Blog

Quick Take: Dynatrace FQ1 2025 Earnings

Steve McDowell August 12, 2024

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

Steve McDowell August 12, 2024

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.

Quick Take: CommVault FQ1 2025 Earnings

Steve McDowell August 3, 2024

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.

Quick Take: Azure’s Impact on Microsoft FQ4 2024 Earnings

Steve McDowell July 30, 2024

Microsoft closed its fiscal year with solid financial results, reporting a total annual revenue of more than $245 billion, a 15% year-over-year increase. Microsoft Cloud (which include Azure, LInkedIn, and Office 365) revenue surpassed $135 billion, growing 23% year-over-year.

Backgrounder: State of CXL

Steve McDowell July 30, 2024

Compute Express Link (CXL) is a high-speed interconnect standard designed to enhance communication between CPUs, GPUs, memory, and other accelerators. It’s designed to address the growing needs for efficient data sharing and coherent memory access in data centers, HPC, and AI-driven workloads.

Let OpenAI GPT-4o Mini Introduce Itself

Steve McDowell July 24, 2024

We usually write our own content, using LLMs to help refine our research, but in honor of OpenAI releasing its new GPT-4o Mini language model just a day after Meta released its Llama 3.1, and on the same day Mistral releases its new Mistral Large 2, we’ll let GPT 4o Mini tell you about itself.