NextTech
Analysis
Microsoft Cloud Growth Is Not a Customer ROI Measure
Azure growth supports a larger supplier business; enterprise buyers still need evidence about their own deployments.
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NextTech
Artificial intelligence, platforms, infrastructure and the tools reshaping business.
NextTech
Breaking News
Samsung Q3 Results Show AI Memory Demand and Device Losses
Record chip earnings contrast with losses in consumer devices as Samsung raises investment in semiconductor capacity.
NextTech
Breaking News
Anthropic Adds Claude Enterprise Reports and Team Budgets
Smart reports, in-app surveys and pooled group budgets add administrative controls, with eligibility depending on enterprise configuration.
NextTech
Breaking News
Oddball Acquires Synaptic Salesforce Services Business
The acquired practice adds Salesforce and Agentforce implementation capabilities to Oddball’s federal technology business.
NextTech
Rapid News Brief
Manhattan Revenue Tops $300 Million as Cloud Sales Rise
Cloud subscriptions grew faster than services as Manhattan Associates reported its latest quarterly results.
NextTech
Rapid News Brief
Teradyne Revenue Rises 70% as Chip Testing Leads Sales
Semiconductor testing accounted for most of Teradyne’s quarterly sales, while robotics added a smaller, separate source of revenue.
NextTech
Preview
ServiceNow Earnings Preview: AI Contracts and Workflows
ServiceNow’s third-quarter report is due tonight, with subscription timing and AI commercial measures providing reference points for enterprise buyers.
NextTech
Rapid News Brief
NXP Revenue Grows 19% as Automotive Chip Plans Advance
NXP’s reported quarter, new repurchase authorization and Volkswagen partnership describe separate financial and operational milestones.
NextTech
Preview
BlueChip Laptop Preview: Sourcing Claims Need Detail
BlueChip’s first laptop is planned for 2027. Buyers will need to distinguish prototype sourcing, production commitments and operational suitability.
NextTech
Rapid News Brief
Seagate Revenue and Cash Flow Rise as Debt Load Falls
Seagate reports stronger fiscal first-quarter profitability and cash generation, while separating completed debt repayments from its next-quarter forecast.