Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, including investors, channel partners, customers and fellow industry analysts, Zoom is often grouped into the unified communications-as-a-service or the contact center-as-a-service bucket. Zoom was a pioneer in video meetings and has used its expertise in helping people connect to expand its portfolio in several directions.
Tag: earnings
Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”
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Five takeaways from Nvidia’s earnings, and what they mean for the AI industry
Networking giant Cisco Systems Inc. announced a solid third quarter Wednesday, posting a beat and raise. Here are my top five thoughts from this quarter.
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Thoughts from Cisco’s third-quarter earnings results
Cisco Systems Inc. managed to put up a strong “beat and raise” in its fiscal second-quarter earnings this week, and investors took the news positively as the stock is trading at an all-time high, excluding the overvaluation during the dot-com bubble.
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Five thoughts from Cisco’s second-quarter earnings
Cisco Systems Inc. provided positive numbers in its fiscal fourth-quarter results Wednesday, and there’s a story behind those numbers. The networking giant posted a modest revenue beat of $13.64 billion, $100 million more than consensus estimates. Gross margin, boosted by the acquisition of Splunk Inc., came in at a whopping 67.5%, the highest number for Cisco in 20 years. Product order growth rose 14% year over year, 6% excluding Splunk.