Earnings coverage

Sep 2

Netskope Q2 Beats on Revenue, Narrows Loss as ARR Nears $900M

Revenue grew 29% YoY to $220.5M, topping estimates, as non-GAAP operating margin improved to (9)% from (20)%.

$220.5M

+29.2%

$-0.03

+90.6%

Palo Alto Networks' Q4 revenue surged 34% to $3.41B, fueled by a 63% jump in NGS ARR to $9.10B.

PANW

Sep 1

Palo Alto Networks Q4 Beats as NGS ARR Hits $9.1B, Guidance Signals Deceleration

Revenue surged 34% to $3.41B, topping estimates, but FY27 guidance implies a sharp growth slowdown as the company laps the CyberArk acquisition.

$3.41B

+34.5%

$1.02

+7.4%

GitLab's Q2 revenue of $286.3M beat estimates by 4.8%, driven by accelerating net retention of 117% and net ARR growth above 40% year over year.

GTLB

Sep 1

GitLab Q2 Beats on Revenue and EPS as Net Retention Accelerates

Revenue of $286.3M topped estimates by 4.8%, while dollar-based net retention hit 117% and net ARR grew over 40% YoY.

$286.3M

+21.3%

$0.24

in line

SentinelOne's Q2 revenue grew 21% to $292 million, driven by a record $56 million in net new annualized recurring revenue.

SentinelOne Q2 Beats on Revenue and Profit, Guidance Raised

Revenue grew 21% to $292M, topping estimates, as non-GAAP operating margin hit a record 10.5%.

$292.0M

+20.6%

$0.08

+100.0%

ULTA

Ulta Beauty Q2 Beats as Guidance Raise Signals Confidence

Ulta Beauty beat Q2 estimates on both revenue and EPS, raised full-year guidance, and boosted its buyback plan to $1.8B.

$3.04B

+8.9%

$6.55

+13.3%

Marvell's data center revenue surged 46% YoY, powering a record $2.74B quarter.

MRVL

Marvell Q2 Beats, Guides Above Estimates as Data Center Surge Accelerates

Record revenue of $2.74B, up 37% YoY, driven by 46% Data Center growth; Q3 guidance midpoint implies 15% sequential jump.

$2.74B

+36.5%

$0.94

+40.3%

Rubrik’s subscription ARR grew 33% YoY to $1.66B, driven by demand for cyber-resilient data management in enterprise data centers.

RBRK

Rubrik Q2 Beats Across the Board, Raises Full-Year Guidance

Subscription ARR grew 33% YoY to $1.66B as the company posted a $0.20 non-GAAP EPS versus $0.04 consensus.

$427.3M

+37.9%

$0.20

+766.7%

Autodesk's design software powers architecture and engineering projects, a market the company is expanding through acquisitions like MaintainX.

ADSK

Autodesk Q2 Beats, Raises Billings Guide as MaintainX Adds Fuel

Revenue grew 16% to $2.05B, beating estimates by $35M, as the company raised its full-year billings and revenue outlook.

$2.05B

+16.1%

$3.30

+26.0%

Workday's cloud platform scales as AI adoption drives over 25% of new ACV in Q2.

WDAY

Workday Q2 Beats on AI Adoption, Raises Full-Year Guidance

Subscription revenue grew 13.9% YoY as AI drove over 25% of new ACV, with full-year guidance raised to $9.945B midpoint.

$2.65B

+12.8%

$2.75

+24.4%

NVIDIA's Data Center revenue surged 117% to $89.0B in Q2, driven by accelerating infrastructure demand for Blackwell Ultra.

NVDA

Aug 26

NVIDIA Q2 Revenue Doubles to $96.2B as Blackwell Ultra Ramps

Data Center revenue surged 117% to $89.0B, driving a beat on both top and bottom lines.

$96.22B

+105.9%

$2.22

+119.8%

Salesforce's Q2 beat was powered by AI demand, with Agentforce ARR surging past $1.5 billion and cRPO growth hitting a four-year high of 14%.

CRM

Aug 26

Salesforce Q2 Beats on AI Demand, cRPO Growth Hits 4-Year High

Revenue of $11.3B topped estimates as Agentforce ARR surged past $1.5B and cRPO accelerated to 14% constant-currency growth.

$11.35B

+10.8%

$5.90

+102.7%

OKTA

Aug 26

Okta Q2 Beats on Profit and cRPO as Identity Demand Accelerates

Revenue of $805M topped estimates by $12M, but accelerating cRPO and a 40% FCF surge tell a stronger story.

$805.0M

+10.6%