Dafinchi AI

Bill.com Holdings, Inc.

BILL

2025 Q4

Technology

1mo

Launch of Supplier Payments Plus and Its Impact on Supplier Reconciliation

Bill.com launched Supplier Payments Plus in Q4, streamlining millions of payments and simplifying incoming payments for suppliers.
The product enables large suppliers to perform reconciliation at scale and convert paper checks into faster digital payments.
This solution moves from a flat fee ACH transaction to an ad valorem fee paid by suppliers, creating new revenue streams.
Suppliers ranging from law firms to waste management companies are using the product to optimize receivables.
The product significantly reduces manual reconciliation efforts, benefiting both suppliers and SMBs.
Management expects this product to generate meaningful transaction revenue as it scales among large suppliers.

Asana, Inc.

ASAN

2026 Q2

Technology

AI Studio's Rapid Adoption and Customer Impact

AI Studio's ARR more than doubled quarter over quarter, indicating strong customer interest and engagement.
Customers like Morningstar and iDo reported significant time savings, such as 15,000 person-hours annually and 12 hours per month per consultant.
Expansion of AI Studio use cases within existing accounts is leading to increased workflows and deeper integration into customer operations.
The launch of AI Studio Plus for self-serve has accelerated customer onboarding and adoption, with early users exceeding their limits quickly.

SentinelOne, Inc.

2026 Q2

Technology

Financial Performance Summary

Customers with ARR over $100,000 increased 23% to 1,513, with record average deal size highlighting platform adoption.
Free cash flow margin was 2% on a trailing 12-month basis, expected to improve in the second half of the year.
Gross margin remained strong at 79%, reflecting healthy pricing and platform unit economics.
Net income margin was positive for the fifth consecutive quarter, increasing to 5%.
Net new ARR reached $53 million in Q2, significantly exceeding expectations with broad-based momentum.
Operating margin improved by over 500 basis points year-over-year to 2%, achieving operating profitability.
Revenue grew 22% year-over-year to $242 million, with international markets growing 27% and representing 38% of total revenue.
Total ARR grew 24% year-over-year, surpassing $1 billion, marking a significant growth milestone.

Planet Labs PBC

2026 Q2

Technology

Financial Performance Summary

Adjusted EBITDA profit was $6.4 million, representing the third consecutive quarter of adjusted EBITDA profitability.
Backlog increased to $736.1 million, up 245% year-over-year, providing strong revenue visibility for the next 12 to 24 months.
Civil government sector revenue declined about 4% year-over-year due to contract expirations, notably Norway NICFI.
Commercial sector revenue grew approximately 6% year-over-year and 13% quarter-over-quarter, driven by agriculture and energy.
Defense and Intelligence sector revenue grew approximately 41% year-over-year and 14% quarter-over-quarter.
Free cash flow was positive for the second consecutive quarter, with year-to-date free cash flow of $54.3 million and a margin of approximately 39%.
Non-GAAP gross margin improved to 61% from 58% a year ago, driven by high-margin usage-based data subscription revenue.
Q2 revenue reached $73.4 million, marking approximately 20% year-over-year growth and a quarter of growth reacceleration.

Phreesia, Inc.

PHR

2026 Q2

Technology

First-ever positive net income quarter

$700,000 net income

Phreesia achieved an important milestone in Q2 2026 by reporting its first-ever positive net income quarter.

PagerDuty, Inc.

2026 Q2

Technology

First GAAP Profitability Achieved

GAAP profitability with 25% non-GAAP operating margin

PagerDuty achieved GAAP profitability for the first time in its history, with a 25% non-GAAP operating margin exceeding guidance and expanding 800 basis points year over year.

DocuSign, Inc.

DOCU

2026 Q2

Technology

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%.

DocuSign, Inc.

DOCU

2026 Q2

Technology

Q2 Revenue Growth Exceeds Expectations

Above guidance

$801 million, up 9% year over year

Q2 business results outperformed our expectations with revenue growth accelerating to one of the strongest quarters in two years.

Veeva Systems Inc.

VEEV

2026 Q2

Technology

1mo

Financial Performance Summary

Billings guidance increased by $35 million for the full year, signaling confidence in the back half of 2026.
Commercial cloud subscriptions raised guidance for the full year, reflecting confidence in the business.
Crossix continued strong performance, contributing meaningfully to commercial growth.
Margins remain strong with expectations of improved cost of goods sold long term for Vault CRM.
Non-operating income reported at $353 million for the quarter.
R&D subscriptions showed the largest sequential increase in two years, indicating strong execution.
Total revenue for Q2 was $789 million, exceeding guidance.

Autodesk, Inc.

ADSK

2026 Q2

Technology

Financial Performance Summary

Billings increased 36% as reported and 34% at constant currency, driven by the new transaction model.
Contribution from the new transaction model to revenue was approximately $105 million in Q2.
Free cash flow was $451 million, benefiting from earlier timing of billings.
GAAP and non-GAAP operating margins improved by 240 and 140 basis points respectively, reaching 25% and 39%.
Remaining performance strong in AECO sector, offsetting softness in commercial segments.
RPO grew 24% to $7.3 billion, with current RPO at $4.7 billion growing 20%.
Share repurchases totaled $356 million in Q2, with 1.2 million shares bought at an average price of $298 per share.
Total revenue grew 17% year-over-year as reported and 18% in constant currency in Q2.

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