| Google (Alphabet): A global technology giant offering a wide range of internet-related services and products, including software and cloud computing. |
Alphabet is the parent company of Google, known for its search engine, advertising technologies, cloud computing platform (Google Cloud), software applications (like Google Workspace), and platforms like YouTube. It has a significant operational presence and economic impact in Brazil. |
Actively investing in AI infrastructure and technologies. The company stated that Google Cloud and YouTube generated US$ 110 billion in revenue globally in 2024. Moved R$ 188 billion in the Brazilian economy in 2023 through its various platforms. |
Reported global workforce of over 180,000 employees (approximate based on publicly available data, not explicitly in snippets for 2024/2025). R$ 188 billion moved in the Brazilian economy in 2023. |
Global revenue for Q4 2024 was US$ 96.5 billion. Global operating profit for Q4 2024 was US$ 30.972 billion. |
| Microsoft: A multinational technology corporation known for its software products, including operating systems, productivity software, and cloud services. |
Microsoft is a leading global technology company providing operating systems (Windows), the Microsoft 365 productivity suite, cloud computing services (Azure), business solutions (Dynamics), and other software and hardware products. It has a strong and long-established presence in the Brazilian market. |
Heavily investing in AI technologies and incorporating AI across its product portfolio, particularly in cloud computing. The acquisition of Activision Blizzard in 2023 expanded its presence in the gaming software market. |
Cloud computing segment showed a 20% growth in sales in Q3 2024. Microsoft 365 commercial products and cloud services revenue grew by 15% in Q4 2024. |
Global revenue for Q3 2024 was US$ 65.6 billion. Global revenue for Q2 fiscal year 2024 (ended Dec 2023) was US$ 62 billion. Global profit for Q3 2024 was US$ 24.7 billion. |
| Accenture: A global professional services company providing a range of services in strategy, consulting, digital, technology, and operations. |
Accenture is a major global provider of IT services and consulting, including software implementation, development, and management. It has a significant operational footprint in Brazil and is recognized as a top company in locations like Porto Digital. |
Focusing on digital transformation and GenAI, which is driving significant growth in new bookings and revenue. Plans strategic acquisitions to strengthen its market position. Mentioned among companies with highest revenue in Porto Digital in 2024. |
New bookings reached US$ 20.1 billion in Q4 2024, a 21% increase year-over-year. New bookings related to GenAI were US$ 1 billion in Q4 2024, bringing the year-to-date total to over US$ 2 billion. |
Global revenue for fiscal year 2024 was US$ 65 billion. Global revenue for Q4 fiscal year 2024 (ended Aug 2024) was US$ 16.4 billion. Forecasts fiscal year 2025 revenue between US$ 66.84 billion and US$ 68.79 billion. |
| IBM: A global technology company offering a broad portfolio of software, hardware, consulting, and cloud services. |
IBM is a major global technology player with significant operations in Brazil. Its business includes a substantial software segment, providing solutions in areas like AI (Watsonx), cloud, data management, and security. |
Focusing on hybrid cloud and artificial intelligence as key growth drivers. Investing in its Watsonx AI platform and making its Granite AI models open source. Experienced strong demand for its software and AI-related offerings in 2024. |
Software segment sales grew by about 7% in Q2 2024, reaching US$ 6.74 billion. Approximately 75% of its software revenue is recurring. AI business grew to US$ 2 billion, with US$ 1 billion added in Q2 2024. |
Global fiscal year 2024 revenue was US$ 61.86 billion. Global revenue for Q4 2024 was US$ 17.6 billion. |
| Oracle: A global technology company specializing in database software, cloud engineered systems, and enterprise software products. |
Oracle is a major provider of database software and enterprise cloud solutions (SaaS, PaaS, IaaS). It has a strong presence and customer base in Brazil, offering a wide range of business applications and cloud infrastructure services. |
Experiencing high demand for its cloud infrastructure, particularly its Gen2 AI infrastructure. Expanding its cloud regions globally. Offers a broad suite of AI-powered cloud applications. |
Cloud revenue (IaaS plus SaaS) grew 20% in Q4 fiscal 2024. Cloud revenue grew 24.3% in Q2 fiscal 2025, reaching US$ 5.94 billion. Demand for Gen2 AI infrastructure exceeds supply. |
Global revenue for fiscal year 2024 was US$ 53 billion. Global total revenue for Q4 fiscal year 2024 was US$ 14.3 billion. Global revenue for Q2 fiscal year 2025 was US$ 14.06 billion. |
