Recent Earnings

CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

AI-Driven Expansion of Cybersecurity Attack Surface and Agentic Workforce Risks

Management highlighted AI as rapidly expanding the cybersecurity attack surface by introducing a new 'agentic workforce' of human and AI agents with broad data and system access.
Each AI agent increases risk and necessitates dedicated protection, positioning CrowdStrike as both the armor and intelligence layer securing these agentic identities.
Recent incidents include state-sponsored actors using large language models to create cyber intrusion agents, confirming AI-enabled attacks are now a critical real threat.
The company emphasized that protecting AI infrastructure from source to endpoint is fundamental to their strategy, marking a generational opportunity driven by AI adoption.
Leadership conveyed strong conviction that CrowdStrike's integrated platform and AI-empowered agents uniquely position them as the cybersecurity operating system in the Agentic era.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Enterprise Data Cloud Architecture Shift Elevating Data Over Applications

Pure Storage described a strategic shift where data is elevated to take center stage in data center architecture, moving away from the traditional application-centric model.
The Enterprise Data Cloud enables organizations to manage data globally with software policies, offering seamless, secure real-time access regardless of data origin.
Management highlighted that this shift tackles data silos and fragmentation by enabling any application to access integrated data pools for faster insights and better operational velocity.
The company's PureFusion capability embedded in Purity OS empowers customers to automate storage management, moving away from manual processes and increasing operational efficiency.
This data-centric architecture is presented as a foundational enabler for emerging AI, automation, and analytics workloads, signaling Pure's positioning for next-generation computing demands.

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Okta, Inc.

OKTA

2026 Q3

Technology

19h

Okta's Strategic Focus on Securing AI and Agentic Identities

Okta has positioned securing AI agents as a major new growth catalyst, representing a potentially larger total addressable market than traditional workforce and customer identity combined.
The recent launch of Auth0 for AI agents enables customers to securely build and manage AI agents across B2B, B2C, and internal applications with fine-grained access controls.
Okta engaged over 100 customers representing $200 million in existing ARR interested in its AI agent security solutions just months after release, showing strong early market traction.
Management emphasized that securing AI agents is essential for enterprises to safely scale AI deployments without risking undoing years of identity security improvements.
Okta's neutral platform approach is designed to avoid vendor lock-in amid rapidly evolving AI models and technology, which is resonating with customers seeking flexibility.

Box, Inc.

BOX

2026 Q3

Technology

19h

Box AI Platform as Secure Neutral Hub for Enterprise Content

Management emphasized Box AI platform as the secure, neutral AI content platform connecting multiple AI models and agents without fragmenting enterprise content.
The platform prevents content sprawl and mitigates security risks prevalent in DIY AI solutions by enforcing governance and compliance.
Integrations with OpenAI, Google, Anthropic, AWS, and IBM allow customers flexibility to use any AI model without duplicating or compromising content.
Executives noted rising enterprise challenges in handling unstructured data securely at scale, positioning Box as a unique solution amid growing AI adoption.
This strategic AI platform positioning is driving customer upgrades, new logos, and multi-industry adoption including financial services and renewable energy sectors.

Asana, Inc.

ASAN

2026 Q3

Technology

19h

Asana's AI Platform Anchored on Context, Checkpoints, and Controls

Asana's AI platform solves key shortcomings in AI deployments by embedding context, human checkpoints, and enterprise controls from inception.
The proprietary WorkGraph data model provides AI with knowledge of who does what, when, why, and how, enabling accurate and effective AI collaboration.
Humans remain in the loop via structured checkpoints ensuring trust, quality control, and course correction in AI-driven workflows.
Enterprise-grade access controls restrict AI agents from having broader data access than employees, mitigating key AI adoption risks.
Management emphasized that this foundational architecture distinguishes Asana's AI Studio and AI teammates as scalable and governable solutions versus many failing AI pilots.

MongoDB, Inc.

MDB

2026 Q3

Technology

MongoDB Positioned as Generational Data Platform for AI Era

New CEO CJ Desai emphasizes MongoDB's unique position at the intersection of core operational workloads and emerging AI platform relevance.
Management views the company as having all required ingredients including world-class technology, strong innovation, and a deep developer pool to lead in the AI era.
CEO's early conversations with over 30 customers revealed strong conviction that MongoDB is critical for powering future AI applications and digital transformation.
The company sees its modern document model and integrated AI capabilities as structural advantages over legacy architectures for AI workloads.
Management expresses strong optimism about MongoDB not just participating but helping define the AI platform shift over the coming years.

Credo Technology Group Holding Ltd

CRDO

2026 Q2

Technology

Expansion and Diversification of Active Electrical Cable Customer Base

Four hyperscalers each contributed more than 10% of total revenue in Q2, with a fifth starting initial revenue contributions.
The fourth hyperscaler is in full volume ramp status, indicating rapid customer diversification in the AEC segment.
Customer forecasts have strengthened significantly, supporting continued double-digit growth in AEC revenue.
Management highlighted the importance of managing variability in customer ramp-ups with strong 12-month visibility into customer demand.
This expansion supports Credo's strategic growth from a concentrated customer base to a more diversified revenue foundation.

Simulations Plus, Inc.

SLP

2025 Q4

Technology

Transformation to Unified Operating Model Aligning Products and Services

In fiscal 2025, Simulations Plus completed a strategic reset by transitioning to a unified operating model, integrating product, technology, scientific R&D, consulting services, and business development into a single client-focused structure.
Management emphasized that this functional realignment is already enhancing prioritization and delivery, enabling faster response to market opportunities.
This change departs from their prior segmented organizational structure, positioning the company for more cohesive and efficient operations going forward.
Leadership conveyed strong confidence that this structural shift will accelerate innovation and improve customer engagement in fiscal 2026 and beyond.

Analog Devices, Inc.

ADI

2025 Q4

Technology

Maxim Acquisition Revenue Synergies Accelerate Beyond Expectations

Management reported that synergy-driven revenue from the Maxim acquisition contributed hundreds of millions of dollars in fiscal 2025, accelerating faster than planned.
The company remains on track to meet or possibly exceed the $1 billion synergy revenue target by 2027 due to strong cross-selling and complementary technology integration.
Maxim’s technology niches, particularly in power and connectivity for automotive and industrial sectors, are driving synergy success.
Accelerated momentum is expected in fiscal 2026 with increased contribution from new products and expanded pipeline leverage.
Management views these synergies as a significant growth driver, underpinning both top-line increases and operational leverage.

Dell Technologies Inc.

DELL

2026 Q3

Technology

Record AI Server Orders and Expanding Customer Base

Dell booked $12.3 billion in AI server orders in Q3 2026, setting a new quarterly record and bringing year-to-date orders to $30 billion.
The customer base for AI servers broadened significantly across Neo Clouds, tier two cloud service providers (CSPs), and sovereigns.
Dell emphasized its unique engineering and rapid deployment capabilities, achieving operational AI racks within 24 to 36 hours of delivery with uptime exceeding 99%.
The AI server backlog reached a record $18.4 billion at quarter-end, supported by a five-quarter pipeline that continues to grow multiples beyond current backlog levels.
Management expressed strong confidence in sustaining exceptional AI momentum powered by Dell's differentiated solution design and deployment expertise.

Workday, Inc.

WDAY

2026 Q3

Technology

AI-Driven Growth with Integrated Platform and Acquisitions

Workday's AI products contributed over 1.5 points of ARR growth in Q3 2026, reflecting strong demand and adoption across new and existing customers.
More than 75% of core customers use Workday Illuminate AI, resulting in over 1 billion AI actions on the platform so far this year.
Recent acquisitions such as Paradox, Sana, and PipeDream are being rapidly integrated and expanding Workday's AI capabilities in recruiting, learning, and low-code enterprise integrations.
Management emphasized a focused strategy on building powerful AI agents specialized for HR and finance, differentiating from general-purpose AI offerings in the market.
The rollout of flex credits early next year will further incentivize customer adoption of AI innovations within Workday’s ecosystem.

Autodesk, Inc.

ADSK

2026 Q3

Technology

Strategic Shift to AI-Driven Task and Workflow Automation

Autodesk is integrating neural AI foundation models deeply into its products to automate tasks, workflows, and systems, marking a significant evolution beyond surface-level AI add-ons.
AI-powered sketch auto constraint infusion has delivered over 2.6 million constraints with customer acceptance rates exceeding 60%, demonstrating strong practical adoption and productivity gains.
Management highlighted a multi-year journey focusing on automating tasks first to protect core business, gradually moving to workflow and system-level automations that will unlock new monetization opportunities.
Workflow automations are expected to offer incremental monetization beyond subscriptions, while system-level optimizations represent longer-term high-value monetization potential.
The AI strategy underpins Autodesk's competitive advantage by combining decades of digital data with cloud capabilities to deliver scalable productivity enhancements across design and make processes.

Zscaler, Inc.

2026 Q1

Technology

Rapid Growth and Early Success of AI Security Pillar Exceeding Targets

AI security ARR grew over 80% year over year and surpassed the $400 million fiscal year 2026 target three quarters ahead of schedule.
Management expects AI security ARR to exceed $500 million by the end of fiscal 2026, reflecting strong demand and customer adoption.
The AI security pillar addresses emerging threats from AI-powered cyber attacks, highlighting the growing need for AI-specific security solutions.
Leadership expressed high confidence in AI security as a key growth engine, positioning the company strongly in a nascent but rapidly evolving market.
This accelerated growth is a significant driver behind the company outpacing its overall revenue and ARR growth targets in Q1.

NetApp, Inc.

