Microsoft CFO Expects Capex Spending to Accelerate in Fiscal H2
The CFO said third-party capacity deliveries shifted to the second half of the fiscal year, also contributing to expected capex acceleration.
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MICROSOFT CFO - IN THE SECOND HALF OF THE FISCAL YEAR, WE EXPECT CAPEX SPEND TO ACCELERATE ALSO FROM THIRD-PARTY CAPACITY DELIVERIES THAT SH
MICROSOFT CFO - IN THE SECOND HALF OF THE FISCAL YEAR, WE EXPECT CAPEX SPEND TO ACCELERATE ALSO FROM
Doximity Reports Q1 Revenue of $157 Million, Raises Full-Year Guidance
Doximity reported fiscal Q1 2027 revenue of $157 million, up 7% year over year, and adjusted EBITDA of $75 million at a 48% margin. The company raised full-year revenue guidance, representing 5% growth.
Full Transcript: Cerence Q3 2026 Earnings Call
Cerence (NASDAQ: CRNC ) released third-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Cerence reported third quarter 2026 revenue of
Full Transcript: AvePoint Q2 2026 Earnings Call
AvePoint (NASDAQ: AVPT ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available
Transcript: Applied Digital Q1 2027 Earnings Conference Call
Applied Digital (NASDAQ: APLD ) held its first-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Full Transcript Matt, Investor Relations Disclosur
Transcript: Zoom Communications Q2 2027 Earnings Conference Call
Zoom Communications (NASDAQ: ZM ) held its second-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at nubtch _gcl_au MjAwNj
Adobe Reports Q3 2026 Results: Full Earnings Call Transcript
Adobe (NASDAQ: ADBE ) released third-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Adobe reported Q3 FY26 revenue of $6.76 billion
DocuSign raises fiscal 2027 ARR guidance after Q2 results
DocuSign reported Q2 revenue of $876 million, up 9% year over year, with a 32% operating margin and about $300 million in free cash flow. It also raised fiscal 2027 ARR guidance and said IAM now accounts for 15.1% of total ARR.
John Wiley reports Q1 2027 Research growth, reaffirms guidance
John Wiley & Sons said Q1 Research publishing revenue rose 12%, while Learning revenue fell 20%. The company reiterated full-year guidance for mid-single-digit organic revenue growth, adjusted EPS of $4.60 to $5.05 and free cash flow of $205 million.