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Salesforce announces Einstein GPT, bringing OpenAI-based generative AI to Customer 360, Slack, Tableau, and its other products using data from its Data Cloud (Jordan Novet/CNBC)

March 7, 2023

[ad_1] Jordan Novet / CNBC: Salesforce announces Einstein GPT, bringing OpenAI-based generative AI to Customer 360, Slack, Tableau, and its…

Source: Microsoft plans to release software to help large companies create and customize their own chatbots using ChatGPT technology later this year (Jordan Novet/CNBC)

February 7, 2023

[ad_1] Jordan Novet / CNBC: Source: Microsoft plans to release software to help large companies create and customize their own…

Marc Benioff told staff in a Slack message that Salesforce's new hires weren't productive enough, asking whether it was "a reflection of our office policy?" (Jordan Novet/CNBC)

December 17, 2022

[ad_1] Jordan Novet / CNBC: Marc Benioff told staff in a Slack message that Salesforce’s new hires weren’t productive enough,…

Adobe reports Q4 revenue up 10% YoY to $4.53B, Digital Media revenue up 10% YoY to $3.3B, and Digital Experience revenue up 14% YoY to $1.15B; stock is up 5%+ (Jordan Novet/CNBC)

December 15, 2022

[ad_1] Jordan Novet / CNBC: Adobe reports Q4 revenue up 10% YoY to $4.53B, Digital Media revenue up 10% YoY…

Oracle reports Q2 revenue up 18% YoY to $12.28B, vs. $12.05B est., cloud services revenue up 14% YoY to $8.6B, and health data provider Cerner revenue of $1.5B (Jordan Novet/CNBC)

December 13, 2022

[ad_1] Jordan Novet / CNBC: Oracle reports Q2 revenue up 18% YoY to $12.28B, vs. $12.05B est., cloud services revenue…

The Pentagon awards Amazon, Google, Microsoft, and Oracle a cloud-computing contract of up to $9B each through 2028 under the Joint Warfighting Cloud Capability (Jordan Novet/CNBC)

December 7, 2022

[ad_1] Jordan Novet / CNBC: The Pentagon awards Amazon, Google, Microsoft, and Oracle a cloud-computing contract of up to $9B…

Zoom reports Q3 revenue up 5% YoY to $1.1B, Enterprise customers up 14% YoY to ~209.3K, and a FY 2023 revenue guidance below estimates; stock drops 7%+ (Jordan Novet/CNBC)

November 22, 2022

[ad_1] Jordan Novet / CNBC: Zoom reports Q3 revenue up 5% YoY to $1.1B, Enterprise customers up 14% YoY to…

Atlassian reports Q1 revenue of $807.4M, up 31% YoY, and forecasts lower than expected Q2 revenue; stock is down 20%+, after having fallen 54% already this year (Jordan Novet/CNBC)

November 4, 2022

[ad_1] Jordan Novet / CNBC: Atlassian reports Q1 revenue of $807.4M, up 31% YoY, and forecasts lower than expected Q2…

Twilio reports Q3 revenue up 33% YoY to $983M, vs. $972.2M est., 280K+ active customer accounts, and Q4 revenue guidance below estimates; the stock drops 15%+ (Jordan Novet/CNBC)

November 3, 2022

[ad_1] Jordan Novet / CNBC: Twilio reports Q3 revenue up 33% YoY to $983M, vs. $972.2M est., 280K+ active customer…

AMD reports Q3 revenue up 29% YoY to $5.57B, vs. $5.62B est., net income down 93% YoY to $66M, and Client unit revenue down nearly 40% YoY due to weak PC sales (Jordan Novet/CNBC)

November 1, 2022

[ad_1] Jordan Novet / CNBC: AMD reports Q3 revenue up 29% YoY to $5.57B, vs. $5.62B est., net income down…