earnings - The Stack (Page 3)

Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offering

"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."

Edward Targett February 09, 2024

Amazon’s “Rufus” shows it eating its own AI dogfood, as AWS closes in on $100B run rate; Q comes to Glue

"You can ask Amazon Q for Data Integration to ‘read JSON files from S3, join on ‘accountid’, and load into DynamoDB’ and in response, it will return an end-to-end data integration job that can perform that action"

Edward Targett February 02, 2024

AI sends cloud earnings soaring, brings customers rushing for Google, Microsoft

Nadella: "We now have 53,000 Azure AI customers – over one-third are new to Azure over the past 12 months"

Edward Targett January 31, 2024

Oracle

Cloud

News

Larry Ellison: Oracle gave Elon Musk GPUs – “Boy, did they want more”

“If Oracle Database just disappeared at companies, the whole planet would come to a standstill”

The Stack December 13, 2023

Hashicorp

News

HashiCorp’s slump: Blame “market conditions” says CEO, suggests he’ll nudge customers to cloud platform

“I think that willingness to let a third-party run it where they don't necessarily have the direct operational control. It's just a much higher bar…”

The Stack December 11, 2023

Andy Jassy on AWS’s slowdown and AI’s “three layers”

Andy Jassy on AWS’s slowdown and AI’s “three layers”

“It's not all customers deciding to shut down workloads” says Amazon's CEO as cloud growth drops to 12% -- with the company saying customers are recognising that AI costs can also spiral.

Edward Targett October 27, 2023

Zuck’s revenge: Facebook lives, Llama downloads hit 30m monthly, net revenues top $11.58 billion

CapEx to hit up to $35 billion “with growth driven by investments in servers, including both non-AI and AI hardware

Edward Targett October 26, 2023

Microsoft

News

Microsoft earnings: Five big takeaways

Copilots are everywhere as part of Microsoft's "platform transition" in the new world of AI.

Steve Ranger October 25, 2023

Dynatrace hits $1.4 billion ARR, grabs logos from AppDynamics, aims to grow logs offering

Amazon’s “Rufus” shows it eating its own AI dogfood, as AWS closes in on $100B run rate; Q comes to Glue

AI sends cloud earnings soaring, brings customers rushing for Google, Microsoft

Larry Ellison: Oracle gave Elon Musk GPUs – “Boy, did they want more”

HashiCorp’s slump: Blame “market conditions” says CEO, suggests he’ll nudge customers to cloud platform

Andy Jassy on AWS’s slowdown and AI’s “three layers”

Zuck’s revenge: Facebook lives, Llama downloads hit 30m monthly, net revenues top $11.58 billion

Microsoft earnings: Five big takeaways