AWS & Azure Keep the Cloud Growing in Q3
It's good to be a cloud provider — if you're one of the large ones.
News - Earnings
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A ‘Pause’ in Enterprise Cloud Spending Hurts EMC Stock
This pause in cloud spending could last two years, says EMC's CEO. -
Citrix Names Calderoni Interim CEO
Amid a solid Q3 report, Mark Templeton gets replaced. -
VMware Shares Fall 20% on Cloud Concerns
The 'secular shift' of clouds and OpenStack looms. -
EMC & VMware Will Jointly Own Virtustream
EMC continues to complicate its corporate structure. -
Cheap Debt Helps Dell & EMC Virutalize VMware's Value
How VMware's own value got virtualized. -
Cloud Boosts an Otherwise Lackluster Q1 for Oracle
Cloud has been a three-year 'startup' inside Oracle. Time to grow. -
HP Enterprise to Slash up to 30,000 More Jobs
One more round of cuts, as HP gears up for its Nov. 1 split. -
Palo Alto Networks Rides High in Q4
Cisco and Check Point get called out in Palo Alto's Q4 earnings call. -
Brocade Q3 Buoyed by Routers and Service Providers
Fibre Channel isn't dead, but IP is on the way up. -
HP Reports a Downer Q3 as the Company Prepares to Split
Networking gets a major boost, but mainly from Aruba. -
Cisco Switch Sales Rebound Under New CEO
Chuck Robbins' first earnings report is a good one. -
JDSU Spinoff Viavi Suddenly Needs a New CEO
Tom Waechter steps down from the newly minted company. -
Symantec is Selling Veritas for a Cool $8B
It's spinoff season in the Valley. -
Rackspace Prospects Amazon Web Services, Lowers 2015 Forecast
Rackspace's Q2 features good news, bad news, and a share buyback. -
JDSU Spinoff Viavi Will Target SDN
Optical giant split raises acquisition talk. -
A10 Hits Record Revenue in Q2 Earnings
A10 announces its second quarter earnings, hitting above projections. -
Amazon Web Services Reports More Profits, More Growth
Q2 shows AWS is not only profitable but growing quickly. -
Infinera Stock Vaults 12% on Strong Q2
Cloud Xpress is starting to pay dividends (figuratively). -
Cisco Selling Its Set-Top Business, in the Name of IoT
Analysts can stop asking why Cisco hangs on to its set-top box business. -
Ericsson Says Its $1B Diet Is Still on Track
Q2 saw 'accelerated' restructuring, but there's still a ways to go. -
Intel Q2 Reflects a Shift to the Cloud
Data centers up, enterprise down. -
Activist Fund Elliott Makes Waves in Nokia-Alcatel Merger
The activist hedge fund picks up a 1.3% AlcaLu stake. -
HP's Q2: Networking & Software Disappoint Again
Q2 revenue falls yet again for networking and software.