Oracle Predicts a Steep Cloud Ramp in 2016
Oracle expects 2016 profits to soar as it moves more of its business to the cloud.
News - Earnings
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VMware Pulls Out of Virtustream Joint Venture
VMware’s stock has slid ever since it announced the joint venture with EMC. -
Blue Planet Won’t Drive Ciena Revenue in 2016
Blue Planet did add two new Tier 1 customers in late 2015. -
F5 Networks Could Be Ripe for the Picking
Cash, lack of debt, and a low stock price make F5 attractive. -
Enter the Octagon: Cisco ACI vs VMware NSX
Which SDN product reigns supreme? NSX vs. ACI is a contentious and closely watched battle. -
EMC Might Be Rethinking That Virtustream Joint Venture
Shareholders don't seem happy with the complicated Virtustream deal. -
Hewlett Packard Enterprise Gets Off to a Good Start
Meg Whitman says her half of HP is on track for 2016. -
SDN Brightens Brocade’s Q4, but the Outlook Disappoints
The VDX product family revenue grew 45 percent during Q4. -
Palo Alto Networks' Growth Continues in Q1
Another quarter of 55% growth, ho hum. -
Cisco Shares Slip on Q2 Guidance
Slowdown aside, Cisco CEO Chuck Robbins says he is optimistic for next year. -
It Ain't Easy Buying EZchip, Mellanox Finds
Raging Capital's raging has partially paid off. -
Arista Networks Downgraded on Cloud Capex Concerns
Increased competition and slower cloud growth don't add up for Arista. -
Despite Loss, Extreme Networks Says It's Turned the Corner
Bright days ahead, CEO Ed Meyercord says. -
F5 Networks’ Shares Drop After Q4 Results
Shares slide 9% on a light Q1 forecast. -
Juniper Networks Posts Strong 3Q Results
Routing, switching, enterprise, carrier — it all came together in Q3. -
AWS & Azure Keep the Cloud Growing in Q3
It's good to be a cloud provider — if you're one of the large ones. -
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.