Quick Take: CrowdStrike Q2 FY2025 Earnings
CrowdStrike demonstrated remarkable resilience in its latest quarterly earnings report, overcoming significant challenges to deliver strong financial results that beat Wall Street estimates.
Quick Take: Nutanix Q4 FY 2024 Earnings
Nutanix reported its Q4 FY 2024 earnings, showing strong financial performance and strategic advancements and beating Wall Street estimates for both revenue and earnings. The company exceeded its financial targets, showcased innovation, and deepened partnerships, positioning itself as a critical player in the hybrid multi-cloud space.
Quick Take: NetApp Q1 FY’25 Earnings
NetApp reported strong financial results for the first quarter of its fiscal year 2025. The company continues to demonstrate resilience and growth despite ongoing macroeconomic uncertainties, leveraging its innovative solutions in flash storage, cloud services, and AI to drive revenue growth and enhance market share.
Research Note: IBM Telum II & Spyre AI Accelerators
At the Hot Chips 2024 conference in Palo Alto, California, IBM unveiled the next generationj of enterprise AI solutions: the IBM Telum II processor and the IBM Spyre Accelerator. These new technologies should meet the demands of the AI era, providing enhanced performance, scalability, and AI capabilities. Both are expected to be available in 2025.
Research Note: VMware Cloud Foundation (VCF) 9
Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.
Research Note: AMD Acquires ZT Systems
AMD announced its strategic acquisition of ZT Systems, a specialty provider of AI and general-purpose compute infrastructure for major hyperscale companies, in a deal valued at $4.9 billion. The acquisition aligns with AMD’s AI strategy to enhance its capabilities in AI training and inferencing solutions for data centers.
Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management
Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.
Research Note: Palo Alto Networks Q4 FY2024 Earnings
Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.
Research Note: Lenovo FQ1’2025 Earnings
Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).
Research Note: Dell & Nutanix Expand Relationship & Offerings
Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.
The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.
Research Note: Cisco FQ4 2024 Earnings
Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.
Research Note: SiFive P870-D RISC-V Server CPU
The SiFive P870-D is a new cutting-edge RISC-V-based processor specifically designed for data center applications. As part of SiFive’s broader family of high-performance processors, the P870-D is engineered to meet the growing demands for compute density, power efficiency, and system resilience in modern infrastructure environments.
Cerabyte Expands to the USA with Innovative Data Storage Technology
Cerabyte, a start-up focused on advancing ceramic-based long-term archival storage solutions, announced its expansion into the United States with its unique, accessible permanent data storage technology.
IBM Algorithms Included in 1st NIST Post-Quantum Cryptography Standards
Two IBM-developed algorithms are now officially included in the world’s first post-quantum cryptography standards, published by the U.S. Department of Commerce’s National Institute of Standards and Technology (NIST).
Quick Take: Quantum FQ1’2025 Earnings
Hard Disk Drive manufacturer Quantum announced its FQ1 2025 earnings, beating Wall Street estimates on earnings and missing slightly on revenue. The earnings reflect both the challenges and opportunities the company faces as it continues its strategic transformation.
Quick Take: Dynatrace FQ1 2025 Earnings
Dynatrace released its Q1 FY25 earnings report, showcasing a strong start to the fiscal year. The company’s performance highlights its resilience and leadership in the rapidly growing observability market.
Quick Take: Datadog Q2 2024 Earnings
Observability provider Datadog showed continued resilience and strategic focus in Q2 2024, delivering a solid financial performance and continuing its innovation and customer growth trajectory.
Research Note: Palantir Q2 2024 Earnings
Palantir Technologies delivered strong Q2 2024 earnings, underlining its position as a leader in enterprise AI solutions. The company’s strategic focus on moving from AI prototypes to full-scale production has driven significant growth and expanded its customer base.
Quick Take: CommVault FQ1 2025 Earnings
Commvault Systems delivered robust Q1 FY2025 earnings numbers, marked by significant growth in revenue and ARR, along with a strong emphasis on cyber resilience and cloud modernization. The company reported total revenue of $225 million, a 13% year-over-year increase, and an impressive 66% surge in SaaS ARR to $188 million.
Research Note: Ampere Computing Roadmap Updates
Ampere announced updates to its AmpereOne processor roadmap, highlighting its upcoming product AmpereOne Aurora processor. The company also offered pricing updates and other details about its overall roadmap.
Research Note: Qualcomm FQ3 2024 Earnings
In its fiscal third quarter, Qualcomm demonstrated strong financial performance, driven by its continued success in diversifying its business beyond mobile handsets into sectors like automotive, IoT, and PCs. With its focus on innovation, particularly in AI and advanced computing, Qualcomm is well-positioned to sustain its leadership across various industries.