Amazon’s AWS Revenue Disappointment Highlights Persistent Cloud Growth Challenges

May 1, 2025, 4:21 pm more...

Reports indicate that Amazon's AWS revenue has underperformed for the third consecutive quarter, with softer-than-expected profit forecasts undermining investor confidence. The company's cloud division continues to face headwinds, marking a departure from previous strong performances. Analysts are watching closely as market pressures mount on cloud growth.

techinasia.com / AWS Q1 2025 revenue at $29.27b, misses expectations

siliconangle.com / Amazon’s stock falls on light guidance and third successive cloud revenue miss

zerohedge.com / Amazon Tumbles On Soft AWS Revenue, Disappointing Profit Forecast

cnbc.com / Amazon falls short on cloud revenue for third straight quarter

reuters.com/business / Amazon forecasts quarterly revenue above estimates, cloud growth lags - Reuters

permalink / 5 stories from sources in 2 days ago #cloud #amazon #earnings +

Fivetran Accelerates End-to-End Data Movement Strategy

May 1, 2025, 12:20 pm more...

Fivetran is enhancing its data integration offering by acquiring Census, allowing the company to deliver a seamless, end‐to‐end solution for data movement. This strategic expansion broadens Fivetran’s platform capabilities and operational reach in data activation, clearly aimed at streamlining organizational workflows.

siliconangle.com / Fivetran to acquire Census to extend platform with reverse ETL and data activation

techcrunch.com / Fivetran acquires Census to become end-to-end data movement platform

permalink / 2 stories from sources in 2 days ago #bigdata #cloud #bigdataanalytics +

Microsoft Unveils Phi-4 AI Models Showcasing Compact High-Performance Reasoning

May 1, 2025, 9:20 am more...

Microsoft rolled out its new Phi-4 reasoning models, a move heralded as a major step forward for more agile AI capabilities. The release demonstrates that, with just the right mix of training wizardry and data curation, even smaller models can flex their intellectual muscles, much to the delight—and occasional disbelief—of tech enthusiasts.

siliconangle.com / Microsoft releases small but mighty Phi-4 reasoning AI models that outperform larger models

venturebeat.com / Microsoft launches Phi-4-Reasoning-Plus, a small, powerful, open weights reasoning model!

winbuzzer.com / Microsoft Debuts Phi-4 Reasoning Models, Aiming for Big Performance Gains

permalink / 3 stories from sources in 2 days ago #ai #cloud #microsoft #genai +

Microsoft Q3 Earnings Soar With Robust Cloud Performance

April 30, 2025, 4:20 pm more...

Microsoft’s Q3 report outpaced expectations with a solid 13% revenue bump and accelerating cloud growth that fired up the markets. The earnings results, marked by a healthy share surge and resilient performance in a competitive digital arena, reaffirm Microsoft’s leadership in cloud services, much to the delight of its market watchers.

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the-decoder.com / Microsoft's Phi-4-reasoning models outperform larger models and run on your laptop or phone

theregister.com / Microsoft tries to kill the 'pausing datacenter builds must be bad news for AI' trope

techinasia.com / Microsoft beats Q3 revenue forecast on AI cloud demand

siliconangle.com / Microsoft delivers impressive earnings beat, showing strength in AI and cloud

permalink / 8 stories from sources in 3 days ago #cloud #microsoft #earnings #azure +