NTAP

2026 Q2

Technology

Launch of AFX Ultra-Scalable AI Storage Platform Certified for NVIDIA SuperPOD

NetApp launched AFX, an extreme-performance disaggregated storage platform designed for demanding AI workloads and AI service providers, certified for NVIDIA SuperPOD.
AFX integrates seamlessly into hybrid multi-cloud data estates using ONTAP’s enterprise-grade data management and security features, positioning it for enterprise AI infrastructure.
Early customer interest is strong, but AFX is still undergoing customer qualification and is not expected to impact revenue materially in the immediate quarter.
Management highlighted AFX’s role in transforming enterprise AI outcomes by accelerating data discovery and simplifying data pipelines while ensuring security and governance.

HP Inc.

HPQ

2025 Q4

Technology

AI-Powered Edge Computing with NVIDIA Partnership

HP introduced a new edge class device called the AI station powered by NVIDIA, capable of running up to 200 billion parameter models.
This device processes AI compute locally on data instead of transferring the data to the cloud, improving performance and latency.
Management emphasized this as a key innovation supporting their future of work strategy and a significant differentiator in AI integration.
The company also reported deploying AI-powered innovations internally, with a 16% productivity improvement in teams using curated AI applications.
Leadership expressed strong confidence that these AI edge devices will foster deeper customer engagement and product differentiation.

Nutanix, Inc.

NTNX

2026 Q1

Technology

Revenue Deferral Due to Customer License Start Date Flexibility

Management revealed an unexpected increase in revenue deferral as customers requested future license start dates to align with their migration timelines, pushing some revenue from Q1 into later periods.
This timing shift caused a reduction in full-year revenue guidance for fiscal 2026, while bookings growth expectations and free cash flow outlook were unchanged or improved.
The increase in future start dates is considered structural, driven by more Broadcom migration projects requiring staged license activation over multiple years.
Despite the deferral, cash collections generally occur upfront, supporting the elevated free cash flow guidance.
Management stressed that total revenue recognized over time remains unchanged, emphasizing the timing nature of this development.

NVIDIA Corporation

NVDA

2026 Q3

Technology

Record Demand and Revenue from Blackwell and Rubin Platforms

NVIDIA reported visibility to a half a trillion dollars in Blackwell and Rubin platform revenue from 2025 through 2026, indicating strong long-term demand.
Blackwell platform revenue grew significantly with GB 300 chip contributing roughly two-thirds of the total Blackwell revenue in Q3.
Rubin platform is on track for a ramp in 2026, featuring seven chips and providing an x factor performance improvement relative to Blackwell.
Management emphasized seamless transition to GB 300 and successful bring-up of Rubin silicon, highlighting strong supply chain execution and product readiness.
The platforms are driving record data center revenue of $51 billion in Q3, up 66% year over year, underlining their critical role in NVIDIA's AI infrastructure leadership.

Keysight Technologies, Inc.

KEYS

2025 Q4

Technology

Strategic Acquisitions Accelerating Software-Centric Solutions Expansion

In Q4 2025, Keysight completed three significant acquisitions: Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist, fully integrating software-centric capabilities.
These acquisitions are expected to contribute approximately $375 million in revenue in FY 2026 and bring diverse technologies across positioning, photonics, and power analysis.
Management anticipates $100 million in run-rate synergies and operational efficiencies from these integrations, with most synergies realized 12-18 months post-close.
The expanded software portfolio positions Keysight to address broader customer needs with enhanced lifecycle engagement and recurring revenue streams.
Management expressed strong confidence that the acquisitions will drive innovation leadership and accretive EPS growth beyond mild dilution in FY 2026.

Zoom Video Communications, Inc.

2026 Q3

Technology

Launch and Adoption of AI Companion 3.0 for Work Productivity

Zoom unveiled AI Companion 3.0 at Zoomtopia, introducing an agentic AI that proactively prepares meetings and follows up on tasks.
The AI Companion operates on a federated AI architecture, enabling integration of Zoom's AI models alongside customers' or third-party models.
AI Companion adoption surged over four times year-over-year, highlighting strong customer demand for intelligent work assistance.
This AI integration spans meetings, phone, chat, whiteboard, and will soon extend to web platforms, emphasizing Zoom's platform-wide AI embedding.
Management expressed high confidence in AI Companion as a transformational tool driving greater productivity and operational efficiency.

Signet Jewelers Limited

SIG

2026 Q3

Consumer

Strategic Expansion of Lab-Grown Diamonds in Fashion Category

Lab-grown diamonds (LGDs) penetration in the fashion category doubled to 15% of fashion sales compared to last year.
The company made a material inventory investment in LGD fashion items priced below $1,000 for the holiday season.
Jared brand’s 10% comp sales growth was partly driven by strong diamond and gold collections including LGD-related product lines.
Management highlighted growing consumer preference for LGD fashion pieces as an important runway for category growth.
The broader bridal category also incorporates 40% lab-grown diamonds, indicating significant integration across key segments.

American Eagle Outfitters, Inc.

AEO

2025 Q3

Consumer

19h

Aerie Brand's Rapid Growth and Expansion Potential

Aerie achieved an 11% same-store sales increase in Q3, outpacing other brands with broad-based strength across intimates, apparel, sleep, and Offline categories.
Management highlighted a substantial runway for growth given Aerie's current revenue near $2 billion yet under 5% market share, indicating untapped expansion opportunities.
Offline by Aerie is gaining significant market mindshare as a fast-growing activewear segment with focused innovation on signature fabrics and fashion silhouettes.
Customer acquisition for Aerie accelerated strongly in Q4, supported by authentic marketing campaigns such as the 100% real platform emphasizing no airbrushing and community engagement.
Leadership emphasized continued inventory buildup and rapid product flow for Q4 to sustain this momentum, with expectations of maintaining double-digit growth into 2026.

PagerDuty, Inc.

2026 Q3

Technology

Transition from Seat-Based to Usage-Based Pricing Model

PagerDuty is shifting from traditional single-year seat-based licenses to a multiyear platform usage-based pricing model to address customer budget caution and rightsizing.
Flexible packaging allows customers to scale seamlessly between human responders, agents, and automated solutions without needing predefined user counts or product mixes.
The new pricing model is intended to better align customer investments to business outcomes rather than headcount, reducing expansion friction and supporting growth.
Early traction in transitioning customers has been encouraging, particularly in large enterprises where seat license compression has been a significant challenge.
Management expects this shift to usage-based pricing to mitigate the impact of seat reductions over time and drive higher platform adoption and monetization.

United Natural Foods, Inc.

UNFI

2026 Q1

Consumer

Accelerated Network Optimization Impact and Facility Consolidation

The company completed the Allentown distribution center transition ahead of schedule, which negatively impacted conventional net sales by approximately 12%, yet improved profitability and free cash flow.
Network optimization efforts included strategic investments and closures of redundant facilities to create a more responsive and resilient supply chain.
Ramp-up at the new automated natural product distribution center in Sarasota, Florida, addresses strong regional demand and supports future growth.
These accelerated changes contributed to improved operational efficiency and supported a one-turn reduction in net leverage year over year.
Management expressed strong confidence that the network optimization will continue to drive margin expansion and cost reductions throughout fiscal 2026.

Semtech Corporation

SMTC

2026 Q3

Technology

Launch and Strategic Impact of Force Sensing Business Acquisition

Semtech completed acquisition of the Force Sensing business from QUVO at the start of Q4 2026, including technology products and key employees.
The acquired portfolio includes advanced force sensing IP with over 175 patents, complementing Semtech's capacitive sensing capabilities for enhanced touch and gesture detection.
Initial product shipments have already started, with integration progressing smoothly and expected to add significant cross-selling opportunities in computing, smartphone, wearables, and automotive markets.
Management views this tuck-in acquisition as more cost-effective than internal R&D investment and expects the technology to contribute materially to future revenue growth.
Incremental R&D expenses from the acquisition are modest relative to overall spending, while still enabling broader sensor portfolio expansion.

Intuit Inc.

INTU

2026 Q1

Technology

AI-Driven Expert Platform Fuels 18% Revenue Growth Momentum

Intuit's AI-driven expert platform strategy contributed to an 18% revenue growth in Q1 2026, reflecting strong adoption across consumer and business segments.
The platform integrates AI agents and human intelligence (HI) to automate workflows and provide unified KPI dashboards for customers.
Early AI agent deployments have achieved significant customer time savings, such as accounting AI agents saving up to twelve hours monthly.
Management emphasized the platform's ability to deliver done-for-you experiences where customers maintain control but lift no fingers.
This approach is central to Intuit's positioning as a 'system of intelligence' to power prosperity and growth.

Clearfield, Inc.

CLFD

2025 Q4

Technology

Divestiture of Nestor Cables Sharpens Strategic Focus

Clearfield divested its Nestor Cables business in November 2025 due to low margin prospects in expanding European market.
The divestiture led to a $10.4 million noncash write-down in Q4 with minimal cash impact but eliminated suboptimal capital use.
The acquisition's primary goal of securing FieldShield cable manufacturing technology was achieved and integrated into US and Mexico facilities.
Management emphasized this move aligns resources to core North American operations and improves long-term margin profile and strategic priorities.
Leadership remains confident that operational benefits from Nestor's integration persist despite the divestiture, supporting vertical integration.

Palo Alto Networks, Inc.

