IBM posted its strongest quarter in years, with Q3 revenue up 7% YoY to $16.3 Bn — the biggest jump in several cycles — driven by broad-based acceleration across Software and Infrastructure. The company has transitioned from transformation to sustained acceleration, with AI, automation, and hybrid cloud now anchoring its long-term growth strategy. What’s Working …
NVIDIA delivered Q2 FY2026 revenue of $46.7Bn, up 6% sequentially and 56% YoY. Blackwell-driven Data Center revenue rose 17% sequentially, while Q3 guidance points to ~$54Bn. Why this stands outBehind the strong numbers lies uncertainty. No H20 shipments reached China in Q2, despite select licenses being granted. Instead, NVIDIA benefited from a $180Mn release of …
Palo Alto Networks posted solid fiscal Q4 results, powered by its platform strategy. Revenue rose 16% YoY to $2.54Bn, with products up 19% and services up 15%. Next-Generation Security (NGS) ARR climbed 32% to $5.58Bn, while net new ARR grew 12%. Remaining performance obligations expanded 24%, underscoring durable demand and visibility. Why this mattersPalo Alto …
Alphabet Inc.’s Q2 2025 earnings highlights a significant 𝐀𝐈 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 — scaling AI across its core growth engines: Search, YouTube, and Cloud. Why this stands out▪️ Google Cloud hit a $50Bn run-rate, primarily driven by AI-enhanced services▪️ Gemini AI usage up 35x YoY with 85,000+ enterprise adopters▪️ Tools like Veo 3, Flash Lite, and Deep …
Apple topped expectations in Q2 FY25, buoyed by resilient iPhone sales and a stabilizing China business. But beneath the headline beat, the tech giant faces mounting challenges—from delayed AI rollouts to regulatory pressure on its high-margin services business. Why This Stands Out Apple posted revenue of $95.36Bn (+5% YoY) beating estimates. iPhone revenue rose 1% …
Strong quarter, stronger signalAmazon’s Q1 2025 cloud results show AWS growing at a slower pace than expected, with 17% YoY growth to $29.27Bn, falling slightly short of analyst expectations of $29.42Bn. While this marks a third consecutive revenue miss, AWS remains a dominant player in the global cloud space. Why this stands outAWS continues to …
Qualcomm posted a robust Q2 2025, with $9.5Bn in chipset revenue—driven by solid handset performance and expanding strength in automotive, IoT, and adjacencies. Strong quarter, stronger signal Qualcomm continues to grow beyond smartphones, setting a target of $22Bn in non-handset revenues by FY29. AI and ecosystem-wide innovation are the new frontiers. Why this stands out …
Strong quarter, stronger signal: Meta delivered a standout Q1 2025—$42.3Bn in revenue (+16% YoY) and $16.6Bn in net income (+35%)—powered by monetization momentum across Facebook, Instagram, WhatsApp, and Threads. Why this stands out: The numbers underscore Meta’s early success in turning AI into real business impact. The company raised its 2025 capex guidance to $64B–$72B, …