What Q3 Earnings Tell Us about Public Cloud
The recent earnings reports from the top three public cloud providers, Amazon Web Services (AWS), Microsoft, and Google Cloud, shows that the overall public cloud market remains robust and is starting to show signs of increased growth after several quarters of shrinking growth.
Marvell Sees Momentum in Cloud, AI, and Automotive
Last week, Marvell released its earnings for the second quarter of its fiscal 2024, demonstrating robust performance with $1.34 billion in top-line revenue. While that number was down year-over-year, it surpassed the midpoint of the company’s guidance. Insight: Growth in Cloud & AI Marvell’s data center business was a bright spot. Revenue from that business […]
Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI
Over the past month Dynatrace has beat earnings, announced the acquisition of Rookout, a developer-focused observability start-up, and is bringing new generative AI features to its a Davis AI engine.
VAST Data Reports Record Momentum in 2022
VAST is not a company that’s shy about its success or aspirations, and appears to have reasonable cause to brag. VAST Data told us this week that it more than doubled its business in 2022, exiting the year with its best quarter in company history.
Palo Alto Networks Earnings Show Growing Momentum
Background The most recent projections from Canalys show that the cybersecurity market is expected to grow by 13.2% in 2023, with total spending of up to $223.8B worldwide. Cybersecurity products make up $79.5B and are expected to grow by 13% this year. Palo Alto Networks benefits from the overall growth of the market. The company […]