Research Notes

Research Note: Google Cloud AI-Enabled Healthcare Announcements

Steve McDowell March 18, 2024

At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors. These solutions promise to improve patient outcomes.

Research Note: Oracle Globally Distributed Autonomous Database

Steve McDowell March 12, 2024

Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.

Research Note: NetApp Autonomous Ransomware Protection

Steve McDowell March 12, 2024

NetApp recently announced enhanced cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time malware protection for both primary and secondary data, irrespective of whether it’s stored on-premises or in the cloud.

Research Note: CrowdStrike FQ4 2024 Earnings

Steve McDowell March 7, 2024

CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.

Research Note: Couchbase FQ4 2024 Earnings

Steve McDowell March 5, 2024

Couchbase announced consensus beating earnings in its fiscal Q4 2024 release. The company grew revenue by 20% year-over-year to a respectable $50.1M, while its ARR grew 25%.

Research Note: Lenovo’s MWC 2024 Telco Edge Announcements

Steve McDowell March 5, 2024

Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry’s shift towards 5G and AI innovations.

Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo’s AI-ready infrastructure.