Cloud – SiliconANGLE

JFrog’s stock leaps on big cloud revenue growth and strong guidance

Mike Wheatley — Thu, 06 Nov 2025 23:34:06 +0000

Shares of the software supply chain company JFrog Ltd. shot up more than 25% in extended trading today after it posted solid third-quarter results that flew past analysts’ expectations and followed with strong guidance going forward. The company reported earnings before certain costs such as stock compensation of 22 cents per share, whizzing past Wall […]

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HubSpot’s stock plummets on weak sales guidance and slowing growth

Mike Wheatley — Thu, 06 Nov 2025 01:38:59 +0000

Marketing and sales software giant HubSpot Inc. delivered solid financial results today, breezing past Wall Street’s expectations on earnings and revenue, but its stock went into freefall after-hours on the back of tepid guidance for the current quarter. The company reported adjusted third-quarter earnings per share of $2.67, comfortably ahead of the Street’s target of […]

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Fintary lands $10M to modernize insurance commission management

Duncan Riley — Wed, 05 Nov 2025 13:00:49 +0000

Revenue growth platform startup Fintary Technologies Inc. announced today that it has raised $10 million in new funding to expand its product capabilities and extend its artificial intelligence-powered platform into broader areas of insurance financial management. Founded in 2021, Fintary offers a platform designed to transform how insurance companies handle their commission and financial operational […]

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Kyndryl revenue declines but profits beat expectations as shift to higher-margin services continues

Paul Gillin — Tue, 04 Nov 2025 21:58:29 +0000

Kyndryl Holdings Inc. reported a small revenue decline but a higher profit for its fiscal second quarter. The information technology services company said revenue for the quarter ended Sept. 30 fell 1% year-over-year to $3.7 billion, below analyst expectations of $3.84 billion. Measured in constant currency, revenue declined 3.7%. The company said the decrease reflected […]

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How AWS is partnering with F1 to reshape auto racing

Zeus Kerravala — Mon, 03 Nov 2025 19:55:30 +0000

Even in auto racing, it’s all about the data today. Amazon Web Services Inc. is a global partner of Formula One and has been the official cloud and machine learning provider for the league since 2018. The dynamic, longstanding partnership comes down to three core pillars: transforming data into racing intelligence, fan experience enhancement and technical transformation. […]

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Apptio expands its FinOps tools for cloud cost control

Paul Gillin — Mon, 03 Nov 2025 14:00:45 +0000

Apptio, the technology cost management firm that IBM Corp. acquired in 2023, today is launching expanded and enhanced software products aimed at helping companies gain greater control over cloud spending amid accelerating investments in artificial intelligence workloads. The release includes Cloudability Governance, a cost compliance tool integrated with the Terraform infrastructure-as-code manager, as well as […]

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Fullstory acquires Usetiful to connect behavioral analytics with real-time user guidance

Duncan Riley — Mon, 03 Nov 2025 14:00:20 +0000

Data analytics company Fullstory Inc. announced today that it had acquired Usetiful, an Estonian digital adoption platform startup known for deploying guides and surveys in applications, for an undisclosed sum. Founded in 2019, Usetiful offers a platform that is designed to help software companies streamline user onboarding and boost feature adoption. The platform offers no-code tools for […]

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Inside Vultr’s FedRAMP win and global AI expansion strategy

Devony Hof — Fri, 31 Oct 2025 16:45:36 +0000

Amazon, Google and Microsoft aren’t the only hyperscalers on the map; cloud platforms such as The Constant Company LLC, known as Vultr, are making inroads. Artificial intelligence has put pressure on hyperscalers and neoclouds to manage huge amounts of data as part of their infrastructures. Fortunately, Vultr started its AI journey ahead of schedule, according […]

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Amazon’s stock jumps as AWS cloud growth accelerates

Mike Wheatley — Thu, 30 Oct 2025 23:59:01 +0000

Shares of Amazon.com Inc. jumped more than 12% in extended trading today after it posted earnings and revenue that easily beat analysts’ expectations, driven by the strongest growth in years in its cloud computing business. The company reported earnings before certain costs such as stock compensation of $1.95 per share, crushing Wall Street’s target of just […]

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Microsoft’s stock falls on AI spending concerns and lack of clarity about OpenAI

Mike Wheatley — Thu, 30 Oct 2025 00:51:52 +0000

Microsoft Corp. beat expectations again for its latest quarterly results, helped by a 40% increase in its Azure cloud business — but its stock fell almost 4% in late-trading after it revealed the scale of its investment in OpenAI and told analysts it will hike its capital expenditures again this fiscal year. The company reported fiscal […]

