NAND Insider Newsletter: March 3, 2025

Newspaper

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.

Research Note: IBM Acquires HashiCorp

IBM HashiCorp

IBM announced its intention to acquire HashiCorp, a multi-cloud infrastructure automation company, for $35 per share in cash, totaling an enterprise value of $6.4 billion.

HashiCorp specializes in Infrastructure Lifecycle Management and Security Lifecycle Management, crucial for hybrid and multi-cloud environments. This move aligns with IBM’s focus on hybrid cloud and AI, which are vital for today’s businesses.

Research Note: HashiCorp Infrastructure Cloud

HashiCorp

HashiCorp introduced “The Infrastructure Cloud” to aid organizations in maximizing their cloud investments, focusing on enabling teams to ship code quickly while minimizing costs and security risks.

Research Note: HashiCorp FQ4 2024 Earnings

HashiCorp FQ4 2024

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.

Inside HashiCorp’s Multiple Announcements at HashiConf

Hashicorp

HashiCorp recently wrapped up its annual HashiConf event in San Francisco, where it talked to developers and investors alike. HashiCorp tells a good story, one that you should know. Let’s look at some of its recent innovations.