Research Note: Elastic Fiscal Q2 2024 Earnings

Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for the quarter, taking a special look at the impact of generative AI on the company’s business.

Dynatrace’s Kubernetes Experience for Platform Engineering


Dynatrace recently announced its new Kubernetes Experience for Platform Engineering. Dynatrace built the new solution in response to the growing need for organizations to manage and monitor their Kubernetes-based containerized environments more efficiently.

Research Note: Lenovo Fiscal Q2 2024 Earnings

Lenovo logo

This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.

Research Note: Cisco Fiscal Q1 2024 Earnings

Abstract image of earnings.

Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco’s earnings in this research note.

Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results

Image of Qualcomm's HQ building

Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.

Research Note: Inside the New Commvault Cloud Platform


Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.

IBM Launches $500M AI Venture Fund


IBM this week unveiled a $500 million venture fund to invest in AI companies, ranging from early-stage startups to high-growth enterprises.

IBM Introduces its Storage Scale System 6000


IBM recently introduced its Storage Scale System 6000. IBM’s cloud-scale global software-defined data platform addresses the escalating demands of data-intensive workloads and artificial intelligence (AI) applications.