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SailPoint Technologies Holdings, Inc.

SAIL

Technology

3w

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.

Planet Labs PBC

PL

Technology

3w

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.

PHR

Technology

3w

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.

ASAN

Technology

3w

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.

Science Applications International Corporation

SAIC

Technology

3w

Financial Performance Summary

Adjusted diluted EPS was $3.63, boosted by a favorable tax settlement and increased EBITDA.
Adjusted EBITDA for the quarter was $185 million, with a margin of 10.5%, benefiting from strong program execution and a favorable legal settlement.
Free cash flow improved to $150 million in Q2, recovering from Q1 challenges related to invoice payment timing.
FY 2026 adjusted EBITDA margin guidance lowered slightly due to a 10 basis point headwind from state and local tax changes.
FY 2026 adjusted EPS guidance increased to $9.40 to $9.60, benefiting from tax settlements and a lower effective tax rate assumption.
FY 2026 revenue guidance lowered to $7.25 billion to $7.325 billion, reflecting a 2% to 3% organic contraction.
Second quarter revenue declined 2.7% year-over-year, primarily due to a 3% headwind from Cloud One compute and store revenue.
Underlying adjusted EBITDA margin, excluding legal settlement and tax impacts, was 10.2%, up 180 basis points quarter-over-quarter and 80 basis points year-over-year.

Oracle Corporation

ORCL

Technology

3w

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.