AWS soars on revenue and CapEx spend, but still not talking about its post-CMA inquiry verbal gymnastics about getting info into the public domain
AWS turns in another buoyant quarter of cloud growth, but it comes at a price...
Earnings reports
Is the macro-economic worst over? PTC CEO Neil Barua sees some improvement as the firm turns in a strong Q3
There's a bit more clarity out there, suggests Barua as PTC's transformation rumbles on.
Capgemini's AI strategy wins over investors despite 13% profit drop
Capgemini's stock surged 6% despite a 13% profit drop as investors focused on the IT services giant's AI strategy, which contributed over 7% of Q2 bookings and positions the company for future growth in artificial intelligence services.
Revenues up 18%, losses down 91% - whatever Freshworks is doing, just keep doing it
A stellar second quarter for Freshworks - and the AI impact is only just starting to kick in...
Google Cloud turns in 32% annual growth as Alphabet's reports a stellar Q2
A powerful quarter from Google parent Alphabet.
ServiceNow Q2 earnings show AI momentum as company announces 'Agentic Workforce Management' product
ServiceNow reports strong Q2 2025 earnings with $3.113 billion in subscription revenue and 22.5% year-over-year growth, driven by enterprise AI adoption. The company also launched its new Agentic Workforce Management product that orchestrates human and AI collaboration.
The only certainty is uncertainty as SAP disappoints Wall Street despite continued cloud and AI growth
SAP had some strong numbers to offer, but missed Wall Street's expectations - and the rest of the year looks no more certain.
'We'll take whatever you can give us!' - "insatiable" demand drives Oracle to a strong year end and a bullish outlook for accelerated growth
Even Larry Ellison has never seen a situation like today when demand for capacity from customers is so high as Oracle's revenues get set for further acceleration.
Safety and maintenance priorities top customer focus as Samsara turns in a solid Q1
Samsara customers are looking to AI to address top priorities and drive operational efficiencies.
PagerDuty delivers mixed Q1 2026 results as enterprise transformation takes time to gain traction
PagerDuty met revenue expectations but lowered full-year guidance as the incident management vendor continues its strategic shift toward enterprise customers, with CEO Jennifer Tejada acknowledging execution challenges while maintaining confidence in the company's long-term AI-driven strategy.
UiPath CEO Daniel Dines - a five-fold "right to win" powers Q1 to a solid start to the fiscal '26 year
Agentic Automation is resonating with customers, argues CEO Dines.
Pure Storage's Storage-as-a-Service sales surge 70% as enterprises embrace AI-driven subscription model
Pure Storage delivered solid Q1 FY26 results with 12% revenue growth and a 70% increase in Storage-as-a-Service sales, as enterprises increasingly adopt subscription models for AI workloads.
Workday customers pursue ROI and TCO conversations as macro-economic headwinds continue
A solid Q1 to kick off a new fiscal year for Workday as AI adoption ramps up.
