Key Takeaways ARLO beat Q4 estimates, with EPS up 120% Y/Y and revenues rising 16.2% to $141.3M.Arlo Technologies saw subscription revenues jump 39.4% Y/Y, lifting annual recurring revenue 28.4%.ARLO guided Q1 revenues of $135M-$145M and FY26 revenues of $550M-$580M with EPS up to 85 cents.Arlo Technologies (ARLO) reported fourth-quarter 2025 non-GAAP earnings of 22 cents per share, which surpassed the Zacks Consensus Estimate by 37.50% and increased 120% year over year.Arlo Technologies' revenues climbed 1 ...

Core Insights - Dell Technologies (DELL) reported non-GAAP earnings of $3.89 per share for Q4 fiscal 2026, exceeding the Zacks Consensus Estimate by 9.92% and reflecting a 45% year-over-year increase [1] - Revenues rose 39% year over year to $33.4 billion, surpassing the consensus mark by 4.61%, primarily driven by record AI server shipments [1] - Following the results announcement, DELL shares increased by 11.98% in pre-market trading [1] Revenue Breakdown - Product revenues increased by 53% year over year to $27.6 billion, beating the Zacks Consensus Estimate by 10.41% [2] - Services revenues decreased by 2% year over year to $5.76 billion, missing the Zacks Consensus Estimate by 11.88% [2] - Infrastructure Solutions Group (ISG) revenues surged 73% year over year to $19.60 billion, marking eight consecutive quarters of double-digit growth [2] AI Server Performance - Servers and networking revenues reached $5.85 billion, growing 27% year over year, driven by strong demand for both AI and traditional servers [3] - AI-optimized server revenue skyrocketed by 342% year over year to $9 billion [3] - In Q4, Dell Technologies saw an increase of $34.1 billion in AI-optimized server orders, totaling over $64 billion in AI orders for fiscal 2026, with $25.2 billion in shipments [4][5] Financial Metrics - Non-GAAP gross profit for Q4 increased by 18% year over year to $6.84 billion, with a gross margin contraction of 380 basis points to 20.5% [7] - Operating expenses rose by 5% year over year to $3.30 billion, with operating expenses as a percentage of revenues contracting by 320 basis points to 9.9% [8] - Non-GAAP operating income was $3.53 million, up 32% year over year, with an operating margin contraction of 60 basis points to 10.6% [9] Cash Flow and Capital Return - As of January 30, 2026, DELL had $11.52 billion in cash and cash equivalents, up from $9.56 billion as of October 31, 2025 [10] - The company generated cash flow from operations of $4.67 billion, with adjusted free cash flow of $5.08 billion in Q4 [10] - Dell Technologies returned $2.2 billion of capital to shareholders in Q4 [11] Guidance for Future Performance - For Q1 fiscal 2027, revenues are expected to be between $34.7 billion and $35.7 billion, suggesting 51% year-over-year growth [12] - Non-GAAP earnings are anticipated to be $2.90 per share, indicating 87% growth year over year [13] - For fiscal 2027, revenues are projected to be between $138 billion and $142 billion, reflecting 23% year-over-year growth, with AI server shipments expected to reach approximately $50 billion, up 103% year over year [13]

