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New Research
On November 28, 2023, Hewlett Packard Enterprise (HPE) announced its 4Q23 and FY23 financial results. The company reported that in the fourth quarter total net revenue declined 6% in constant currency (7% as reported) YoY to $7.4 billion. D...
IBM's earnings release for 3Q23 reported revenue of $14.8 billion (+3.5% y/y @ cc, +4.6% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.7 billion ...
HPE held its 2023 Securities Analyst Meeting (SAM)at the New York Stock Exchange on October 19, 2023. This meeting occurred exactly one month after CEO Antonio Neri laid out his strategy to further evolve the company's operating model in or...
This IDC study provides IDC's top 10 predictions for the future of digital infrastructure for 2024."The digital infrastructure ecosystem will be heavily impacted by GenAI in the coming years," explains Mary Johnston Turner, research VP, Fut...
Cisco's largest acquisition to date offers SaaS (cloud), subscription, and on-premises revenue streams; a direct sales team; and a Global 2000 install base of security and observability solutions, with a strong focus on logs, metrics, trace...
At Oracle CloudWorld 2023, Oracle unveiled several announcements, including its generative AI (GenAI) vision and the critical role that the company believes Oracle Cloud Infrastructure (OCI) will play for it. The focus, including a broad se...
At the Next '23 event, Google Cloud unveiled various announcements, highlighting their momentum in Generative AI (GenAI) and cloud technologies. The focus was on making GenAI tools accessible across organizations, with a range of customer, ...
On August 31, 2023, Dell Technologies held a quarterly earnings call and disclosed its 2Q24 financial results. Dell Technologies maintains two primary business units, Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG), wh...
IBM's earnings release for 2Q23 reported revenue of $15.5 billion (up 0.4% y/y at constant currency, down 0.4% y/y as reported) — the sections that follow will use constant currency growth unless otherwise noted. Free cash flow year to date...
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