The collaboration platform delivered solid Q1 results but Yuan's avatar demonstration may have inadvertently highlighted the gap between AI hype and enterprise reality
Sage Group delivers solid half-year results with 9 percent revenue growth and 16% profit increase, as its AI investments and cloud strategy provide resilience amid economic uncertainty.
Right place, right time - Cisco's Q3 performance suggests that customer momentum is still powering the supplier on.
Atlassian says it's taking a long-term view with its strategy of not charging extra for AI features, but its FY25 Q3 results left Wall Street unimpressed.
AWS is growing slower than Google Cloud and Microsoft, but CEO Andy Jassy still points to an impressive performance. He’s less convincing when it comes to tariff realities…
Confluent added 340 new customers—its highest net add in three years—while continuing to position its real-time data streaming platform as critical infrastructure for enterprises looking to build next-generation applications in uncertain economic conditions.
Revenues up, net income up - no sign of trouble yet for Microsoft despite the wider economic uncertainties.
Dennis Woodside is coming up for his first anniversary as Freshworks CEO. Things seem to be going to plan so far...
A strong FY2024 earnings report from IFS, posting 32% growth in ARR to breeze past the €1 billion milestone and 350+ new customers including energy giants Exelon and now TotalEnergies. CEO Mark Moffat sees AI fueling new growth this year.
Commenting on a strong Q2 earnings report, Atlassian CEO Mike Cannon-Brookes discusses enterprise ambitions, R&D spend, the definition of agents and their impact on per-user pricing.
Stable growth from Box but Wall St didn't like the Q3 earnings report. CEO Aaron Levie nevertheless remains optimistic for the future impact of Box Apps and other AI-powered announcements.
Under-investing in infrastructure would be more dangerous, Pichai warns short-termists.
Steady earnings progress from Adobe as it reports for Q1 of FY2023 and sets the scene for next week's Adobe Summit and its take on generative AI
