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Research Notes

Research Note: Cisco Fiscal Q1 2024 Earnings

Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco’s earnings in this research note.

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Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results

Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.

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Research Note: Inside the New Commvault Cloud Platform

Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.

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Research Note: Inside Qualcomm’s Snapdragon X Elite

Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm’s commitment to high-performance computing.

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Research Note: Data Center Impact from AMD’s Q3 2023 Earnings

Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions.
In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.

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