Core Insights - Dynatrace (DT) is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of 15.2% [1] - Anticipated revenues are projected to be $466.07 million, showing a 16.7% increase compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts have not revised their projections [2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Services' will reach $19.84 million, representing a year-over-year change of +12.5% [4] - 'Revenues- Subscriptions' are predicted to be $447.92 million, indicating a +17.4% change from the prior-year quarter [5] Key Metrics - 'Annual Recurring Revenue (ARR)- Total' is expected to reach $1.78 billion, up from $1.54 billion reported in the same quarter last year [5] - The 'Dollar-based Net Retention Rate' is projected at 109.9%, down from 112.0% in the same quarter of the previous year [6] - 'Gross profit- Subscriptions' is anticipated to be $390.94 million, compared to $328.00 million reported in the same quarter last year [6] Stock Performance - Dynatrace shares have decreased by -10.7% in the past month, contrasting with a +0.6% change in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

Core Insights - Fair Isaac (FICO) is expected to report quarterly earnings of $7.73 per share, reflecting a 23.7% increase year over year, with revenues projected at $518.78 million, a 15.8% year-over-year increase [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenues- Professional services' at $21.54 million, a decrease of 4.8% year over year [5] - 'Revenues- Software' is projected to reach $209.70 million, indicating a 1.6% increase from the previous year [5] - The consensus for 'Revenues- Scores' stands at $309.39 million, reflecting a significant increase of 28.1% year over year [5] Additional Revenue Insights - 'Revenues- On-premises and SaaS software' is expected to be $188.16 million, a 2.4% increase from the prior year [6] - 'Revenues- Scores- Business-to-consumer' is projected at $54.78 million, showing a 4% increase year over year [6] - 'Revenues- Scores- Business-to-business' is estimated at $254.14 million, indicating a substantial increase of 34.6% [7] Annual Recurring Revenue (ARR) - 'ARR - Platform' is forecasted to reach $259.20 million, up from $215.10 million year over year [7] - 'ARR - Total' is expected to be $751.23 million, compared to $709.60 million in the same quarter last year [7] - 'ARR - Non-Platform' is estimated at $492.03 million, slightly down from $494.50 million reported in the same quarter last year [8] Stock Performance - Fair Isaac shares have decreased by 15.4% in the past month, contrasting with a 4.6% increase in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

Core Insights - Asana Inc's shares dropped 17.71% despite a recent earnings beat, indicating market concerns despite positive financial results [1] Financial Performance - Asana reported total revenue of $187 million, reflecting an 8.6% growth year-on-year and a 1.0% beat to the midpoint of its guidance [2] - The operating margin was 4.3%, significantly higher than the guidance midpoint of 1.3%, with management projecting a midpoint of 4.7% for the next quarter and raising the full-year operating margin guidance to 5.5% from 5.0% [3] - Non-GAAP earnings were 5 cents per share, surpassing the consensus estimate of 2 cents per share [4] Customer Metrics - The number of customers with $100,000+ annual recurring revenue (ARR) reached 728, a 20% increase year-on-year [2] - Net Revenue Retention (NRR) declined by 1 point quarter-on-quarter across core customers and $100K+ customers, attributed to macro pressures [5] Deal Activity - Asana secured its largest deal in history worth $100 million, extending the contract term from one year to three years, although this resulted in a lower average annual contract value [7] - Billings were reported at $175 million, falling short of the consensus estimate of $213 million, while remaining performance obligations (RPO) growth of 11% missed expectations of 13% [6] Guidance and Market Sentiment - Management adjusted the revenue guidance range for the full year to $775-$790 million, citing macroeconomic risks [6] - Analysts have varied ratings on Asana, with Piper Sandler maintaining an Overweight rating and raising the price target from $17 to $19, while RBC Capital Markets reiterated an Underperform rating with a price target of $10 [9]