| SAP: A German multinational software corporation that provides enterprise software to manage business operations and customer relations. |
SAP is a leading global provider of enterprise resource planning (ERP) software and other business management solutions. It has a significant presence in Brazil, including SAP Labs Latin America. |
Driving cloud adoption in Brazil, with strong double-digit cloud revenue growth reported in the first half of 2024. Promoting its cloud ERP solutions like RISE with SAP and GROW with SAP. Incorporating Business AI into its offerings. SAP Labs Latin America is a recognized workplace. |
Cloud revenue grew by 25% globally in constant currency in Q2 2024 compared to the previous quarter. Cloud ERP Suite revenue grew 33% globally in constant currency. |
Global total revenue for fiscal year 2024 was US$ 34.176 billion. Reported double-digit growth in cloud product sales revenue in Brazil in the first half of 2024. |
| Salesforce: A global cloud-based software company specializing in customer relationship management (CRM). |
Salesforce is a leading global provider of CRM software and a broader platform (Customer 360) that includes sales, service, marketing, commerce, and analytics solutions, increasingly powered by AI. It operates in Brazil through its own structure and partners like Everymind. |
Investing heavily in AI capabilities, launching innovations like Agentforce and Einstein Marketing Intelligence to enhance its marketing and customer service clouds. Partner ecosystem, such as Everymind in Brazil, is crucial for implementation and service delivery. Recent financial results showed mixed performance with revenue slightly below expectations. |
Q1 FY25 revenue was US$ 9.13 billion. The Data Cloud and integration segment (including Mulesoft and Tableau) grew sales by 24% in Q1 FY25, reaching US$ 1.4 billion. |
Global revenue for Q1 fiscal year 2025 (ended Apr 2024) was US$ 9.13 billion. |
| Stefanini: A Brazilian multinational provider of IT services and software solutions. |
Stefanini is a major Brazilian technology group offering a wide range of services, including IT consulting, software development, outsourcing, and specialized software solutions in areas like financial technology (Topaz) and cybersecurity. It has a significant global presence with strong operations in Brazil. |
Actively pursuing M&A opportunities, with a plan to invest R$ 2 billion by 2027, focusing on acquiring companies to enhance its offerings, particularly in AI. Heavy investment and focus on Artificial Intelligence, with AI development centers in Brazil and over 250 applied AI cases. Acquired Protega to expand its cybersecurity business. |
Expects to close 2024 with revenue close to R$ 8 billion globally. Cybersecurity area expected to generate over R$ 200 million in revenue in 2024. Topaz, a Stefanini company, expects to reach R$ 1 billion in revenue in 2024. |
Expected global revenue close to R$ 8 billion in 2024. |
| TOTVS: The largest Brazilian software company, specializing in business management software. |
TOTVS is a dominant player in the Brazilian software market, particularly recognized as a leader in Enterprise Resource Planning (ERP) solutions. It provides integrated management software for businesses of all sizes across various sectors in Brazil. |
Consistently reporting double-digit revenue growth. Expanding its portfolio beyond traditional ERP to include Business Performance and Techfin solutions. Actively investing in AI, automation, and big data, and pursuing strategic acquisitions (e.g., VarejOnline). Strong focus on increasing recurring revenue, especially from SaaS. |
Reported R$ 1.2 billion in recurring revenue from Management and Business Performance in Q3 2024. New growth levers (SaaS Management, RD Station, and Techfin) represented 50% of net revenue and 78% of net revenue growth in 2024. |
Reported R$ 5.4 billion in annual net revenue in 2024. Reported R$ 1.4 billion in net revenue in Q3 2024. Reported R$ 1.279 billion in net revenue in Q1 2024. |
| Topaz (Part of Stefanini): A Brazilian technology company providing specialized digital financial solutions. |
Topaz is a company within the Stefanini Group that focuses on developing and providing technology solutions specifically for the financial sector. It offers a full-banking platform and other financial technology services. |
Specializes in end-to-end technology solutions for the financial market. Expanding its operations and seeking further acquisitions to enhance its portfolio. Has a presence in 25 countries and over 300 clients. |
Has over 2,000 employees. Serves over 300 clients globally. |
Expects to reach approximately R$ 1 billion in global revenue in 2024. |