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Research Note: Datadog Q1 2024 Earnings
Datadog recently released its fiscal Q1 2024 earnings, beating consensus estimates on earnings and revenue, but disappointed analysts with its guidance.
Research Note: Elastic SIEM Solution
At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.
Research Note: Arm FQ4 2024 Earnings Results
Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
Research Note: Palantir Q1 2024 Earnings
Panatir Technologies reported its Q1 2024 earnings, surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million. While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.
Research Note: CrowdStrike Falcon ASPM & CDR Updates
At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
Quick Take: IBM Power S1012
IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM’s Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.
Research Note: IBM Open Sources Granite Code Models
IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM’s wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.
Research Note: SentinelOne Purple AI Updates
At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.
Research Note: Elastic’s AI-Focused SIEM Updates
At the 2024 RSA Conference, Elastic introduced significant enhancements to its Security Information and Event Management (SIEM) solution, Elastic Security. The upgrades, revealed at the recent RSA Conference, are a substantial leap in the evolution of security operations centers (SOCs).
Quick Take: New Relic Brings Observability to Atlassian
At the recent Atlassian Team24 event, New Relic announced new integrations with Atlassian’s offerings to enhance the efficiency of incident management and resolution within software development environments.
Quick Take: Panasas Rebrands as VDURA, Shifts to SaaS Model
Legacy parallel file system provider Panasas is transitioning from hardware sales to focusing on the public cloud under its new brand, VDURA. Traditionally, Panasas offered the PanFS software platform, which supports high-capacity drives and diverse connectivity options targeting the HPC market.
Research Paper: Oracle Database Vector Search
Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
Quick Take: Google Cloud Threat Intelligence
Google announced its new Google Threat Intelligence at the 2024 RSA Conference in San Francisco. The latest offering addresses longstanding issues in threat intelligence by offering a more comprehensive view and easier operationalization of data.
Quick Take: Informatica Q1 2024 Earnings
Informatica released its Q1 2024 earnings, showing strong financial performance in the first quarter, reflecting the successful execution of its strategic initiatives.
Quick Take: Fortinet Q1 2024 Earnings
Fortinet released its earnings for its fiscal Q1 2024, demonstrating robust financial performance across several key metrics.
Research Brief: Oracle Database 23ai
Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
Quick Take: Sygnia & NVIDIA’s Edge Security Play
Sygnia and NVIDIA announced a strategic collaboration to enhance cybersecurity in the energy and industrial sectors using AI-powered edge solutions. The aim is to directly improve data collection, threat detection, and response capabilities at the edge of industrial and critical infrastructure networks.
Research Note: Snyk AppRisk Pro
Snyk launched Snyk AppRisk Pro, a new tool designed to enhance application security by integrating AI with application context from various third-party integrations. The new tool helps application security (AppSec) and development teams prioritize and accelerate the remediation of business-critical risks throughout the full development lifecycle by providing a comprehensive view of application risk by assessing how the application is built, its code, its business impact, and team responsibilities.
Research Note: Commvault FQ4 2024 Earnings
Commvault released its fiscal Q4 2024 earnings results, closing out its fiscal year ’24 on a high note with substantial growth across key financial metrics.
Sovereign Cloud Explained
As enterprises increasingly migrate to the cloud, ensuring that data remains secure, private, and within legal jurisdictional boundaries is paramount. Sovereign cloud solutions have emerged as a pivotal technological innovation designed to address these complex requirements.