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Research Note: IBM FlashSystem 5300

Steve McDowell April 29, 2024

IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.

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Research Note: IBM FQ1 2024 Earnings

Steve McDowell April 28, 2024

IBM’s recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant’s software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM’s focus on enterprise solutions.

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Research Note: Western Digital FQ4 2024 Earnings

Steve McDowell April 28, 2024

Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.

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Research Note: IBM Acquires HashiCorp

Steve McDowell April 25, 2024

IBM announced its intention to acquire HashiCorp, a multi-cloud infrastructure automation company, for $35 per share in cash, totaling an enterprise value of $6.4 billion.

HashiCorp specializes in Infrastructure Lifecycle Management and Security Lifecycle Management, crucial for hybrid and multi-cloud environments. This move aligns with IBM’s focus on hybrid cloud and AI, which are vital for today’s businesses.

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Research Note: Lenovo’s AMD-based AI Portfolio Update

Steve McDowell April 25, 2024

Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare.

The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.

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