Research Notes

Research Note: ARM’s FISCAL Q3 2024 EARNINGS

Steve McDowell February 8, 2024

Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.

Research Note: Inside AMD’s 4Q 2023 Data Center Group Performance

Steve McDowell February 5, 2024

Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape.

This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.

Research Note: Inside Juniper’s Next-Gen AI Networking

Steve McDowell January 31, 2024

Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.

Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings

Steve McDowell January 26, 2024

The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.

This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.

Research Note: Western Digital FQ2’24 Earnings

Steve McDowell January 25, 2024

Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.

Research Note: IBM’s 4Q 2023 Earnings Results

Steve McDowell January 24, 2024

IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.