MongoDB rebounds in Q2 with better-than-expected results
MongoDB rebounded in the second quarter with better-than-expected results due to stronger Atlas consumption levels.
Executive Network
Click Here, Learn More
Insights
Dell Technologies Q2 driven by AI server demand, backlog
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers in the second quarter.
Nutanix lands larger deals in Q4, ups outlook, plays long game vs. VMware
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
Salesforce's Benioff ponders consumption-based model enabled by Agentforce
With Agentforce, Salesforce is betting that it can charge by conversation and find the path back to growth.
Nvidia reports strong Q2, Hopper demand remains strong, Blackwell samples shipping
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter earnings as data center revenue continued to carry the team.
CrowdStrike Q2 better-than-expected, sees subscription revenue hit due to outage
CrowdStrike said it will take a $30 million subscription revenue impact for the third quarter and each of the remaining fiscal quarters in the fiscal year due to its recent outage. Fiscal 2025 revenue guidance “includes an estimated impact in the high-single digit millions to professional services revenue in the second half of fiscal year 2025.”
Salesforce Q2 revenue growth 8%, touts Agentforce, CFO Weaver to step down
Salesforce reported better than-expected second-quarter results but revenue growth was up 8%. CFO Amy Weaver will also step down.
Supermicro's really bad, horrible week
Supermicro said it won't be able to file its annual report on time "without unreasonable effort or expense" because it needs to assess its "internal controls over financial reporting."
Nvidia shows H200 systems generally available, highlights Blackwell MLPerf results
The general availability of H200-powered systems comes as Nvidia released MLPerf Inference v4.1 benchmarks for its Hopper architecture and its first Blackwell platform submission.
SentinelOne CEO: 'We're seeing distinct rise in customer interest' after CrowdStrike
SentinelOne CEO Tomer Weingarten said the company is seeing "a distinct rise in customer interest and appreciation" for its Singularity Platform following the CrowdStrike outage. Weingarten outlined multiple thoughts about the cybersecurity industry following the CrowdStrike outages
Box Q2 strong, raises outlook for Q3
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and billings. Box also raised its outlook for the third quarter.
Cerebras Systems launches Cerebras Inference, touts performance gains over Nvidia H100 systems
Cerebras Systems, a startup focused on building AI systems and processors, launched Cerebras Inference, which the company claims is 20 times faster than Nvidia GPU-based instances in hyperscale clouds.