PANW

2026 Q1

Technology

Prisma AI Runtime Securing Enterprises Against AI-Driven Threats

Prisma AI runtime defends against prompt injection, data poisoning, and jailbreaking, as well as traditional threats like data leaks and malware.
The platform offers customers complete visibility into AI usage within their environments to prevent sensitive data leakage to external parties.
Management emphasized Prisma AI as a critical security layer for enterprises adopting AI-powered workflows and generative AI technologies.
This AI-specific security function differentiates Palo Alto Networks by combining protections for both emerging AI threats and older cybersecurity challenges.

Veeva Systems Inc.

VEEV

2026 Q3

Technology

Significant Vault CRM Customer Migration and Impact Outlook

14 of the top 20 Vault CRM customers are expected to migrate to Veeva's solution, while six have opted for alternative platforms, primarily custom-built on Salesforce.
Management does not anticipate any material revenue impact from this migration in 2026 or 2027, emphasizing the long timeframe and multiyear nature of these projects.
CRM accounts for approximately 20% of total revenue, down from 25% two years ago, highlighting diversification of revenue streams across other product areas.
The company remains confident in hitting 2030 revenue goals due to business diversity and expects potential win-backs of lost CRM customers, possibly triggered by executive changes or vendor issues.
Leadership emphasized that these customer-specific decisions are often driven by individual dynamics rather than trends, and the business continues to show healthy win rates, especially in smaller customer segments.

Elastic N.V.

ESTC

2026 Q2

Technology

Record Large Security Deals with Federal and Chemical Industry Clients

Elastic secured two deals greater than $20 million in total contract value in Q2, setting a new record for the company.
One large deal involved Elastic Security being chosen by a leading chemical manufacturer requiring consolidation of fragmented security tools.
The chemical manufacturer sought a solution that could boost operational efficiency by 35%, and Elastic’s AI-driven SOC capabilities were pivotal in winning the deal.
Another landmark deal was a $26 million commitment by the U.S. Federal agency CISA to standardize security data collection using Elastic Security on Elastic Cloud.
Management emphasized the superior threat detection capabilities of Elastic’s next-gen SIEM platform as key to winning these significant contracts.

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Maximus, Inc.

MMS

2025 Q4

Technology

Maximus' Strategic Expansion in U.S. Federal Defense and National Security

Maximus secured a significant $86 million contract with the U.S. Air Force for Joint Cyber Command and Control Readiness, marking its second major engagement in this defense segment.
The company is focusing on expanding its technology services portfolio within defense through engineering analysis, software modifications, and infrastructure modernization.
Management highlighted overcoming traditional barriers to entering defense markets by aligning with new acquisition strategies like OTAs and cooperative CRADA agreements.
The CRADA establishes a Maximus-operated SCIF for advanced tech experiments and hackathons, fostering close collaboration with military personnel and boosting innovation.
Maximus targets a defense and national security market with a $150 billion software and service spend, estimating a $50 billion addressable market opportunity.
Leadership expressed strong confidence in continued organic growth and strategic M&A focused on enhancing capabilities and customer access in this high-growth area.

Wix.com Ltd.

WIX

2025 Q3

Technology

Launch and Strategic Vision for Vibe Coding AI Software Platform

Vibe Coding allows non-coders to build custom business applications using natural language, extending Wix's democratization of technology beyond websites.
The platform targets the vastly larger software app market versus the website market, opening significant new opportunities for small businesses to optimize operations.
Recent architectural upgrades to Base 44, leveraging multi-agent layers and autonomous debugging, dramatically improve app creation speed and quality.
Management compares this effort to Wix's original mission to make websites accessible, signaling a long-term strategic pivot to AI-powered software creation.
An anticipated flagship product launching in early 2026 will combine human visual editing with AI capabilities to deliver interactive and intelligent creation tools.

Kulicke and Soffa Industries, Inc.

KLIC

2025 Q4

Technology

Interim CEO Transition and Leadership Continuity Plans

Lester Wong was appointed Interim CEO following Fusen Chen's retirement while retaining his CFO responsibilities.
Management emphasized a seamless leadership transition supported by a deep bench of executives and active Board involvement.
Fusen Chen will provide advisory support for the next year leveraging his 9 years of leadership amid key technology shifts.
The new leadership aims to maintain stability and strategic focus on next generation device enablement and innovation.

Dolby Laboratories, Inc.

DLB

2025 Q4

Technology

Dolby Vision 2 Launch and Industry Adoption by Major TV OEMs

Dolby launched Dolby Vision 2 in September 2025, featuring automatic contrast adjustment via ambient light detection and motion control tailored for sports and gaming.
Dolby Vision 2 Max targets high-end TVs, while Dolby Vision 2 broadens Dolby Vision adoption into mid-range TV models, enhancing differentiation within OEM lineups.
Hisense and TCL, two of the top three global TV manufacturers, have committed to supporting Dolby Vision 2 with product release dates pending.
The first Dolby Vision 2-enabled TVs are expected to hit the market in 2026, with Dolby working closely with content creators to align content pipeline delivery.
Management expressed confidence that Dolby Vision 2 adoption will accelerate faster than the original Dolby Vision rollout due to existing ecosystem familiarity and significant quality improvements.

Applied Materials, Inc.

AMAT

2025 Q4

Technology

Impact of Increased Trade Restrictions on China Market Access

Trade rule changes in the last 12 months reduced Applied Materials' accessible market in China to 28% of total systems and service revenues in fiscal 2025, down from higher percentages previously.
China's wafer fab equipment spending is expected to be lower in 2026 with no anticipated easing of market restrictions affecting Applied's business access.
Restrictions more than doubled from 2024 to 2025, mainly blocking Applied from serving China's DRAM market and parts of ICAPS, significantly impacting revenue.
Despite these restrictions, Applied maintains stable or growing market share in Chinese accounts and is optimistic about opportunities where it is allowed to compete.

Cisco Systems, Inc.

CSCO

2026 Q1

Technology

Accelerated Adoption of Cisco Catalyst 9Ks in Campus Networking

Cisco reported faster-than-historical ramp-up for Catalyst 9Ks series switches driven by enterprise customers upgrading from end-of-support 4K and 6Ks generations.
Management portrayed this refresh opportunity as multi-year and multibillion-dollar, marking a significant revenue base expansion in campus switching and wireless.
The new switching platforms uniquely integrate security deeply into the network fabric, resonating strongly with customers preparing for AI and agentic workflows.
The company highlighted segment-specific drivers such as public sector investments and geopolitical pressures accelerating campus refresh timelines, particularly in the U.S. federal government and Europe.

DICK'S Sporting Goods, Inc.

DKS

2025 Q3

Consumer

Foot Locker Acquisition Challenges and Turnaround Strategy

The Foot Locker business comped negatively in Q3 with a 4.7% pro forma decline, including a 10.2% decline internationally, driven by inventory misalignment post-COVID.
Management openly cited Foot Locker's departure from retail basics and stressed the need to 'clean out the garage' by liquidating unproductive inventory and closing underperforming stores.
An 11-store pilot was launched to test new product assortments and in-store presentation, with early results described as encouraging, signaling operational improvements.
Significant charges between $500 million and $750 million are expected for inventory write-downs, store closures, and asset impairments, to be largely recognized by end of 2025.
The newly assembled Foot Locker leadership includes Anne Freeman as North America president and Matthew Barnes as International president, emphasizing experienced retail management to lead the turnaround.

Burlington Stores, Inc.

BURL

2025 Q3

Consumer

Weather Sensitivity Impacting Off-Price Retail Comps and Strategy

Burlington's third quarter comp sales were negatively impacted by warmer-than-usual weather, especially in cold weather merchandise categories that comprise over 20% of assortment.
Sales in coats, jackets, boots, and cold weather accessories declined double digits in Q3 but rebounded with mid-double-digit growth once colder weather arrived in mid-October.
Management highlighted that weather effects uniquely influence Burlington more than peers due to its brand perception as 'Burlington Coat Factory', making comps volatile.
The drag from cold weather categories reduced overall Q3 comps by approximately 200 basis points, with additional traffic decline impact on non-cold categories.
Despite the weather setback, management observed strong mid-single-digit comp sales in the following weeks, indicating pent-up demand.
The sensitivity to weather-driven traffic fluctuations is unusual and distinctly affects Burlington's business compared to typical off-price retailers.

Best Buy Co., Inc.

BBY

2026 Q3

Consumer

Launch and Early Performance of Best Buy Marketplace Platform

Best Buy's marketplace launched about three months ago and currently hosts over 1,000 sellers with 11 times more SKUs than previously available online.
The marketplace is seeing high unit sales in accessories and small appliances, with customer return rates lower than first-party products and over 80% of returns handled in stores.
Early metrics show positive customer experience with 5 Star reviews comparable to Best Buy's first-party sales indicating strong acceptance.
Q3 marketplace ramp positively impacted gross profit rate, with expectations to continue this trend into Q4 despite a slightly slower ramp than originally modeled.
Marketplace also opened new digital advertising opportunities, with investments in self-serve ad platforms and expanded programmatic buying capabilities.
Management expressed strong confidence in marketplace as a strategic incremental profit stream, emphasizing continued scaling beyond 2026 Q4.

Cerence Inc.

CRNC

2025 Q4

Technology

Monetization and Legal Enforcement of Core Intellectual Property

Cerence finalized a landmark $49.5 million lump sum patent license agreement with Samsung as part of a confidential cross-license deal in Q4 2025.
Management emphasized ongoing active IP litigation efforts against Apple, TCL, and Sony, with legal expenses estimated around $24 million for 2026 to enforce fair value for foundational technology.
The company views IP monetization as a sustainable future revenue stream primarily supporting its nonautomotive business segment.
IP-related revenues and associated legal costs are incorporated into fiscal year 2026 guidance, underscoring management's commitment to this monetization strategy.
The lengthy litigation process is expected to span multiple years, with Cerence regularly evaluating new potential lawsuits to protect its patent portfolio.

