PRGS

Technology

Adjusted free cash flow increased 29% year-over-year to $74 million.
Annualized recurring revenue (ARR) reached $849 million, up 47% year-over-year.
Debt repayment of $40 million in Q3, totaling $110 million year-to-date, improving balance sheet strength.
Earnings per share of $1.50, 19% increase year-over-year, also surpassed guidance.
Net retention rate held steady at 100%, indicating strong customer loyalty.
Operating margin was 40%, slightly below last year's 41%, reflecting strong cost control.
Q3 revenue of $250 million, representing approximately 40% year-over-year growth, exceeded the high end of guidance.
Unlevered free cash flow rose 40% year-over-year to $89 million.

SNX

Technology

Consolidated gross billings reached $22.7 billion, growing 12% in constant currency year over year.
Free cash flow was $214 million for the quarter, driven by strong earnings growth and improved cash conversion cycle.
Gross profit increased 18% year over year to $1.1 billion, with gross margin improving by 23 basis points to 5%.
Net revenue was $15.7 billion, up 7% year over year, above the high end of guidance.
Net working capital remained stable at $4 billion; gross cash days improved by one day to approximately 16 days.
Non-GAAP diluted earnings per share were $3.58, a 25% increase year over year, exceeding the high end of guidance.
Non-GAAP operating income rose 21% year over year to $475 million, with operating margin improving 15 basis points to 2.09%.
Returned $210 million to stockholders in the quarter through $174 million in share repurchases and $36 million in dividends.

ORCL

Technology

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.

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