SaaS news on July 13, 2026

1. 0122:26 UTC

   Oracle’s 47% Cloud Growth vs. IBM’s 13%: SaaS Revenue Gap or Concentration Risk?

   2 outlets · first: nasdaq.com Earnings

   Machine summary Oracle’s cloud revenue surged 47% YoY in its latest quarter, far outpacing IBM’s 13% gain, but 50% of Oracle’s $638B backlog hinges on a single unprofitable customer.

   1. Oracle Cloud revenue surged 47% YoY in fiscal Q4 2026, with the Cloud Infrastructure segment almost doubling YoY.
   2. Oracle has accumulated $638 billion in remaining performance obligations (RPO), with OpenAI's $300+ billion deal accounting for almost half.

   Reported by nasdaq.com and fool.com.

   • OpenAI
   • Oracle
   • IBM

2. 0219:15 UTC

   HCLTech reports Q1 revenue of $3.65 billion and record bookings

   2 outlets · first: Pr Newswire Earnings Mostly press releases

   Machine summary HCLTech reported first-quarter revenue of $3.65 billion, up 3% year over year, and said it recorded its highest ever Q1 net new bookings of $2.4 billion, according to the company's results for the quarter ended June 30, 2026.

   1. HCLTech reported USD revenue of $3.65 billion for the first quarter ended June 30, 2026, up 3% YoY, with constant currency revenue growth of 2.6% YoY, according to the company.
   2. Advanced AI revenue for the quarter was $171 million, according to the company.
   3. HCLTech announced a dividend of ₹12 per share for the quarter and maintained FY27 guidance of 1% to 4% YoY constant currency revenue growth, according to the company.

   Reported by Pr Newswire and manilatimes.net.

   • HCLTech
   • Advanced AI

3. 0304:01 UTC

   Ap joins spur publisher coalition as content telemetry standard opens for comment

   1 outlet · first: Digiday Product updates

   Machine summary The Associated Press has joined SPUR, a publisher-run coalition developing a standard to track how AI systems access publisher content, according to Digiday. SPUR's technical working group announced the content telemetry standard on June 12, and it is open for public comment until July 24.

   1. SPUR, the Standards for Publisher Usage Rights initiative, launched in March and has signed the Associated Press as its first U.S. founding member, Digiday reported.
   2. According to Digiday, SPUR's founding members include Financial Times, Sky, The Guardian, BBC, European media group MediaHaus, The Times of London, and AP as of this week.
   3. The AP joins 30 publisher members and six affiliate members, Digiday reported.
   4. A technical working group set up by SPUR announced the content telemetry standard on June 12, and it is open for public comment until July 24, according to Digiday.
   5. Digiday reported that SPUR held a public comment event in London recently.

   Reported by Digiday.

   • Associated Press
   • Financial Times
   • BBC
   • The Guardian
   • Sky
   • SPUR

4. 0421:00 UTC

   SaaS stocks rise; ServiceNow gains 4.3%

   1 outlet · first: markets.financialcontent.com Market trends

   Machine summary ServiceNow rose 4.3% and Salesforce rose 2.4%.

   1. Micron Technology fell 4% during the session, while the Nasdaq declined.
   2. ServiceNow raised its Now Assist AI contract target to $1.5 billion.
   3. Earlier in 2026, enterprise software experienced a decline in valuations.
   4. 8x8 shares have experienced 57 moves greater than 5% over the past year.

   Reported by markets.financialcontent.com.

   • Micron Technology
   • Salesforce
   • ServiceNow
   • Now Assist AI
   • 8x8

Each summary and its key facts are a machine summary of the reports linked under it; the outlets, times and counts come from those reports' own records. How a rundown is built.