesforce Informatica - Right Approach, Wrong Asset
KEY INSIGHTSSalesforce is set to acquire Informatica, a provider of ETL and data governance software
Arete Research - Software - Inference Engine – All Is Well...But Not Certain
Key Insights:1. Key Idea. We highlight Autodesk as a Key Idea – US immigration policies will like
Arete Research - CIO Pulse : April Demand Look Stable - Previewing MSFT and TEAM
CIO Pulse. To help investors navigate an increasingly volatile macro and policy backdrop, we’ll su
Arete Research - CIO Pulse : Bifurcation - Scale Matters
CIO Pulse. To help investors navigate an increasingly volatile macro and policy backdrop, we’ll su
Rapport sur l'état de la menace 2024 - 2025 par Advens
L’année 2024 aura été l’année de tous les dangers pour l’équipe Cyber France avec la te
Arete Research - Software - CIO Pulse #2
CIO Pulse. To help investors navigate an increasingly volatile macro and policy backdrop, we’ll su
Analyse Citalid : Revirement de stratégie Cyber des Etats-Unis à l'égard de la Russie ?
Le CESIN souhaite vous informer de la publication d’un rapport de Citalid évoquant une possible
Arete Research - Software - Signs of Slowing Demand
KEY INSIGHTS• US Public Sector IT spending under pressure – budget uncertainty has escalated in
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