The J. M. Smucker Company

SJM

2026 Q2

Consumer

Strategic SKU Rationalization and Facility Closure in Sweet Baked Snacks

Management implemented a plan eliminating 25% of SKUs in the Sweet Baked Snacks segment to strengthen the core portfolio.
The Indianapolis bakery facility closure is on track to complete by Q4 2026 and expected to generate $30 million annual run rate savings.
Q2 saw a shortfall in profitability due to transition costs from the bakery network changes despite exceeding top-line expectations.
Benefits from SKU rationalization and facility closure are expected to materialize in Q3 and Q4, including an estimated $10 million profit benefit in Q4.
Management expects SKU rationalization to be mostly complete by Q3, with flat to slight declines in Q3 sales but low single-digit growth returning in Q4.

CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

Financial Performance Summary

Ending ARR accelerated to $4.92 billion, representing 23% growth year over year.
GAAP net loss was $34 million including $26.2 million incident-related costs and $5.6 million acquisition expenses.
Non-GAAP gross margin was 78%, with subscription gross margin at 81%.
Operating income was a record $265 million, 21% of revenue, marking a second consecutive quarter of record operating income.
Q3 free cash flow set an all-time record at $296 million, or 24% of revenue.
Q3 net new ARR reached a record $265 million, growing 73% year over year and beating expectations by more than 10%.
Subscription revenue grew 21% year over year to $1.17 billion; total revenue grew 22% to $1.23 billion.
Total non-GAAP operating expenses were $703.2 million or 57% of revenue, including higher sales and marketing expenses due to Falcon conference.

CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

Record Net New ARR Growth

10% above estimates

$265 million net new ARR, growing 73% YoY

Q3 net new ARR of $265 million beat expectations by more than 10%, accelerating growth ahead of prior forecasts.

i3 Verticals, Inc.

IIIV

2025 Q4

Technology

Strategic Emphasis on Public Sector Market Vertical Expansion

The company is focusing its M&A efforts primarily on strengthening its public sector vertical due to significant growth and innovation potential in this area.
Leadership highlighted the organization’s market-centric model which promotes solution bundling and cross-market synergies, especially in justice tech, transportation, and public administration.
Discussions and pipeline activity reflect ongoing pursuit of acquisition targets that align with expanding public sector offerings, emphasizing compatibility within operational frameworks.
Management expressed optimism about future acquisitions that, while not transformative, are expected to be meaningful and within a $2 million to $5 million EBITDA range paying about 10 times EBITDA.

Urban Outfitters, Inc.

URBN

2026 Q3

Consumer

Nuuly Subscription Rental Rapid Growth and Logistics Expansion

Nuuly achieved a sharp 49% revenue increase in Q3 2026, fueled by a 40%+ rise in average active subscribers nearing 400,000.
The company is scaling Nuuly's operations with a logistics expansion in Kansas City involving increased storage and new sortation automation.
Marketing campaigns have effectively driven new customer acquisition, underpinning Nuuly's momentum as a leading US apparel rental platform.
Nuuly contributed 3.5 percentage points to overall Urban Outfitters, Inc. revenue growth in the quarter, highlighting its growing business impact.
Management expressed strong confidence in continued double-digit revenue growth for Nuuly in Q4, emphasizing strategic investment to capture market share.

Walmart Inc.

WMT

2026 Q3

Consumer

Leadership Transition Impacting Company Strategy and Future Direction

Doug McMillon is stepping down as CEO with John Furner named as the new CEO effective February 1, 2026, signaling continuity as John has longstanding experience within Walmart.
Management emphasized that the leadership change will not disrupt the existing strategy, with John Furner expressing confidence in the current business momentum and strategic direction.
The new CEO plans to maintain a disciplined approach to capital investments, focusing on returns and measured growth without dramatically shifting profitability targets.
The succession is framed as a positive inflection point, reinforcing alignment among executives on financial metrics and operational priorities.
Management stressed that the leadership change is an evolution, not a pivot, highlighting the strength of Walmart’s core values and purpose.

GLOBALFOUNDRIES Inc.

GFS

2025 Q3

Technology

Silicon Photonics Market Expansion and Billion-Dollar Growth Outlook

GLOBALFOUNDRIES highlighted significant growth in silicon photonics, expecting revenue to nearly double in 2025 to over $200 million.
The company projects silicon photonics to become a billion-dollar run rate business before the end of the decade, driven by pluggable optical transceivers and co-packaged optics adoption ramping from 2027.
Key recent wins included three optical networking design wins in Q3 alone with new customers valued at over $150 million lifetime revenue, showcasing early market traction.
Silicon photonics gross margins are significantly above GF's target model, contributing to expected long-term profitability tailwinds.
Investments are planned to grow scale organically and inorganically along the value chain including wafer and packaging capacities, emphasizing capital efficiency.

Abercrombie & Fitch Co.

ANF

2025 Q3

Consumer

Advanced AI Integration Enhances Customer Service and Commerce

Abercrombie & Fitch deployed AI agents in customer service to improve experience and increase operational scale and efficiency during Q3 2025.
The company initiated a new partnership with PayPal and technology partner Symbio to enable seamless transactions within AI-driven chat interactions using Perplexity AI answer engines.
Management expressed excitement about this AI integration as a future-focused investment enhancing the entire customer journey and overall agility.
The AI-powered agent-to-commerce feature represents a unique technological advancement in marketplace sales for Abercrombie & Fitch.
Leadership highlighted these AI initiatives as key components of their evolving operating model to support sustainable global growth.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Exceeded Full Year Hyperscale Shipment Goal

More than 2 exabytes shipped by Q3

Pure Storage exceeded its full annual forecast of two exabytes of hyperscale shipments in Q3, earlier than expected.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Financial Performance Summary

Annual recurring revenue (ARR) increased 17% to $1.8 billion, with total remaining performance obligations (RPO) up 24% to $2.9 billion.
Gross margin improved to 74.1%, with subscription gross margin at 75.5% and product gross margin at 72.9%.
Operating cash flow was $116 million, free cash flow was $53 million (5.5% margin), and share repurchases totaled $53 million.
Operating profit grew 17% year over year to a record $196 million, with an operating margin of 20.3%.
Product revenue of $534 million grew 18% year over year, including royalties and Portworx software term licenses.
Q3 revenue reached $964 million, up 16% year over year, exceeding guidance.
Subscription services revenue was $430 million, up 14% year over year, accounting for 45% of total revenue.
U.S. revenue grew 22% to $683 million while international revenue grew 4% to $281 million.

Okta, Inc.

OKTA

2026 Q3

Technology

19h

Q3 Cash and Investments Ending Balance

$2.5 billion

Ended Q3 with a strong balance sheet consisting of nearly $2.5 billion in cash, cash equivalents, and short-term investments.

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CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

AI-Driven Expansion of Cybersecurity Attack Surface and Agentic Workforce Risks

Management highlighted AI as rapidly expanding the cybersecurity attack surface by introducing a new 'agentic workforce' of human and AI agents with broad data and system access.
Each AI agent increases risk and necessitates dedicated protection, positioning CrowdStrike as both the armor and intelligence layer securing these agentic identities.
Recent incidents include state-sponsored actors using large language models to create cyber intrusion agents, confirming AI-enabled attacks are now a critical real threat.
The company emphasized that protecting AI infrastructure from source to endpoint is fundamental to their strategy, marking a generational opportunity driven by AI adoption.
Leadership conveyed strong conviction that CrowdStrike's integrated platform and AI-empowered agents uniquely position them as the cybersecurity operating system in the Agentic era.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Enterprise Data Cloud Architecture Shift Elevating Data Over Applications

Pure Storage described a strategic shift where data is elevated to take center stage in data center architecture, moving away from the traditional application-centric model.
The Enterprise Data Cloud enables organizations to manage data globally with software policies, offering seamless, secure real-time access regardless of data origin.
Management highlighted that this shift tackles data silos and fragmentation by enabling any application to access integrated data pools for faster insights and better operational velocity.
The company's PureFusion capability embedded in Purity OS empowers customers to automate storage management, moving away from manual processes and increasing operational efficiency.
This data-centric architecture is presented as a foundational enabler for emerging AI, automation, and analytics workloads, signaling Pure's positioning for next-generation computing demands.

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Okta, Inc.

OKTA

2026 Q3

Technology

19h

Okta's Strategic Focus on Securing AI and Agentic Identities

Okta has positioned securing AI agents as a major new growth catalyst, representing a potentially larger total addressable market than traditional workforce and customer identity combined.
The recent launch of Auth0 for AI agents enables customers to securely build and manage AI agents across B2B, B2C, and internal applications with fine-grained access controls.
Okta engaged over 100 customers representing $200 million in existing ARR interested in its AI agent security solutions just months after release, showing strong early market traction.
Management emphasized that securing AI agents is essential for enterprises to safely scale AI deployments without risking undoing years of identity security improvements.
Okta's neutral platform approach is designed to avoid vendor lock-in amid rapidly evolving AI models and technology, which is resonating with customers seeking flexibility.

Box, Inc.

