M&A
M&A
M&A
+2
Feb 23, 2026
•
8 min read
Vendor Decoder: Architectural Continuity Just Became Governance Exposure
Architectural continuity remains. Governance continuity does not.
M&A
+2
Feb 2, 2026
•
7 min read
Vendor Decoder: Palo Alto/Chronosphere Close Forces Observability Category Sovereignty Question
A $3.35 billion acquisition declares observability a security platform dependency. The outcome determines whether telemetry remains engineering-owned or collapses into the security vendor stack.
M&A
+2
Jan 26, 2026
•
4 min read
Vendor Decoder: Google/Wiz Regulatory Endgame Creates Cloud Security Platform Precedent
The largest cybersecurity acquisition ever now awaits EU verdict. The outcome determines whether cloud security consolidates under hyperscalers or remains independently governed.