Atlassian is exiting its second quarter on a $5 billion annual revenue run rate as its "System of Work" strategy is landing large enterprises that want to connect their technology and business teams. Here's a look at the strategy.
Apple's first quarter results were better-than-expected as Mac, iPad and services revenue gained from a year ago. But iPhone revenue was down from a year ago as were wearables. China sales also took a hit in the first quarter.
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and edge computing.
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months.
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless networking market.
ServiceNow took the plunge as it pivots its business model to a hybrid approach with seats, subscriptions and consumption blended together. The new normal is subscription SaaS pricing with a heavy dose of AI agent consumption.
Amazon Web Services said enterprises and developers can take DeepSeek's R1 model for a spin on Amazon Bedrock via its Custom Model Import feature. IBM and Microsoft Azure made similar moves.
Meta reported strong fourth quarter results, but the earnings call was much more interesting as CEO Mark Zuckerberg and CFO Susan Li riffed on custom silicon, developing Llama 4 and why building AI infrastructure matters.
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in the third quarter.
Microsoft reported strong second quarter results with revenue growth of 12%, Azure revenue growth of 31% and an AI business annual revenue run rate of $13 billion.
ServiceNow launched AI Agent Orchestrator, part of a set of tools designed to pit the company's Now Platform in the middle of agentic AI. The company also reported fourth quarter earnings as well as partnerships or expanded deals with Google Cloud, Oracle and Visa.
Starbucks is leaning in on process improvement for mobile orders, optimization and technology to get wait times down to 4 minutes in most of its cafes, said CEO Brian Niccol.
