Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
The Amazon Black Friday sale has started early this year! Instead of waiting until the actual day, Amazon kicked off its deals on Tuesday, November 19 — ten days ahead of schedule — and will keep the ...
Commvault, a leading provider of cyber resilience and data protection solutions for the hybrid cloud, is debuting a new capability that delivers near-instant recovery of large datasets stored in ...
In this Breaking Analysis, we evaluate the 2024 predictions we made alongside Enterprise Technology Research’s Erik Bradley. We revisit our January forecasts on topics like the macro information ...