Dafinchi AI

Adobe Inc.

ADBE

2025 Q3

Technology

Financial Performance Summary

Adobe entered a $2.5 billion share repurchase agreement, with $8.4 billion remaining under the $25 billion authorization.
Adobe reported record Q3 revenue of $5.99 billion, representing 10% year-over-year growth in constant currency and 11% as reported.
AI-influenced ARR surpassed $5 billion, up from $3.5 billion at fiscal year-end 2024, exceeding full-year AI-first ARR target early.
Cash flow from operations hit a Q3 record of $2.20 billion; ending cash and short-term investments totaled $5.94 billion.
Digital Experience segment revenue reached $1.48 billion, up 9% year-over-year with subscription revenue of $1.37 billion growing 11%.
Digital Media segment revenue was $4.46 billion, growing 11% year-over-year with ending ARR of $18.59 billion, up 11.7%.
GAAP earnings per share were $4.18, up 11% year-over-year; non-GAAP EPS was $5.31, up 14% year-over-year.
Remaining performance obligations grew 13% year-over-year to $20.44 billion, with contract revenue performance obligations up 10%.

Micron Technology, Inc.

2025 Q4

Technology

Financial Performance Summary

DRAM revenue for fiscal 2025 was a record $28.6 billion, up 62% year over year; fiscal Q4 DRAM revenue was $9 billion, up 69% year over year and 27% sequentially.
EPS for fiscal 2025 reached $8.29, a 538% increase year over year; fiscal Q4 non-GAAP EPS was $3.03, up 157% year over year and 59% sequentially.
Fiscal 2025 revenue grew nearly 50% to a record $37.4 billion, with fiscal Q4 revenue at $11.3 billion, up 46% year over year and 22% sequentially.
Free cash flow for fiscal 2025 was $3.7 billion, representing 10% of revenue; fiscal Q4 free cash flow was $803 million.
Gross margins expanded by 17 percentage points to 41% for fiscal 2025, with fiscal Q4 gross margin at 45.7%, up 670 basis points sequentially.
NAND revenue for fiscal 2025 was a record $8.5 billion, up 18% year over year; fiscal Q4 NAND revenue was $2.3 billion, down 5% year over year but up 5% sequentially.
Operating expenses in fiscal Q4 were $1.2 billion, up $81 million sequentially, driven primarily by higher R&D.
Operating income in fiscal Q4 was $4 billion, with an operating margin of 35%, up 820 basis points sequentially and 12 percentage points year over year.

Accenture plc

ACN

2025 Q4

Technology

Tripling of Advanced AI Revenue

$2.7 billion

In FY25, Accenture tripled its revenue from advanced AI compared to FY24, reflecting rapid adoption and monetization of Gen AI, Agentic AI, and physical AI.

Oracle Corporation

ORCL

2026 Q1

Technology

Financial Performance Summary

Cloud application revenue was $3.8 billion, up 10%, with back-office apps up 16%.
Cloud database services revenue rose 32%, with Autonomous Database up 43%.
Multi-cloud database revenue surged 1529% in Q1, reflecting rapid adoption.
Non-GAAP EPS was $1.47, GAAP EPS was $1.01, with a non-GAAP tax rate of 20.5%.
OCI consumption revenue increased 57%, indicating strong demand outstripping supply.
Total cloud revenue grew 27% to $7.2 billion, with cloud infrastructure revenue up 54%.
Total revenues for Q1 FY2026 were $14.9 billion, up 11% year-over-year.
Total software revenue declined 2%, showing a shift towards cloud services.

TD SYNNEX Corporation

SNX

2025 Q3

Technology

Financial Performance Summary

Consolidated gross billings reached $22.7 billion, growing 12% in constant currency year over year.
Free cash flow was $214 million for the quarter, driven by strong earnings growth and improved cash conversion cycle.
Gross profit increased 18% year over year to $1.1 billion, with gross margin improving by 23 basis points to 5%.
Net revenue was $15.7 billion, up 7% year over year, above the high end of guidance.
Net working capital remained stable at $4 billion; gross cash days improved by one day to approximately 16 days.
Non-GAAP diluted earnings per share were $3.58, a 25% increase year over year, exceeding the high end of guidance.
Non-GAAP operating income rose 21% year over year to $475 million, with operating margin improving 15 basis points to 2.09%.
Returned $210 million to stockholders in the quarter through $174 million in share repurchases and $36 million in dividends.

Science Applications International Corporation

SAIC

2026 Q2

Technology

Financial Performance Summary

Adjusted diluted EPS was $3.63, boosted by a favorable tax settlement and increased EBITDA.
Adjusted EBITDA for the quarter was $185 million, with a margin of 10.5%, benefiting from strong program execution and a favorable legal settlement.
Free cash flow improved to $150 million in Q2, recovering from Q1 challenges related to invoice payment timing.
FY 2026 adjusted EBITDA margin guidance lowered slightly due to a 10 basis point headwind from state and local tax changes.
FY 2026 adjusted EPS guidance increased to $9.40 to $9.60, benefiting from tax settlements and a lower effective tax rate assumption.
FY 2026 revenue guidance lowered to $7.25 billion to $7.325 billion, reflecting a 2% to 3% organic contraction.
Second quarter revenue declined 2.7% year-over-year, primarily due to a 3% headwind from Cloud One compute and store revenue.
Underlying adjusted EBITDA margin, excluding legal settlement and tax impacts, was 10.2%, up 180 basis points quarter-over-quarter and 80 basis points year-over-year.

John Wiley & Sons, Inc.

WLY

2026 Q1

Technology

Financial Performance Summary

Adjusted EBITDA declined 3%, impacted by margin mix and timing effects.
Adjusted EPS increased 2%, showing modest earnings growth.
Adjusted revenue grew 1% year-over-year in Q1 2026, reflecting steady top-line performance despite seasonal softness.
Free cash flow was a use of $100 million, an improvement from $107 million last year, reflecting seasonal cash flow timing.
Learning revenue declined 8%, impacted by lower AI revenue and softness in professional publishing.
Net debt to EBITDA ratio improved to 1.9 from 2.0, supported by $120 million divestiture proceeds used to reduce debt.
Research publishing revenue declined 1%, affected by a tough prior-year comp and seasonal factors.
Research segment grew 5%, driven by AI licensing revenue increase from $17 million to $29 million.

PagerDuty, Inc.

2026 Q2

Technology

Financial Performance Summary

Annual recurring revenue (ARR) increased 5% year over year to $499 million.
Cash from operations was $34 million (28% of revenue) and free cash flow was $30 million (24% of revenue).
Dollar-based net retention rate (DBNR) was 102%, impacted by elevated churn and downgrades due to seat optimization.
GAAP profitability achieved for the first time in company history with a 25% non-GAAP operating margin, exceeding guidance and expanding 800 basis points year over year.
Gross margin was 86%, at the high end of the 84%-86% target range.
International revenue grew 12% year over year, representing 29% of total revenue.
Operating income was $31 million or 25% of revenue, up from $20 million or 17% last year.
Q2 revenue was $123 million, up 6% year over year.

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