OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Backlog climbed 21% from a year earlier to $26.3 billion, with a trailing twelve-month book-to-bill ratio of 1.4 times.
Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.
Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...
Even with its solid growth engines, Oracle's stock stumbled over the past 12 months, down 5%. Still, longer-term investors ...
CEO Robert Pragada reported, "We delivered very strong results for Q1, exceeding our expectations across all key metrics and made incremental progress toward achieving our FY '29 targets." Pragada ...
SAP SE shares fell the most in more than five years as current cloud backlog in the fourth quarter slipped to a level that ...
Caterpillar Inc. (NYSE:CAT) is included among the Dividend Growth Stocks: 25 Aristocrats. On January 30, Baird raised its ...
ACT Research saw the trailer backlog-to-build ratio reach its highest level of 2025 in December as production slowed and ...