Overview Oracle kicked off fiscal year 2026 with a standout first quarter. Revenue rose 12% YoY (11% in constant currency) driven by strong performance in cloud infrastructure and SaaS, while Remaining Performance Obligations (RPO) surged dramatically. Though GAAP metrics were mixed, non-GAAP results reflected solid gains, especially in cloud and recurring revenue as Oracle leans…

Overview Broadcom Inc. reported record results for the third quarter of fiscal 2025, with revenue up 22% year-over-year to $16.0bn. Growth was driven by surging demand for custom AI accelerators, robust networking, and VMware contributions in infrastructure software. Margins expanded significantly, profitability rebounded sharply from last year’s one-off tax charges, and free cash flow reached…

Overview Salesforce reported strong second quarter fiscal 2026 results, exceeding guidance across all metrics. Revenue grew double digits with broad-based strength across subscription and support, while operating margins expanded for the tenth consecutive quarter. The company emphasized accelerating adoption of its Data Cloud and Agentforce AI platform, with ARR surpassing $1.2bn, reflecting rapid enterprise transformation…

Overview Alibaba Group delivered steady results for the quarter ended June 30, 2025 (Q1 FY2026), with revenue rising modestly to $34.6bn (+2% YoY and +10% on a like-for-like basis excluding divested Sun Art and Intime). The company highlighted strong growth in AI-driven Cloud services and resilient e-commerce performance, offset by increased investments in Taobao Instant…

Overview Marvell Technology delivered a standout second quarter in fiscal 2026, with total revenue surging 58% year-over-year, an all-time record. Fueled by strong AI-driven demand for custom silicon and electro-optics, Marvell posted significant earnings growth and improved profitability, even while divesting its Automotive Ethernet business. CEO Matt Murphy highlighted a robust pipeline with over 50…

Overview Dell Technologies delivered record results in the second quarter of fiscal 2026, as revenue surged 19% year-over-year, driven by extraordinary demand for AI servers. The Infrastructure Solutions Group posted its strongest quarter ever, while Client Solutions Group remained stable despite softer consumer demand. With record cash generation and increased shareholder returns, Dell raised its…

Overview Snowflake Inc., the AI-driven data cloud company, delivered a strong second quarter of fiscal 2026, with 32% year-over-year growth in product revenue to $1.09bn. The company also achieved a net revenue retention rate of 125%, expanded its high-value customer base, and increased remaining performance obligations, highlighting robust demand, platform stickiness, and near-term revenue visibility….

Overview CrowdStrike Holdings, Inc. reported strong second-quarter fiscal 2026 results, highlighted by record net new annual recurring revenue (ARR), solid subscription momentum, and robust cash generation. The company underscored its leadership in cybersecurity consolidation, rapid adoption of its Falcon platform, and strategic AI-driven product innovation. “With reacceleration a quarter ahead of our expectations, CrowdStrike delivered…

Overview NVIDIA delivered record results in the second quarter of fiscal 2026, with revenue surging 56% year-over-year to $46.7bn. Growth was powered by its Data Center business, fueled by extraordinary demand for Blackwell GPUs and AI infrastructure. Despite regulatory headwinds and the absence of H20 shipments to China, NVIDIA expanded margins, achieved record operating income,…

Overview HP Inc. reported solid third quarter fiscal 2025 results, marking its fifth consecutive quarter of revenue growth. Performance was led by strength in Personal Systems and momentum across key growth initiatives, while Printing declined year-over-year. Despite margin pressures, GAAP earnings improved, supported by disciplined cost management and cash generation. Management reaffirmed confidence in secular…

Overview Zoom Communications, Inc. reported a solid second quarter of fiscal 2026, highlighted by its strongest year-over-year revenue growth in nearly three years, improved profitability, and expanding customer adoption of enterprise and AI-powered solutions. CEO Eric Yuan emphasized Zoom’s position as an AI-first open work platform, enabling productivity, cost savings, and enhanced customer and employee…

Overview Workday, Inc., the AI-driven platform for managing people, money, and agents, delivered another strong quarter with double-digit revenue growth and substantial operating margin expansion. The company highlighted momentum in subscription revenues, record backlog, and continued adoption of its AI innovations, while strategically expanding its ecosystem through acquisitions and partnerships. “Workday delivered another solid quarter,…