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Jordan Novet / CNBC:
Nvidia reports Q2 revenues of $3.12B, up 40% YoY, vs. $3.1B est., net income of $1.1B, gaming business revenue of $1.81B, and data center revenue of $760M   —  Nvidia stock fell by 6 percent on Thursday after the company reported better-than-expected earnings and lower-than-expected revenue guidance.
Aug 16, 2018, 6:00 PMIn context
Jordan Novet / CNBC:
Sources: Amazon plans to completely move its infrastructure off Oracle's proprietary database software by the first quarter of 2020   —  - Amazon has been moving off Oracle for several years and has plans to complete the transition next year, according to people familiar with the matter.
Aug 1, 2018, 6:40 PMIn context
Jordan Novet / CNBC:
Intel reports Q2 revenues of $16.96B, up 15% YoY, Client Computing Group revenue of $8.73B, up 6% YoY, and Data Center Group revenue of $5.55B, up 27% YoY   —  Intel stock fell by about 3 percent on Thursday following the release of the company's second-quarter earnings, which were better than expected.
Jul 26, 2018, 4:40 PMIn context
Jordan Novet / CNBC:
IBM reports Q2 revenues of $20B, vs. $19.85B expected, up 4% YoY, marking IBM's third consecutive quarter of revenue growth after five years of YoY declines   —  IBM stock rose 1 percent after the company reported better-than-expected second-quarter earnings results on Wednesday.
Jul 18, 2018, 4:45 PMIn context
Jordan Novet / CNBC:
Box reports Q1 revenue of $140.5M, up 20% YoY, vs. $139.7M est., and billings revenue of $116.7M, up 17% YoY, vs. $113.1M est., and an operating loss of $35.9M   —  Box investors came into Wednesday's quarterly report with high expectations after the stock's 32 percent rally this year.
May 30, 2018, 5:05 PMIn context
Jordan Novet / CNBC:
Cisco reports Q3 revenue of $12.46B, vs. $12.43B est., up from $11.94B YoY, while its service business segment produced $3.16B, vs $3.23B est.   —  - The company's success with its latest data center switches continued in the quarter, analysts said.  —  Cisco stock fell more than 4 percent …
May 16, 2018, 4:40 PMIn context
Jordan Novet / CNBC:
Cloud-based collaboration and work management platform Smartsheet closes up 30% on its first day of trading after raising $150M in its IPO at $1.48B valuation   —  - Shares closed at $19.55 after debuting at $18.40, more than 20 percent above the price of shares it sold in its initial public offering.
Apr 27, 2018, 6:30 PMIn context
Jordan Novet / CNBC:
AWS accounted for ~11% of Amazon's Q1 revenue at $5.44B, up 49% YoY, vs. $5.26B est., with $1.4B in operating income, or 73% of Amazon's total operating income   —  Amazon's cloud business exceeded analyst estimates, with revenue climbing 49 percent in the first quarter.
Apr 26, 2018, 4:48 PMIn context
Jordan Novet / CNBC:
IBM reports Q1 revenue of $19.1B, up 5% YoY, vs $18.84B estimated, its second consecutive quarter of increasing revenue after a five-year drought   —  IBM stock fell more than 5 percent after the company reported better-than-expected earnings for the first quarter on Tuesday.
Apr 17, 2018, 4:45 PMIn context
Jordan Novet / CNBC:
Zuora, an enterprise subscription billing and analytics provider, prices its IPO on NYSE at $14/share, raising $154M and giving company a valuation of $1.44B   —  Technology company Zuora on Wednesday priced its initial public offering at $14 per share, a day before the company expects its stock …
Apr 11, 2018, 11:25 PMIn context

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