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Business intelligence
from24/7 Wall St.
1 week ago

Live: Snowflake (SNOW) Q3 Earnings Coverage

Snowflake enters Q3 FY2026 with accelerating product revenue growth, strong AI adoption, expanding cloud migrations, and revenue guidance implying mid-to-high twenties growth.
fromArs Technica
3 months ago

35 percent of VMware workloads expected to migrate elsewhere by 2028

During Gartner's event, Palmer posited that Broadcom's VMware doesn't view hyperscalers as strategic partners and vice versa. AWS took issue with Broadcom disallowing AWS and its channel partners to resell VMware Cloud on AWS, telling CRN in May 2024 that it was "disappointed" by the news. Still, hyperscalers, including AWS, have remained interested in doing business with VMware end users "because they know over time they will convert you to 'proper cloud,'" Palmer said.
Software development
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