A pleasing set of Q3 results from enterprise content management vendor Box shows why it pays to take a long-term view
Q2 earnings show Box emerging on track from the tumult of COVID-19, with a hint of bigger deals ahead as enterprises digitize content workflows
Slack Q1 earnings show it didn't make as much progress during lockdown as Wall St hoped, but is that bad or good?
Salesforce Marc Benioff was in upbeat mood despite big write offs in Q1 FY2021 and a light forecast for the remainder of the year.
Box posts decent Q1 numbers after quickly adjusting to virtual selling as it helps customers make the switch to working from home
Workday turned in good numbers for Q1 FY2021, revised its guidance and offered plenty of caveats
Dropbox pleased investors with a share buyback and plans to squeeze operating costs, but there was little clarity for customers in its Q4 earnings report
Collaboration vendor Slack has released its first post-IPO results but markets didn't take kindly to the company's cautious outlook and long-term approach
AWS and Microsoft recently posted eye-popping results for their cloud businesses. Analysts seem math challenged on what these vendors actually achieved and where they're going. We look at the detail.
Revenue growth, customer growth and a narrowed loss bring 2018 to a strong close.
SAP announced an ambitious target for cloud earnings by 2023 as it sets to take an estimated €800-950 million restructuring hit, hits Q4 expectations.
SAPs Q3 FY2018 and visibility into the future allows SAP to raise guidance. The devil is in the detail and important questions remain to be answered.