Research Notes

Research Note: Inside IBM’s Developments in Quantum Processing & Platforms

Steve McDowell December 6, 2023

IBM this week announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023. At the event, IBM highlighted several significant advancements in quantum computing, showcasing the company’s commitment to pushing the boundaries of this revolutionary technology.

Research Note: SentinelOne’s New & Updated Offerings

Steve McDowell December 1, 2023

In the rapidly shifting terrain of cybersecurity, SentinelOne has emerged as a trailblazer. This was front and center during the company’s inaugural OneCon customer event in Boca Raton earlier this month.

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.