reports
- Pierre FerraguÊ
Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...
Today, we are publishing the Hyperscale & Cloud section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Pierre FerraguÊ
Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...
Today, we are publishing the Hyperscale & Cloud section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- MarketLine Department
Barracuda Networks Inc - Company Profile and SWOT Analysis
Summary Barracuda Networks Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Barracuda Networks Inc (Barracuda), is a subsidiary of KKR & Co Inc, provides networking, storage and security solutions. The company's products and services portfolio include networking, content...
Moody's announces completion of a periodic review of ratings of Junipe...
Moody's Ratings has completed a periodic review of the ratings of Juniper Networks, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 2 April 2024 in which Moody's reassessed the appropriateness of the ratings in the context of ...
Moody's says Juniper's Baa2 ratings not affected by HPE's acquisition ...
Moody's Investors Service ("Moody's") said Juniper Networks, Inc.'s ("Juniper") Baa2 senior unsecured ratings were not affected by the announcement that Juniper had entered into an agreement to be acquired by Hewlett Packard Enterprise Company ("HPE"). HPE is acquiring Juniper for $14 billion in an...
Moody's announces completion of a periodic review for a group of Diver...
Moody's Investors Service ("Moody's") has completed a periodic review of the ratings -and other ratings that are associated with the same analytical units for the rated entity(entities) listed below. The review was conducted through a portfolio review discussion held on 10 July 2023 in which Mood...
- Pierre FerraguÊ
ASM ASM INTERNATIONAL N.V.
KLAC KLA CORPORATION
CSCO CISCO SYSTEMS INC.
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
SOH1 SOITEC
9928032Z AMAZON WEB SERVICES LLC
WOLF WOLFSPEED INC
DNORD D/S NORDEN
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