ASAN

2026 Q2

Technology

Revenue Exceeded High-End Guidance

1% above guidance

$196.9 million, 10% YoY growth

Q2 revenues exceeded the top end of guidance by 1%, driven by strong contributions across all customer cohorts and geographies.

Science Applications International Corporation

SAIC

2026 Q2

Technology

Revenue Decline Despite New Business Wins

2.7% year-over-year revenue decline

Revenue declined 2.7% year-over-year due to slower on-contract growth and delays in new business awards despite recent wins like TENCAP and a Navy program.

Synopsys, Inc.

SNPS

2025 Q3

Technology

Design IP Revenue Decline

$428 million, down 8% year over year

Design IP segment revenue was down due to export restrictions in China, foundry customer challenges, and roadmap/resource allocation decisions.

Salesforce, Inc.

CRM

2026 Q2

Technology

Financial Performance Summary

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

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Revenue Exceeded High-End Guidance

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