Editor
Sebastian Clarke
Recaps
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Semtech sets a $3.2 billion fiscal 2030 revenue framework, $2.1 billion of it data center, and raises its third-quarter outlook
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Accenture sets three-year ambition: mid-single-digit growth in FY27–FY28, step-up to mid-to-high single digits in FY29, with 10–30 bps annual margin expansion
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Workday puts addressable market at $276 billion, up from $188 billion, and targets ~$11 billion subscription revenue, 33%-plus margin for fiscal 2028
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Marvell targets $70 billion to $90 billion revenue by fiscal 2031, raises fiscal 2028 outlook to $20 billion and custom target to $12 billion-plus
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HPE raises fiscal 2027 networking growth guide to high teens to low 20s percent, synergy target to $800 million; announces $1.2 billion Vultr order
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MongoDB raises Atlas growth target to mid-20s percent, adds $1 billion buyback as Ittycheria returns as interim CEO
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CrowdStrike pulls in $10 billion and $20 billion ARR milestones by a year, guides fiscal 2028 net new ARR growth of 20%-plus