Splunk’s first quarter for FY ’22 was highlighted by big growth in ARR, Large Customers and net new logos as revenue grew but EPS lagged.
HPE saw a big swing to the black as it grew 9% YoY and saw its recurring revenue jump more than 30% showing strength in its strategy.
In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base
Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
Recently Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.
Apple’s changes to its opt-in policy is shifting the landscape of tracking users and leveraging 3rd party data. This shift means CMOs have a big task in front of them to continue to deliver best of class customer experiences.
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.