Core Insights - Nutanix (NTNX) reported second-quarter fiscal 2026 non-GAAP earnings of 56 cents per share, exceeding the Zacks Consensus Estimate by 27.27% and reflecting a year-over-year increase of 19.1% [1] - Revenues for Nutanix rose 10.4% year over year to $722.8 million, surpassing the Zacks Consensus Estimate by 1.27% and exceeding the guided range of $705-$715 million [1] Customer Growth - The company added over 1000 new customers during the fiscal second quarter, marking its strongest quarterly new logo additions in eight years [4] - Increased customer engagement was noted as NTNX is considered an alternative amid industry mergers and acquisitions, supported by stronger partnerships with OEMs like Cisco, Dell, and Lenovo [2] Revenue Breakdown - Product revenues, accounting for 53.6% of total revenues, increased 9.4% year over year to $387.4 million [3] - Support, maintenance, and other services revenues, making up 46.4% of total revenues, rose 11.6% to $335.5 million [3] - Subscription revenues, which represent 95.5% of total revenues, climbed 10.6% to $690.5 million [3] - Annual recurring revenues increased 16% year over year to $2.36 billion [3] Operating Performance - Non-GAAP gross margin expanded by 30 basis points year over year to 88.6% [5] - Non-GAAP operating expenses rose 8.2% year over year to $451.2 million [5] - Non-GAAP operating income was $189 million, an increase of $27.7 million from the previous year [5] - Non-GAAP operating margin was 26.2%, exceeding the guided range of 20.5-21.5% and up 160 basis points compared to the year-ago quarter [6] Financial Position - As of January 31, 2025, cash and cash equivalents plus short-term investments totaled $1.87 billion, down from $2.06 billion at the end of the first quarter of fiscal 2026 [7] - Cash generated from operating activities during the second quarter was $197.3 million, with free cash flow at $191.4 million [7] Future Outlook - For the third quarter of fiscal 2026, revenues are projected to be between $680 million and $690 million, with a non-GAAP operating margin expected in the range of 16-17% [10] - For fiscal 2026, revenues are estimated to be between $2.80 billion and $2.84 billion, with free cash flow anticipated in the range of $745 million to $775 million [10]

Core Insights - Autodesk (ADSK) reported strong fourth-quarter fiscal 2026 results with non-GAAP earnings of $2.85 per share, exceeding the Zacks Consensus Estimate by 8.37% and reflecting a 25% year-over-year increase [1] - The company achieved revenues of $1.95 billion, surpassing consensus expectations by 2.48% and growing 19% year over year, both in reported and constant currency terms [1] Performance Highlights - The robust performance was driven by exceptional growth in the Architecture, Engineering, Construction and Operations (AECO) sector, particularly in construction and emerging markets, with investments in data centers and infrastructure offsetting weaknesses in commercial real estate [2] - Autodesk experienced stronger-than-expected Enterprise Business Agreements and product subscription billings, with management expressing confidence in the long-term business trajectory supported by cloud and AI strategies [3] Revenue Breakdown - Autodesk restructured its revenue reporting, now categorizing revenues by product type: Design (82.2% of total revenues) increased 19% to $1.61 billion, Make (11.1% of total revenues) grew 24% to $218 million, and Other (6.6% of total revenues) rose 21% to $130 million [4] - Regionally, revenues from the Americas (43.3% of revenues) increased 16% to $847 million, EMEA (39.7% of revenues) climbed 25% to $777 million, and Asia-Pacific (17% of revenues) grew 16% to $333 million [5] Product Line Performance - Autodesk's primary product families include AECO (49.8% of revenues) which increased 22% to $975 million, AutoCAD and AutoCAD LT (24.4% of revenues) which rose 17% to $478 million, Manufacturing (MFG) (19.5% of revenues) which grew 20% to $381 million, and Media and Entertainment (M&E) (4.6% of revenues) which increased 7% to $90 million [6] Operating Results - Non-GAAP operating margin expanded to 38%, improving approximately 100 basis points year over year, while GAAP operating margin remained flat at 22% due to a $100 million restructuring charge [7] Financial Position - As of January 31, 2025, Autodesk had cash and cash equivalents of $2.59 billion, up from $1.98 billion as of October 31, 2025 [8] - Deferred revenues increased 14% to $4.69 billion year over year, with unbilled deferred revenues rising 28% to $3.61 billion [10] Guidance - For fiscal 2027, Autodesk projects revenues between $8.1 billion and $8.17 billion, indicating 12-13% growth, with non-GAAP earnings per share expected to be between $12.29 and $12.56, implying 18-20% growth [11] - The company anticipates a non-GAAP operating margin of approximately 38.5-39% and free cash flow in the range of $2.7 billion to $2.8 billion, representing 12-16% growth over fiscal 2026 [12]

