Jon Fortt, NBR, CNBC.com’s Posts

Microsoft has already proven its potency in the cloud era, and is one of three companies with the scale, resources, and know-how to dominate the booming $100 billion market, CEO Satya Nadella told CNBC. In his first television interview since becoming the software giant’s third CEO, Nadella focused on Microsoft’s cloud ambitions. He also talked …

BlackBerry unveiled the Passport on Wednesday, its boldest phone design since it went from pagers to handsets. Many critics will make the mistake of comparing its prospects to Apple’s iPhone 6 and 6 Plus, but it’s not competing in the same arena. Put another way, BlackBerry Passport will be a breathtaking success if it sells as many phones …

Cisco turned in a solid report: beats on revenue ($12.4 billion vs. $12.14 billion expected) and earnings (55 cents vs. 53 cents). Revenue guidance was solid, though EPS was a little light. Gross margins held up. So why the angst? Beyond the headline numbers Wednesday, there was plenty of signs of turbulence. Cisco’s sales in emerging …

IBM doesn’t normally break out China’s results in its earnings reports, but this time it had little choice.

Jeff Bezos wasn’t just finishing the new Kindle Fire HDX tablets over the summer, he also spent a lot of time focusing on the future.

We’re about to get more detail on exactly how bad the mobile and cloud disruptions are for some of the titans of tech.