NAND Research

Insights & Intelligence for the
Enterprise Infrastructure Market

NAND Research brings together the insights that only a top-tier industry analyst can provide with a modern social-media-savvy approach to messaging frameworks, content, and delivery.
NAND works with some of the biggest names in enterprise IT to help bring the right products to market, while telling a story that resonates with the enterprise IT customer.
NAND Research was founded by a team of top industry analysts, all former executives in tier-one technology companies. The team’s deep expertise includes product marketing and messaging, business model development, and technology strategy.

Research Notes

Research Note: Palo Alto Networks FQ2 2024 Earnings

Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.

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Research Note: Informatica Q4 2024 Earnings

Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.

This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.

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Research Reports


Dell PowerScale
Steve McDowell

Quick Take: Dell’s PowerScale F210 and F710

Dell Technologies today announced the introduction of two new all-flash storage arrays, the PowerScale F210 and F710, as part of its commitment to delivering AI-optimized infrastructure. The PowerScale platform is designed to be AI-ready, offering exceptional performance, scalability, efficiency, federal-grade security, and multi-cloud agility.

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Steve McDowell

Quick Take: IBM Acquisition Advanced’s Application Modernization Division

IBM announced the pending acquisition of application modernization capabilities from Advanced, a strategic move by IBM to bolster its position in hybrid cloud and AI. The terms of the deal were not disclosed, but is expected to close in the second quarter of 2024.

This acquisition will enhance IBM Consulting’s services in mainframe application and data modernization, marking a significant step in IBM’s ongoing commitment to supporting clients through their digital transformation journeys.

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Steve McDowell

Observability’s Now Strategic for IT

Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.

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Image of Vodafone sign
Steve McDowell

Quick Take: Microsoft & Vodafone’s Strategic Engagement

Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.

The collaboration will focus on enhancing Vodafone’s customer experience through Microsoft’s AI, expanding Vodafone’s managed IoT connectivity platform, developing new digital and financial services for SMEs, and revamping Vodafone’s global data center strategy.

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Steve McDowell

After A Year: Checking in on IBM Ceph

It’s been about a year since IBM brought Red Hat’s OpenShift Data into the IBM Storage group. In that time, IBM has focused on addressing data challenges in AI scaling and the storage requirements to support the rapidly growing data, along with various formats and locations, within the modern hybrid-cloud enterprise.

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Upcoming Events

  • February 26-29              Mobile World Congress, Barcelona
  • March 11-15                   South by Southwest, Austin
  • March 18-21                   NVIDIA GTC, San Jose
  • April 9-11                        Google Cloud Next, Las Vegas
  • April 15-18                      DataCenter World, Washington DC
  • May 6-9                         RSA Conference, San Francisco
  • May 6-9                         Red Hat Summit, Denver
  • May 20-23                     Dell Tech World, Las Vegas
  • May 20-23                     Nutanix .NEXT, Barcelona

Research & Advisory

Product Strategy

NAND Research works with technology companies across the enterprise IT infrastructure space, including tier-one OEMs, ISVs, and semiconductor manufacturers to help align product strategy with market needs. 

Competitive Insights

As industry analysts, understanding market dynamics is what NAND Research does best. 

NAND Research provides competitive intelligence services to select customers in the enterprise infrastructure space. 

Technology Trends &
Market Intelligence

The IT infrastructure market is in a state of constant churn. Our analysts are in the midst of it all, advising investors, technology companies and IT organizations alike.

Messaging Strategy &

NAND Research works with leading technology companies in designing effective framework for talking about products, services, and innovation.

NAND leverages its multiple messaging channels to amplify your message and drive engagement.

Content Development

A messaging framework is only as good as its content. 

NAND Research works with technology companies across the spectrum to put together the content that best tells your story, whether that’s a webinar, white-paper, podcast, video, or something entirely different

IT Insights

The NAND Research IT Advisory Council helps technology companies better understand the needs of IT organizations across industries.

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