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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%.

Credo Technology Group Holding Ltd

CRDO

Technology

3w

Financial Performance Summary

Cash flow from operations was $54.2 million, slightly down due to working capital increases.
Ended Q1 with $479.6 million in cash and equivalents, up $48.3 million from Q4.
Free cash flow was $51.3 million, down slightly from the previous quarter.
Non-GAAP gross margin was 67.6%, slightly above the high end of guidance and up 20 basis points sequentially.
Non-GAAP net income hit a record $98.3 million, a 51% sequential increase from Q4.
Non-GAAP operating margin improved to 43.1%, up 635 basis points sequentially.
Product revenue was $217.1 million, up 31% sequentially and 279% year-over-year.
Q1 revenue reached $223.1 million, up 31% sequentially and 274% year-over-year, exceeding guidance expectations.

Hewlett Packard Enterprise Company

HPE

Technology

3w

Financial Performance Summary

Financial services revenue was $886 million, down 1% year over year, with improved return on equity to 17.7%.
Free cash flow improved significantly to $719 million, aided by inventory reduction and supply chain execution.
Hybrid cloud revenue increased 11% year over year, marking the fourth consecutive quarter of growth.
Networking segment revenue grew 54% year over year to $1.7 billion, with operating profit up 43%.
Non-GAAP diluted net earnings per share were $0.44, near the high end of guidance.
Non-GAAP gross margin was 29.9%, down 190 basis points year over year but up 50 basis points sequentially.
Q3 revenue reached $9.1 billion, up 18% year over year, driven by AI, networking, and hybrid cloud growth.
Server segment revenue hit an all-time high of $4.9 billion, up 16% year over year and 21% sequentially.

Science Applications International Corporation

SAIC

Technology

3w

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.

ZS

Technology

4w

Financial Performance Summary

Annual recurring revenue (ARR) surpassed $3 billion, growing approximately 22% year over year.
Ended fiscal 2025 with $3.6 billion in cash, cash equivalents, and short-term investments, including $1.7 billion net proceeds from convertible notes.
Fiscal 2025 total revenue reached $2.7 billion, representing 23% year-over-year growth and surpassing guidance.
Free cash flow margin for Q4 was 24%, with data center CapEx at 8% of revenue; fiscal 2025 free cash flow margin was 27%.
Gross margin for Q4 was 79.3%, slightly below the historical target of 80% due to a one-time private cloud deployment.
Operating expenses increased 3% sequentially and 16% year over year, totaling $411 million in Q4.
Operating margin in Q4 was 22.1%, a quarterly record and approximately 60 basis points higher year over year.
Q4 revenue was $719 million, growing 21% year over year and 6% sequentially, exceeding the high end of guidance.

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.

Planet Labs PBC

PL

Technology

3w

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.

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.