Research Note: Pure Storage FQ4 2024 Earnings
In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services.
One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue
Quick Take: Venafi ‘Stop Unauthorized Code’ Solution
Venafi has launched its new “Stop Unauthorized Code Solution,” designed to address the rising complexities inherent in software development security, specifically targeting unauthorized code and software supply chain attacks.
Quick Take: OpenText Cloud Edition 24.1
OpenText recently announced its OpenText Cloud Edition 24.1, bringing new generative AI capabilities to its OpenText Content Aviator, while also bringing new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps. There’s a lot in this release; let’s take a look.
Quick Take: AI-RAN Alliance launch at MWC Barcelona 2024
The AI-RAN Alliance is a collaborative initiative focused on the integration of artificial intelligence (AI) into cellular technologies to enhance radio access network (RAN) technology and mobile networks.
Research Note: IBM’s Enhanced FlashSystem Malware Detection
IBM’s new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.
Quick Take: Clumio’s $75M Series D Round
Clumio, an emerging leader in the public cloud backup and recovery space, announced that it raised $75M in series D funding, showcasing strong investor confidence in its innovative cloud data management solutions.
Research Note: Dell Telecom Infrastructure Blocks for Red Hat 2.0
Dell Technologies has updated its Dell Telecom Infrastructure Blocks for Red Hat, which is a strategic solution offered by Dell Technologies, specifically designed to aid telecommunications operators in deploying and scaling out modern telecom networks, particularly for 5G. These blocks are critical components in simplifying the implementation of cloud-native network infrastructures.
Research Note: Dell Telecom Infrastructure Automation Suite
Dell Technologies introduced its new Dell Telecom Infrastructure Automation Suite to help CSPs navigate this terrain by delivering a groundbreaking solution to streamline the transition to modern, cloud-based telecom networks.
Research Note: Lenovo FQ3 2024 Earnings
This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024.
Amidst fluctuating global market conditions, Lenovo’s adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
Quick Take: Oracle’s OCI Generative AI Service
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: Hammerspace Hyperscale NAS
Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
Research Brief: Inside Arm’s Neoverse CSS N3 & V3 Announcements
Arm brings two new Neoverse compute subsystems to market, each based on its third-generation Neoverse IP, extending its N-Series and V-Series product lines. These new platforms, Neoverse CSS N3, and V3, aim to improve performance-per-watt and support the implementation of new technologies like chiplets.
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.
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.
Quick Take: IBM Acquisition of 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.
Quick Take: Tanium’s Autonomous Endpoint Management (AEM)
Tanium, a leader in converged endpoint management, is bringing AEM into the mainstream, highlighting the technology as the future direction of its XEM platform at its recent Converge event.
Let’s look at AEM and how it might impact the cybersecurity market.
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.
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.
Research Note: Honeywell’s $300M Investment in Quantinuum
Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
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.
Research Note: Cisco FQ2 2024 Earnings
Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability
At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
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.
Quick Take: HPE to Acquire Juniper Networks
Hewlett Packard Enterprise has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction. This is a premium of approximately 32% over Juniper’s closing stock price on the day the deal was announced.
Quick Take: Intel’s Big Automotive Play
At the CES show in Las Vegas, Intel outlined a bold strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.
Research Note: SailPoint Expands Identity Cloud
SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.
Research Note: HPE GreenLake for Block Storage Release 3
Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.
The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.
Research Note: Cohesity to Merge with Veritas Data Protection Business
In a landmark deal poised to redefine the data protection and cyber-resiliency market, Cohesity announced it has entered into a definitive agreement to merge with Veritas’s data protection business, creating a new entity focused on the data protection and management market.
Research Note: AMD’S New Embedded+ CPU/FPGA Platform
AMD announced the launch of AMD Embedded+, a novel architectural solution that integrates AMD’s Ryzen Embedded processors with its Versal adaptive onto a single board.
Research Note: ARM’s FISCAL Q3 2024 EARNINGS
Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
Quick Take: Databricks Acquires Einblick
Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.
Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings
SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount.
The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe’s CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.
Research Note: Inside AMD’s 4Q 2023 Data Center Group Performance
Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape.
This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.