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MongoDB reported Q2 revenue up 30% year-over-year to $771.8 million, driven by 29% Atlas growth and a 91% surge in RPO. The company achieved GAAP operating profitability and raised its full-year reve…
Braze reported strong Q2 revenue of $227.2 million, up 26.2% year-over-year, alongside robust free cash flow and a three-year co-selling agreement with AWS. Operating metrics improved, though adjuste…
Productivity software stocks showed strong Q2 results, with Microsoft exceeding expectations after generating $90.01 billion in revenue, up 17.7% year-over-year. Microsoft also delivered a solid EPS …
Salesforce's recent 80% earnings beat was largely driven by $2.6 billion in one-time investment gains rather than core operations. Operating income remained flat despite 11% revenue growth, while FY2…
GitLab shares surged nearly 35% in August as fears of AI disrupting enterprise software eased. Analysts raised price targets following the shift in sentiment, which was reinforced by strong Q2 earnin…
Microsoft's 2026 Work Trend Index reveals aggressive AI adoption in India, with major IT firms signing up for over 400,000 M365 Copilot seats in under six months. Active enterprise engagement demonst…
GitLab shares rose after beating Q2 estimates with revenue up 21% year-over-year to $286.3 million and adjusted EPS of $0.24. Management highlighted strong enterprise customer growth and argued that …
Salesforce reported strong fiscal Q2 results driven by AI demand, with Agentforce ARR surpassing $1.5 billion, up over 240% year-over-year. Despite slight margin compression and modest 11% overall re…
Elastic delivered strong Q1 FY27 results, exceeding guidance with revenue up 15% to $478M and sales-led subscription revenue rising 18%. Robust AI integration, security demand, and record additions o…
Zoom Communications beat Q2 earnings and revenue estimates driven by enterprise sales, but shares fell after issuing weaker-than-expected October quarter guidance due to consumer segment slowdown.
Oracle shares fell 2.74% after a 27.38% monthly rally, ahead of quarterly earnings projected to show 17% EPS growth and 28.2% revenue gains. With upward estimate revisions, a Zacks Rank #2 (Buy), and…
Strong earnings beats and raised outlooks from Atlassian and Cloudflare helped ease fears of a 'SaaSpocalypse', reassuring investors that enterprise cloud and IT infrastructure spending remains resil…