Research Notes

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.

Research Note: Cisco FQ2 2024 Earnings

Steve McDowell February 17, 2024

Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.

Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability

Steve McDowell February 14, 2024

At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.

Research Note: SailPoint Expands Identity Cloud

Steve McDowell February 13, 2024

SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.