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5 results for “cloud revenue”
Atlassian reports Q4 revenue up 28% YoY to $1.77B, vs. $1.66B est., cloud revenue up 31% to $1.2B, forecasts Q1 revenue above est.; TEAM jumps 31%+ after hours (Arunesh Sinha/Reuters)
Atlassian reported Q4 revenue of $1.77B, up 28% year-over-year and exceeding analyst estimates of $1.66B, with cloud revenue rising 31% to $1.2B, prompting a 31%+ after-hours stock surge.
Aug 7, 2026
Microsoft holds the line on infrastructure spending
Microsoft executives stated the company is well-positioned with its existing data center infrastructure amid surging cloud revenue, implying no major new capital expenditure is needed despite industry-wide AI-driven infrastructure demand.
Jul 31, 2026
Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growth - Yahoo Finance
Google reported stronger-than-expected Q2 earnings and an 82% cloud revenue increase, yet its stock declined due to rising capital expenditures.
Jul 23, 2026
Alphabet's cloud revenue is its 'single most linear' indicator of AI ROI - Yahoo Finance
Alphabet positions its cloud revenue growth as the clearest, most direct financial measure of return on its AI investments, implying causality and scalability.
Jul 23, 2026
Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenues - The Information
Nvidia announced it will take a revenue share from certain cloud providers using its AI chips, shifting from pure hardware sales to a hybrid licensing model.
Published Jul 2, 2026 · Analyzed Jul 4, 2026