Summary
Earnings in Q4 2024 confirm a market shift: AI is a must-have, cloud costs are under scrutiny, and platform consolidation is accelerating. Microsoft, Oracle, and Salesforce posted strong AI-driven growth, powered by cloud investments. Salesforce’s multicloud deals and Siemens’ industrial cloud gains signal urgent platform integration. Security and compliance now inform AI adoption, boosting Adobe and IBM in regulated sectors. Leaders are racing ahead — Oracle’s supercomputing push and Microsoft’s AI data centers set the pace. This report breaks down the results and maps tech executives’ investment strategies to software giants’ moves.
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