Research Notes
Research Note: Atlassian Rovo
Atlassian, a long-time leader in enterprise collaboration and IT workflow management tools has taken a bold step forward with the launch of Atlassian Rovo. Its new cutting-edge product, powered by Atlassian Intelligence, transforms how organizations manage, search, and utilize data across various platforms and tools.
Research Note: NVIDIA H100 Confidential Computing
This week, NVIDIA made its confidential computing capabilities for its flagship NVIDIA Hopper H100 GPU, previewed in August 2023, generally available. This makes NVIDIA’s H100 the first GPU with these capabilities, which are critical for protecting data as it is being processed.
This Research Note looks at confidential computing and how it works on the NVIDIA H100 GPU.
Research Note: IBM FlashSystem 5300
IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.
Research Note: IBM FQ1 2024 Earnings
IBM’s recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant’s software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM’s focus on enterprise solutions.
Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released consensus-beating results for its fiscal Q4 2024, showing strong growth and record-breaking performance. The company also delivered better-than-expected guidance.
Research Note: Western Digital FQ4 2024 Earnings
Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.
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