Science Applications International Corporation

SAIC

2026 Q2

Technology

Revenue Decline Despite New Business Wins

2.7% year-over-year revenue decline

Revenue declined 2.7% year-over-year due to slower on-contract growth and delays in new business awards despite recent wins like TENCAP and a Navy program.

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

Revenue Exceeded High-End Guidance

1% above guidance

$196.9 million, 10% YoY growth

Q2 revenues exceeded the top end of guidance by 1%, driven by strong contributions across all customer cohorts and geographies.

John Wiley & Sons, Inc.

WLY

2026 Q1

Technology

AI Licensing Revenue Growth

$29 million in Q1 2026, up from $17 million prior year

We delivered $29 million in AI licensing revenue this quarter alone, up from $17 million in the prior year period, demonstrating the market's recognition of our leadership position.

Planet Labs PBC

2026 Q2

Technology

Backlog Growth Surpasses 245% Year-Over-Year

245% above prior year

$736.1 million backlog

Backlog increased to $736.1 million at quarter end, representing a 245% year-over-year increase, providing excellent revenue visibility for 12 to 24 months.

Hewlett Packard Enterprise Company

HPE

2025 Q3

Technology

Record Q3 Revenue of $9.1 Billion

18% above prior year

$9.1 billion

Revenue was $9.1 billion, up 18% year over year fueled by strong momentum across AI, networking, and hybrid cloud.

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Revenue Decline Despite New Business Wins

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Financial Performance Summary

Revenue Exceeded High-End Guidance

AI Licensing Revenue Growth

Backlog Growth Surpasses 245% Year-Over-Year

Record Q3 Revenue of $9.1 Billion