Research Notes
Research Note: AMD Acquires ZT Systems
AMD announced its strategic acquisition of ZT Systems, a specialty provider of AI and general-purpose compute infrastructure for major hyperscale companies, in a deal valued at $4.9 billion. The acquisition aligns with AMD’s AI strategy to enhance its capabilities in AI training and inferencing solutions for data centers.
Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management
Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.
Research Note: Palo Alto Networks Q4 FY2024 Earnings
Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.
Research Note: Lenovo FQ1’2025 Earnings
Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).
Research Note: Dell & Nutanix Expand Relationship & Offerings
Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.
The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.
Research Note: Cisco FQ4 2024 Earnings
Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.