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.

Research Note: Qualcomm FQ3 2024 Earnings

Image of Qualcomm's HQ building

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.

Research Note: Western Digital FQ4 2024 Earnings

WD FQ4 2024 Earnings

Western Digital Corporation (WDC) reported strong financial results for its fiscal fourth quarter and full fiscal year 2024, highlighting robust performance across its product segments and strategic advancements in the storage market, mainly driven by AI data demands.

Research Report: Solving AI Data Pipeline Inefficiencies, the VAST Data Way

AI Data Pipeline

While AI is foundational to the next wave of digital transformation, traditional data and storage infrastructure -even many parallel file systems- isn’t prepared for the demands required to support today’s AI lifecycle, which places unprecedented demands on storage and data infrastructure.

Developing an effective data infrastructure for AI requires a holistic approach, considering data, database, processing, and storage as a unified entity. This is how VAST Data approaches the challenge.