Research Note: Arm FQ4 2024 Earnings Results
Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
Research Note: Palantir Q1 2024 Earnings
Panatir Technologies reported its Q1 2024 earnings, surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million. While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.
Research Note: CrowdStrike Falcon ASPM & CDR Updates
At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
Quick Take: IBM Power S1012
IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM’s Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.
Research Note: IBM Open Sources Granite Code Models
IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM’s wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.