Earnings Report

Oracle Beats Estimates as AI Cloud Demand Surges, Lifts 2027 Revenue Outlook to $90B

Oracle's shares surged 10% after reporting strong fiscal third-quarter results, with higher-than-expected earnings and revenue driven by cloud and AI infrastructure demand, while also raising its 2027 revenue outlook amid significant new contracts and a plan to expand its data center capacity.

Analytics and AI

Workday, Salesforce FY26 Q4 Earnings Show Growth, Scale, and Platform Competition

Recent fourth quarter fiscal year 2026 earnings from Workday and Salesforce highlight the significance of production-grade AI adoption and platform expansion in driving enterprise software growth.

Analytics and AI

Microsoft Q2 2026 Results Show AI, Cloud Growth Accelerating as Spending Surges

Microsoft reported strong Q2 FY2026 results with $81.3 billion in revenue, driven by significant growth in cloud and AI services, despite a sharp increase in capital expenditures to support infrastructure demands, reflecting the company's aggressive AI ambitions.

Analytics and AI

Oracle Loads Up on AI Infrastructure as OCI Backlog, Data Center Commitments Surge

Oracle's Q2 FY2026 financial results reveal a dramatic surge in cloud and AI offerings, with remaining performance obligations rising to $523.3 billion, total cloud revenue hitting $8 billion, and significant growth in Oracle Cloud Infrastructure and GPU revenue.

CRM and Customer Experience

Salesforce Lifts Guidance as Informatica Acquisition, AI Momentum Strengthen Growth Outlook

Salesforce reported better-than-expected financial results for Q3, driven by significant growth in AI-driven solutions like Agentforce and Data 360, entailing increased revenue guidance and demonstrating a strong shift towards AI-centric economics in its platform.

Google to Acquire Wiz for $32 Billion in Cloud Security Push

Google Cloud losses continue in latest Q2 earnings report

Google parent company, Alphabet, reports lowered profits for consecutive quarters, despite overall revenue increasing for the business. Google Cloud sales continue to miss profit estimates, with growing losses of $858m in Q2, despite revenue increasing to $6.2bn for the division.