Technology

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Teradyne

Teradyne Inc. (TER) (Q1FY24) – Needs to navigate challenges

Teradyne had a strong first quarter, with high sales in memory, particularly in DRAM, driven by AI demand.
Oracle Corporation
Oracle’s cloud business is seeing significant growth due to two key factors: strong performance in cloud services and license support, and the rapid expansion of their Gen2 Cloud Infrastructure (OCI) offering.
Netflix
Netflix’s Q1 revenue jumped 15% Y/Y, driven by both membership growth and price increases.
Adobe
Adobe’s financial performance remains impressive, with strong revenue growth reported for Q1FY24. The company generated $5.18bn, marking an 11% Y/Y.
Intel
The recent announcement of Microsoft as the fifth Intel 18A customer, with a lifetime deal value exceeding $15 billion, highlights Intel’s ability to form high-value partnerships with industry giants.
Zscaler
The demand for zero trust security solutions is anticipated to remain robust throughout 2024, with increased customer budgets driven by the rise in high-profile security breaches.
ASML holding
ASML adopts a comprehensive lithography strategy, which includes lithography systems, computational tools, metrology, and process control software.
UiPath
UiPath is not only growing internally but also operating within a booming industry. The company is a recognized leader in the Robotic Process Automation (RPA) and AI-driven automation market, which is experiencing significant growth.
Nutanix
Nutanix is showing strong financial progress. In Q2FY24, the company reported its first-ever GAAP operating profit of $37mn, a major turnaround from the $56.5mn loss in the same quarter of the previous fiscal year.
Palo Alto Networks
PANW has made substantial investments in Prisma Cloud during the first half of the year, which resulted in the highest new Annual Contract Value (ACV) growth in five quarters.
Texas Instruments
Texas Instruments (TI) demonstrated impressive resilience in the first quarter despite facing challenges.
HP
HPQ, a major player in the PC and printing services sector, is shifting its focus towards AI-enabled PCs, viewing them as a crucial growth driver. To achieve this transition, HPQ is actively pursuing the development of new PC architectures featuring dedicated AI processors or GPUs