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.