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Tag: backlog

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth
October 31, 2025

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth

Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift
August 25, 2025

Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
SAP Q2 2024 Cloud Revenue Soars Amid Ongoing Restructuring
July 23, 2024

SAP Q2 2024 Cloud Revenue Soars Amid Ongoing Restructuring

Keith Kirkpatrick and Daniel Newman at The Futurum Group, share their insights on SAP’s Q2 2024 results fueled by strong cloud revenue growth, significant customer wins, AI integration, and strategic...

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