Back to top

saas: Archive

Zacks Equity Research

NTAP Q1 Earnings & Revenues Top Estimates on AI and All-Flash Strength

NetApp posts record fiscal Q1 results as AI and modernization demand fuels revenue growth, flash momentum and a raised fiscal 2027 outlook.

NTAPPositive Net Change SNDKPositive Net Change TDCNegative Net Change SMCINegative Net Change

Rajshree Sipani

Can Mastercard's VAS Business Sustain Its Double-Digit Growth?

MA's VAS revenues rise 20% in Q2, driven by security, AI and digital solutions, but sustaining double-digit growth hinges on demand and cross-selling.

MANegative Net Change VNegative Net Change AXPPositive Net Change

Shreya Majumder

Netlist's Memory Portfolio Gains Traction: Can It Fuel Durable Growth?

NLST is gaining AI-memory momentum as Lightning DDR5, CXL, MRDIMM and IP initiatives expand its growth potential.

NLSTPositive Net Change MUPositive Net Change SNDKPositive Net Change

Supriyo Bose

IBM Slumps 21% YTD: Time to Reassess the Stock in Your Portfolio?

IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.

IBMNegative Net Change AMZNPositive Net Change MSFTNegative Net Change