Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.
Research Note: Couchbase FQ4 2024 Earnings
Couchbase announced consensus beating earnings in its fiscal Q4 2024 release. The company grew revenue by 20% year-over-year to a respectable $50.1M, while its ARR grew 25%.
Research Note: Lenovo’s MWC 2024 Telco Edge Announcements
Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry’s shift towards 5G and AI innovations.
Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo’s AI-ready infrastructure.
Research Note: HashiCorp FQ4 2024 Earnings
Hashicorp announced its fiscal Q4 2024 results, beating consensus estimates for both revenue and earnings with solid growth in all the right areas. Let’s take a deeper look at what the company announced.
Research Note: Microsoft Updates Azure for Operators
At the recent MWC 2024 in Barcelona, Microsoft shared updates on its Azure for Operators portfolio, demonstrating significant advancements in generative AI and its application in telecommunications.
This Research Note takes an in-depth look at what Microsoft announced.
Research Note: Intel Edge & AI/RAN MWC Announcements
Intel announced a new edge platform and highlighted its momentum in AI-assisted vRAN/O-RAN acceleration at the recent MWC conference in Barcelona.
Research Note: NEC & Partners Demonstrate Breakthrough in Open vRAN Technology
NEC Corporation, along with Arm, Qualcomm Technologies, Inc., Red Hat, and Hewlett Packard Enterprise (HPE) recently showcased a successful demonstration of Open Virtual Radio Access Network (vRAN) and 5G Core Virtual User Plane Function (vUPF) technology in Tokyo.
Research Note: Nutanix FQ2 2024 Earnings
Nutanix reported results for its fiscal Q2 2024, which beat consensus estimates for revenue and earnings. The company also provided healthy guidance for the coming quarters.
Research Note: Pure Storage FQ4 2024 Earnings
In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services.
One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue
Research Note: IBM’s Enhanced FlashSystem Malware Detection
IBM’s new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.
Research Note: Dell Telecom Infrastructure Blocks for Red Hat 2.0
Dell Technologies has updated its Dell Telecom Infrastructure Blocks for Red Hat, which is a strategic solution offered by Dell Technologies, specifically designed to aid telecommunications operators in deploying and scaling out modern telecom networks, particularly for 5G. These blocks are critical components in simplifying the implementation of cloud-native network infrastructures.
Research Note: Dell Telecom Infrastructure Automation Suite
Dell Technologies introduced its new Dell Telecom Infrastructure Automation Suite to help CSPs navigate this terrain by delivering a groundbreaking solution to streamline the transition to modern, cloud-based telecom networks.
Research Note: Lenovo FQ3 2024 Earnings
This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024.
Amidst fluctuating global market conditions, Lenovo’s adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
Research Note: Hammerspace Hyperscale NAS
Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
Research Note: Palo Alto Networks FQ2 2024 Earnings
Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
Research Note: Honeywell’s $300M Investment in Quantinuum
Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
Research Note: Informatica Q4 2024 Earnings
Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.
This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.
Research Note: Cisco FQ2 2024 Earnings
Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability
At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
Research Note: SailPoint Expands Identity Cloud
SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.
Research Note: HPE GreenLake for Block Storage Release 3
Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.
The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.
Research Note: Cohesity to Merge with Veritas Data Protection Business
In a landmark deal poised to redefine the data protection and cyber-resiliency market, Cohesity announced it has entered into a definitive agreement to merge with Veritas’s data protection business, creating a new entity focused on the data protection and management market.
Research Note: AMD’S New Embedded+ CPU/FPGA Platform
AMD announced the launch of AMD Embedded+, a novel architectural solution that integrates AMD’s Ryzen Embedded processors with its Versal adaptive onto a single board.
Research Note: ARM’s FISCAL Q3 2024 EARNINGS
Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
Research Note: Inside AMD’s 4Q 2023 Data Center Group Performance
Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape.
This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.
Research Note: Inside Juniper’s Next-Gen AI Networking
Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings
The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.
This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
Research Note: Western Digital FQ2’24 Earnings
Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.
Research Note: IBM’s 4Q 2023 Earnings Results
IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.
Research Note: Inside OpenText’s New CE 24.1 Release
OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing
In a new paper published in the journal Nature, IBM Research describes a new approach that addresses a fundamental challenge in quantum computing: the vulnerability of quantum hardware to errors caused by environmental noise. This issue is a significant hurdle in developing and operating utility-scale quantum circuits, which are essential for practical applications of quantum computing.
