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Research Notes

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Research Note: Elastic SIEM Solution

Steve McDowell May 13, 2024

At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.

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Research Note: Arm FQ4 2024 Earnings Results

Steve McDowell May 12, 2024

Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.

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Research Note: Palantir Q1 2024 Earnings

Steve McDowell May 12, 2024

Panatir Technologies  reported its Q1 2024 earnings,  surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million.  While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.

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Research Note: IBM Open Sources Granite Code Models

Steve McDowell May 12, 2024

IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM’s wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.

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