Core Insights - Synopsys reported a significant increase in first-quarter fiscal 2026 revenues, reaching $2.41 billion, which is a 65.5% year-over-year growth, surpassing the Zacks Consensus Estimate by 0.8% [2][10] - The company's EDA revenues were $1.1 billion, making up 45.6% of total revenues, while the Ansys product group contributed 36.8% of revenues, indicating strong demand for multiphysics simulation and digital engineering solutions [1][10] Financial Performance - Adjusted earnings for Synopsys in the reported quarter were $3.77 per share, exceeding the Zacks Consensus Estimate by 5.6% [1] - For fiscal 2026, Synopsys anticipates revenues between $9.56 billion and $9.66 billion, including $2.9 billion from Ansys, with a year-over-year growth projection of 36.5% [6] - Non-GAAP EPS is expected to be between $14.38 and $14.46, reflecting an increase from the previous range, while non-GAAP expenses are projected to be between $5.69 billion and $5.75 billion [7] Growth Drivers - The results were primarily driven by AI-led semiconductor demand and the integration of Ansys, which has enhanced Synopsys' capabilities in semiconductor R&D and design [3][10] - Synopsys is embedding AI throughout its EDA stack, leading to significant productivity gains for customers, with reported improvements such as 50% faster knowledge assistance and 5x quicker formal testbench generation [4][10] Market Positioning - The combined Synopsys-Ansys portfolio is strategically positioned to leverage the industry shift from physical prototyping to digital twins, facilitating faster and more cost-effective product development across various sectors, including aerospace and automotive [5][10] - For the second quarter of fiscal 2026, Synopsys expects revenues between $2.225 billion and $2.275 billion, with a year-over-year growth estimate of 40.3% [8]

Key Takeaways GitLab expects fourth-quarter fiscal 2026 revenues of $251M-$252M, up about 19% year over year.GTLB's dollar-based net retention was 119%, with $100K ARR customers up 23% Y/Y.SaaS revenues rose 36% Y/Y in Q3, with 119% net retention and enterprise customer growth.GitLab (GTLB) is set to release its fourth-quarter fiscal 2026 results on March 3, 2026.The company expects fourth-quarter fiscal 2026 revenues between $251 million and $252 million, indicating an approximate growth of 19% year over y ...

Key Takeaways Zoom posts Q4 EPS miss, but revenue rises 5.3% Y/Y to $1.25B.ZM enterprise revenue climbs 7.1% as $100K customers grow 9.3% to 4,468.Zoom guides FY27 revenues of $5.065-$5.075B and EPS of $5.77-$5.81, targets up to $1.74B FCF.Zoom Communications (ZM) reported fourth-quarter fiscal 2026 adjusted earnings of $1.44 per share, which missed the Zacks Consensus Estimate by 2.70% and increased 2.1% year over year.Revenues of $1.25 billion beat the consensus mark by 1.18% and increased 5.3% year over ...

Key Takeaways Snowflake beat Q4 earnings and revenue estimates with 30% sales growth, but shares dipped after hours. SNOW posted 125% net revenue retention and 21% customer growth to 13,328, with RPO up 42%. Snowflake guides for 27% product revenue growth in Q1 and FY2026, targeting 12.5% operating margin. Snowflake (SNOW) reported fourth-quarter fiscal 2026 non-GAAP earnings of 32 cents per share, beating the Zacks Consensus Estimate by 19.18%. The company reported earnings of 30 cents per share in the yea ...

Key Takeaways Photronics Q1 EPS rose 17% Y/Y to 61 cents, beating estimates as revenue increased 6%.PLAB IC sales grew 7% Y/Y on high-end demand; FPD gained on China IT market strength.Photronics guided Q2 revenue of $212M-$220M with operating margin seen at 22%-24%.Photronics (PLAB) reported first-quarter fiscal 2026 non-GAAP earnings of 61 cents per share, which beat the Zacks Consensus Estimate by 12.96% and increased 17.3% year over year.Revenues of $225.1 million increased 6.1% year over year and 4.3% ...

Key Takeaways Agilent reported Q1 EPS of $1.36, up Y/Y, while revenues rose 7% to $1.8 billion. Agilent saw revenue growth across LDG, ACG, and AMG, but segment margins declined Y/Y. Agilent guided Q2 revenues of $1.79-$1.82B and FY26 sales of $7.3-$7.5B. Agilent Technologies (A) reported first-quarter fiscal 2025 earnings of $1.36 per share, which missed the Zacks Consensus Estimate by 0.52%. The figure increased 3.8% year over year.Revenues of $1.8 billion surpassed the Zacks Consensus Estimate by 0.27%. ...