Blog

Quick Take: Palo Alto Networks FQ3 2024 Earnings

Steve McDowell May 20, 2024

Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.

Quick Take: 2024 Red Hat Summit Wrap-Up

Steve McDowell May 19, 2024

Red Hat held its annual Red Hat in Denver, Colorado, showcasing significant innovations in AI and policy automation, reinforcing Red Hat’s commitment to advancing AI

Quick Take: Dynatrace FQ4 2024 Earnings

Steve McDowell May 19, 2024

Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company’s ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace’s competitive edge in the observability and AI ops markets.

Quick Take: AWS Leadership Transition

Steve McDowell May 14, 2024

Amazon Web Services (AWS) is undertaking a significant leadership change as longtime CEO Adam Selipsky steps down to “prioritize family time” after a 14-year tenure with the company. Matt Garman, Senior Vice President of Sales and Marketing at AWS, is slated to succeed Selipsky effective June 3.

Quick Take: New Dell PowerEdge Models

Steve McDowell May 14, 2024

Dell Technologies announced enhancements to its PowerEdge server portfolio. The servers are designed for versatility and aim to simplify operations across various sectors, including CSPs, small businesses, and edge operations.

Quick Take: IBM Power S1012

Steve McDowell May 12, 2024

IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM’s Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.