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ASAN

Technology

3w

Financial Performance Summary

Core customers (spending $5,000+) grew revenues by 12% year over year, representing 76% of total revenues.
Customers spending $100,000+ grew 19% year over year, with 770 such customers in Q2.
Dollar-based net retention rate (NRR) was 96% overall and for core customers, stable from last quarter; $100,000+ cohort NRR was 95%.
Gross margins held steady at 90%, with adjusted free cash flow of $35.4 million (18% margin).
Non-GAAP operating margin expanded by nearly 1,600 basis points year over year to 7%, above guidance range.
Q2 revenues reached $196.9 million, up 10% year over year, exceeding the high end of guidance by 1%.
R&D expenses decreased 16% year over year to $47.7 million (24% of revenue); sales and marketing expenses down 3% to $88.2 million (45% of revenue).
Share repurchases totaled $27.8 million, buying back almost 2 million shares at an average price of $14.20.

AI

Technology

3w

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

PagerDuty, Inc.

PD

Technology

3w

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.

PHR

Technology

3w

Financial Performance Summary

Adjusted EBITDA rose to $22 million, up $16 million year over year, with a margin of 19%.
Average healthcare services clients (AHSCs) reached 4,467, up 298 from the prior year.
Cash and cash equivalents ended at $98.3 million, up from $90.9 million in the prior quarter.
Free cash flow was $9.6 million, up $6 million year over year, marking four consecutive quarters of positive free cash flow.
Operating cash flow was $14.8 million, up $3.8 million year over year.
Phreesia achieved its first-ever positive net income quarter with net income of $700,000.
Revenue per average healthcare services client was $26,249, up 7% year over year and flat quarter over quarter.
Total revenue for Q2 2026 was $117.3 million, a 15% increase year over year.

DOCU

Technology

3w

Financial Performance Summary

Billings reached $818 million, a 13% increase year over year, driven by direct sales strength and early renewals.
Free cash flow margin improved modestly to 27%, supporting $200 million in share repurchases.
GAAP diluted EPS was $0.30 compared to $4.26 last year, impacted by prior year tax benefits.
International revenue grew 13%, representing 29% of total revenue, with Asia Pacific as the fastest-growing region.
Non-GAAP gross margin remained stable at 82%, offsetting cloud migration costs.
Non-GAAP operating margin was 30%, maintaining strong profitability despite headwinds.
Q2 revenue was $801 million, up 9% year over year, with subscription revenue at $784 million, also up 9%.
Total customers grew 9% year over year to over 1.7 million, with large customers spending over $300K increasing 7%.

Micron Technology, Inc.

MU

Technology

1w

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.

Oracle Corporation

ORCL

Technology

3w

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.

SailPoint Technologies Holdings, Inc.

SAIL

Technology

3w

Financial Performance Summary

Add-on modules attach rate for new SaaS customers increased to 40% from 25% last year.
Adjusted operating margin expanded by 980 basis points to 20.4%.
Closed Q2 2026 with $982 million in ARR, a 28% year-over-year increase.
Generated record $50 million cash flow from operating activities and $46 million free cash flow (17.4% margin).
Net Revenue Retention (NRR) was strong at 114%, driven by cross-sell, upsell, suite upgrades, and platform modernizations.
Q2 saw the largest new logo ARR quarter ever, with a 30% increase in average ARR per new SaaS customer.
SaaS ARR grew 37% year-over-year, reaching $623 million.
Total Q2 revenue was $264 million, up 33% year-over-year.