Showing 1–12 of 110 results


Datadog, Inc. (DDOG) (Q4FY23) – Powering growth and profitability in “Cloud”

Datadog is growing its customer base impressively. They are not only gaining new customers but also retaining and upselling to existing ones.
Rapid7 has been driving product innovation across their Insight platform, with advancements in areas like AI-driven cloud anomaly detection.
Sony’s success is a result of its smart strategic management practices, which have optimized performance across different business segments.
HubSpot’s recent acquisition of Clearbit, a B2B data provider, is set to bring significant improvements to their customer platform. This move involves two key aspects: integration and roadmap development.
Cognizant has maintained strong business momentum. In the fourth quarter, the company secured seven individual deals exceeding $100 million each, which is a significant achievement for large contracts.
The company expanded its DDoS protection offerings over the past year, introducing a cloud-based service utilizing various algorithms to counter web DDoS attacks. Additionally, in the fourth quarter, they unveiled DefensePro X, an on-premise version of their web DDoS protection solution. This comprehensive offering ensures protection against attacks without decrypting incoming traffic or causing latency issues.
Applied Materials
Applied Materials emphasis on identifying pivotal technology advancements, such as AI, IoT, electric vehicles, and renewable energy, positions them to seize emerging market opportunities actively.
Aspen Technology
Aspen Technology (AZPN) has shown positive signs of continued growth in its Annual Contract Value (ACV), despite a slight decline in total bookings. The company reported an ACV of $914mn, which is a 9.6% increase Y/Y.
ON Semiconductor
On Semiconductor’s strategic initiatives have notably strengthened its position in the market. The company’s aggressive expansion in the silicon carbide segment has yielded impressive results, with an estimated 25% market share capture.
Intel’s strategic focus on integrating artificial intelligence (AI) across a wide array of applications and industries embodies a forward-thinking vision aimed at harnessing AI’s transformative capabilities.
NXP Semiconductors
Despite facing economic challenges, NXP showcased commendable resilience in its financial performance. In Q4FY23, the company’s revenue exceeded the midpoint of guidance, while non-GAAP gross profit surpassed expectations, indicating robust operational execution.
Qualcomm’s Qualcomm CDMA Technologies (QCT) segment experienced significant expansion during the first fiscal quarter. This expansion was particularly notable in the handset sector, driven by increased demand for smartphones powered by Qualcomm’s chipsets.