BOX

2026 Q3

Technology

19h

Box AI Platform as Secure Neutral Hub for Enterprise Content

Management emphasized Box AI platform as the secure, neutral AI content platform connecting multiple AI models and agents without fragmenting enterprise content.
The platform prevents content sprawl and mitigates security risks prevalent in DIY AI solutions by enforcing governance and compliance.
Integrations with OpenAI, Google, Anthropic, AWS, and IBM allow customers flexibility to use any AI model without duplicating or compromising content.
Executives noted rising enterprise challenges in handling unstructured data securely at scale, positioning Box as a unique solution amid growing AI adoption.
This strategic AI platform positioning is driving customer upgrades, new logos, and multi-industry adoption including financial services and renewable energy sectors.

Asana, Inc.

ASAN

2026 Q3

Technology

19h

Asana's AI Platform Anchored on Context, Checkpoints, and Controls

Asana's AI platform solves key shortcomings in AI deployments by embedding context, human checkpoints, and enterprise controls from inception.
The proprietary WorkGraph data model provides AI with knowledge of who does what, when, why, and how, enabling accurate and effective AI collaboration.
Humans remain in the loop via structured checkpoints ensuring trust, quality control, and course correction in AI-driven workflows.
Enterprise-grade access controls restrict AI agents from having broader data access than employees, mitigating key AI adoption risks.
Management emphasized that this foundational architecture distinguishes Asana's AI Studio and AI teammates as scalable and governable solutions versus many failing AI pilots.

MongoDB, Inc.

MDB

2026 Q3

Technology

MongoDB Positioned as Generational Data Platform for AI Era

New CEO CJ Desai emphasizes MongoDB's unique position at the intersection of core operational workloads and emerging AI platform relevance.
Management views the company as having all required ingredients including world-class technology, strong innovation, and a deep developer pool to lead in the AI era.
CEO's early conversations with over 30 customers revealed strong conviction that MongoDB is critical for powering future AI applications and digital transformation.
The company sees its modern document model and integrated AI capabilities as structural advantages over legacy architectures for AI workloads.
Management expresses strong optimism about MongoDB not just participating but helping define the AI platform shift over the coming years.

Credo Technology Group Holding Ltd

CRDO

2026 Q2

Technology

Expansion and Diversification of Active Electrical Cable Customer Base

Four hyperscalers each contributed more than 10% of total revenue in Q2, with a fifth starting initial revenue contributions.
The fourth hyperscaler is in full volume ramp status, indicating rapid customer diversification in the AEC segment.
Customer forecasts have strengthened significantly, supporting continued double-digit growth in AEC revenue.
Management highlighted the importance of managing variability in customer ramp-ups with strong 12-month visibility into customer demand.
This expansion supports Credo's strategic growth from a concentrated customer base to a more diversified revenue foundation.

Simulations Plus, Inc.

SLP

2025 Q4

Technology

Transformation to Unified Operating Model Aligning Products and Services

In fiscal 2025, Simulations Plus completed a strategic reset by transitioning to a unified operating model, integrating product, technology, scientific R&D, consulting services, and business development into a single client-focused structure.
Management emphasized that this functional realignment is already enhancing prioritization and delivery, enabling faster response to market opportunities.
This change departs from their prior segmented organizational structure, positioning the company for more cohesive and efficient operations going forward.
Leadership conveyed strong confidence that this structural shift will accelerate innovation and improve customer engagement in fiscal 2026 and beyond.

Analog Devices, Inc.

ADI

2025 Q4

Technology

Maxim Acquisition Revenue Synergies Accelerate Beyond Expectations

Management reported that synergy-driven revenue from the Maxim acquisition contributed hundreds of millions of dollars in fiscal 2025, accelerating faster than planned.
The company remains on track to meet or possibly exceed the $1 billion synergy revenue target by 2027 due to strong cross-selling and complementary technology integration.
Maxim’s technology niches, particularly in power and connectivity for automotive and industrial sectors, are driving synergy success.
Accelerated momentum is expected in fiscal 2026 with increased contribution from new products and expanded pipeline leverage.
Management views these synergies as a significant growth driver, underpinning both top-line increases and operational leverage.

Dell Technologies Inc.

DELL

2026 Q3

Technology

Record AI Server Orders and Expanding Customer Base

Dell booked $12.3 billion in AI server orders in Q3 2026, setting a new quarterly record and bringing year-to-date orders to $30 billion.
The customer base for AI servers broadened significantly across Neo Clouds, tier two cloud service providers (CSPs), and sovereigns.
Dell emphasized its unique engineering and rapid deployment capabilities, achieving operational AI racks within 24 to 36 hours of delivery with uptime exceeding 99%.
The AI server backlog reached a record $18.4 billion at quarter-end, supported by a five-quarter pipeline that continues to grow multiples beyond current backlog levels.
Management expressed strong confidence in sustaining exceptional AI momentum powered by Dell's differentiated solution design and deployment expertise.

Workday, Inc.

WDAY

2026 Q3

Technology

AI-Driven Growth with Integrated Platform and Acquisitions

Workday's AI products contributed over 1.5 points of ARR growth in Q3 2026, reflecting strong demand and adoption across new and existing customers.
More than 75% of core customers use Workday Illuminate AI, resulting in over 1 billion AI actions on the platform so far this year.
Recent acquisitions such as Paradox, Sana, and PipeDream are being rapidly integrated and expanding Workday's AI capabilities in recruiting, learning, and low-code enterprise integrations.
Management emphasized a focused strategy on building powerful AI agents specialized for HR and finance, differentiating from general-purpose AI offerings in the market.
The rollout of flex credits early next year will further incentivize customer adoption of AI innovations within Workday’s ecosystem.

Autodesk, Inc.

ADSK

2026 Q3

Technology

Strategic Shift to AI-Driven Task and Workflow Automation

Autodesk is integrating neural AI foundation models deeply into its products to automate tasks, workflows, and systems, marking a significant evolution beyond surface-level AI add-ons.
AI-powered sketch auto constraint infusion has delivered over 2.6 million constraints with customer acceptance rates exceeding 60%, demonstrating strong practical adoption and productivity gains.
Management highlighted a multi-year journey focusing on automating tasks first to protect core business, gradually moving to workflow and system-level automations that will unlock new monetization opportunities.
Workflow automations are expected to offer incremental monetization beyond subscriptions, while system-level optimizations represent longer-term high-value monetization potential.
The AI strategy underpins Autodesk's competitive advantage by combining decades of digital data with cloud capabilities to deliver scalable productivity enhancements across design and make processes.

Zscaler, Inc.

2026 Q1

Technology

Rapid Growth and Early Success of AI Security Pillar Exceeding Targets

AI security ARR grew over 80% year over year and surpassed the $400 million fiscal year 2026 target three quarters ahead of schedule.
Management expects AI security ARR to exceed $500 million by the end of fiscal 2026, reflecting strong demand and customer adoption.
The AI security pillar addresses emerging threats from AI-powered cyber attacks, highlighting the growing need for AI-specific security solutions.
Leadership expressed high confidence in AI security as a key growth engine, positioning the company strongly in a nascent but rapidly evolving market.
This accelerated growth is a significant driver behind the company outpacing its overall revenue and ARR growth targets in Q1.

NetApp, Inc.

NTAP

2026 Q2

Technology

Launch of AFX Ultra-Scalable AI Storage Platform Certified for NVIDIA SuperPOD

NetApp launched AFX, an extreme-performance disaggregated storage platform designed for demanding AI workloads and AI service providers, certified for NVIDIA SuperPOD.
AFX integrates seamlessly into hybrid multi-cloud data estates using ONTAP’s enterprise-grade data management and security features, positioning it for enterprise AI infrastructure.
Early customer interest is strong, but AFX is still undergoing customer qualification and is not expected to impact revenue materially in the immediate quarter.
Management highlighted AFX’s role in transforming enterprise AI outcomes by accelerating data discovery and simplifying data pipelines while ensuring security and governance.

HP Inc.

HPQ

2025 Q4

Technology

AI-Powered Edge Computing with NVIDIA Partnership

HP introduced a new edge class device called the AI station powered by NVIDIA, capable of running up to 200 billion parameter models.
This device processes AI compute locally on data instead of transferring the data to the cloud, improving performance and latency.
Management emphasized this as a key innovation supporting their future of work strategy and a significant differentiator in AI integration.
The company also reported deploying AI-powered innovations internally, with a 16% productivity improvement in teams using curated AI applications.
Leadership expressed strong confidence that these AI edge devices will foster deeper customer engagement and product differentiation.

Nutanix, Inc.

NTNX

2026 Q1

Technology

Revenue Deferral Due to Customer License Start Date Flexibility

Management revealed an unexpected increase in revenue deferral as customers requested future license start dates to align with their migration timelines, pushing some revenue from Q1 into later periods.
This timing shift caused a reduction in full-year revenue guidance for fiscal 2026, while bookings growth expectations and free cash flow outlook were unchanged or improved.
The increase in future start dates is considered structural, driven by more Broadcom migration projects requiring staged license activation over multiple years.
Despite the deferral, cash collections generally occur upfront, supporting the elevated free cash flow guidance.
Management stressed that total revenue recognized over time remains unchanged, emphasizing the timing nature of this development.

NVIDIA Corporation

NVDA

2026 Q3

Technology

Record Demand and Revenue from Blackwell and Rubin Platforms

NVIDIA reported visibility to a half a trillion dollars in Blackwell and Rubin platform revenue from 2025 through 2026, indicating strong long-term demand.
Blackwell platform revenue grew significantly with GB 300 chip contributing roughly two-thirds of the total Blackwell revenue in Q3.
Rubin platform is on track for a ramp in 2026, featuring seven chips and providing an x factor performance improvement relative to Blackwell.
Management emphasized seamless transition to GB 300 and successful bring-up of Rubin silicon, highlighting strong supply chain execution and product readiness.
The platforms are driving record data center revenue of $51 billion in Q3, up 66% year over year, underlining their critical role in NVIDIA's AI infrastructure leadership.

