3w
Largest new logo ARR quarter ever with 30% increase in average ARR per new SaaS customer
Q2 was our largest new logo ARR quarter ever, primarily driven by SaaS, with a 30% increase in average ARR per new SaaS customer.
WLY
2026 Q1Technology
3w
$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.
SNX
2025 Q3Technology
5d
$3.58 per share
Non-GAAP diluted earnings per share of $3.58 exceeded the high end of guidance, representing a 25% increase year over year.
MU
2025 Q4Technology
1w
$37.4 billion, nearly 50% increase
Micron's fiscal 2025 revenue grew nearly 50% to a record $37.4 billion, exceeding high-end guidance and driven by AI-related demand and pricing strength.
ADBE
2025 Q3Technology
2w
$5 billion
Adobe's AI influenced ARR has now surpassed $5 billion, up from over $3.5 billion exiting fiscal year 2024, exceeding full year AI-first ending ARR target early.