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...
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...
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...
Match Group misses on Q2 revenue up 12% YoY to $795M, vs. $804M est., and paying users up 10% YoY to 16.4M, vs 16.5M est.; stock down 22% on stymied growth
The second quarter of 2022 was an exciting one for Match Group. Eric J. Savitz / Barron's Online : Match Stock Crumbles. Earnings and Outlook Fell Short. TechCircle : Tinder CEO Renate Nyborg steps do...
HPE reports Q1 revenue of $7B, up 2% YoY, Compute revenue of $3B, up 1% YoY, and order growth up 20% YoY, including “as-a-service” orders up 136% YoY
Eric J. Savitz / Barron's Online :
HP misses with Q3 revenue of $15.3B, up 7% YoY but below $15.9B estimates, Personal Systems revenue of $10.4B, flat YoY, Printing revenue of $4.9B, up 24% YoY
Eric J. Savitz / Barron's Online :
Snowflake beats in Q2 with revenue of $272.2M, up 104% YoY, 4,990 total customers, up 60% YoY, and losses of $189.7M vs. $77.6M in Q2 2020
Eric J. Savitz / Barron's Online :