Box Q3 earnings and why it pays to solve hard problems over the long run
A pleasing set of Q3 results from enterprise content management vendor Box shows why it pays to take a long-term view
Earnings reports
Earnings reports
Bringing digital tools to field service technicians? For ServiceMax CEO Neil Barua, it's personal
ServiceMax CEO Neil Barua talks about the company's mission, earnings and partners - and why he wants service technicians to get the digital tools they deserve
Zuora focuses in on subscription leaders as Q2 results reveal churn
The market didn't like Zuora's Q2 numbers as the company continues to focus in on the leading sectors of the subscription economy
Box focuses on pipeline as Q2 earnings stay on trend
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 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?
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.