Keysight Technologies, Inc.

KEYS

2025 Q4

Technology

Strategic Acquisitions Accelerating Software-Centric Solutions Expansion

In Q4 2025, Keysight completed three significant acquisitions: Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist, fully integrating software-centric capabilities.
These acquisitions are expected to contribute approximately $375 million in revenue in FY 2026 and bring diverse technologies across positioning, photonics, and power analysis.
Management anticipates $100 million in run-rate synergies and operational efficiencies from these integrations, with most synergies realized 12-18 months post-close.
The expanded software portfolio positions Keysight to address broader customer needs with enhanced lifecycle engagement and recurring revenue streams.
Management expressed strong confidence that the acquisitions will drive innovation leadership and accretive EPS growth beyond mild dilution in FY 2026.

Zoom Video Communications, Inc.

2026 Q3

Technology

Launch and Adoption of AI Companion 3.0 for Work Productivity

Zoom unveiled AI Companion 3.0 at Zoomtopia, introducing an agentic AI that proactively prepares meetings and follows up on tasks.
The AI Companion operates on a federated AI architecture, enabling integration of Zoom's AI models alongside customers' or third-party models.
AI Companion adoption surged over four times year-over-year, highlighting strong customer demand for intelligent work assistance.
This AI integration spans meetings, phone, chat, whiteboard, and will soon extend to web platforms, emphasizing Zoom's platform-wide AI embedding.
Management expressed high confidence in AI Companion as a transformational tool driving greater productivity and operational efficiency.

Signet Jewelers Limited

SIG

2026 Q3

Consumer

Strategic Expansion of Lab-Grown Diamonds in Fashion Category

Lab-grown diamonds (LGDs) penetration in the fashion category doubled to 15% of fashion sales compared to last year.
The company made a material inventory investment in LGD fashion items priced below $1,000 for the holiday season.
Jared brand’s 10% comp sales growth was partly driven by strong diamond and gold collections including LGD-related product lines.
Management highlighted growing consumer preference for LGD fashion pieces as an important runway for category growth.
The broader bridal category also incorporates 40% lab-grown diamonds, indicating significant integration across key segments.

American Eagle Outfitters, Inc.

AEO

2025 Q3

Consumer

19h

Aerie Brand's Rapid Growth and Expansion Potential

Aerie achieved an 11% same-store sales increase in Q3, outpacing other brands with broad-based strength across intimates, apparel, sleep, and Offline categories.
Management highlighted a substantial runway for growth given Aerie's current revenue near $2 billion yet under 5% market share, indicating untapped expansion opportunities.
Offline by Aerie is gaining significant market mindshare as a fast-growing activewear segment with focused innovation on signature fabrics and fashion silhouettes.
Customer acquisition for Aerie accelerated strongly in Q4, supported by authentic marketing campaigns such as the 100% real platform emphasizing no airbrushing and community engagement.
Leadership emphasized continued inventory buildup and rapid product flow for Q4 to sustain this momentum, with expectations of maintaining double-digit growth into 2026.

PagerDuty, Inc.

2026 Q3

Technology

Transition from Seat-Based to Usage-Based Pricing Model

PagerDuty is shifting from traditional single-year seat-based licenses to a multiyear platform usage-based pricing model to address customer budget caution and rightsizing.
Flexible packaging allows customers to scale seamlessly between human responders, agents, and automated solutions without needing predefined user counts or product mixes.
The new pricing model is intended to better align customer investments to business outcomes rather than headcount, reducing expansion friction and supporting growth.
Early traction in transitioning customers has been encouraging, particularly in large enterprises where seat license compression has been a significant challenge.
Management expects this shift to usage-based pricing to mitigate the impact of seat reductions over time and drive higher platform adoption and monetization.

United Natural Foods, Inc.

UNFI

2026 Q1

Consumer

Accelerated Network Optimization Impact and Facility Consolidation

The company completed the Allentown distribution center transition ahead of schedule, which negatively impacted conventional net sales by approximately 12%, yet improved profitability and free cash flow.
Network optimization efforts included strategic investments and closures of redundant facilities to create a more responsive and resilient supply chain.
Ramp-up at the new automated natural product distribution center in Sarasota, Florida, addresses strong regional demand and supports future growth.
These accelerated changes contributed to improved operational efficiency and supported a one-turn reduction in net leverage year over year.
Management expressed strong confidence that the network optimization will continue to drive margin expansion and cost reductions throughout fiscal 2026.

Semtech Corporation

SMTC

2026 Q3

Technology

Launch and Strategic Impact of Force Sensing Business Acquisition

Semtech completed acquisition of the Force Sensing business from QUVO at the start of Q4 2026, including technology products and key employees.
The acquired portfolio includes advanced force sensing IP with over 175 patents, complementing Semtech's capacitive sensing capabilities for enhanced touch and gesture detection.
Initial product shipments have already started, with integration progressing smoothly and expected to add significant cross-selling opportunities in computing, smartphone, wearables, and automotive markets.
Management views this tuck-in acquisition as more cost-effective than internal R&D investment and expects the technology to contribute materially to future revenue growth.
Incremental R&D expenses from the acquisition are modest relative to overall spending, while still enabling broader sensor portfolio expansion.

Intuit Inc.

INTU

2026 Q1

Technology

AI-Driven Expert Platform Fuels 18% Revenue Growth Momentum

Intuit's AI-driven expert platform strategy contributed to an 18% revenue growth in Q1 2026, reflecting strong adoption across consumer and business segments.
The platform integrates AI agents and human intelligence (HI) to automate workflows and provide unified KPI dashboards for customers.
Early AI agent deployments have achieved significant customer time savings, such as accounting AI agents saving up to twelve hours monthly.
Management emphasized the platform's ability to deliver done-for-you experiences where customers maintain control but lift no fingers.
This approach is central to Intuit's positioning as a 'system of intelligence' to power prosperity and growth.

Clearfield, Inc.

CLFD

2025 Q4

Technology

Divestiture of Nestor Cables Sharpens Strategic Focus

Clearfield divested its Nestor Cables business in November 2025 due to low margin prospects in expanding European market.
The divestiture led to a $10.4 million noncash write-down in Q4 with minimal cash impact but eliminated suboptimal capital use.
The acquisition's primary goal of securing FieldShield cable manufacturing technology was achieved and integrated into US and Mexico facilities.
Management emphasized this move aligns resources to core North American operations and improves long-term margin profile and strategic priorities.
Leadership remains confident that operational benefits from Nestor's integration persist despite the divestiture, supporting vertical integration.

Palo Alto Networks, Inc.

PANW

2026 Q1

Technology

Prisma AI Runtime Securing Enterprises Against AI-Driven Threats

Prisma AI runtime defends against prompt injection, data poisoning, and jailbreaking, as well as traditional threats like data leaks and malware.
The platform offers customers complete visibility into AI usage within their environments to prevent sensitive data leakage to external parties.
Management emphasized Prisma AI as a critical security layer for enterprises adopting AI-powered workflows and generative AI technologies.
This AI-specific security function differentiates Palo Alto Networks by combining protections for both emerging AI threats and older cybersecurity challenges.

Veeva Systems Inc.

VEEV

2026 Q3

Technology

Significant Vault CRM Customer Migration and Impact Outlook

14 of the top 20 Vault CRM customers are expected to migrate to Veeva's solution, while six have opted for alternative platforms, primarily custom-built on Salesforce.
Management does not anticipate any material revenue impact from this migration in 2026 or 2027, emphasizing the long timeframe and multiyear nature of these projects.
CRM accounts for approximately 20% of total revenue, down from 25% two years ago, highlighting diversification of revenue streams across other product areas.
The company remains confident in hitting 2030 revenue goals due to business diversity and expects potential win-backs of lost CRM customers, possibly triggered by executive changes or vendor issues.
Leadership emphasized that these customer-specific decisions are often driven by individual dynamics rather than trends, and the business continues to show healthy win rates, especially in smaller customer segments.

Elastic N.V.

ESTC

2026 Q2

Technology

Record Large Security Deals with Federal and Chemical Industry Clients

Elastic secured two deals greater than $20 million in total contract value in Q2, setting a new record for the company.
One large deal involved Elastic Security being chosen by a leading chemical manufacturer requiring consolidation of fragmented security tools.
The chemical manufacturer sought a solution that could boost operational efficiency by 35%, and Elastic’s AI-driven SOC capabilities were pivotal in winning the deal.
Another landmark deal was a $26 million commitment by the U.S. Federal agency CISA to standardize security data collection using Elastic Security on Elastic Cloud.
Management emphasized the superior threat detection capabilities of Elastic’s next-gen SIEM platform as key to winning these significant contracts.

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Maximus, Inc.

MMS

2025 Q4

Technology

Maximus' Strategic Expansion in U.S. Federal Defense and National Security

Maximus secured a significant $86 million contract with the U.S. Air Force for Joint Cyber Command and Control Readiness, marking its second major engagement in this defense segment.
The company is focusing on expanding its technology services portfolio within defense through engineering analysis, software modifications, and infrastructure modernization.
Management highlighted overcoming traditional barriers to entering defense markets by aligning with new acquisition strategies like OTAs and cooperative CRADA agreements.
The CRADA establishes a Maximus-operated SCIF for advanced tech experiments and hackathons, fostering close collaboration with military personnel and boosting innovation.
Maximus targets a defense and national security market with a $150 billion software and service spend, estimating a $50 billion addressable market opportunity.
Leadership expressed strong confidence in continued organic growth and strategic M&A focused on enhancing capabilities and customer access in this high-growth area.

