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cloud computing Podcasts

46 episodes about cloud computing

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter. artwork

Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.
Microsoft Corporation (MSFT)
• 11:38 •Ep 236 •The Earnings Debate •▶ Play on Apple
Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.
Axon Enterprise Inc. (AXON)
• 15:56 •Ep 225 •The Earnings Debate
Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion" artwork

Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"
Oracle Corporation (ORCL)
• 12:13 •Ep 207 •The Earnings Debate •▶ Play on Apple
Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million" artwork

Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"
Veeva Systems Inc. (VEEV)
• 21:01 •Ep 204 •The Earnings Debate •▶ Play on Apple
Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion" artwork

Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"
Broadcom Inc. (AVGO)
• 19:31 •Ep 203 •The Earnings Debate •▶ Play on Apple
GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%" artwork

GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"
GitLab Inc. (GTLB)
• 20:31 •Ep 200 •The Earnings Debate •▶ Play on Apple
MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year" artwork

MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"
MongoDB Inc. (MDB)
• 18:38 •Ep 195 •The Earnings Debate •▶ Play on Apple
Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion " artwork

Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "
Salesforce Inc. (CRM)
• 19:54 •Ep 193 •The Earnings Debate •▶ Play on Apple
Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year" artwork

Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year"
Snowflake Inc. (SNOW)
• 19:11 •Ep 192 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"
Zscaler Inc. (ZS)
• 21:28 •Ep 191 •The Earnings Debate •▶ Play on Apple
Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%." artwork

Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."
Workday Inc. (WDAY)
• 21:34 •Ep 189 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially". artwork

NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially".
NVIDIA Corporation (NVDA)
• 19:26 •Ep 184 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion" artwork

Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"
Baidu Inc. (BIDU)
• 20:13 •Ep 179 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year."
Tencent Holdings Limited (TCEHY)
• 18:21 •Ep 175 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion". artwork

Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".
Alibaba Group Holding Limited (BABA)
• 18:21 •Ep 176 •The Earnings Debate •▶ Play on Apple
HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported artwork

HubSpot, Inc. (HUBS) Announced Q1 2026 Earnings on May 7, 2026, Reporting Q1 revenue grew 23% year-over-year as reported
HubSpot Inc. (HUBS)
• 18:01 •Ep 154 •The Earnings Debate •▶ Play on Apple
Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter. artwork

Axon Enterprise, Inc. (AXON) Announced Q1 2026 Earnings on May 6, 2026, Reporting Revenue of $807 million for the quarter.
Axon Enterprise Inc. (AXON)
• 14:47 •Ep 150 •The Earnings Debate •▶ Play on Apple
Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter. artwork

Amazon.com, Inc. (AMZN) Announced Q1 2026 Earnings on April 29, 2026, Reporting $181.5 billion in revenue for the quarter.
Amazon.com Inc. (AMZN)
• 18:08 •Ep 115 •The Earnings Debate •▶ Play on Apple
Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion". artwork

Microsoft Corporation (MSFT) Announced Q3 2026 Earnings on April 29, 2026, Reporting "revenue was $82.9 billion".
Microsoft Corporation (MSFT)
• 20:03 •Ep 114 •The Earnings Debate •▶ Play on Apple
Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion". artwork

Alphabet Inc. (GOOGL) Announced Q1 2026 Earnings on April 29, 2026, Reporting "Consolidated revenue reached $109.9 billion".
Alphabet Inc. (GOOGL)
• 18:29 •Ep 116 •The Earnings Debate •▶ Play on Apple
Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year." artwork

Tencent Holdings Limited (TCEHY) Announced Q4 2025 Earnings on March 18, 2026, Reporting "total revenue was RMB 194.4 billion, up 13% year-on-year."
Tencent Holdings Limited (TCEHY)
• 19:26 •Ep 65 •The Earnings Debate •▶ Play on Apple
Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion. artwork

Alibaba Group Holding Limited Announced Q3 2026 Earnings on March 19, 2026, Reporting total revenue was RMB 284.8 billion.
Alibaba Group Holding Limited (BABA)
• 21:11 •Ep 62 •The Earnings Debate •▶ Play on Apple
Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion" artwork

Oracle Corporation (ORCL) Announced Q3 2026 Earnings on March 10, 2026, Reporting "cloud applications revenue was up 11% in the quarter, reaching an annualized run rate of $16.1 billion"
Oracle Corporation (ORCL)
• 15:39 •Ep 57 •The Earnings Debate •▶ Play on Apple
Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO artwork

Microsoft Tech Radar: Optimizing heterogeneous AI compute to maximize multi-generational TCO
Microsoft (MSFT)
• 20:08 •Ep 20 •Business Tech Radar •▶ Play on Apple
NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development artwork

NVIDIA Corporation Tech Radar: Deploying agentic AI internally to accelerate software development
NVIDIA Corporation (NVDA)
• 17:46 •Ep 21 •Business Tech Radar •▶ Play on Apple
Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories artwork

