Enterprise Technology Signals

LaunchDarkly surpassed $200M in ARR and named Andy Pemberton chief revenue officer, citing enterprise demand for runtime control as AgentControl grew.

Insi, formerly Meta IT, launched a unified brand and said it will expand North American investment in Canada and the United States.

Rackspace Technology named Pranav Nambiar SVP and GM for AI Infrastructure, covering governed AI production infrastructure, operating model, partnerships, and go-to-market.

Broadcom updated VMware vDefend and Avi Load Balancer for VMware Cloud Foundation, adding ATP 1-2-3, on-prem malware, air-gapped support, and AI assistant.

Dell’Oro Group forecasts 2026 data center PON equipment revenue to rise 844% as hyperscalers deploy passive optical networks for out-of-band management.

Service IT Direct and Carahsoft partnership adds third-party maintenance access for legacy IT via SEWP V and NASPO ValuePoint.

Following Microsoft's latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog: The post Agentic Security Could Strengthen Platforms—If They Remain Open appeared first on Dell'Oro Group.

Arctic Wolf launched a partner-led Cyber AI Readiness Accelerator combining Aurora attack surface management with a 30-day assessment and roadmap.

Xage Security expanded Critical Asset Protection to cover digital assets including cloud services and AI systems using identity-based microsegmentation.

Apiiro joined Chainguard-led Athena to coordinate responses to AI-discovered vulnerabilities, integrating platforms and making AutoFix free for maintainers.

SailPoint launched its Identity Security solution combining Agentic Fabric GA and Human Fabric to discover, govern and protect identities in real time.

Netskope said it released Netskope One DataSec Command Center, a unified control plane for discovering, tracking and protecting sensitive data across environments.

FatPipe and Carahsoft formed a Public Sector distribution partnership using SEWP V and NASPO ValuePoint contracts.

Darktrace will integrate organization-specific behavioral risk signals from Darktrace/SECURE AI into Microsoft Agent 365, alongside Microsoft signals.

Proofpoint launched its OEM Program with OEM-ready threat intelligence and detection, including Active Exploits Protection for partner integration.

Proofpoint joined Google Unified Security Recommended as a partner, citing validated Google Cloud Security integrations and operational efficiency improvements.

Dell’Oro Group forecasts Network Security hardware spending to exceed $90B through 2030 as revenue growth rises to a 7% CAGR.

Dell’Oro Group projects triple-digit 2026 enterprise Wi‑Fi 7 revenue growth and earlier Wi‑Fi 8 timing tied to DDR4 shortages.

Arctic Wolf launched Cyber Resilience with security operations, exposure management, incident response, and up to $3 million warranty coverage.

Varonis introduced Agent Intent-Based Access Control (IBAC) in Varonis Atlas to connect AI agents to data with drift detection, quarantine, and an audit trail.