Core Insights - Vertex reported revenue of $177.06 million for the quarter ended March 2025, reflecting a year-over-year increase of 12.9% [1] - The earnings per share (EPS) was $0.15, unchanged from the same quarter last year, with a surprise of +15.38% compared to the consensus estimate of $0.13 [1] - The revenue exceeded the Zacks Consensus Estimate of $176.57 million by +0.28% [1] Financial Metrics - Annual Recurring Revenue (ARR) reached $618.50 million, slightly above the average estimate of $617.91 million from two analysts [4] - Service revenues were reported at $26.30 million, surpassing the estimated $25.12 million by four analysts, marking a +5.4% increase year-over-year [4] - Software subscription revenues totaled $150.76 million, slightly below the estimated $151.50 million, but still showing a +14.4% increase compared to the previous year [4] Stock Performance - Vertex shares have returned +10.3% over the past month, compared to a +10.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Jamf Holding (JAMF) reported revenue of $167.62 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.2% and surpassing the Zacks Consensus Estimate by 0.77% [1] - The company's EPS for the quarter was $0.22, up from $0.14 in the same quarter last year, exceeding the consensus EPS estimate of $0.21 by 4.76% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) was reported at $657.90 million, slightly below the average estimate of $658.84 million from three analysts [4] - Subscription revenue from SaaS and support and maintenance totaled $155.63 million, which is lower than the average estimate of $157.64 million but shows a year-over-year increase of 9.3% [4] - On-premise subscription revenue reached $8.60 million, significantly exceeding the average estimate of $5.30 million, marking a year-over-year growth of 44.5% [4] - Non-subscription revenue was reported at $3.40 million, slightly above the average estimate of $3.38 million [4] - Total subscription revenue was $164.22 million, surpassing the average estimate of $162.94 million, with a year-over-year increase of 10.7% [4] - Professional services non-subscription revenue was $3.40 million, marginally above the average estimate of $3.37 million, but reflecting a year-over-year decline of 8.3% [4] Stock Performance - Over the past month, shares of Jamf Holding have returned +7.9%, compared to the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Axon Enterprise (AXON) is expected to report quarterly earnings of $1.27 per share, a 10.4% increase year-over-year, with revenues projected at $589.09 million, reflecting a 27.9% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 9.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Forecasts - Analysts predict 'Net Sales- Software and Sensors' will reach $371.61 million, a 31.8% increase from the previous year [5] - 'Revenue- TASER' is expected to be $218.76 million, indicating a 22.4% year-over-year change [5] - 'Net Sales- Services- Software and Sensors' is forecasted at $248.29 million, reflecting a 40.7% increase year-over-year [5] Product Sales Estimates - 'Net Sales- Products- Software and Sensors' is projected to be $123.31 million, a 16.9% increase year-over-year [6] - 'Net Sales- Products- TASER' is expected to reach $200.30 million, indicating a 20.3% year-over-year change [6] - 'Net Sales- Services- TASER' is forecasted at $15.35 million, reflecting a 25.6% increase from the previous year [6] Additional Sales Insights - The consensus estimate for 'Net Sales- Products' stands at $323.84 million, a 19% increase year-over-year [7] - 'Net Sales- Services' is expected to be $264.40 million, indicating a 40.1% year-over-year change [7] - 'Net Sales- Products- TASER- Other' is projected to reach $12.14 million, reflecting a significant 288.2% increase year-over-year [8] Annual Recurring Revenue - Analysts estimate 'Annual recurring revenue' to be $1,051.50 million, compared to $825 million from the previous year [8] Stock Performance - Over the past month, Axon shares have recorded a return of +15.1%, outperforming the Zacks S&P 500 composite, which changed by -0.5% [9]

Core Insights - Fair Isaac (FICO) reported revenue of $498.74 million for the quarter ended March 2025, marking a year-over-year increase of 15% and an EPS of $7.81 compared to $6.14 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1][2] Financial Performance - The reported revenue of $498.74 million surpassed the Zacks Consensus Estimate of $496.22 million, resulting in a surprise of +0.51% [1] - The EPS of $7.81 exceeded the consensus estimate of $7.39, delivering a surprise of +5.68% [1] - Annual Recurring Revenue (ARR) for the platform was $234.70 million, below the average estimate of $248.73 million [4] - Total ARR was reported at $714.60 million, compared to the estimated $751.38 million [4] - Non-platform ARR was $479.90 million, lower than the average estimate of $502.65 million [4] Revenue Breakdown - Professional services revenue was $17.87 million, below the average estimate of $19.18 million, reflecting a year-over-year decline of -9.5% [4] - Software revenue reached $201.70 million, slightly below the average estimate of $211.53 million, with a year-over-year increase of +2.4% [4] - Scores revenue was $297.04 million, exceeding the average estimate of $286 million, with a year-over-year increase of +25.4% [4] - On-premises and SaaS software revenue was $183.83 million, below the average estimate of $192.35 million, with a year-over-year increase of +3.8% [4] - Business-to-consumer scores revenue was $54.55 million, surpassing the average estimate of $52.90 million, with a year-over-year increase of +6.2% [4] - Business-to-business scores revenue was $242.49 million, exceeding the average estimate of $235.89 million, with a year-over-year increase of +30.7% [4] Operating Income - Operating income for software was reported at $63.32 million, below the average estimate of $69.19 million [4] - Operating income for scores was $264.97 million, exceeding the average estimate of $254.48 million [4] Stock Performance - Fair Isaac's shares returned +5.4% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]