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cloud-computing: Archive

Zacks Equity Research

META's Q3 Earnings Beat Estimates, Revenues Rise Y/Y on Ad Growth

Meta Platforms' Q3'26 earnings beat estimates as AI-driven advertising fuels 26% revenue growth, but rising infrastructure spending and legal costs pressure margins.

METANegative Net Change STXNegative Net Change TERNegative Net Change SHOPNegative Net Change

Zacks Equity Research

IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth

IBM's Q3 2026 earnings beat estimates as Software and Infrastructure growth accelerated, margins improved and management raised its free cash flow outlook.

IBMPositive Net Change AKAMNegative Net Change ANETNegative Net Change GFSNegative Net Change

Shreya Majumder

Can Nebius' Open Compute Pricing Strengthen Its AI Cloud Growth?

NBIS introduces live GPU spot pricing to boost cost transparency and flexible AI compute access as it expands its NVIDIA-powered AI cloud footprint.

NBISNegative Net Change MSFTNegative Net Change NVDANegative Net Change CRWVNegative Net Change

Zacks Equity Research

CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?

Ciena secures a Space Norway contract to modernize Arctic subsea cables and deploy advanced networking technology, boosting capacity and connectivity.

CIENNegative Net Change NOKNegative Net Change CSCONegative Net Change GLWNegative Net Change

Urmimala Biswas

AI, Semiconductors & Quantum Computing: What Lies in Store for 2027?

AI spending, semiconductor demand and quantum computing are set to shape 2027, but investors will focus on revenue growth, earnings and returns on investment.

MSFTNegative Net Change MUNegative Net Change LRCXNegative Net Change PLTRNegative Net Change IONQNegative Net Change

Zacks Equity Research

Freshworks' Torii Acquisition: Can AI Spend Governance Drive Growth?

FRSH plans to acquire Torii to expand Freshservice into SaaS management and AI spend governance, targeting enterprise demand and deeper customer growth.

FRSHNegative Net Change CRMPositive Net Change NOWNegative Net Change TEAMNegative Net Change

Zacks Equity Research

Can WDAY's New AI Offerings Across Business Functions Drive Growth?

Workday introduces Decision Intelligence, an AI-powered platform that unifies workforce and financial data to help teams make faster, more informed decisions.

WDAYPositive Net Change FTNTNegative Net Change PANWNegative Net Change SNAPNegative Net Change

Zacks Equity Research

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

AKAMNegative Net Change NVDANegative Net Change NETNegative Net Change DOCNNegative Net Change

Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

IBMPositive Net Change IDCCNegative Net Change MPWRPositive Net Change CDNSNegative Net Change

Shreya Majumder

Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results?

WDC expects Q1 fiscal 2027 revenue to jump 45% as AI and cloud storage demand accelerates, but will its earnings beat estimates?

WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKNegative Net Change