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All articles tagged with #cloud

Workday Navigates AI-Driven Dilemma After Solid Q4 Earnings
technology3 days ago

Workday Navigates AI-Driven Dilemma After Solid Q4 Earnings

Workday posted solid Q4 results with adjusted operating income above expectations, but issued weak guidance for fiscal 2027 and showed a year-end subscription backlog about $1 billion below analyst forecasts, triggering a after-hours stock drop. The rise of AI, especially agent software that can automate development tasks, threatens traditional software models and creates an innovator’s dilemma for incumbents like Workday. The company plans to defend its current revenue while expanding into AI agents, a transition led by co-founder and CEO Aneel Bhusri who says cloud software isn’t getting replaced, it’s being built upon.

via Barron's|
#ai#backlog#cloud
Three Titans, One Opportunity: Buy Microsoft, Alphabet, and Amazon Now
business11 days ago

Three Titans, One Opportunity: Buy Microsoft, Alphabet, and Amazon Now

After a broad market pullback spurred by cautious Q4 results, the piece argues that Microsoft, Alphabet, and Amazon present a compelling buying opportunity. It notes Microsoft’s Azure cloud growth (39% in Q2 FY2026), Alphabet’s Google Cloud expansion (48% YoY) alongside AI leadership, and Amazon’s strength in AWS and advertising (14% companywide growth with ads up 23% YoY). With large 2026 capex plans for all three, near‑term spending concerns exist, but the articles contends that AI investments and long‑term AI-driven demand justify adding these giants to portfolios now.

via The Motley Fool|
#ai#alphabet#amazon
Microsoft at AI Crossroads: Growth Prospects Under Pressure
technology12 days ago

Microsoft at AI Crossroads: Growth Prospects Under Pressure

Microsoft remains a high-quality business, but AI-driven change is pressuring cloud dynamics, Copilot traction, and mature markets. Key risks include cloud price/mix competition, uncertain payback on AI infrastructure capex, and potential erosion of productivity software value from new developer tools. Valuation suggests modest undervaluation (around $443.7 per share) with only about 56.8% odds of beating the current price, implying limited upside relative to risk. Overall, the article recommends holding Microsoft as an AI player that hasn’t shown a clear edge over peers, despite aggressive data-center expansion.

via Seeking Alpha|
#ai#cloud#copilot
Margin Watch: Alphabet And Amazon Preview Q4 2025
technology23 days ago

Margin Watch: Alphabet And Amazon Preview Q4 2025

Alphabet’s Q4 2025 revenue is expected around $111.4B, with cloud-margin expansion aiding profitability amid ad resilience; Amazon’s Q4 revenue is seen near $211.6B, supported by a strong online retail performance and a rising North America retail margin (~8.5%), while higher CapEx and AI-related cost dynamics keep cloud and AI bets as key risk and potential stock catalysts.

via Seeking Alpha|
#ai#alphabet#amazon
Microsoft Dips on Sky-High Expectations, AI Momentum Sparks Buy Consideration
business26 days ago

Microsoft Dips on Sky-High Expectations, AI Momentum Sparks Buy Consideration

Microsoft beat on earnings with strong profit/revenue growth and a big AI data-center spend, but a 10% stock drop followed a tepid reaction to cloud growth and capital outlays. OpenAI revenue and Copilot subscribers show AI momentum, margins are expanding, and the stock looks cheaper on a low P/E multiple with a potential dividend hike looming, suggesting a buying opportunity despite the near-term volatility.

via The Motley Fool|
#ai#business#cloud
Wemo devices lose cloud access as Belkin ends service on Jan 31, 2026
technology27 days ago

Wemo devices lose cloud access as Belkin ends service on Jan 31, 2026

Belkin will shut down cloud support for most Wemo smart devices on January 31, 2026, leaving only Thread-based models and devices already set up in Apple HomeKit functional. Remote access, voice assistant integrations, and future app updates will end for affected devices, though HomeKit-configured units set up before the cutoff will continue to work; some devices may still operate manually, and warranty holders may qualify for partial refunds.

via Slashdot|
#belkin#cloud#homekit
Cloud momentum lifts Microsoft as gaming declines in Q2 2026 results
business1 month ago

Cloud momentum lifts Microsoft as gaming declines in Q2 2026 results

Microsoft reported Q2 2026 revenue of $81.3B and net income of $30.9B, with cloud revenue crossing $50B and up 26% YoY (Azure up 39%), while the More Personal Computing group fell 3% as gaming declines. Windows OEM revenue rose 5% on end-of-life Windows 10 demand, Surface had no new device launches this quarter, and Xbox hardware revenue dropped 32% as overall gaming fell 9%. The company unveiled the Maia 200 AI chip for large-scale workloads, and capex reached $37.5B; commercial cloud bookings surged 230% YoY, and Microsoft 365 consumer and commercial cloud revenues grew 29% and 17%, respectively, with LinkedIn up 11% as AI and cloud remain the focus.

via The Verge|
#ai#azure#business
Microsoft Q2 Beats Estimates, but Azure Growth Triggers After-Hours Selloff
technology1 month ago

Microsoft Q2 Beats Estimates, but Azure Growth Triggers After-Hours Selloff

Microsoft topped fiscal Q2 estimates with $4.14 per share on $81.27 billion in revenue as Azure grew 39% year over year (38% in constant currency), lifting Intelligent Cloud and overall cloud results; however, shares fell after hours on concerns that Azure’s pace cooled versus the prior quarter, while Productivity and Business Processes beat estimates and More Personal Computing was modestly below.

via Seeking Alpha|
#ai#azure#cloud
KeyBanc Upgrades AMD and Intel on Cloud-Driven Demand
market-news1 month ago

KeyBanc Upgrades AMD and Intel on Cloud-Driven Demand

KeyBanc Capital Markets upgraded Advanced Micro Devices (AMD) and Intel (INTC) to Overweight after Asia checks, citing solid data-center/cloud demand and memory constraints. AMD raised its 2025/2026 earnings forecasts to $4.01 and $7.93 with a $270 target (about 30% upside); Intel’s 2026 EPS was raised to $0.66 with a $60 target (about 50% upside), led by strong adoption of its latest server chips at major cloud providers like AWS. Wall Street consensus shows AMD with a Strong Buy (avg target ≈$283.90, ~37% upside) and Intel with a Hold (avg target ≈$40.64, ~8% downside).

via TipRanks|
#amd#cloud#data-center
Oracle Shares Dip as Earnings Miss Despite AI Growth
business1 year ago

Oracle Shares Dip as Earnings Miss Despite AI Growth

Oracle reported Q2 revenue of $14.06 billion, missing estimates slightly, with adjusted EPS also falling short. Cloud revenue grew 24% year-over-year, driven by strong AI demand, with Oracle's cloud infrastructure revenue up 52%. CEO Safra Catz and CTO Larry Ellison highlighted significant growth in AI, with Oracle's AI infrastructure being faster and cheaper than competitors. Despite the earnings miss, Oracle anticipates continued growth, projecting cloud revenue to exceed $25 billion this fiscal year. Oracle's stock fell 6.3% in after-hours trading.

via Benzinga|
#ai#business#cloud