Earnings

Why MongoDB (NASDAQ: MDB) Stock Exploded Higher After Earnings

Okta (NASDAQ: OKTA) Delivers a Strong Beat-and-Raise Quarter

Dell Technologies (NYSE: DELL) Delivers One of the Largest AI Earnings Beats of the Year

Box delivered stronger-than-expected results in its latest quarterly earnings, with revenue climbing 11% year-over-year to $306 million. This growth marks a significant inflection point; the company had not achieved double-digit expansion for over 12 quarters prior to this quarter. The acceleration reflects a fundamental …

Snowflake's latest earnings report underscores a compelling narrative: the convergence of data centralisation requirements and artificial intelligence workloads is reshaping enterprise infrastructure spending. Product revenue reached $1.334 billion with growth accelerating to 34% year-over-year, a marked improvement from 30% growth in the prior quarter …

The marketing technology sector faces a reckoning. What once appeared to be a fragmented, multi-billion-dollar opportunity for point-solution vendors has become increasingly consolidationist. Chief marketing officers, confronted with budget constraints and spreadsheet pressure from finance teams, are consolidating their vendor stacks. Rather than stitching …

Enterprise technology leaders face a fundamental strategic choice. The hyperscaler model, once heralded as the inevitable future of computing, now confronts sustained customer resistance around vendor lock-in, cost predictability, and workload portability. Nutanix Inc. (Nasdaq: NTNX) has positioned itself at the intersection of this …