Research Note: What Q3 Earnings Say about the Observability Market
In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.
Research Report: Tackling IT Complexity with Simplified Enterprise Storage
In this sponsored Research Paper, we take a look at how reducing the complexity of enterprise storage has positive rippling impact that improves IT operations.
Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results
Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.
Research Note: Inside the New Commvault Cloud Platform
Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.
IBM Launches $500M AI Venture Fund
IBM this week unveiled a $500 million venture fund to invest in AI companies, ranging from early-stage startups to high-growth enterprises.
IBM Introduces its Storage Scale System 6000
IBM recently introduced its Storage Scale System 6000. IBM’s cloud-scale global software-defined data platform addresses the escalating demands of data-intensive workloads and artificial intelligence (AI) applications.
Research Note: Inside Qualcomm’s Snapdragon X Elite
Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm’s commitment to high-performance computing.
Research Note: Data Center Impact from AMD’s Q3 2023 Earnings
Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions.
In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.
Research Note: Inside Q3 2023 Cloud Earnings
This research note delves into the earnings reported by the top three public cloud providers (Amazon, Microsoft, and Google) over the past week.
What Q3 Earnings Tell Us about Public Cloud
The recent earnings reports from the top three public cloud providers, Amazon Web Services (AWS), Microsoft, and Google Cloud, shows that the overall public cloud market remains robust and is starting to show signs of increased growth after several quarters of shrinking growth.