Latest Insights From Earnings Call

Palo Alto Network

Cybersecurity Demand: Remains robust, driven by continuous high-profile cyberattacks and the adoption of AI by enterprises.
AI and Cybersecurity: Palo Alto Networks launched a suite of AI security products to secure AI usage, including AI Access Security, AI-SPM, and AI Runtime Security.
SASE 3.0 Launch: Introduced new capabilities, including a secure enterprise browser integrated into SASE, AI-powered data security, and application acceleration.
Partnerships: Announced a significant partnership with IBM, focusing on migrating IBM’s QRadar customers to Palo Alto's XSIAM platform and leveraging IBM’s watsonx AI capabilities.
Customer Engagement: Highlighted significant transactions, including multi-million dollar deals with U.S. county agencies, financial services companies, and healthcare providers.
Innovation and Integration: Continued integration of acquired technologies and strong demand for new products like XSIAM, driving further growth in Cortex ARR.

NVIDIA

Nvidia Insight This Quarter

Solid Performance

Nvidia reported solid results. Reveneu and income grew. Demand is driven by enterprises and companies that serve consumers. AI on Nvidia Cuda is driving meaningful acceleration in Cloud rental Revenue,Data center revenue is growing. Meta, OpenAI, Databricks, Deepmind and many others are building on Nvidia. Demand is higher than production/supply

Blackwell

Blackwell platform is going to production. The platform is expected to make revenue this year. Investor need not have to wait for long for Blackwell investment

Soverign AI

Nvidia mentioned phenomena of Soverign AI. Naitions wants to build their own GenAI, LLM capabilities. To do this they will extensively use Nvidia platform .

Multimodal AI

As LLM gain traction and companies started to use multi modal genAI, it will further increase demand for Nvidia Chips.

Cisco

Cybersecurity Demand: Remains robust, driven by continuous high-profile cyberattacks and the adoption of AI by enterprises.
AI and Cybersecurity: Palo Alto Networks launched a suite of AI security products to secure AI usage, including AI Access Security, AI-SPM, and AI Runtime Security.
SASE 3.0 Launch: Introduced new capabilities, including a secure enterprise browser integrated into SASE, AI-powered data security, and application acceleration.
Partnerships: Announced a significant partnership with IBM, focusing on migrating IBM’s QRadar customers to Palo Alto's XSIAM platform and leveraging IBM’s watsonx AI capabilities.
Customer Engagement: Highlighted significant transactions, including multi-million dollar deals with U.S. county agencies, financial services companies, and healthcare providers.
Innovation and Integration: Continued integration of acquired technologies and strong demand for new products like XSIAM, driving further growth in Cortex ARR.

Latest Insights From Earnings Call