Blog

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.

Quick Take: Micron 9550, The Industry’s Fastest Data Center SSD

Steve McDowell July 23, 2024

Micron today announced its new 9550 NVMe SSD, setting a new benchmark as the industry’s fastest data center SSD. The new SSD meets the stringent demands of modern data centers, particularly those supporting AI and other performance-sensitive workloads.

Quick Take: SAP’s Strong Q2 Earnings

Steve McDowell July 22, 2024

SAP SE delivered robust earnings and guidance largely in-line with analyst estimates for the second quarter of 2024, highlighted by strong cloud momentum and significant growth in key financial metrics.