Inside NVIDIA: Building Full-Stack Infrastructure and Transitioning Data Centers to AI Factories
NVIDIA Corporation (NVDA)
• 40:09 •Ep 24 •Inside the Business •▶ Play on Apple
Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO artwork

Inside Microsoft: The cloud giant is monetizing AI agents and optimizing infrastructure TCO
Microsoft (MSFT)
• 35:38 •Ep 23 •Inside the Business •▶ Play on Apple
Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration artwork

Inside Hewlett Packard Enterprise: Scaling hybrid IT infrastructure and prioritizing AI-native networking integration
Hewlett Packard Enterprise (HPE)
• 40:32 •Ep 18 •Inside the Business •▶ Play on Apple
Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry artwork

Inside Intel: Designing microprocessors and building a world-class US-based semiconductor foundry
Intel (INTC)
• 40:00 •Ep 19 •Inside the Business •▶ Play on Apple
Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth artwork

Intuit Tech Radar: Deploying AI-driven expert platforms to unlock mid-market revenue growth
Intuit Inc. (INTU)
• 18:58 •Ep 17 •Business Tech Radar •▶ Play on Apple
Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services artwork

Inside Intuit: Financial Software Provider Focusing on AI-Driven Human Expert Services
Intuit Inc. (INTU)
• 41:39 •Ep 20 •Inside the Business •▶ Play on Apple
Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings artwork

Hewlett Packard Enterprise Tech Radar Subtitle: Implementing internal AI and integrating Juniper to drive structural cost savings
Hewlett Packard (HPE)
• 18:56 •Ep 15 •Business Tech Radar •▶ Play on Apple
Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue artwork

Apple Inc. Tech Radar: Expanding hybrid cloud infrastructure to scale AI revenue
Apple Inc. (AAPL)
• 19:45 •Ep 11 •Business Tech Radar •▶ Play on Apple
Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins artwork

Expedia Group Tech Radar: Deploying AI and optimizing cloud infrastructure to expand margins
Expedia Group (EXPE)
• 20:33 •Ep 7 •Business Tech Radar •▶ Play on Apple
Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets artwork

Okta Tech Radar: Securing AI agents to mitigate risk and capture new markets
Okta (OKTA)
• 19:56 •Ep 6 •Business Tech Radar •▶ Play on Apple
Inside Okta: Securing enterprise identity and pioneering the agentic AI future artwork

Inside Okta: Securing enterprise identity and pioneering the agentic AI future
Okta (OKTA)
• 35:53 •Ep 9 •Inside the Business •▶ Play on Apple
Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue artwork

Amazon Tech Radar: Expanding custom AI silicon and agentic platforms to drive enterprise revenue
Amazon (AMZN)
• 22:25 •Ep 5 •Business Tech Radar •▶ Play on Apple
Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure artwork

Inside Amazon: Operating e-commerce and cloud platforms while aggressively prioritizing generative AI infrastructure
Amazon (AMZN)
• 19:02 •Ep 8 •Inside the Business •▶ Play on Apple
Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million" artwork

Veeva Systems Inc. Announced Q4 2026 Earnings on March 4, 2026, Reporting "Total revenue in the quarter was $836 million"
Veeva Systems Inc. (VEEV)
• 17:32 •Ep 53 •The Earnings Debate •▶ Play on Apple
CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter" artwork

CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"
CrowdStrike Holdings Inc. (CRWD)
• 18:09 •Ep 50 •The Earnings Debate •▶ Play on Apple
MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year". artwork

MongoDB, Inc. (MDB) Announced Q4 2026 Earnings on March 2, 2026, Reporting "total revenue of $695 million up 27% year-over-year".
MongoDB Inc. (MDB)
• 19:11 •Ep 46 •The Earnings Debate •▶ Play on Apple
Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year" artwork

Zscaler, Inc. (ZS) Announced Q2 2026 Earnings on February 26, 2026, Reporting "Revenue of $816 million grew 26% year-over-year"
Zscaler Inc. (ZS)
• 18:45 •Ep 44 •The Earnings Debate •▶ Play on Apple
Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion". artwork

Baidu, Inc. (BIDU) Announced Q4 2025 Earnings on February 26, 2026, Reporting "Total revenues in Q4 were RMB 32.7 billion".
Baidu Inc. (BIDU)
• 15:36 •Ep 35 •The Earnings Debate •▶ Play on Apple
Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion." artwork

Snowflake Inc. (SNOW) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Product revenue in Q4 grew 30% year-over-year to reach $1.23 billion."
Snowflake Inc. (SNOW)
• 11:02 •Ep 34 •The Earnings Debate •▶ Play on Apple
NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year".... artwork

NVIDIA Corporation (NVDA) Announced Q4 2026 Earnings on February 25, 2026, Reporting "Total revenue of $68 billion was up 73% year-over-year"....
NVIDIA Corporation (NVDA)
• 16:54 •Ep 33 •The Earnings Debate •▶ Play on Apple
Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion". artwork

Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion".
Workday Inc. (WDAY)
• 17:25 •Ep 26 •The Earnings Debate •▶ Play on Apple