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Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making 'Customers' Lives Easier And Better'
Thursday, May 1, 2025 - 4:25pm | 546Read More...Amazon.com Inc (NASDAQ:AMZN) reported first-quarter financial results after market close Thursday. Here are the key highlights. What Happened: Amazon.com reported first-quarter net sales of $155.7 billion, up 9% year-over-year. The net sales beat a Street consensus estimate of $155.04 billion...
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Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains
Thursday, May 1, 2025 - 2:24am | 631Read More...On Wednesday, Microsoft Corporation (NASDAQ:MSFT) says its focus on cloud services and customer-centric solutions could help the company not just survive a recession, but grow through it. What Happened: During Microsoft's third-quarter earnings call, CEO Satya Nadella addressed a question about how...
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Nvidia's Revenue Wouldn't Be 'Impacted...At All' If It Didn't Invest In CoreWeave: Analyst Explains Reason Behind Neo Cloud Investments
Wednesday, April 2, 2025 - 8:11am | 1034Read More...Nvidia Corp. (NASDAQ:NVDA) has consistently achieved record revenue over the years, and analysts project continued growth. However, its investments in neo cloud companies may impact revenue, according to an analyst. What Happened: This analyst, who was a former public equity investor in Nvidia on...
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Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO
Thursday, February 13, 2025 - 1:58am | 585Read More...Cisco Systems Inc. (NASDAQ:CSCO) exceeded analyst expectations for the second quarter that ended on Jan. 25 and raked over $700 million in artificial intelligence orders in the six months. Massive demand from web-scale clients and inference potential were the central themes that are expected to...
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Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Friday, February 7, 2025 - 2:12pm | 1222Read More...Amazon.com Inc (NASDAQ:AMZN) analysts weigh the impact of strong fourth-quarter results with weaker-than-expected first-quarter guidance and high CapEx guidance for 2025 after the company's latest financial results. The Amazon Analysts: DA Davidson analyst Gil Luria reiterated a Buy rating on...
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Amazon.com Q4 Earnings: Jassy Highlights 'Successful' Holiday Season, Q1 Guidance Disappoints Investors
Thursday, February 6, 2025 - 5:25pm | 718Read More...Amazon.com Inc (NASDAQ:AMZN) reported fourth-quarter financial results after the market close Thursday. Here are the key highlights. What Happened: Amazon.com reported fourth-quarter net sales of $187.8 billion, up 10% year-over-year. The net sales beat a Street consensus estimate of $187.3 billion...
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Amazon.com Q4 Earnings Preview: Analyst Says Could Be 'Upside On Every Metric'
Wednesday, February 5, 2025 - 5:38pm | 803Read More...Amazon.com Inc (NASDAQ:AMZN) could provide a look at AI growth, NFL success and how tariffs could impact financial results when the company reports fourth-quarter financial results after market close Thursday. Earnings Estimates: Analysts expect Amazon to report fourth-quarter revenue of $187.3...
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Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Wednesday, February 5, 2025 - 3:27pm | 955Read More...Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) analysts share thoughts about the company's latest CapEx estimate and provide sum-of-the-parts valuations of how much YouTube could be worth after the company reported a mixed fourth-quarter. The Alphabet Analysts: Morgan Stanley analyst Brian Nowak...
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Alphabet Q4 Earnings Highlights: AI, Cloud, YouTube Momentum Continues, $75 Billion CapEx Guidance Spooks Investors
Tuesday, February 4, 2025 - 5:25pm | 516Read More...Tech giant Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth-quarter financial results after the market close Tuesday. Here are the key highlights. What Happened: Alphabet announced fourth-quarter total revenue of $96.5 billion, up 12% year-over-year. The revenue total missed a Street...
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Google Wants FTC To Dismantle Microsoft's Exclusive Cloud Hosting Deal With OpenAI: Report
Tuesday, December 10, 2024 - 10:17pm | 516Read More...Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google has reportedly requested the U.S. Federal Trade Commission to dismantle Microsoft Corporation’s (NASDAQ:MSFT) exclusive agreement to host OpenAI’s technology on its cloud servers What Happened: This request came after the FTC inquired...
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Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Wednesday, November 20, 2024 - 2:27pm | 651Read More...Microsoft Corp. (NASDAQ:MSFT) remains a top pick for Goldman Sachs, which sees significant upside in the company's stock. In a client note released Wednesday, equity analyst Kash Rangan described Microsoft as "one of the most compelling investment opportunities" in the tech space, citing its robust...
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Microsoft Accuses Google Of 'Astroturf' Campaigns Targeting Its Cloud Business, Says Search Giant 'Recruited' Several Small European Providers In Its Lobbying Efforts
Tuesday, October 29, 2024 - 3:49am | 680Read More...Microsoft Corp. (NASDAQ:MSFT) has accused Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google of orchestrating covert lobbying campaigns designed to undermine its cloud computing business while deflecting attention from its regulatory challenges. What Happened: Rima Alaily, Corporate...
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SAP Is Joining The AI Party As A 'Foundational Player' Alongside Leaders Nvidia And Microsoft, Says Wedbush's Dan Ives
Monday, October 21, 2024 - 10:50pm | 711Read More...SAP SE (NYSE:SAP) exceeded earnings expectations in its latest quarter, with Wedbush Securities analyst Dan Ives highlighting the European tech giant’s emerging role in the artificial intelligence revolution alongside industry leaders NVIDIA Corp (NASDAQ:NVDA) and Microsoft Corp (NASDAQ:MSFT...
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PagerDuty Stock Slumps On Mixed Q2 Results: The Details
Tuesday, September 3, 2024 - 4:57pm | 371Read More...PagerDuty Inc (NYSE:PD) shares are trading lower in Tuesday’s after-hours session after the company reported mixed financial results for the second quarter. Here’s a rundown of the print. Q2 Revenue: $115.9 million, versus estimates of $116.48 million Q2 EPS: 21 cents, versus...
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From Data Centers To The Cloud: Transition Creates New Challenges For IT Pros, Analyst Says
Monday, August 26, 2024 - 10:35am | 591Read More...As companies increasingly shift their workloads from traditional data centers to the cloud, cloud security has never been more critical. This was a key topic during Benzinga’s recent virtual event, “Cybersecurity: Navigating the Digital Battlefield,” where industry experts...
















