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Blog

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Research Notes

Research Reports

NAND Insider Newsletter: March 3, 2025

Steve McDowell March 4, 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, March 3, 2025.

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Quick Take: Ambient IoT Alliance

Steve McDowell March 2, 2025

The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.

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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.

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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.

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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.

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