Adobe’s AI Growth Still Leaves Wall Street Unsure
Adobe beat Q3 estimates and said AI-first ARR rose 150%, but investors remain cautious about its AI software story.
Tag: earnings
Oracle Cloud Revenue Jumps 121% As AI Demand Pays Off
Oracle Q1 revenue rose 30% to $19.35B as cloud infrastructure revenue jumped 121% on AI demand.
Broadcom AI Revenue Surge Keeps Custom Chip Story Alive
Broadcom's latest quarter shows how custom AI chips and VMware infrastructure software are becoming central to the next stage of ...
MongoDB Beats Earnings But Atlas Growth Worries Investors
MongoDB beat fiscal Q2 2027 expectations and raised guidance, but investors focused on Atlas growth that failed to accelerate as ...
Palo Alto Results Show AI Cybersecurity Demand Is Real
Palo Alto Networks beat expectations as next-generation security ARR jumped 63 percent, but investors are watching margins and acquisitions.
Lenovo’s Record Quarter Shows AI Is Rewriting The PC Giant’s Story
Lenovo posted a 43% jump in Q1 revenue as AI PCs, smartphones, servers and services lifted the group to a ...
Cisco’s AI Orders Show Networking Is Now Part Of The Compute Boom
Cisco beat Q4 expectations and guided fiscal 2027 revenue above estimates as AI infrastructure orders reached $9.3B.
Cerebras Raises 2026 Targets As AI Chip Demand Keeps Building
Cerebras raised its 2026 revenue and margin targets as demand for fast AI inference keeps rising, even as losses remain ...
Cloudflare Jumps As AI Traffic Lifts Its Internet Edge Story
Cloudflare shares jumped after Q2 revenue rose 36 percent and the company raised its 2026 outlook on AI and security ...
Atlassian Surge Shows AI May Help Software Moats After All
Atlassian shares surged after stronger Q4 results, upbeat guidance and growing use of its AI tools eased software-slowdown fears.