Articles from www.constellationr.com

Articles from www.constellationr.com

Snowflake reports Q3 revenue up 28% YoY to $942.09M, vs. $898.46M est., unveils a deal with Anthropic to bring Claude to Cortex AI; SNOW jumps 18%+ after hours (www.constellationr.com)
2 days ago AI

Google Cloud debuts Gemini 1.5 Flash and 1.5 Pro with a 2M context window, twice as big as before, “grounding” for better Google search accuracy, and new agents (www.constellationr.com)
2024-9-25 Google

Dreamforce 2024 takeaways: Salesforce upgrades all customers from Einstein Copilot to Agentforce, Slack is positioned as an agentic AI-enhanced work OS, more (www.constellationr.com)
2024-9-18 AI Salesforce Slack

Oracle and AWS debut Oracle Database@AWS, to let customers access select Oracle products within AWS, following Oracle's partnerships with Azure and Google Cloud (www.constellationr.com)
2024-9-10 Database Google Oracle

Broadcom reports Q3 revenue up 47% YoY to $13.07B, vs. $12.96B est., and forecasts Q4 revenue of $14B, vs. $14.13B est.; AVGO drops 7%+ after hours (www.constellationr.com)
2024-9-6 4Q

Salesforce reports Q2 revenue up 8% YoY to $9.33B, vs. $9.23B est., net income of $1.43B, compared to $1.27B a year ago, and says CFO Amy Weaver will step down (www.constellationr.com)
2024-8-29 Salesforce

SAP reports Q2 cloud revenue of €4.15B, up 25% YoY, revenue of €8.29B, up 10% YoY, net profits of €918M, and says a “restructuring” will affect ~10,000 jobs (www.constellationr.com)
2024-7-23

HPE and Nvidia unveil private cloud offerings for generative AI workloads coming this fall, including HPE Private Cloud AI, a co-developed “turnkey” option (www.constellationr.com)
2024-6-19 AI Nvidia

MongoDB reports Q1 revenue up 22% YoY to $450.6M, vs. $439.91M est., and cuts its Q2 and FY 2025 outlook on slower Atlas demand; MDB drops 25%+ after hours (www.constellationr.com)
2024-5-31

Salesforce reports Q1 revenue up 11% YoY to $9.13B, vs. $9.15B est., and forecasts Q2 revenue below expectations; CRM drops 17%+ after hours (www.constellationr.com)
2024-5-30 Salesforce CRM

Dell reports Q4 revenue down 11% YoY to $22.3B vs. $22.2B est., Client revenue down 12% to $11.7B, and Infrastructure revenue down 6% to $9.3B; DELL jumps 15%+ (www.constellationr.com)
2024-3-1 4Q

Palo Alto Networks reports Q2 revenue up 19% YoY to $1.98B, vs. $1.97B est., and lowers its full-year guidance for billings and revenue; PANW drops 19%+ (www.constellationr.com)
2024-2-21

Enterprises seeing savings, productivity gains from generative AI (www.constellationr.com)
2023-10-24 AI

HP Q3: revenue down 10% YoY to $13.2B, vs. $13.4B est., Personal Systems revenue down 11% YoY to $8.9B, and Printing revenue down 7% YoY to $4.3B; HPQ down 5%+ (www.constellationr.com)
2023-8-30

Oracle reports Q4 revenue up 17% YoY to $13.84B, vs. $13.73B est., cloud services and license support revenues up 23% YoY to $9.4B, and net income up 4% YoY (www.constellationr.com)
2023-6-13 Oracle 4Q

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