Research Note: Cisco FQ4 2024 Earnings

Cisco logo

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

SiFive

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.

Quick Take: Quantum FQ1’2025 Earnings

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 FQ1'25 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

Datadog Q2'24 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

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 FQ1 2025 Investment Thesis

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 Computing Roadmap

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.