Wix.com Ltd.

WIX

2025 Q3

Technology

Launch and Strategic Vision for Vibe Coding AI Software Platform

Vibe Coding allows non-coders to build custom business applications using natural language, extending Wix's democratization of technology beyond websites.
The platform targets the vastly larger software app market versus the website market, opening significant new opportunities for small businesses to optimize operations.
Recent architectural upgrades to Base 44, leveraging multi-agent layers and autonomous debugging, dramatically improve app creation speed and quality.
Management compares this effort to Wix's original mission to make websites accessible, signaling a long-term strategic pivot to AI-powered software creation.
An anticipated flagship product launching in early 2026 will combine human visual editing with AI capabilities to deliver interactive and intelligent creation tools.

Kulicke and Soffa Industries, Inc.

KLIC

2025 Q4

Technology

Interim CEO Transition and Leadership Continuity Plans

Lester Wong was appointed Interim CEO following Fusen Chen's retirement while retaining his CFO responsibilities.
Management emphasized a seamless leadership transition supported by a deep bench of executives and active Board involvement.
Fusen Chen will provide advisory support for the next year leveraging his 9 years of leadership amid key technology shifts.
The new leadership aims to maintain stability and strategic focus on next generation device enablement and innovation.

Dolby Laboratories, Inc.

DLB

2025 Q4

Technology

Dolby Vision 2 Launch and Industry Adoption by Major TV OEMs

Dolby launched Dolby Vision 2 in September 2025, featuring automatic contrast adjustment via ambient light detection and motion control tailored for sports and gaming.
Dolby Vision 2 Max targets high-end TVs, while Dolby Vision 2 broadens Dolby Vision adoption into mid-range TV models, enhancing differentiation within OEM lineups.
Hisense and TCL, two of the top three global TV manufacturers, have committed to supporting Dolby Vision 2 with product release dates pending.
The first Dolby Vision 2-enabled TVs are expected to hit the market in 2026, with Dolby working closely with content creators to align content pipeline delivery.
Management expressed confidence that Dolby Vision 2 adoption will accelerate faster than the original Dolby Vision rollout due to existing ecosystem familiarity and significant quality improvements.

Applied Materials, Inc.

AMAT

2025 Q4

Technology

Impact of Increased Trade Restrictions on China Market Access

Trade rule changes in the last 12 months reduced Applied Materials' accessible market in China to 28% of total systems and service revenues in fiscal 2025, down from higher percentages previously.
China's wafer fab equipment spending is expected to be lower in 2026 with no anticipated easing of market restrictions affecting Applied's business access.
Restrictions more than doubled from 2024 to 2025, mainly blocking Applied from serving China's DRAM market and parts of ICAPS, significantly impacting revenue.
Despite these restrictions, Applied maintains stable or growing market share in Chinese accounts and is optimistic about opportunities where it is allowed to compete.

Cisco Systems, Inc.

CSCO

2026 Q1

Technology

Accelerated Adoption of Cisco Catalyst 9Ks in Campus Networking

Cisco reported faster-than-historical ramp-up for Catalyst 9Ks series switches driven by enterprise customers upgrading from end-of-support 4K and 6Ks generations.
Management portrayed this refresh opportunity as multi-year and multibillion-dollar, marking a significant revenue base expansion in campus switching and wireless.
The new switching platforms uniquely integrate security deeply into the network fabric, resonating strongly with customers preparing for AI and agentic workflows.
The company highlighted segment-specific drivers such as public sector investments and geopolitical pressures accelerating campus refresh timelines, particularly in the U.S. federal government and Europe.

DICK'S Sporting Goods, Inc.

DKS

2025 Q3

Consumer

Foot Locker Acquisition Challenges and Turnaround Strategy

The Foot Locker business comped negatively in Q3 with a 4.7% pro forma decline, including a 10.2% decline internationally, driven by inventory misalignment post-COVID.
Management openly cited Foot Locker's departure from retail basics and stressed the need to 'clean out the garage' by liquidating unproductive inventory and closing underperforming stores.
An 11-store pilot was launched to test new product assortments and in-store presentation, with early results described as encouraging, signaling operational improvements.
Significant charges between $500 million and $750 million are expected for inventory write-downs, store closures, and asset impairments, to be largely recognized by end of 2025.
The newly assembled Foot Locker leadership includes Anne Freeman as North America president and Matthew Barnes as International president, emphasizing experienced retail management to lead the turnaround.

Burlington Stores, Inc.

BURL

2025 Q3

Consumer

Weather Sensitivity Impacting Off-Price Retail Comps and Strategy

Burlington's third quarter comp sales were negatively impacted by warmer-than-usual weather, especially in cold weather merchandise categories that comprise over 20% of assortment.
Sales in coats, jackets, boots, and cold weather accessories declined double digits in Q3 but rebounded with mid-double-digit growth once colder weather arrived in mid-October.
Management highlighted that weather effects uniquely influence Burlington more than peers due to its brand perception as 'Burlington Coat Factory', making comps volatile.
The drag from cold weather categories reduced overall Q3 comps by approximately 200 basis points, with additional traffic decline impact on non-cold categories.
Despite the weather setback, management observed strong mid-single-digit comp sales in the following weeks, indicating pent-up demand.
The sensitivity to weather-driven traffic fluctuations is unusual and distinctly affects Burlington's business compared to typical off-price retailers.

Best Buy Co., Inc.

BBY

2026 Q3

Consumer

Launch and Early Performance of Best Buy Marketplace Platform

Best Buy's marketplace launched about three months ago and currently hosts over 1,000 sellers with 11 times more SKUs than previously available online.
The marketplace is seeing high unit sales in accessories and small appliances, with customer return rates lower than first-party products and over 80% of returns handled in stores.
Early metrics show positive customer experience with 5 Star reviews comparable to Best Buy's first-party sales indicating strong acceptance.
Q3 marketplace ramp positively impacted gross profit rate, with expectations to continue this trend into Q4 despite a slightly slower ramp than originally modeled.
Marketplace also opened new digital advertising opportunities, with investments in self-serve ad platforms and expanded programmatic buying capabilities.
Management expressed strong confidence in marketplace as a strategic incremental profit stream, emphasizing continued scaling beyond 2026 Q4.

Cerence Inc.

CRNC

2025 Q4

Technology

Monetization and Legal Enforcement of Core Intellectual Property

Cerence finalized a landmark $49.5 million lump sum patent license agreement with Samsung as part of a confidential cross-license deal in Q4 2025.
Management emphasized ongoing active IP litigation efforts against Apple, TCL, and Sony, with legal expenses estimated around $24 million for 2026 to enforce fair value for foundational technology.
The company views IP monetization as a sustainable future revenue stream primarily supporting its nonautomotive business segment.
IP-related revenues and associated legal costs are incorporated into fiscal year 2026 guidance, underscoring management's commitment to this monetization strategy.
The lengthy litigation process is expected to span multiple years, with Cerence regularly evaluating new potential lawsuits to protect its patent portfolio.

The J. M. Smucker Company

SJM

2026 Q2

Consumer

Strategic SKU Rationalization and Facility Closure in Sweet Baked Snacks

Management implemented a plan eliminating 25% of SKUs in the Sweet Baked Snacks segment to strengthen the core portfolio.
The Indianapolis bakery facility closure is on track to complete by Q4 2026 and expected to generate $30 million annual run rate savings.
Q2 saw a shortfall in profitability due to transition costs from the bakery network changes despite exceeding top-line expectations.
Benefits from SKU rationalization and facility closure are expected to materialize in Q3 and Q4, including an estimated $10 million profit benefit in Q4.
Management expects SKU rationalization to be mostly complete by Q3, with flat to slight declines in Q3 sales but low single-digit growth returning in Q4.

CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

Financial Performance Summary

Ending ARR accelerated to $4.92 billion, representing 23% growth year over year.
GAAP net loss was $34 million including $26.2 million incident-related costs and $5.6 million acquisition expenses.
Non-GAAP gross margin was 78%, with subscription gross margin at 81%.
Operating income was a record $265 million, 21% of revenue, marking a second consecutive quarter of record operating income.
Q3 free cash flow set an all-time record at $296 million, or 24% of revenue.
Q3 net new ARR reached a record $265 million, growing 73% year over year and beating expectations by more than 10%.
Subscription revenue grew 21% year over year to $1.17 billion; total revenue grew 22% to $1.23 billion.
Total non-GAAP operating expenses were $703.2 million or 57% of revenue, including higher sales and marketing expenses due to Falcon conference.

CrowdStrike Holdings, Inc.

CRWD

2026 Q3

Technology

19h

Record Net New ARR Growth

10% above estimates

$265 million net new ARR, growing 73% YoY

Q3 net new ARR of $265 million beat expectations by more than 10%, accelerating growth ahead of prior forecasts.

i3 Verticals, Inc.

IIIV

2025 Q4

Technology

Strategic Emphasis on Public Sector Market Vertical Expansion

The company is focusing its M&A efforts primarily on strengthening its public sector vertical due to significant growth and innovation potential in this area.
Leadership highlighted the organization’s market-centric model which promotes solution bundling and cross-market synergies, especially in justice tech, transportation, and public administration.
Discussions and pipeline activity reflect ongoing pursuit of acquisition targets that align with expanding public sector offerings, emphasizing compatibility within operational frameworks.
Management expressed optimism about future acquisitions that, while not transformative, are expected to be meaningful and within a $2 million to $5 million EBITDA range paying about 10 times EBITDA.

