Slack Q1 underwhelms - did it squander its lockdown opportunity?
Slack Q1 earnings show it didn't make as much progress during lockdown as Wall St hoped, but is that bad or good?
Earnings reports
Earnings reports
Salesforce Q1 FY2021 - beats revenue estimates but trims full year guidance
Salesforce Marc Benioff was in upbeat mood despite big write offs in Q1 FY2021 and a light forecast for the remainder of the year.
A good Q1 innings for Box as WFH sweeps enterprise
Box posts decent Q1 numbers after quickly adjusting to virtual selling as it helps customers make the switch to working from home
Workday downgrades full year outlook as it cements partnerships with Microsoft and Salesforce
Workday turned in good numbers for Q1 FY2021, revised its guidance and offered plenty of caveats
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
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.
