シスコは第3四半期決算で過去最高の売上高を記録したと発表する一方、直ちに4000人未満の人員削減を実施することを明らかにした。この動きは、同社が人工知能および関連技術へリソースをシフトさせる中で行われる。
シスコの最高経営責任者であるチャック・ロビンス氏は、同四半期の売上高が前年同期比12%増の158億ドルに達したと述べた。同氏は成長を支えた従業員を称える一方で、シリコン、光学系、セキュリティ、AIアプリケーションに注力するため、人員構成を見直す必要があると付け加えた。
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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.
Europe's largest software maker SAP reported six percent revenue growth to 9.6 billion euros in Q1 2026, driven by cloud software revenues. CEO Christian Klein highlighted momentum in artificial intelligence. The company expects only moderate growth for the full year.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.
SoftBank reported a net income of 1.83 trillion yen for its fiscal fourth quarter, far exceeding the average analyst estimate of 295.2 billion yen.
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Accenture (NYSE:ACN) is viewed as undervalued following a price drop in early 2026 due to concerns over AI disruption in software and consulting. The company maintains strong liquidity with $9.6 billion in cash against $8.2 billion in debt. Analysts highlight its 8.75% free cash flow yield and 3% dividend as attractive compared to other blue-chip stocks.
Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.
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Tapestry reported a 19% increase in revenues for its third quarter, reaching $1.9 billion on a constant currency basis. The growth was led by strong performance from the Coach brand and sales in Greater China.