|Oracle posted its first-quarter numbers after market close on Tuesday.|
Strong demand for SAP S/4Hana software propels third-quarter revenue above forecasts and prompts the German group to lift its full-year profit estimate..
It may be outdated, and some names can be ruled out, but at least one is intriguing.
ServiceNow, Tableau, Pegasystems and other enterprise software groups made Salesforce's list, while Twitter was conspicuously absent.
Big Blue's latest earnings report isn't as strong as it appears at first glance, and raises fresh questions about its ability to grow profits over the long run.