Urban Outfitters, Inc.

URBN

2026 Q3

Consumer

Nuuly Subscription Rental Rapid Growth and Logistics Expansion

Nuuly achieved a sharp 49% revenue increase in Q3 2026, fueled by a 40%+ rise in average active subscribers nearing 400,000.
The company is scaling Nuuly's operations with a logistics expansion in Kansas City involving increased storage and new sortation automation.
Marketing campaigns have effectively driven new customer acquisition, underpinning Nuuly's momentum as a leading US apparel rental platform.
Nuuly contributed 3.5 percentage points to overall Urban Outfitters, Inc. revenue growth in the quarter, highlighting its growing business impact.
Management expressed strong confidence in continued double-digit revenue growth for Nuuly in Q4, emphasizing strategic investment to capture market share.

Walmart Inc.

WMT

2026 Q3

Consumer

Leadership Transition Impacting Company Strategy and Future Direction

Doug McMillon is stepping down as CEO with John Furner named as the new CEO effective February 1, 2026, signaling continuity as John has longstanding experience within Walmart.
Management emphasized that the leadership change will not disrupt the existing strategy, with John Furner expressing confidence in the current business momentum and strategic direction.
The new CEO plans to maintain a disciplined approach to capital investments, focusing on returns and measured growth without dramatically shifting profitability targets.
The succession is framed as a positive inflection point, reinforcing alignment among executives on financial metrics and operational priorities.
Management stressed that the leadership change is an evolution, not a pivot, highlighting the strength of Walmart’s core values and purpose.

GLOBALFOUNDRIES Inc.

GFS

2025 Q3

Technology

Silicon Photonics Market Expansion and Billion-Dollar Growth Outlook

GLOBALFOUNDRIES highlighted significant growth in silicon photonics, expecting revenue to nearly double in 2025 to over $200 million.
The company projects silicon photonics to become a billion-dollar run rate business before the end of the decade, driven by pluggable optical transceivers and co-packaged optics adoption ramping from 2027.
Key recent wins included three optical networking design wins in Q3 alone with new customers valued at over $150 million lifetime revenue, showcasing early market traction.
Silicon photonics gross margins are significantly above GF's target model, contributing to expected long-term profitability tailwinds.
Investments are planned to grow scale organically and inorganically along the value chain including wafer and packaging capacities, emphasizing capital efficiency.

Abercrombie & Fitch Co.

ANF

2025 Q3

Consumer

Advanced AI Integration Enhances Customer Service and Commerce

Abercrombie & Fitch deployed AI agents in customer service to improve experience and increase operational scale and efficiency during Q3 2025.
The company initiated a new partnership with PayPal and technology partner Symbio to enable seamless transactions within AI-driven chat interactions using Perplexity AI answer engines.
Management expressed excitement about this AI integration as a future-focused investment enhancing the entire customer journey and overall agility.
The AI-powered agent-to-commerce feature represents a unique technological advancement in marketplace sales for Abercrombie & Fitch.
Leadership highlighted these AI initiatives as key components of their evolving operating model to support sustainable global growth.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Exceeded Full Year Hyperscale Shipment Goal

More than 2 exabytes shipped by Q3

Pure Storage exceeded its full annual forecast of two exabytes of hyperscale shipments in Q3, earlier than expected.

Pure Storage, Inc.

PSTG

2026 Q3

Technology

19h

Financial Performance Summary

Annual recurring revenue (ARR) increased 17% to $1.8 billion, with total remaining performance obligations (RPO) up 24% to $2.9 billion.
Gross margin improved to 74.1%, with subscription gross margin at 75.5% and product gross margin at 72.9%.
Operating cash flow was $116 million, free cash flow was $53 million (5.5% margin), and share repurchases totaled $53 million.
Operating profit grew 17% year over year to a record $196 million, with an operating margin of 20.3%.
Product revenue of $534 million grew 18% year over year, including royalties and Portworx software term licenses.
Q3 revenue reached $964 million, up 16% year over year, exceeding guidance.
Subscription services revenue was $430 million, up 14% year over year, accounting for 45% of total revenue.
U.S. revenue grew 22% to $683 million while international revenue grew 4% to $281 million.

Okta, Inc.

OKTA

2026 Q3

Technology

19h

Q3 Cash and Investments Ending Balance

$2.5 billion

Ended Q3 with a strong balance sheet consisting of nearly $2.5 billion in cash, cash equivalents, and short-term investments.

Hold on, more insights are coming

Earnings Feed

AI-Driven Expansion of Cybersecurity Attack Surface and Agentic Workforce Risks

Enterprise Data Cloud Architecture Shift Elevating Data Over Applications

Okta's Strategic Focus on Securing AI and Agentic Identities

Box AI Platform as Secure Neutral Hub for Enterprise Content

Asana's AI Platform Anchored on Context, Checkpoints, and Controls

MongoDB Positioned as Generational Data Platform for AI Era

Expansion and Diversification of Active Electrical Cable Customer Base

Transformation to Unified Operating Model Aligning Products and Services

Maxim Acquisition Revenue Synergies Accelerate Beyond Expectations

Record AI Server Orders and Expanding Customer Base

AI-Driven Growth with Integrated Platform and Acquisitions

Strategic Shift to AI-Driven Task and Workflow Automation

Rapid Growth and Early Success of AI Security Pillar Exceeding Targets

Launch of AFX Ultra-Scalable AI Storage Platform Certified for NVIDIA SuperPOD

AI-Powered Edge Computing with NVIDIA Partnership

Revenue Deferral Due to Customer License Start Date Flexibility

Record Demand and Revenue from Blackwell and Rubin Platforms

Strategic Acquisitions Accelerating Software-Centric Solutions Expansion

Launch and Adoption of AI Companion 3.0 for Work Productivity

Strategic Expansion of Lab-Grown Diamonds in Fashion Category

Aerie Brand's Rapid Growth and Expansion Potential

Transition from Seat-Based to Usage-Based Pricing Model

Accelerated Network Optimization Impact and Facility Consolidation

Launch and Strategic Impact of Force Sensing Business Acquisition

AI-Driven Expert Platform Fuels 18% Revenue Growth Momentum

Divestiture of Nestor Cables Sharpens Strategic Focus

Prisma AI Runtime Securing Enterprises Against AI-Driven Threats

Significant Vault CRM Customer Migration and Impact Outlook

Record Large Security Deals with Federal and Chemical Industry Clients

Maximus' Strategic Expansion in U.S. Federal Defense and National Security

Launch and Strategic Vision for Vibe Coding AI Software Platform

Interim CEO Transition and Leadership Continuity Plans

Dolby Vision 2 Launch and Industry Adoption by Major TV OEMs

Impact of Increased Trade Restrictions on China Market Access

Accelerated Adoption of Cisco Catalyst 9Ks in Campus Networking

Foot Locker Acquisition Challenges and Turnaround Strategy

Weather Sensitivity Impacting Off-Price Retail Comps and Strategy

Launch and Early Performance of Best Buy Marketplace Platform

Monetization and Legal Enforcement of Core Intellectual Property

Strategic SKU Rationalization and Facility Closure in Sweet Baked Snacks

Financial Performance Summary

Record Net New ARR Growth

Strategic Emphasis on Public Sector Market Vertical Expansion

Nuuly Subscription Rental Rapid Growth and Logistics Expansion

Leadership Transition Impacting Company Strategy and Future Direction

Silicon Photonics Market Expansion and Billion-Dollar Growth Outlook

Advanced AI Integration Enhances Customer Service and Commerce

Exceeded Full Year Hyperscale Shipment Goal

Financial Performance Summary

Q3 Cash and Investments Ending Balance

AI-Driven Expansion of Cybersecurity Attack Surface and Agentic Workforce Risks

Enterprise Data Cloud Architecture Shift Elevating Data Over Applications

Okta's Strategic Focus on Securing AI and Agentic Identities

Box AI Platform as Secure Neutral Hub for Enterprise Content

Asana's AI Platform Anchored on Context, Checkpoints, and Controls

MongoDB Positioned as Generational Data Platform for AI Era

Expansion and Diversification of Active Electrical Cable Customer Base

Transformation to Unified Operating Model Aligning Products and Services

Maxim Acquisition Revenue Synergies Accelerate Beyond Expectations

Record AI Server Orders and Expanding Customer Base

AI-Driven Growth with Integrated Platform and Acquisitions

Strategic Shift to AI-Driven Task and Workflow Automation

Rapid Growth and Early Success of AI Security Pillar Exceeding Targets

Launch of AFX Ultra-Scalable AI Storage Platform Certified for NVIDIA SuperPOD

AI-Powered Edge Computing with NVIDIA Partnership

Revenue Deferral Due to Customer License Start Date Flexibility

Record Demand and Revenue from Blackwell and Rubin Platforms

Strategic Acquisitions Accelerating Software-Centric Solutions Expansion

Launch and Adoption of AI Companion 3.0 for Work Productivity

Strategic Expansion of Lab-Grown Diamonds in Fashion Category

Aerie Brand's Rapid Growth and Expansion Potential

Transition from Seat-Based to Usage-Based Pricing Model

Accelerated Network Optimization Impact and Facility Consolidation

Launch and Strategic Impact of Force Sensing Business Acquisition

AI-Driven Expert Platform Fuels 18% Revenue Growth Momentum

Divestiture of Nestor Cables Sharpens Strategic Focus

Prisma AI Runtime Securing Enterprises Against AI-Driven Threats

Significant Vault CRM Customer Migration and Impact Outlook

Record Large Security Deals with Federal and Chemical Industry Clients