Research Note: IBM Introduces New Consulting Advantage
IBM Consulting is introducing a significant advancement in business consulting with the launch of IBM Consulting Advantage. This new AI services platform aims to enhance the efficiency and effectiveness of IBM consultants in their client engagements. It incorporates proprietary methods, assets, and AI-driven Assistants, drawing on IBM’s technological prowess and strategic partnerships.
Research Note: Cisco Acquires Isovalent
Cisco, a global leader in networking and cybersecurity solutions, recently announced a strategic move to redefine the landscape of multi-cloud networking and security with its intent to acquire Isovalent.
Research Note: IBM Acquires Advanced
IBM announced a definitive agreement to acquire application modernization capabilities from Advanced, positioned by IBM as a strategic move to bolster its position in hybrid cloud and AI.
Research Note: Microsoft/Vodaphone Strategic Partnership
Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.
Research Note: AMD’s CES Automotive Announcements
At CES 2024, AMD made a significant announcement, unveiling its expanded venture into the automotive technology sector by introducing two products: the Versal™ AI Edge XA adaptive SoC and the Ryzen™ Embedded V2000A Series processor.
Research Note: Intel’s New Automotive Push
Intel outlined a bold new strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.
Research Note: HPE Intends to Acquire Juniper Networks
Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.
Research Note: Intel “Emerald Rapids” 5th Generation Xeon Processor
Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup at its recent “AI Everywhere” event. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.
Research Note: AMD’s new MI300X & MI300A AI Accelerators
AMD recently announced its new MI300x and MI300a AI accelerators, its most significant challenge to NVIDIA yet.
Research Note: AMD ROCm 6 Software Stack
At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company’s latest hardware, notably the MI300 series GPUs.
Research Note: Microsoft’s New Processor & Accelerator
At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.
Research Note: Amazon’s New Graviton4 & Tranium2
Amazon introduced generational updates to both its Graviton and Tranium custom silicon solutions at its recent re:Invent conference in Las Vegas.
This Research Note delves into the intricacies and potential impacts of these latest innovations from AWS.
Research Note: Inside IBM’s Advances in Software Development for Quantum Computing
Recognizing that these scientists require tools that integrate seamlessly with their existing workflows while simplifying the complexities of quantum mechanics, IBM introduced a suite of innovative solutions at its recent Quantum Computing Summit.
At the forefront of these advancements is Qiskit 1.0, a significant upgrade to IBM’s open-source quantum computing software development kit, which simplifies the process of programming quantum computers.
Research Note: Inside IBM’s Developments in Quantum Processing & Platforms
IBM this week announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023. At the event, IBM highlighted several significant advancements in quantum computing, showcasing the company’s commitment to pushing the boundaries of this revolutionary technology.
Research Note: SentinelOne’s New & Updated Offerings
In the rapidly shifting terrain of cybersecurity, SentinelOne has emerged as a trailblazer. This was front and center during the company’s inaugural OneCon customer event in Boca Raton earlier this month.
Research Note: Elastic Fiscal Q2 2024 Earnings
Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for the quarter, taking a special look at the impact of generative AI on the company’s business.
Research Note: Lenovo Fiscal Q2 2024 Earnings
This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.
Research Note: Cisco Fiscal Q1 2024 Earnings
Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco’s earnings in this research note.
Research Note: What Q3 Earnings Say about the Observability Market
In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.
Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results
Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.
Research Note: Inside the New Commvault Cloud Platform
Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.
Research Note: Inside Qualcomm’s Snapdragon X Elite
Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm’s commitment to high-performance computing.
Research Note: Data Center Impact from AMD’s Q3 2023 Earnings
Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions.
In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.
Research Note: Inside Q3 2023 Cloud Earnings
This research note delves into the earnings reported by the top three public cloud providers (Amazon, Microsoft, and Google) over the past week.
Research Note: Inside the IBM Research NorthPole Accelerator
IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.
Research Note: Databricks Acquires Arcion
Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.
Research Note: Inside the Dell PowerMaxOS 10.1 Update
Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.
Research Note: Pure Storage’s New & Updated Evergreen Offerings
Pure Storage introduced several enhancements that the bar for how Infrastructure- as-a-Service is delivered. At the same time, the company expanded its longevity programs to give IT organizations an unprecedented level of investment protection.
Research Note: Inside IBM WatsonX
IBM recently unveiled its updated AI portfolio, “watsonx” The new set of offerings provides an enterprise-ready AI and data platform consisting of three intertwined solution stacks:
Research Note: Oracle Database 23C AI & ML Features
Oracle announced the general availability of its Oracle Database 23c long-term support release. While the release arrives with a staggeringly large number of features that impact nearly every aspect of the database, including improving the developer experience, I want to focus on how the database supports and uses AI.