December 17, 2024
We think recent reports that privately held Verkada, a supplier of security hardware, such as video cameras, access controls, environmental sensors, alarms and intercoms, is set to raise $200mm in funding at a $4.5B valuation,…
December 3, 2024
We checked retail prices on “Black Friday” (11/29) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are down…
August 28, 2024
We checked retail channel prices yesterday (8/27) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are up meaningfully…
August 12, 2024
Last week, we spent time at The Future of Memory and Storage Summit (FMS) in San Jose, CA, which further highlighted to us how a range of “productization” trends across NAND, DRAM, and hard disk…
November 28, 2023
We checked retail prices on “Cyber Monday” (11/27) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB), for the first time since November of last…
November 28, 2022
We checked retail prices last week (11/23) on hard disk drives (HDDs) and solid-state drives (SSDs) for the first time since May. Based on our latest survey work, we believe HDD retail prices are down…