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Azure outage takes multiple Microsoft services, customer websites offline

Maria Deutscher — Thu, 30 Oct 2025 00:24:19 +0000

A technical issue in Microsoft Corp.’s Azure cloud platform today disrupted several online services operated by the tech giant and its customers. Starbucks Corp., Costco Wholescale Corp. and Capital One Financial Corp. were among the affected Microsoft customers. The tech giant, for its part, saw several of its consumer services go offline. The outage also […]

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Rampant cloud growth propels Alphabet to $100B quarterly revenue milestone

Mike Wheatley — Wed, 29 Oct 2025 23:50:01 +0000

Google LLC’s parent company Alphabet Inc. crushed Wall Street’s expectations as it delivered more than $100 billion in quarterly revenue for the first time ever, sending its stock higher in extended trading. The company reported third-quarter earnings before certain costs such as stock compensation of $3.10 per share, easily beating the analyst consensus estimate of […]

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ServiceNow stock rises on earnings and revenue beats, upbeat outlook

Duncan Riley — Wed, 29 Oct 2025 22:55:47 +0000

Shares in ServiceNow Inc. rose more than 3% in late trading today after the cloud software maker impressed with earnings and revenue beats in its latest quarter and gave an outlook ahead of expectations. For its fiscal third quarter ended Sept. 30, ServiceNow reported adjusted earnings per diluted share of $4.82, up from $3.72 per […]

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Inside Agos Ducato’s digital leap: Cloud, AI and the race for customer experience

Victor Dabrinze — Wed, 29 Oct 2025 18:55:22 +0000

As digital expectations rise, agility, visibility and customer experience have become make-or-break differentiators in consumer finance. For Agos Ducato S.p.A., one of Italy’s leading consumer finance companies under Crédit Agricole, digital transformation is not a technology trend — it’s a business imperative. The Italian consumer finance leader tapped Dynatrace LLC to drive company-wide, customer-centric innovation […]

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Report: Amazon to let go of up to 30,000 employees, starting this week

Mike Wheatley — Tue, 28 Oct 2025 00:08:49 +0000

Amazon.com Inc. is reportedly planning to let go up to 30,000 employees in what would be its largest ever round of layoffs. Some workers could be let go as early as Tuesday, as the company makes its latest in a series of moves aimed at cutting down costs and conserving cash. A report by Reuters cited […]

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Anthropic strikes multibillion-dollar deal with Google to access a million TPUs

Mike Wheatley — Fri, 24 Oct 2025 01:08:37 +0000

Google LLC has struck a deal with the artificial intelligence startup Anthropic PBC that could be worth tens of billions of dollars. The deal will give Anthropic access to up to one million of Google Cloud’s tensor processing units or TPUs, which it wants to use to train and run large language models such as […]

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Speed, Frankenstein, voice and other takeaways from NiCE CEO Scott Russell’s keynote at Analyst Summit

Zeus Kerravala — Thu, 23 Oct 2025 01:13:19 +0000

Contact-center-as-a-service leader NiCE Ltd. is holding its analyst event in Vienna, Austria, this week, and it’s the first one with Scott Russell as captain of the Starship NiCE. The chief executive isn’t the only new leader, as Michelle Cooper is now running marketing and Jeff Comstock takes over as the president of products and technology. Russell, […]

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SAP reports strong results despite a narrow miss on cloud revenue

Paul Gillin — Thu, 23 Oct 2025 00:11:35 +0000

SAP SE today reported higher third-quarter revenue and operating profit, bolstered by continued momentum in its cloud business and improving profit margins. The enterprise resource planning giant also guided full-year operating profit toward the top of its earlier forecast. Although cloud revenue came in slightly below estimates, the company reaffirmed that cloud is the foundation […]

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Sumble launches with $38.5M to expand AI-powered go-to-market intelligence platform

Duncan Riley — Wed, 22 Oct 2025 23:25:47 +0000

Intelligence platform startup Sumble Inc. formally launched today with an announcement that it has raised $38.5 million in new funding. It plans to use the money to expand its artificial intelligence-powered go-to-market intelligence platform, enhance integrations with sales and marketing tools, and grow its engineering and data teams. Founded in 2022 by Anthony Goldbloom and […]

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Exclusive: Panzura adds file-level geofencing and native S3 support to its global cloud

