- News
Microsoft: Azure Tops $100B, Copilot Hits 30M Paid Seats
Microsoft's Q4 FY2026 results show Azure growing 43% YoY and Copilot adoption doubling, concrete proof that enterprise AI spending is past the hype phase.
- News
Workday: 4,000 Enterprises Now Running AI Agents
Workday Q1 FY2027 earnings show agentic AI adoption doubling quarter-over-quarter with 4,000+ customers and $500M ARR, CEO says AI is replacing labor.
- News
Nvidia Q1 FY2027: Record $81.6B as 'Agentic AI Has Arrived'
Record Q1 FY2027 results show enterprises aren't experimenting with AI agents. They're building infrastructure on them at a scale no one predicted.
- News
Meta Beat Earnings by a Mile. Then the Stock Fell 7%.
Meta reported $56B in revenue and $26.8B profit in Q1 2026, then raised AI spending to $145B. Investors sold. Here's what that tells business owners.
- News
Google Cloud Hits $20B as Alphabet AI Revenue Grows 800%
Alphabet reports $109.9B in Q1 2026 revenue. Google Cloud crosses $20B quarterly for the first time, with AI product revenue up 800% year-over-year.
- News
Microsoft AI Revenue Hits $37B, Up 123% Year on Year
Microsoft Q3 2026 earnings show AI revenue run rate at $37B, up 123% year-over-year. Here's what these numbers mean for the rest of us.
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