#earnings
32 stories taggedearnings.
Oracle's AI cloud business just had its best quarter ever. What the numbers actually mean.
Revenue hit $19.35 billion, cloud infrastructure more than doubled, and the company has taken on over $100 billion in debt to build data centres for AI. Big quarter. Bigger bet.
Oracle says AI agents will speed up software rollouts, not kill the software business
At its Q1 FY2027 earnings call, Oracle argued that AI assistants will make its business software easier to use and faster to deploy, while its cloud computing arm posted 60 percent revenue growth.
Nvidia ate our homepage this week, and we need to talk about why
Twenty stories in seven days, up from seven. Here is what that spike in our own coverage does and does not tell us.
Salesforce's blowout quarter has a clear message: data owns the AI economy, not the models
While investors spent a year fearing that AI would kill business software, the companies building the most powerful AI models quietly became Salesforce's biggest customers.
Jensen Huang says Nvidia's bets on AI companies carry 'low risk' after a record quarter
Nvidia's CEO defended the chipmaker's growing habit of financing AI startups hours after reporting $96.2 billion in quarterly revenue, more than double a year ago.
Nvidia forecasts 70% revenue growth as AI chip demand outstrips supply
The company's first-ever one-year revenue forecast calmed investor nerves, but CEO Jensen Huang admits demand is already running ahead of what Nvidia can ship.
Nvidia's real AI edge is not the chip. It's everything around it.
After a year of flat share prices and growing GPU competition, Nvidia's latest earnings have shifted how investors see the company. The advantage was never just about making the best processor.
Nvidia's Next Big Test: Can Ordinary Businesses Pick Up Where Amazon and Google Leave Off?
Nvidia earns most of its money from a handful of giant tech companies. Investors watching Wednesday's earnings want proof that thousands of smaller firms are finally starting to spend too.
Nvidia Just Posted $96 Billion in a Single Quarter. It Thinks $108 Billion Is Next.
The chip maker's data center sales more than doubled in a year, driven by relentless demand for AI hardware. Consumer GPU buyers are feeling the squeeze.
Alibaba's Profit Falls 75% as the Company Bets Big on AI
The Chinese tech giant is pouring money into data centres and chips. Investors are nervous, and shares slid 4% on the news.
TSMC's July Sales Jump 45% as AI Chip Demand Keeps Climbing
The world's biggest chip manufacturer posted $14.5 billion in monthly revenue, putting it ahead of its own 40% annual growth target. Here is what that means for the AI spending story.
Airbnb says AI now writes 60% of its code and cuts feature launch time in half
The company ships nearly 80% more features than it did a year ago, and its AI customer support bot now handles 45% of issues without a single human stepping in.
Grab says AI helped it ship products 30% faster as Southeast Asia's super-app raises its annual forecast
The ride-hailing and food delivery giant posted its best-ever quarter, with revenue up 22% and operating profit up 186%, and it credits internal AI tools for a big chunk of the speed gains.
Big Tech's AI bets are making corporate profits look much bigger than they are
Microsoft, Amazon and Alphabet booked billions in paper gains from their stakes in Anthropic, OpenAI and SpaceX. Strip those out and earnings growth looks a lot more ordinary.
SpaceX Is Really a Satellite Firm That Rents Out Computer Power. The Rockets Are Almost a Side Note.
The company's first public earnings report shows Starlink internet and data-centre leasing dwarfing actual space business, and Elon Musk's grand orbital plans look a lot like wishful thinking.