Amazon reports Q1 revenue up 13% YoY to $143.3B, a $10.4B net income, vs. $3.2B YoY, $15.3B operating income, vs. $4.8B YoY, subscription sales up 11% to $10.7B
but fails to deliver dividend Camilla Hodgson / Financial Times : Amazon cloud sales growth accelerates as group prepares for more AI spending Larry Dignan / Constellation Research : AWS annual revenu...
TSMC's swift response to the earthquake highlights the readiness of Taiwan's chip sector, and experts say Japan's chip industry is similarly well-prepared
top chipmaker says its production is already back up to speed, despite devastating quake Ramish Zafar / Wccftech : TSMC Keeps 2024 Revenue Guidance Unchanged After Taiwan Earthquake Eric J. Savitz / B...
Dell reports Q4 revenue down 11% YoY to $22.3B, vs. $22.2B est., Client revenue down 12% to $11.7B, and Infrastructure revenue down 6% to $9.3B; DELL jumps 15%+
and lifting Nvidia, AMD shares O'Ryan Johnson / CRN : Dell COO Jeff Clarke Says 2024 'Didn't Go As Planned' But Expects AI-Fueled Rebound Thurrott : Dell Records Double-Digit Revenue Declines in Lates...
CES 2024 was all about “AI”, with many companies rebranding anything involving algorithms as AI and running the risk of overpromising to consumers
CES 2024 showed us how AI will truly benefit drivers Marty Swant / Digiday : AI Briefing: What marketing and tech experts noticed at CES 2024 Samsung Newsroom : [Video] [CES 2024] Samsung Showcases Fu...
What to expect at CES 2024: laptops with Intel's new Core Ultra chips, TVs with AI processing, AI-powered smart home devices and appliances, and more
here's what to expect Phil Nickinson / Digital Trends : TVs, soundbars, speakers and more: What we're expecting in home theater at CES 2024 John Callaham / Neowin : CES 2024: Here is what you can expe...
The European Commission says Amazon's $1.4B iRobot acquisition may restrict competition; Amazon plans to work to address its concerns; IRBT drops ~18%
On 6 July 2023, the Commission opened an in-depth investigation … Jay Peters / The Verge : Amazon's $1.7 billion deal to buy iRobot is running into some objections Elizabeth Montalbano / Computerworld...
IBM reports Q2 revenue flat YoY at $15.48B, vs. $15.58B est., net income up 14% YoY to $1.6B, software up 7% YoY to $6.6B, and consulting up 4% YoY to $5B
Earnings Preview Eric J. Savitz / Barron's Online : IBM Earnings Top Estimates on Strong Software Sales
Oracle reports Q4 revenue up 17% YoY to $13.84B, vs. $13.73B est., cloud services and license support revenues up 23% YoY to $9.37B, and net income up 4% YoY
Earnings Review Brody Ford / Bloomberg : Oracle Pushes to Record High as AI-Frenzy Spurs Cloud Demand Jordan Novet / CNBC : Oracle beats on top and bottom lines as cloud revenue jumps Eric J. Savitz /...
DocuSign reports Q1 revenue up 12% YoY to $661.4M, vs. $642M est., subscription revenue up 12% YoY, and a $539K net income, up from a $27.4M net loss in Q1 2022
Earnings Review Eric J. Savitz / Barron's Online : DocuSign Shares Soar on Strong Revenue and Billings
Airbnb reports Q1 revenue up 20% YoY to $1.82B, vs. $1.79B est., its first profitable Q1 with a $117M net income, and a cautious outlook for Q2; ABNB drops 10%+
Key Financial Measures Q1 2023 Revenue Revenue of $1.8 billion increased 20% … Michael Grothaus / Fast Company : Airbnb stock price tanks on news of cheaper plans and bookings miss. Here's what's happ...