Research Notes

Research Note: Palo Alto Networks Q4 FY2024 Earnings

Steve McDowell August 25, 2024

Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.

Research Note: Lenovo FQ1’2025 Earnings

Steve McDowell August 22, 2024

Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).

Research Note: Dell & Nutanix Expand Relationship & Offerings

Steve McDowell August 22, 2024

Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.

The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.

Research Note: Cisco FQ4 2024 Earnings

Steve McDowell August 16, 2024

Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.

Research Note: SiFive P870-D RISC-V Server CPU

Steve McDowell August 14, 2024

The SiFive P870-D is a new cutting-edge RISC-V-based processor specifically designed for data center applications. As part of SiFive’s broader family of high-performance processors, the P870-D is engineered to meet the growing demands for compute density, power efficiency, and system resilience in modern infrastructure environments.

Research Note: Palantir Q2 2024 Earnings

Steve McDowell August 12, 2024

Palantir Technologies delivered strong Q2 2024 earnings, underlining its position as a leader in enterprise AI solutions. The company’s strategic focus on moving from AI prototypes to full-scale production has driven significant growth and expanded its customer base.