Q2 AI + Partnerships Earnings Roundup and Insights
Check the companies with AI + Partnership mentions in this earnings analysis.
This analysis covers companies with AI + Partnership mentions in their earnings reports.
AI-driven partnerships are no longer niche, they're operational imperatives across tech, advertising, telecom, defense, security, and consumer platforms.
The partner ecosystem is diversifying: from infra alliances (Google–OpenAI, DT–Nvidia) to vertical agents (SoundHound, AIG), to creative & performance partnerships (IAS, Trade Desk).
If your strategy isn’t AI+partners for both external GTM and internal operations, you're missing half the transformation. Let’s dive in.
Microsoft FY25 Q4, ended June 30, 2025
Earnings Summary - FY25 Q2
A stellar close to its fiscal year: revenue of $76.4 billion (+18 % YoY), operating income of $34.3 billion (+23 %), both topping expectations. Azure growth soared 39 %.
AI + Partnerships Highlights
Azure is now fully AI‑first, supported by over 400 data centers in 70+ regions, enabled for liquid cooling and infrastructure efficiency.
AI segment achieved a staggering $15 billion annual revenue run rate, up 150 % YoY. Microsoft 365 Copilot had its strongest seat‑add quarter, and GitHub Copilot Enterprise continues to gain traction.
Azure OpenAI now supports 30+ industry‑specific models (e.g., Bayer, Siemens), accelerating adoption of SQL Hyperscale and Cosmos DB, which more than doubled year-over-year.
Microsoft Fabric, the unified analytics platform, became the fastest‑growing analytics product in company history, 20,000+ paid customers; Power BI MAUs grew 40 % to 35 million.
Turns out saying “every region is AI‑first” makes you sound more futuristic than saying “we have lots of data centers.”
TL;DR: Strategic Takeaways
Microsoft is doubling down on AI everywhere, from infra to analytics to dev tools, fueling enterprise partnerships.
Copilot’s deep integration is stickiness in action, while Azure OpenAI is a clear productized ecosystem play.
Fabric arms partners with scalable analytics, and infrastructure scale gives Microsoft a strong moat.
Amazon / AWS Q2 2025, ended June 30, 2025
Earnings Summary
Net sales: $167.7 billion (+13 % YoY); operating income: $19.2 billion (+31 %). AWS revenue: $30.9 billion (+17.5 %). Advertising continues strong (+22 %).
Stock reaction was mixed: shares dropped ~7–8% post‑earnings due to cloud growth pacing and lighter-than‑expected guidance.
AI + Partnerships Highlights
AWS CEO Andy Jassy dismissed AI lag concerns, noting that generative AI is still early and that AWS hosts frontier models, including from Anthropic via its Trainium chips.
AWS's open‑source AI SDK Strands hit 2,500 stars on GitHub. The “Kiro” agentic coding IDE attracted hundreds of thousands of developers in its first weeks.
Project Kuiper (satellite internet) is opening enterprise/government agreements even pre‑launch, creating potential partner-led monetization when Kuiper rolls out.
AI investments pressured AWS margins (down to 32.9 % from Q1’s 39.5 %) due to high costs, chips, data centers, power.
TL;DR: Strategic Takeaways
AWS is doubling down on AI infrastructure and dev tools, even if growth isn’t catching up with Azure yet.
Partner emphasis is evident: Anthropic, GitHub-like engagement, and developer‑oriented SDKs/IDEs.
Kuiper adds a delightfully sci-fi twist, satellite entitlements for partners. But cost headwinds and execution pace are something to track.
Salesforce Fiscal Q2 2025, ended July 31, 2024
Earnings Summary
Revenue: $9.33 billion (+8 % YoY; +9 % CC). Non‑GAAP operating margin: ~33.7 %. Current remaining performance obligation: $26.5 billion (+10 % YoY).
AI + Partnerships Highlights
Mentioned as the “#1 AI CRM”; directed significant focus toward Agentforce, their autonomous AI agents for customer workflows.
