Research Notes

Research Note: Palantir Q2 2024 Earnings

Steve McDowell August 12, 2024

Palantir Technologies delivered strong Q2 2024 earnings, underlining its position as a leader in enterprise AI solutions. The company’s strategic focus on moving from AI prototypes to full-scale production has driven significant growth and expanded its customer base.

Research Note: Ampere Computing Roadmap Updates

Steve McDowell August 3, 2024

Ampere announced updates to its AmpereOne processor roadmap, highlighting its upcoming product AmpereOne Aurora processor. The company also offered pricing updates and other details about its overall roadmap.

Research Note: Qualcomm FQ3 2024 Earnings

Steve McDowell August 1, 2024

In its fiscal third quarter, Qualcomm demonstrated strong financial performance, driven by its continued success in diversifying its business beyond mobile handsets into sectors like automotive, IoT, and PCs. With its focus on innovation, particularly in AI and advanced computing, Qualcomm is well-positioned to sustain its leadership across various industries.

Research Note: Western Digital FQ4 2024 Earnings

Steve McDowell July 31, 2024

Western Digital Corporation (WDC) reported strong financial results for its fiscal fourth quarter and full fiscal year 2024, highlighting robust performance across its product segments and strategic advancements in the storage market, mainly driven by AI data demands.

Research Note: AMD Q2 2024 Data Center Earnings

Steve McDowell July 30, 2024

AMD reported strong Q2 financial results, with total revenue reaching $5.8 billion, a 9% year-over-year increase. The Data Center segment, a key driver of this performance, achieved a record revenue of $2.8 billion, reflecting a 115% year-over-year growth.

Research Note: onsemi EliteSIC M3e MOSFET

Steve McDowell July 29, 2024

onsemi’s new EliteSiC M3e MOSFETs address the growing demands for more efficient, reliable, and cost-effective power solutions across various industries. The increasing global focus on mitigating climate change and transitioning to renewable energy sources necessitates significant advancements in power semiconductor technology. onsemi’s latest generation EliteSiC M3e MOSFETs are a major step forward.