Editor's pick
AWS grows 39%, its fastest since 2021, as Amazon misses estimates
Amazon's shares fell more than 7% after hours, and free cash flow over 12 months was an outflow of $42.4 billion as capital spending reached $210.7 billion.
Earnings
Earnings news and analysis
Quarterly results from the public SaaS companies, and what the numbers under the headline actually say.
Twilio tops Q3 guidance, sees organic growth slowing to 11% to 12%
Revenue rose 20% to $1.56 billion and Twilio raised its 2026 forecast for the third time this…
Microsoft Q1 revenue rises 19% to $92.3B; Azure up 48% to $33.2B
Revenue from OpenAI was $10.0 billion, Microsoft's first quarterly figure, and delayed capacity…
Google Cloud revenue doubles to $30.7B as Alphabet misses estimates
Search growth slowed to 12%, partly on lower AI Mode monetization, Google said. Free cash flow…
ServiceNow tops Q3 guidance, but expects cRPO growth to slow to 18.5%
Subscription revenue rose 21% to $3.99 billion, but the shares fell 18% after hours. The CFO…
Oracle caps new capital raises at $20B, keeps $225B fiscal 2030 goal
Free cash flow turns positive in the second half of fiscal 2028 and reaches at least $30…
Fortinet shares fall as it cuts its 2026 service revenue forecast
Third-quarter billings rose 29% and revenue 20%, but product margins narrowed and the…
F5 shares drop about 20% after slower fiscal 2027 growth forecast
Fourth-quarter revenue rose 13% to $917 million, above F5's own forecast, but the company…
Tyler Technologies trims 2026 forecast as Q3 SaaS revenue rises 21%
Tyler cut the top of its SaaS growth range to 22.5%, citing the timing of new sales, as…
