In the world of network operations, timing is everything. It is not just about having the right data; it is about getting that data and acting on it before an issue affects the user. Recently, vendors in the market sent a very strong signal that the industry is rapidly converging around a philosophy we at Broadcom have championed for years: The criticality of establishing true, unified network observability.
LogicMonitor’s recent acquisition of Catchpoint for over $250 million is a headline-grabbing event. What does this acquisition say about the demand for true network observability? By combining infrastructure metrics with internet performance data, these vendors are aiming to build a platform for connected digital operations. With this platform, they’re looking to address the critical pain points of downtime and tool sprawl.
While this is exciting news for the broader industry, it serves as a powerful market validation of the strategic foresight Broadcom demonstrated years ago.
The driving force behind this market shift is undeniable: In the modern hybrid enterprise, the internet is the new corporate network. Legacy, standalone infrastructure monitoring is no longer sufficient to ensure the delivery of a quality digital experience.
LogicMonitor’s move to spend heavily to add internet performance monitoring (IPM) to their stack is a tacit acknowledgement of this truth. The market is demanding a unified view that bridges the gap between the internal infrastructure you manage and the external networks you rely on to deliver digital experiences. This is the exact synergy Broadcom established by acquiring and integrating AppNeta. We recognized early on that granular, path-based visibility was not merely a nice-to-have add-on, but a critical pillar of modern network observability.
While our competitors are moving in the right direction, there is a distinct difference between announcing an acquisition and delivering a fully integrated solution. Here are a few key factors:
Network Observability by Broadcom integrates AppNeta’s active path monitoring with DX NetOps infrastructure metrics, a synergy that competitors are just now attempting to replicate. We have moved beyond the initial challenges of merging these technologies, so we can offer a more seamless experience today.
Why is it so important to have a unified, end-to-end view of networks today? The industry narrative is shifting from observing problems to preventing them. In a world where slow is the new down, the goal is to eliminate the blind spots that plague IT teams, so they predict performance degradation and prevent outages.
We are fully aligned with this vision. The high valuation placed on Catchpoint underscores the premium the market places on synthetic and active monitoring capabilities. However, successful execution requires more than just technology acquisition; it requires deep integration into an AI-driven ecosystem.
At Broadcom, we focus on leveraging AI to provide intelligent insights for incident prediction and automated troubleshooting. Our solutions are already capable of rapidly identifying disruptions, often alerting customers to issues before service providers even acknowledge them.
LogicMonitor’s acquisition of Catchpoint creates a stronger market and sets a new standard for observability platforms. It confirms that the days of siloed network monitoring are over.
We welcome this news and see it as a validation of our strategy. It proves that the path we chose—integrating active network intelligence to deliver end-to-end visibility—was the right one. While others begin the hard work of building a converged platform, Broadcom is already there, helping customers anticipate and prevent network issues today.