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PagerDuty, Inc.

PD

Technology

3w

Growth and Strategic Focus on Customer Retention and Expansion

PagerDuty reported strong net new customer additions, nearly tripling the total in the first half of FY 2026.
Customers spending over $100,000 annually increased by 6% year over year, reaching 868 customers.
The company is focusing on improving retention through better account management and usage growth within existing customers.
Strategic initiatives include flexible licensing, product innovation, and customer success efforts to mitigate seat downgrades.
Management remains confident in long-term growth driven by customer expansion, AI adoption, and platform stickiness.

ASAN

Technology

3w

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.

S

Technology

4w

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.

Bill.com Holdings, Inc.

BILL

Technology

1mo

Financial Performance Summary

Bill APAR transaction revenue grew 15% year over year in Q4, with total payment volume up 13%.
Fiscal 2025 total revenue reached $1.5 billion with core revenue growth of 16% year over year.
Net revenue retention rate was 94%, and annual customer retention remained healthy at 86%.
Non-GAAP operating income exceeded the high end of initial guidance by over 20%, totaling $240 million for the full year.
Non-GAAP operating margin ex-float expanded by 345 basis points year over year.
Q4 2025 revenue was $346 million, growing 15% year over year, exceeding guidance.
Q4 non-GAAP operating income was $56.4 million, 17% above the top end of guidance.
Spend and expense revenue grew 19% year over year in Q4, driven by 22% card payment volume growth.

PATH

Technology

3w

Financial Performance Summary

Cloud ARR exceeded $1.080 billion, growing more than 25% year-over-year, including hybrid and SaaS.
Dollar-based gross retention remained strong at 98%, and dollar-based net retention rate held at 108%.
GAAP operating loss improved by $83 million to a $20 million loss, including $78 million in stock-based compensation.
Non-GAAP adjusted free cash flow was $45 million, with a strong balance sheet of $1.5 billion in cash and no debt.
Non-GAAP operating income rose to $62 million, representing a 17% margin, an improvement of over 1,500 basis points year-over-year.
Operating expenses decreased 6% year-over-year to $243 million, reflecting disciplined cost management.
Second-quarter ARR grew 11% year-over-year to $1.723 billion, driven by $31 million in net new ARR.
Second-quarter revenue increased 14% year-over-year to $362 million, with a 12% growth normalized for FX impact.

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%.

Guidewire Software, Inc.

GWRE

Technology

3w

Financial Performance Summary

ARR ended fiscal 2025 at $1.032 billion, up 19% year-over-year on a constant currency basis, surpassing $1 billion ARR milestone.
Fully ramped ARR grew 22% year-over-year, reflecting strong customer commitments and deal ramping.
Gross profit increased 28% to $789 million with overall gross margin improving to 66%, subscription and support margin at 70%.
License revenue grew slightly by 1% to $252 million, expected to decline over time due to cloud migration.
Operating income more than doubled to $208 million, exceeding guidance by $13 million, with operating cash flow at $301 million.
Services revenue grew 21% to $219 million, reflecting strong professional services and SI community alignment.
Stock-based compensation rose 10% to $162 million, reflecting investments in talent and incentives.
Subscription revenue increased 40% year-over-year to $667 million, while subscription and support revenue rose 33% to $731 million.
Total cloud ARR grew 36% year-over-year, comprising 74% of total ARR, showing accelerated cloud adoption.
Total revenue for fiscal 2025 was $1.2 billion, ahead of expectations, driven by strong subscription and services revenue growth.

CrowdStrike Holdings, Inc.

CRWD

Technology

1mo

Market Outlook and Strategic Focus on Tuck-In Acquisitions and Growth

CrowdStrike maintains a strong balance sheet with over $4.97 billion in cash and cash equivalents.
The company is focused on thoughtful tuck-in acquisitions aligned with its platform strategy.
Management emphasized that acquisitions are carefully selected to enhance customer experience and platform integration.
The company sees opportunities in federal sector deals, which, while currently a smaller part, align with its consolidation strategy.
Guidance for FY 2026 projects over 40% net new ARR growth in the second half, with a path to $10 billion ARR by FY 2031.

Dell Technologies Inc.

DELL

Technology

4w

Dell's Record AI Shipments and Growing Backlog

Dell achieved record AI shipments of $8.2 billion in Q2 2026, surpassing all previous quarters.
The company booked $5.6 billion in AI orders during the quarter, indicating strong demand and a substantial pipeline.
Dell's AI backlog stands at $11.7 billion, with the pipeline growing sequentially and exceeding the current backlog.
Demand for AI servers is driven by enterprise and sovereign markets, with a growing interest in NVIDIA RTX Pro 6000 AI Factory solutions.
Dell shipped more AI servers in the first half of 2026 than in all of 2025, highlighting accelerated deployment.
The company is confident in its capacity to convert its large AI pipeline into incremental orders, aiming to surpass the $20 billion shipment target.

SailPoint Technologies Holdings, Inc.

SAIL

Technology

2w

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.