Enterprise Security · M&A Analysis A deal that was supposed to close in the second half of the year closed in April, the category leader stays on the shelf under its own name, and a new cyber defense hub gets announced the same morning. By Shashi Bellamkonda · April 20, 2026 $7.75B All-cash close v…
Field Analysis · Adobe Summit 2026 · Las Vegas A year ago, AI traffic to US retail sites converted 38 percent worse than humans. Last month it converted 42 perc…
Field Analysis · Adobe Summit 2026 · Las Vegas CX Enterprise is not a campaign tool. It is Adobe's bet that the website visitor you plan for is no longer th…
Adobe Summit 2026 · Field Notes Shashi Bellamkonda · April 20, 2026 · Las Vegas $1.5B Adobe acquisition price, 2020 4–5 yrs Typical user tenure at mixer 20+ Team …
The Connectivity Inflection: Physical AI Agents and the Sovereign Cloud shashi.co Intel Sunday, April 19, 2026 "The next trillion-dollar shift is abou…
Enterprise AI · Software Engineering Factory just raised $150 million. Cursor may be closing a round that values it near $50 billion. Your engineering teams are…
Pre-Summit Research · Adobe Summit 2026 · Las Vegas Before I walk into Summit for the first time, I wanted to know which Adobe I am actually showing up to see. …