Research Notes

Research Note: Intel Edge & AI/RAN MWC Announcements

Steve McDowell March 4, 2024

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

Steve McDowell March 4, 2024

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

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.