-We think Snowflake will see an acceleration in product growth through FY27 -CIO work indicates cus

-May download data shows acceleration – Node.js up 9.3x YoY, with GenAI attach rates on track to s

-Combination of PAM and IAM as the likely end-state for agentic identities. CISO checks increasingly

-GenAI spend is inflecting - we see very rapid adoption across our CIO and tracker work -The market

-DC to Cloud migration accelerating – partners seeing 3x price uplift like-for-like – we see Clo

GenAI Tracker -Inference spend looks set to soar given a further step up in download growth across

Lire l'intégralité du document ci-dessous.

GenAI Tracker -Why GenAI demand Is set to surge in 2H26 -How web applications look set to drive th

Lire l'intégralité du document ci-dessous.

Our recent work shows GenAI having minimal impact on top-line cyber spend so far – most CISOs are

-Demand. Software budgets are trending up modestly into ’26, with GenAI spend ramping ~3x YoY to

Cette troisième édition de l’Observatoire du risque cyber lié aux fournisseurs, menée par Boa

Azure’s growth outperformance vs. AWS reflects commercial mechanics rather than GenAI differential

We have performed a detailed analysis of developer headcount, project formation and activity using t

Feedback from Atlassian’s TEAM event in Barcelona points to robust demand heading into 2H25 Cloud

CISO feedback on CrowdStrike’s next-gen Falcon modules – notably Identity and SIEM – has impro

11 contrôles de sécurité pour réduire les cyber risques. Dans toute organisation, il est import

Voici le dernier rapport Arete Research sur Oracle (et Microsoft)  Oracle: Bare Metal Jacket _ Key

Netskope: Pre-IPO Thoughts –The Challenger’s Dilemma _ Key insights :  While we have not met w

Key Insights:1. Key Idea. We highlight Atlassian as a Key Idea. Far from being a GenAI “loser”,

KEY INSIGHTS• We note a step change in GenAI ambition and spending plans over the past six months