CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive landscape following the CSCO & SPLK deal.
* We discuss the observability space, security-focused data stacks, and the SecOps market, and point out key players to watch.
* Companies discussed include SPLK, DDOG, DT, NEWR, SNOW, PANW, CRWD, S, Databricks, Grafana, and Panther Labs.
Implication for Competitors of SPLK
Observability Landscape Overview
2023 is a year of washout and consolidation for the cybersecurity and obs
