AI Adoption And PartnershipsExpanding AI product portfolio and partnerships with major cloud and AI providers should drive increased customer spending and create new joint go-to-market opportunities.
Platform Architecture And Cost EfficiencySeparation of storage and compute enables customers to scale analytics independently, improving performance and cost efficiency and reinforcing appeal to enterprise users.
Strategic Acquisitions And Platform ExpansionA potential acquisition of an observability platform built natively on the company's architecture could enable seamless integration and broaden the platform into application monitoring, expanding monetizable surfaces.