Palo Alto Networks Bets the Identity Category on Idira
Analyst Post 7 minutes 2026-05-12 109:1 Machine & AI identities vs. humans — 79 of those 109 are AI agents 90% Organizations breached by identity attack in past …
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Lenovo Just Made "AI in Production" a One-Week Problem
May 12, 2026 · Enterprise AI Most enterprises are stuck in a loop — endless pilots, proof-of-concepts that never graduate, and custom builds that take months to r…
Coupa Acquires Rossum: The Document Layer Was the Missing Piece
Coupa / Rossum · Acquisition Analysis · May 2026 450+ Enterprise customers on Rossum at acquisition $9.5T Coupa community transaction dataset 3rd Strategic acquisiti…
Red Hat Summit 2026: The Laptop Is Now a Security Perimeter
$2B OpenShift ARR — Q1 2026 417% VM Growth 2025-2026 30+ Years Max RHEL Support 88% Fortune 100 on Ansible T wo announcements at Red Hat Summit 2026 are worth placing s…
The Agent Trust Problem Has a Proposal. Now It Needs Adopters.
5 ATP Primitives $2M Pre-Seed Round MIT License / GitHub IETF Submission Pending The identity problem for AI agents has been visible for over a year. When an autonomou…
Analyst Briefing Analysis 7 minutes 2026-05-11 DefenseClaw Series | Analyst Briefing Cisco's April 2026 briefing connected the acquisitions, the open-source …
Kaltura's AI Avatar Earnings Call Is a Product Demo Wearing a Suit
Enterprise Technology · AI Platforms Kaltura's Q1 2026 earnings beat landed inside an AI-avatar presentation running on Kaltura's own platform. The form…