Research Notes

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.

Research Note: Inside OpenText’s New CE 24.1 Release

Steve McDowell January 24, 2024

OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.

Research Note: Oracle’s New GenAI Features for Oracle Cloud

Steve McDowell January 23, 2024

Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.

Research Note: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing