Confident Dropbox pleases markets, but what about customers?
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
Earnings reports
Archive: Earnings reports
IFS shines as it reports 2019 numbers
IFS turned in solid numbers and appears poised to break out from the pack of vendors wanting to grab a sizable share of the massive middle market in enterprise software.
Slack talks up enterprise adoption as it posts Q2 results
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
Can you trust the seasonal earnings release?
Are earnings releases reliable? The answer should be yes but delays between the release and filing the 10-K put pressure to auditors to overlook errors.
Insights on cloud growth from AWS and Microsoft latest earnings
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.
CIO 'partnership' drives strong year-end for ServiceNow
Revenue growth, customer growth and a narrowed loss bring 2018 to a strong close.
SAP restructures as it sets long term ambitions while meeting Q4 FY2018 expectations
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.
SAP Q3 FY2018 - cloud momentum continues, ups guidance
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.
Workday Q2 FY2019 impresses, warns of headwinds associated with Adaptive Insights acquisition
Another solid quarter from Workday but with plenty of questions around what happens now that the Adaptive Insights acquisition has been consummated.
APM vendor New Relic has Q1 growth spurt as enterprise push continues
Cloud-based APM vendor New Relic beats Wall St expectations in its latest earnings report, growing its enterprise footprint in cloud, digital and DevOps
Quality beats quantity at Twitter as it cleans house. Pity the market doesn't get it
Twitter reported mixed results but a record quarterly profit. It is concentrating on cleaning out toxic accounts but that didn't impress the market.
Workday ends FY 2018 on a roll but Wall St frets over billings
Workday earnings for Q4 FY 2018 beat estimates as cloud financials does well, while Wall St frets over a metric with little relevance in a SaaS business
SAP Q4 FY2017 earnings - a call with Luka Mucic, CFO
SAP didn't disappoint in its Q4 FY2017 numbers but then it didn't excite either. But there are still questions worth the asking.
