Ciena FY2026 Q3 Earnings: $1.67B Revenue (+37%) and Two Cloud Customers Buying 41.7% of It
Ciena's Q3 FY2026 revenue rose 37% to $1.671B and operating margin hit 18%, but two unnamed cloud providers bought 41.7% of it — $696M in one quarter.
#cloud-services
Cloud Services
Cloud-based accounting services and hosted solutions
The 3-2-1 Backup Rule for Small Business: Three Copies, Two Media Types, One Off-Site — and the Restore Test That Proves It Works
Three copies, two media types, one off-site: the 3-2-1 backup rule plus immutable copies and monthly restore tests that survive ransomware.
CoreWeave FY2026 Q2 Earnings: $626M Loss, $104B Backlog
CoreWeave's Q2 revenue more than doubled to $2.575B, but $640M of net interest — 24.9% of sales — drove a $626M net loss despite a $104.2B backlog.
Chicago's Lease Tax Just Jumped to 15%: What It Means for Every Software Subscription and Equipment Lease You Pay For
Chicago's lease transaction tax rose from 11% to 15% in 2026 — Illinois businesses now owe $150 a month in city tax on every $1,000 of SaaS.
Alibaba FY2027 Q1 Earnings: Cloud Revenue +45% While GAAP Net Income Falls 75%
Alibaba's FY2027 Q1 (quarter ended June 30, 2026) posted RMB 268,953 million revenue (+9%) while GAAP net income fell 75% to RMB 10,444 million. AI Cloud and Compute Services revenue accelerated to +45% with adjusted EBITA up 133%, CapEx rose 75% to RMB 67,678 million, and free cash flow swung to a RMB 44,670 million outflow — every line reconciled FY2023–FY2027 Q1 in a public Beancount ledger kept in RMB millions.
Tencent Q2 2026 Earnings: RMB 204.8B Revenue, RMB 56.0B Profit, Capex +176%
Tencent's 2Q2026 earnings — RMB 204.8B revenue (+11% YoY), RMB 56.0B attributable profit (+0.7%), and capital expenditure up 176% to RMB 52.8B, pushing free cash flow to negative RMB 13.8B. A double-entry Beancount breakdown of segment growth, margins, and the AI compute build showing up in PP&E.
How to Account for AWS Activate Cloud Credits (and Model the Credit Cliff)
AWS Activate credits are a discount, not income — record the gross cloud expense and net the credits against it in a contra-expense account, then forecast gross burn and the expiry date so your runway math survives the month the subsidy ends.
Cloud Cost Allocation for Small SaaS Teams: A Practical Showback Guide
A 30-day showback playbook for small SaaS teams — define reporting dimensions, enforce a short tagging dictionary, split shared costs with defensible formulas, and reconcile cloud spend to the books before AI workloads (now managed by 98% of FinOps survey respondents) obscure gross margins.
Virginia's Data Center Electricity Tax: What the $0.011-per-kWh Charge Means for Your Colocation and Cloud Bills
Starting July 1, 2026, Virginia charges data centers $0.011 per kWh of electricity consumed — the first per-kWh data center tax in the U.S. Here is how the pass-through reaches your colocation or cloud bill, how to estimate your exposure, and how to track it in your books.
Amazon Q2 2026 Earnings: AWS Accelerates 37% as a $53B Anthropic Gain Rewrites Profit
Amazon Q2 2026: net sales $200.6B (+19.6%), operating income up 43% to $27.5B, AWS growth 37%.
Alphabet Q2 2026: A $99B Paper Gain, 82% Cloud Growth, and the End of the Buyback Era
Alphabet Q2 2026 net income was $112.2B, but $99B was a non-cash equity gain. See why free cash flow turned negative and cloud grew 82%.
Does Business Interruption Insurance Cover Cloud Outages? A Small-Business Guide to CBI Coverage
Standard business interruption insurance requires physical damage to your property, so a cloud outage like the October 2025 AWS or Azure incidents typically pays nothing. This guide explains how contingent business interruption (CBI) coverage works, the trigger language and 24–72-hour waiting periods to check, typical costs ($40–$130/month standalone), and the financial records you need to substantiate a claim.