Research Notes

Research Note: Elastic Fiscal Q2 2024 Earnings

Steve McDowell November 30, 2023

Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for

Research Note: Lenovo Fiscal Q2 2024 Earnings

Steve McDowell November 17, 2023

This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.

Research Note: Cisco Fiscal Q1 2024 Earnings

Steve McDowell November 17, 2023

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.

Research Note: What Q3 Earnings Say about the Observability Market

Steve McDowell November 16, 2023

In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.

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

Steve McDowell November 14, 2023

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.

Research Note: Inside the New Commvault Cloud Platform

Steve McDowell November 11, 2023

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.