We review the coverage universe in our Pro service. Subscribers can read the note here. Winning calls to date include AJRD, DT, MAXR, SAIC and SPCE. If you're interested in subscribing to a Cestrian Capital Research service, check our main site or email us at email@example.com.
In our recent blog post on the application performance monitoring sector we covered DataDog (DDOG) - the new new thing; NewRelic (NEWR) - the almost-eponymous vendor in the middle of transforming its model; and Dynatrace (DT), now emerged from both corporate and private equity ownership and making its own way as an independent public stock.Our detailed initiating coverage report on DT is now available.
Look underneath the simple browser- or mobile app-based user interface of most enterprise software applications today and you will find a veritable spaghetti bowl of code, pulled together and orchestrated from multiple different sources, locations, owners and indeed underlying languages. The construction and operation of application software today is far more complex than ever. At the same time, user expectations of uptime, latency and responsiveness are way higher than ever before. Taken together this means that the user acceptability level for application downtime is very low; but the potential likelihood of application downtime is very high. To resolve this big enterprise IT problem, you need cloud monitoring software. There are three vendors in the news right now; DataDog ($DDOG), Dynatrace ($DT), and NewRelic ($NEWR). Which of these stocks should you buy? Depends who you are. We explain below.