Dafinchi 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.

Accenture plc

ACN

2025 Q4

Technology

Financial Performance Summary

Accenture delivered 7% revenue growth in fiscal year 2025, adding $5 billion in revenue with over $80 billion in bookings.
Adjusted EPS grew 8% year-over-year to $12.93 for FY25 and 9% to $3.03 in Q4.
Adjusted operating margin expanded by 10 basis points to 15.6% for the full year and 15.1% for Q4.
Federal business was a 20 basis point headwind to overall growth for the year.
Fourth quarter revenues were $17.6 billion, at the top of guided range, reflecting 7% growth in U.S. dollars and 4.5% in local currency.
Free cash flow increased 26% year-over-year to $10.9 billion for FY25 and was $3.8 billion in Q4.
Returned $8.3 billion to shareholders in FY25, a 7% increase over FY24, including $1.4 billion in Q4.

Salesforce, Inc.

CRM

2026 Q2

Technology

AI and Data Cloud ARR Growth

120%

$1.2 billion in Q2 ARR, up 120% year over year

Data Cloud and AI ARR continues to scale rapidly, reaching $1.2 billion in Q2 with 120% year-over-year growth.

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%.

Zscaler, Inc.

2025 Q4

Technology

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.

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%.

C3.ai, Inc.

2026 Q1

Technology

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.

Asana, Inc.

ASAN

2026 Q2

Technology

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.

Phreesia, Inc.

PHR

2026 Q2

Technology

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.

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.

SailPoint Technologies Holdings, Inc.

SAIL

2026 Q2

Technology

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.

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