

AWS grows 39%, its fastest since 2021, as Amazon misses estimates
Latest news
- FTC and eight states sue Toast over fees and hard-to-cancel plans
- Serval raises $150M Series C led by Sequoia at a $3B valuation
- DOJ questions Nvidia's $12.93B Hugging Face deal, Reuters reports
- Oracle bills Fusion AI agents' work in 1-cent units, on top of seats
- Twilio tops Q3 guidance, sees organic growth slowing to 11% to 12%
- Salesforce to acquire Rune Technologies, a military logistics startup
SaaS markets
The Briefing
All news- DoorDash to acquire Instacart for $17B at $65 a share

- Azure grew 48%, Microsoft 365 17%: infrastructure outgrows the apps

- Microsoft Q1 revenue rises 19% to $92.3B; Azure up 48% to $33.2B

- Microsoft offers voluntary exits to about 60,000, or 27% of staff

- Oracle caps new capital raises at $20B, keeps $225B fiscal 2030 goal

- Fortinet shares fall as it cuts its 2026 service revenue forecast

Events
Near you, we think.
- GitHub Universe 2026
- SaaS North 2026
- Web Summit 2026
- Microsoft Ignite 2026
- Slush 2026
- SaaSiest London
- AWS re:Invent 2026
- Web Summit Qatar 2027
- HumanX 2027
- Adobe Summit 2027
- Google Cloud Next 2027
- MicroConf US 2027
- Atlassian Team '27
- Stripe Sessions 2027
- SaaSiest 2027
- SaaStr AI Annual 2027
- Web Summit Vancouver 2027
- Snowflake Summit 2027
- Datadog DASH 2027
- VivaTech 2027

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Google Cloud revenue doubles to $30.7B as Alphabet misses estimates
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