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Research Notes

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Research Note: Pure Storage FQ1 2025 Earnings

Steve McDowell May 29, 2024

Pure Storage’s Q1 FY2025 earnings show a positive tone for the year, showcasing a remarkable return to double-digit revenue growth and solidifying its strategic position in the competitive data storage market. With an 18% year-over-year revenue increase, the company has demonstrated its ability to leverage emerging opportunities, particularly in AI-driven workloads and hyperscaler environments.

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Research Note: Lenovo FQ4 2024 Earnings

Steve McDowell May 25, 2024

Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.

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Research Note: Dell PowerStore Prime

Steve McDowell May 21, 2024

Dell Technologies announced its new PowerStore Prime solutions at the 2024 Dell Technologies World. PowerStore Prime combines cutting-edge all-flash storage technology with strategic business enhancements designed to address the rapidly evolving needs of modern enterprises.

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Research Note: Google Trillium TPU

Steve McDowell May 14, 2024

The Trillium TPU, Google’s sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.

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