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Palo Alto Networks Q4 Earnings Call Highlights
MarketBeat23d agoneutral
Palo Alto Networks Q4 Earnings Call Highlights

Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie

Dell Technologies Q2 Earnings Call Highlights
MarketBeat23d agoneutral
Dell Technologies Q2 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus

GitLab Q2 Earnings Call Highlights
MarketBeat23d agoneutral
GitLab Q2 Earnings Call Highlights

GitLab (NASDAQ:GTLB) reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, as the company cited record gross bookings, accelerating net annual recurring revenue growth and increased demand for its software development platform. Non-GAAP operating income was $42.

MongoDB Q2 Earnings Call Highlights
MarketBeat23d agoneutral
MongoDB Q2 Earnings Call Highlights

MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database platform and Enterprise Advanced self-managed offering accelerated. The company also raised its full-year outlook, citing continued enterprise demand, c

Credo Technology Group Q1 Earnings Call Highlights
MarketBeat23d agoneutral
Credo Technology Group Q1 Earnings Call Highlights

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.
Barrons.com23d agoneutral
MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.

MongoDB reported strong second-quarter earnings results Tuesday, but the document database company’s stock fell in after-hours trading. The company also raised its fiscal year 2027 guidance, citing a 29% year over year revenue increase for its multi-cloud database service, Atlas But with Atlas growing at the same pace for three consecutive fiscal quarters, investors hoping to see whether new clients are spending on cloud apps could feel disappointed. Mizuho Securities analyst Jordan Klein wrote late Tuesday that major hedge funds had privately expected 30.5% to 31% growth in Atlas revenue.

Credo Shares Slump Despite Earnings Beat
Barrons.com23d agobullish
Credo Shares Slump Despite Earnings Beat

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

Investing.com23d agobearish
MongoDB stock tumbles despite earnings beat on profit-taking

Investing.com -- MongoDB (NASDAQ:MDB) reported second quarter fiscal 2027 results that exceeded analyst expectations, with adjusted earnings per share of $1.90 beating the consensus estimate of $1.61, while revenue of $771.8 million surpassed the $735.16 million estimate. Revenue increased 30% YoY, marking the highest growth rate in several years.

Dell raises full-year guidance after AI server revenue doubles
Proactive23d agoneutral
Dell raises full-year guidance after AI server revenue doubles

Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...

Palo Alto Networks beats Q4 earnings on AI security demand
Proactive23d agobullish
Palo Alto Networks beats Q4 earnings on AI security demand

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...