Paul Gillin — Wed, 22 Oct 2025 20:10:56 +0000

Panzura LLC, maker of a global cloud file system, is adding native Amazon Web Services Inc. S3 application programming interface compatibility and file-level geofencing to its CloudFS platform in release 8.6, announced today. The updates aim to enhance data management and protection for organizations managing data within defined geographic zones. They also seek to eliminate […]

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Stop the sprawl: NetApp leans into unified storage for AI across clouds

Emile Louw — Wed, 22 Oct 2025 18:20:14 +0000

As multicloud becomes standard, companies demand consistent data services, making unified cloud storage the foundation for artificial intelligence and day-to-day operations. In these multicloud environments, the hardest problem isn’t capacity — it’s consistency. Businesses need storage that behaves the same whether the workload runs on Amazon Web Services Inc., Microsoft Corp., or Google Cloud infrastructure. […]

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Hyperscale without the hype: How vendors are marrying cost control to speed

Emile Louw — Wed, 22 Oct 2025 18:00:28 +0000

Enterprises want cloud that balances predictability and affordability, which is exactly where scalable cloud infrastructure enters the conversation. Companies are standardizing on data-first patterns that keep sensitive records controlled while making them instantly usable by artificial intelligence systems across cloud providers and on-premises. The aim is immediate, context-rich responses for users without sacrificing governance or […]

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Exclusive: Hyphen AI raises $5M to automate cloud configuration for developers

Paul Gillin — Wed, 22 Oct 2025 16:00:20 +0000

Hyphen AI Inc., a startup focused on eliminating the DevOps tax from software development, has launched its first product and raised $5 million in seed funding. Hyphen Deploy is a cloud deployment platform that uses artificial intelligence to turn developer intent into production-ready infrastructure. It eliminates the need for scripts, configuration files, Helm charts and […]

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Platform Engineering Labs launches ‘formae’ to fix broken infrastructure-as-code

Mike Wheatley — Wed, 22 Oct 2025 11:00:38 +0000

Platform Engineering Labs Inc. might not have the most imaginative name, but it has come up with a creative solution to the inefficiencies that continue to plague most infrastructure-as-code platforms. The startup, which was operating under the radar until today, has announced the launch of a new, open-source IaC platform called “formae,” saying it’s the […]

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Kong debuts tools for metering and monetizing APIs and AI agents

Mike Wheatley — Fri, 17 Oct 2025 02:38:22 +0000

The API technology Kong Inc. announced a flurry of innovations this week at its annual developer conference, headlined by a new offering that enables companies to make money from their application programming interfaces, data streams and artificial intelligence models. The new offering is called Kong Konnect Metering and Billing, and it’s powered by technology from […]

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Deel lands $300M investment at $17.3B valuation to scale borderless payroll platform

Duncan Riley — Thu, 16 Oct 2025 22:27:14 +0000

Human resources and payroll platform company Deel Inc. announced today that it has raised $300 million in new funding on a $17.3 billion valuation. The money will be used to accelerate strategic acquisitions, expand its native payroll infrastructure to more than 100 countries by 2029, and advance artificial intelligence-driven automation across its HR and payroll […]

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Dave Vellante’s Breaking Analysis: The complete collection

Dave Vellante — Sat, 11 Oct 2025 08:40:12 +0000

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. Episode 221 – […]

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Tigris Data raises $25M for its AI-optimized cloud storage service

Maria Deutscher — Thu, 09 Oct 2025 23:25:11 +0000

Tigris Data Inc., the operator of an object storage service optimized for artificial intelligence workloads, has raised $25 million in early-stage funding. The company said in its announcement of the Series A round today that Spark Capital was the lead investor. Returning backer Andreessen Horowitz chipped in as well. Sunnyvale, California-based Tigris positions its service […]

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Premises to perimeter: Hybrid cloud AI braces for a new wave of threats

Emile Louw — Thu, 09 Oct 2025 19:20:44 +0000

Now grounded as a core enterprise concern, artificial intelligence is shifting to hybrid cloud AI strategies, forcing firms to reconsider the best pathways to secure models, data and application programming interfaces. In this context, hybrid cloud AI adoption is rewriting the economics of security. As generative and agentic systems scale, the mix of platforms and […]

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Neocloud strategies reshape the future of compute efficiency

Emile Louw — Wed, 08 Oct 2025 15:55:30 +0000

As enterprises push into next-generation computing, the old rules of cloud no longer apply. In their place comes what has been dubbed the neocloud, a specialized layer of infrastructure built for scale and security, engineered to handle workloads well beyond yesterday’s limits. At the core of an ever-demanding infrastructure market is a divide. Training massive artificial […]

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