Browsing Tag
Snowflake
30 posts
Palantir revenue surges 93% as US AI demand lifts $PLTR
Palantir’s Q2 revenue surged 93% and $PLTR jumped 29%, but a near-$390 billion valuation leaves little room for slower US AI demand or weaker margins.
Palantir revenue surges 93% as US AI demand lifts $PLTR
Palantir’s Q2 revenue surged 93% and $PLTR jumped 29%, but a near-$390 billion valuation leaves little room for slower US AI demand or weaker margins.
Persistent Systems (NSE: PERSISTENT) Q1 FY27 revenue rises 16.1% as record $1.15bn TCV raises the execution bar
Persistent Systems delivered its 25th consecutive quarter of sequential revenue growth, but the record order book was heavily influenced by one unusually large contract as the company prepares for the proposed Nagarro combination.
Cognizant (CTSH) beat Q2 and lifted its EPS guide, so why did bookings just fall 6%?
Cognizant raised its 2026 EPS guide and deployed $1.1 billion on buybacks, yet Q2 bookings fell 6% and attrition climbed to 13%, complicating the CTSH thesis.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
Capita PLC (LSE: CPI) shares slump as pension contract hit delays cash flow recovery to 2027
Read how Capita’s pension contract setback reshapes cash flow, public-sector trust and CPI stock sentiment after its July 9 update and what happens next.
Zoom targets buyer intelligence and AI revenue agents with Common Room acquisition
Zoom’s Common Room acquisition strengthens ZM’s AI revenue platform with buyer intelligence, GTM signals and revenue agents.
Databricks targets $175bn valuation as private funding delays its IPO test
Databricks is reportedly preparing another private funding round at a valuation of up to $175 billion, giving the enterprise AI company more capital and strategic freedom while postponing the harder valuation test of a public listing.
JFrog stock surges 18% on AI software supply chain breakout: What FROG investors need to watch next
Software supply chain attacks keep escalating. JFrog's cloud just crossed 50% of revenue and AI is driving the consumption growth above contracted minimums.
SAP ends 2025 with €21bn cloud revenue, €8.2bn free cash flow, and outlines 2026 acceleration
SAP delivered 23% cloud growth in FY2025 and launched a €10B buyback. Find out how its 2026 guidance could reshape enterprise software strategy.