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NAND Insider Newsletter: February 17, 2025

Steve McDowell February 18, 2025

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, February 17, 2025.

Quick Take: Juniper Network’s Q4 Earnings

Michael McDowell February 14, 2025

While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.

Quick Take: CQ4’24 Cloud Earnings

Steve McDowell February 14, 2025

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

NAND Insider Newsletter: February 4, 2025

Steve McDowell February 5, 2025

Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.

Infrastructure News Roundup: January 2025

Steve McDowell February 3, 2025

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.