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Technology

Why International Business Machines (NYSE:IBM) Is Leaning on Software as Mainframe Revenue Falls

● Software revenue rose 5.1% to $7.761 billion, the only major segment growing meaningfully.

Nitish Kishor | 16 October 2026

Intuit (NASDAQ:INTU) Sets Fiscal 2027 Guidance and Changes How It Presents Non-GAAP Profit

● Fourth-quarter revenue rose 14% to $4.4 billion, led by Global Business Solutions.

Nitish Kishor | 16 October 2026

Samsara (NYSE:IOT) Posts a Fourth Straight GAAP Profit as Annual Recurring Revenue Grows

● Revenue was $508.4 million, up 30%, or 29% in constant currency.

Nitish Kishor | 16 October 2026

MongoDB (NASDAQ:MDB) Raises Its Full-Year Outlook as Atlas Drives Second-Quarter Growth

● Atlas revenue was $565.9 million, up about 29%.

Nitish Kishor | 16 October 2026

Why Strategy (NASDAQ:MSTR) Posted a Large Second-Quarter Loss While Holding Bitcoin

● An unrealised loss of $8.32 billion on digital assets drove the result.

Nitish Kishor | 16 October 2026

What Investors Are Watching at Cloudflare (NYSE:NET) After Growth and Restructuring

● Restructuring and other charges totalled $150.7 million in the quarter.

Nitish Kishor | 16 October 2026

ServiceNow (NYSE:NOW) Stock: AI Contract Value Hits a Major Milestone

● Subscription revenue was $3.877 billion, up 24.5% year on year.

Nitish Kishor | 16 October 2026

Why NetEase (NASDAQ:NTES) Is Leaning on Games as Second-Quarter Revenue Grows

● Games and related services contributed RMB25.0 billion, up 9.7%.

Nitish Kishor | 16 October 2026

Nutanix (NASDAQ:NTNX) Stock: Recurring Revenue Growth Sets Up a Fiscal 2027 Outlook

● Full-year revenue was $2.85 billion, up 12%.

Nitish Kishor | 16 October 2026

Okta (NASDAQ:OKTA) Stock: Contracted Revenue Growth Accelerates in Fiscal 2027

● Free cash flow was $227 million, a 28% margin.

Nitish Kishor | 16 October 2026
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