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.
PL
2026 Q2Technology
3w
$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.
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.
PATH
2026 Q2Technology
3w
11% ARR growth to $1.723 billion
Second-quarter ARR grew 11%, driven by $31 million in net new ARR, exceeding the high end of guidance across key financial metrics.
GWRE
2025 Q4Technology
3w
$1.032 billion ARR
ARR in fiscal 2025 grew 19%, surpassing the $1 billion ARR milestone, reflecting strong cloud adoption and customer commitments.
SNPS
2025 Q3Technology
3w
$428 million, down 8% year over year
Design IP segment revenue was down due to export restrictions in China, foundry customer challenges, and roadmap/resource allocation decisions.
ORCL
2026 Q1Technology
3w
$455 billion RPO, up 359% year-over-year
Remaining performance obligations now top $455 billion, up $317 billion from Q4 and 359% from last year, indicating massive future revenue visibility.
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.
Dafinchi
