Research Notes

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.

Research Note: Hammerspace Hyperscale NAS

Steve McDowell February 22, 2024

Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.

Research Note: Palo Alto Networks FQ2 2024 Earnings

Steve McDowell February 20, 2024

Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.

Research Note: Honeywell’s $300M Investment in Quantinuum

Steve McDowell February 18, 2024

Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.

Research Note: Informatica Q4 2024 Earnings

Steve McDowell February 17, 2024

Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.

This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.