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earnings

Memory milestones for Micron: Just one acronym matters to analysts...

"We are doing well with respect to our goals on HBM3E yields..."

Did a digital obsession ‘Just Do It’ in for Nike’s John Donahoe?

Investors, meanwhile, do not pay Nike’s technology estate nearly enough attention; whilst in its last blog an engineering team warned that AWS costs can rack up fast...

Broadcom CEO: VMware still ringing the cash registers; firm dismisses $4.5B IP move speculation

15 million CPU cores of VCF booked, but who’s counting?

Zscaler is using 3 TRILLION customer logs weekly to train AI

CEO: "These transactions generate a vast quantity of proprietary logs that feed our massive data lake..."

Nutanix CEO: CIOs taking time to chew over VM stack replacements

Virtualisation firm turns its first full-year GAAP operating profit, but admits " modest elongation of average sales cycles "

super micro allegations hindenburg

"Additional time is needed for SMCI’s management to complete its assessment of the design and operating effectiveness of its internal controls"

“Our customers hate us doing the integration”: 7 key takeaways from NVIDIA’s earnings, from ROI to NIMs

“Everything you stand up will get rented!”

Iceberg alert? Snowflake losses widen, but it's not all bad news

CEO admits need to be “more proactive about having the security conversation” in wake of customer breaches

palantir warp speed revealed, datadog opentelemetry service announced

CTO: “We had to be... eating pain with our customers”

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