Research Notes
Research Note: HashiCorp FQ4 2024 Earnings
Hashicorp announced its fiscal Q4 2024 results, beating consensus estimates for both revenue and earnings with solid growth in all the right areas. Let’s take a deeper look at what the company announced.
Research Note: Microsoft Updates Azure for Operators
At the recent MWC 2024 in Barcelona, Microsoft shared updates on its Azure for Operators portfolio, demonstrating significant advancements in generative AI and its application in telecommunications.
This Research Note takes an in-depth look at what Microsoft announced.
Research Note: Intel Edge & AI/RAN MWC Announcements
Intel announced a new edge platform and highlighted its momentum in AI-assisted vRAN/O-RAN acceleration at the recent MWC conference in Barcelona.
Research Note: NEC & Partners Demonstrate Breakthrough in Open vRAN Technology
NEC Corporation, along with Arm, Qualcomm Technologies, Inc., Red Hat, and Hewlett Packard Enterprise (HPE) recently showcased a successful demonstration of Open Virtual Radio Access Network (vRAN) and 5G Core Virtual User Plane Function (vUPF) technology in Tokyo.
Research Note: Nutanix FQ2 2024 Earnings
Nutanix reported results for its fiscal Q2 2024, which beat consensus estimates for revenue and earnings. The company also provided healthy guidance for the coming quarters.
Research Note: Pure Storage FQ4 2024 Earnings
In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services.
One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue
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