RESEARCH NOTE: How SAP and VMware Are Now Leaning into Cloud Disruption By Jason Andersen - September 5, 2024
RESEARCH NOTE: Qualcomm Scores with Snapdragon’s Manchester United Sponsorship By Melody Brue - September 4, 2024
RESEARCH NOTE: NVIDIA Q2 FY2025 Earnings Show AI Leader’s Staying Power By Patrick Moorhead - August 30, 2024
RESEARCH NOTE: Will an Apple Silicon 5G Modem arrive in 2025? By Anshel Sag, Patrick Moorhead - August 15, 2024
RESEARCH NOTE: Salesforce Delivers a Clinic in Old-Fashioned Field Enablement—for AI By Jason Andersen - August 13, 2024
RESEARCH NOTE: Amazon Fire TV Just Turned 10: Here Are Its Best Innovations By Patrick Moorhead - August 7, 2024
RESEARCH NOTE: Microsoft Q4 FY2024 Earnings Show Strong Copilot Adoption And Teams Growth By Melody Brue, Patrick Moorhead - August 6, 2024
RESEARCH NOTE: Qualcomm Pulled Off the Impossible with the Snapdragon X AI PC Notebook Platform By Patrick Moorhead - July 30, 2024
RESEARCH NOTE: SAP Releases Q2 FY2024 Results, Reports Double-Digit Revenue Growth By Melody Brue, Patrick Moorhead, Jason Andersen, Robert Kramer - July 26, 2024
RESEARCH NOTE: Is Arm Neoverse the Datacenter’s Secret Weapon? By Matt Kimball, Patrick Moorhead - July 26, 2024
RESEARCH NOTE: Qualcomm’s AI Workshop Aims To Show Company’s AI Diversity By Anshel Sag, Patrick Moorhead - July 24, 2024
RESEARCH NOTE: 2024 T-Mobile For Business Unconventional Awards Highlight Innovative 5G Use Cases By Will Townsend, Patrick Moorhead - July 19, 2024
RESEARCH NOTE: Cloudera Rolls Out New AI and Data Features By Robert Kramer, Patrick Moorhead - July 18, 2024