Research Notes

Research Note: Nutanix FQ2 2024 Earnings

Steve McDowell March 1, 2024

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

Steve McDowell February 29, 2024

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

Steve McDowell February 27, 2024

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

Steve McDowell February 26, 2024

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

Steve McDowell February 26, 2024

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

Steve McDowell February 25, 2024

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.