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.
Earnings reports
Archive: Earnings reports
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.
Oracle’s self-cannibalization is over rated - it's a solid pivot
Love them or hate them, Oracle is executing a plan that some see as self-cannibalization. They're dead wrong.
Workday Q3 FY2018 - solid with a raise in projections for the full year
Another great quarter for Workday, buoyed by a combination of acceleration in the financials related products and an emphasis on happy customers.
Oracle confident ahead of earnings, changes executive compensation plan - software buyers take note
Oracle has radically changed its key executive compensation plan. This matters as do the goals and targets it is setting for itself.