Core Insights - PagerDuty, Inc. shares dropped over 24% following the release of Q3 fiscal 2026 results, which exceeded earnings forecasts but fell short of revenue expectations, alongside a reduction in full-year sales outlook [1] Financial Performance - The company reported quarterly revenue of $124.5 million, representing a 4.7% year-over-year increase but below the consensus estimate of $125.41 million [2] - Adjusted EPS was $0.33, surpassing the expected $0.25, and the company achieved GAAP profitability for the second consecutive quarter with an operating income of $8.1 million [2] Guidance and Outlook - Full-year revenue guidance was revised down to $490 million to $492 million from a previous range of $493 million to $497 million, which is also below the consensus of $498 million [3] - The adjusted EPS forecast was raised to $1.11 to $1.12, exceeding expectations of $1.02 [3] - For Q4, PagerDuty anticipates revenue between $122 million and $124 million and adjusted EPS of $0.24 to $0.25 [4] Key Metrics - Annual Recurring Revenue (ARR) increased by 3% to $497 million [3] - The number of customers with over $100,000 in ARR grew by 5% to 867 [3] - Dollar-based net retention rate decreased to 100% from 107% a year prior [3]

智通财经APP获悉，周二，CoreWeave(CRWV.US)盘前跌超8%，报96.82美元。消息面上，公司三季度 实现营收13.6亿美元，同比增长134%，超出预期的12.9亿美元;净亏损1.10亿美元(每股亏损0.22美元)， 较上年同期3.59亿美元大幅收窄。但由于第三方数据中心承建商进度延迟，2025年全年营收预期上限削 减至51.5亿美元，低于分析师预期的52.9亿美元。此外2026年的资本支出预计将"远超"2025年(120-140亿 美元)的两倍以上。 ...