In Q2 alone, Salesforce signed 1,500 AI deals. Multi‑cloud deals represented nearly 80 % of new business. Einstein powered 25 trillion transactions and 1 trillion workflows, managing 250 PB of customer data.
TL;DR: Strategic Takeaways
Salesforce’s agent model is paying off, Agentforce and Einstein workflows are embedded deeply.
Multi-cloud distribution remains a powerful channel play, partners continue to drive growth.
Databricks: Still private, but riding a high
Estimated $3 billion ARR in 2024, up ~60% YoY, with ~80% gross margins and 140% net dollar retention. Private growth indeed.
AI + Partnerships Highlights
Entered a strategic AI partnership with Google Cloud to embed Gemini models natively into the Databricks platform.
At Data + AI Summit 2025, announced Agent Bricks, MLflow 3.0, and serverless GPU compute, all designed to help partners deploy generative AI products faster, with lower TCO.
TL;DR
Databricks is evolving from a data platform into a deployment engine for partner-driven AI agents.
Deep ecosystem plays with Google Cloud; heavy tooling focus (Agent Bricks) enables ISVs and SIs to build AI features faster.
Snowflake
Earnings Snapshot
Q1 FY2026: revenue ~$532 million (+26% YoY), RPO rose 34% to ~$6.7 billion, cue partner confidence.
Snowflake raised FY 2026 product revenue forecast to $4.325 billion, beating prior $4.28 billion.
AI + Partnerships Highlight
AI gains powered by collaborations with OpenAI, Anthropic, and startup partners, broadening its AI Data Cloud appeal.
Partnering with Bloomreach for AI personalization solutions.
Introduced Cortex, a generative AI suite embedded into the platform (LLMs, vector search, model deployment).
TL;DR
Snowflake is staking its claim as the enterprise AI data hub, with partner-backed agent-level AI, strong product revenue growth, and long-term visibility via RPO.
ServiceNow
Earnings Snapshot
Q2 2025: Revenue $3.22 billion, subscription revenue +22–23% YoY, Adjusted EPS $4.09, beat expectations. Raised subscription guidance to ~$12.78 billion.
AI + Partnerships Highlights
AI deals jumped 50% sequentially. CEO Bill McDermott called AI‑powered platforms an “extinction‑level event” for legacy CRM systems.
Deepened partnerships with NVIDIA, Cisco, UKG, Devoteam, spanning AI agents, governance, HR workflows, European digital transformation, and secure A2A interoperability.
Acquired data.world, adding data catalog and governance to the AI platform.
TL;DR
ServiceNow is building an AI-first enterprise platform with verticalized, partner-enabled solutions across IT, HR, and field.
AI is both the engine and the excuse to shed legacy; partners are now core to delivering end-to-end outcomes.
Adobe
Earnings Snapshot
Q2 2025 beat led to raised outlook; Digital Media revenue $4.35 billion. AI is the growth lever.
AI standalone/add-on ARR came in at $125 million, expected to double in nine months.
AI + Partnerships Highlights
Strategic AI partnerships with Infosys, Acxiom, AWS, IBM, Microsoft, ServiceNow, Workday, SAP, and more, enabling agent interoperability and systems integration.
TL;DR
Adobe is supercharging its Creative Cloud and Digital Media business via AI integrations and an expanding partner ecosystem across SI, CRM, and cloud platforms.
AI revenues are still small but accelerating, and partners are amplifying reach.
Across the field, AI is being embedded in partner-led GTM plays, deeply technical platforms, and revenue models:
Databricks is delivering partner-friendly tooling for agent deployment via Google and Summit announcements.
Snowflake is fortifying its AI Data Cloud with deep AI partner integrations and skyrocketing product revenue.
ServiceNow is on an AI agent offense, partner-powered, domain-specific, and disruptive.
Adobe is fueling digital creativity and personalization via AI, with strategic partners expanding its canvas.
TL;DR: AI partnerships are becoming the core GTM and product strategy across enterprise platforms.
