Dafinchi AI

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.

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%.

Ciena Corporation

CIEN

2025 Q3

Technology

Financial Performance Summary

Adjusted EPS was $0.67, up 60% sequentially and 91% year over year, demonstrating strong operating leverage.
Adjusted gross margin was 41.9%, 90 basis points above guidance, driven by sales of previously reserved material and lower tariff impacts.
Adjusted net income was $96 million; adjusted EBITDA was $158 million or 13% of revenue.
Adjusted operating expense was $380 million, higher due to incentive compensation linked to strong order performance.
Adjusted operating margin improved 270 basis points year over year to 10.7%.
Ended the quarter with $1.4 billion in cash and investments; repurchased 1 million shares for $81.8 million in Q3, totaling $245 million year-to-date.
Generated $174 million in cash from operations with a free cash flow margin of 11%.
Q3 2025 revenue was $1.22 billion, exceeding the top end of guidance, up 8% sequentially and nearly 30% year over year.

Credo Technology Group Holding Ltd

CRDO

2026 Q1

Technology

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.

Guidewire Software, Inc.

GWRE

2025 Q4

Technology

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.

Synopsys, Inc.

SNPS

2025 Q3

Technology

Financial Performance Summary

Backlog stood at $10.1 billion including ANSYS, indicating business resilience.
Design automation segment revenue grew 23% to $1.31 billion, with a 44.5% adjusted operating margin.
Design IP segment revenue declined 8% to $428 million, impacted by export restrictions, foundry customer challenges, and roadmap/resource decisions.
Free cash flow was approximately $632 million; cash and short-term investments totaled $2.6 billion with $14.3 billion in debt.
Non-GAAP EPS was $3.39, with GAAP EPS at $1.50 for the quarter.
Non-GAAP operating margin for the quarter was 38.5%, reflecting headwinds in IP and tailwinds from ANSYS and design automation.
Q3 revenue reached $1.74 billion, a 14% year-over-year increase, driven by strong design automation growth and the ANSYS acquisition.

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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