Additional Companies with AI + Partnership Mentions
Alphabet (Google)
Q2 2025: AI is "positively impacting every part of the business", AI‑powered Search Overviews have 2 billion users; Gemini is fueling cloud growth; OpenAI chose Google Cloud for ChatGPT infrastructure.Deutsche Telekom / T‑Systems
Q2 2025: Highlighted collaboration with Nvidia to build an AI cloud for European manufacturers, a clear AI partnership in infrastructure and industry solutions.Palantir
Q2 2025: Revenue jumped 48% YoY to $1 billion, driven largely by AI offerings; signed a $10 billion defense contract. AI is clearly part of its partner-supported growth narrative.IAS (Integral Ad Science)
Q2 2025: Reported strong adoption of AI-powered products, and announced expanded partnerships with Meta, Lyft, and Snap, plus earned an Ethical AI certification.The Trade Desk
Q2 2025: Introduced generative AI creative partnerships with Rembrand, Nova, Bunny Studio, and Spaceback, partner-led AI integrations in marketing workflows.SoundHound AI
Q2 2025: Posted record revenue; voice‑AI adoption across automotive and hospitality verticals growing; signed new partnerships, including with Tencent Intelligent Mobility, driving AI agents into new channels.AIG
Q2 2025: Confirmed continued rollout of generative AI across operations, suggesting internal AI partnerships and operational digitization.Duolingo
Q2 2025: Subscription and revenue surged, driven by successful integration of AI features (in its "Max" tier), highlighting internal‑external partner collaboration and AI-powered UX design.Datadog
Q2 2025: Although more earnings-centric, it raised guidance amid concerns about OpenAI building observability tools, implying a strategic overlap in AI‑tool partnerships.Trend Micro
Q2 2025: While not explicitly about partnerships, it reported a 94% increase in ARR for its AI‑powered security platform (Trend Vision One™), suggesting ecosystem alignment with AI-driven enterprise security.
Strategic Insights
Across the board, tech giants and scale-ups are no longer asking if AI belongs in their platforms. The new question is: How fast can we scale it, through partners, infra, and embedded agents?
Microsoft is setting the bar with full-stack AI infrastructure, developer tools (GitHub Copilot), and integrated analytics (Fabric). Copilot is becoming a “partner GTM in a box” with massive scale.
AWS is focused on AI infra dominance and open agent ecosystems (Strands, Kiro IDE). Kuiper and Anthropic show AWS sees infra partners as critical to AI scale.
Databricks and Snowflake are betting on AI as data orchestration. Their Cortex, MLflow, and agent tooling target SIs, ISVs, and co-builders in vertical markets.
ServiceNow is now an AI platform for enterprise workflows, deeply verticalized and partner-activated—from ITSM to HR to customer ops. Its “extinction-level” framing isn't subtle.
Adobe is doubling down on creative and marketing AI—but uniquely leaning into partnerships across SI, CRM, cloud, and even sports (e.g. Premier League) to power real-time, AI-fueled experiences.
Salesforce is all-in on AI agent orchestration. Agentforce + Einstein workflows + multi-cloud = distributed partner selling engine. It's becoming the CRM OS for AI-driven revenue teams.
Thinking and planning for AI + partners for both external GTM and internal operations will help drive the transformation faster.
Wrap Up
AI Partnership as Growth Engine Is Broad and Cross‑Sector
Alphabet amplifies its AI-first platform via infrastructure partners (OpenAI), user-facing products, and Cloud.
Deutsche Telekom connects AI infrastructure (with Nvidia) to regional manufacturing, countries and use cases matter.
Palantir shows defense-scale AI revenue acceleration, powered by powerful long-term partnerships.
AI-Enabled Ecosystems Are Expanding Horizontally
IAS and The Trade Desk partner in advertising and creative workflows, advertising infrastructure is AI-powered by default now.
SoundHound, Duolingo, and AIG highlight vertical deployment of AI across voice interfaces, education, and insurance, internal and external partners alike.
AI as Business Transformation, Not Just a Feature
Internal operational transformation (AIG), developer / observability tension (Datadog vs. OpenAI), and security platform AI (Trend Micro) showcase AI’s expansive role, across partner flows, internal enablement, and product portfolios.Think