Key Takeaways AVPT beat Q4 estimates, with EPS up 350% Y/Y and revenues rising 29% to $114.7M.AvePoint's SaaS revenues jumped 37.1%, driving 27% ARR growth to $416.8M.AVPT guided for 22% year-over-year revenue growth in 2026 and up to $96.6M in non-GAAP operating income.AvePoint (AVPT) reported fourth-quarter 2025 non-GAAP earnings of 10 cents per share, which surpassed the Zacks Consensus Estimate by 11.11% and increased 350% year over year.AvePoint revenues climbed 29% year over year to $114.7 million, be ...

Key Takeaways Teradata beat Q4 estimates with EPS up 39.6% and revenues rising 3% year over year.TDC saw public cloud ARR jump 15% to $701M, with a 108% cloud net expansion rate.Teradata guided for 2026 EPS of $2.55-$2.65 and projects low double-digit cloud ARR growth.Teradata (TDC) reported fourth-quarter 2025 non-GAAP earnings of 74 cents per share, which beat the Zacks Consensus Estimate by 35.04%. The bottom line increased 39.6% year over year.Revenues of $421 million beat the Zacks Consensus Estimate b ...

Core Viewpoint - A securities fraud class action lawsuit has been filed against Varonis Systems, Inc. due to significant financial underperformance and misleading statements made by the company during the class period from February 4, 2025, to October 28, 2025 [1][3]. Financial Performance - On October 28, 2025, Varonis reported third quarter 2025 financial results, revealing a revenue miss against consensus estimates, with a notable 63.9% year-over-year decline in term license subscription revenues [2]. - The company reduced its full-year Annual Recurring Revenues (ARR) guidance, attributing this to the underperformance of its on-prem subscription business [2]. - Following the earnings announcement, Varonis's stock price plummeted by $30.66, or 48.7%, closing at $32.34 per share on October 29, 2025, resulting in significant losses for investors [2]. Lawsuit Details - The class action lawsuit alleges that Varonis made materially false and misleading statements and failed to disclose adverse facts regarding its business and operational prospects [3]. - Specifically, the lawsuit claims that Varonis was not adequately prepared to sustain its ARR growth without maintaining a high rate of quarterly conversions, rendering the company's positive statements misleading [3].

Core Insights - Guidewire Software, Inc. (GWRE) reported non-GAAP earnings per share of 66 cents for Q1 fiscal 2026, reflecting a 53.5% year-over-year increase and aligning with Zacks Consensus Estimate [1] - The company achieved revenues of $332.6 million, a 26.5% year-over-year growth, surpassing Zacks Consensus Estimate by 4.9% and exceeding its own guidance of $315-$321 million [1][8] - Annual recurring revenues (ARR) as of October 31 were $1.063 billion, up 2.1% year over year, with expectations for ARR in fiscal 2026 to be between $1.22 billion and $1.23 billion [2] Revenue Performance - GWRE expects total revenues for fiscal 2026 to be between $1.403 billion and $1.419 billion, an increase from $1.202 billion in fiscal 2025, with previous guidance set at $1.385 billion to $1.405 billion [3] - Subscription revenues are forecasted at $891 million, while subscription and support revenues are expected to reach $948 million, with services revenues estimated at $245 million [3] Profitability Metrics - Non-GAAP operating income is projected to be between $266 million and $282 million, with cash flow from operations anticipated in the range of $355-$375 million [4] - Non-GAAP gross margin improved to 66% from 63.5% year over year, with the subscription and support segment's gross margin increasing to 73.2% from 70.3% [6] Segment Performance - Subscription and support segment revenues accounted for 66.8% of total revenues, soaring 31% year over year to $222.2 million [5] - License revenues increased by 12% year over year to $42 million, while services revenues jumped 23% year over year to $68.5 million [5] Financial Position - As of October 31, cash and cash equivalents and short-term investments totaled $1,409.3 million, down from $1,483.2 million as of July 31, 2025 [10] - The company reported a cash usage of $67.4 million from operations during the quarter, with free cash flow usage nearing $77.4 million [10] Future Outlook - For Q2 fiscal 2026, revenues are expected to be in the range of $339-$345 million, with non-GAAP operating income estimated between $68-$74 million [11]

Core Insights - Toast's shares increased by 10.6% following the release of its Q3 2025 results, which showed mixed outcomes compared to Wall Street expectations [1][7] Financial Performance - Toast reported a 25% year-over-year revenue increase, reaching $1.63 billion, surpassing the analyst consensus of $1.58 billion [2] - Adjusted earnings per diluted share more than doubled from $0.07 to $0.16, but fell short of the expected $0.24 per share [2][7] Growth Metrics - The company's annual recurring revenues (ARR) grew by 30% year-over-year, indicating strong demand for its subscription-based services [4] - Toast is currently installed in 156,000 restaurant locations, with a potential market of nearly 900,000 client sites in the American market [5] Long-term Outlook - Management emphasizes significant long-term growth potential in the restaurant industry, supported by an expanding product portfolio aimed at increasing revenue per customer [5][6] - Despite a high valuation of 90 times adjusted earnings, Toast remains a favored growth stock due to the demand for improved operational tools in the restaurant sector [6]

Core Insights - Varonis Systems, Inc. reported an 18% year-over-year increase in annual recurring revenues (ARR), reaching $718.6 million as of September 30, 2025 [6] - The company's SaaS ARR constituted approximately 76% of total ARR, reflecting strong demand for its SaaS platform [2][6] - The company generated $122.7 million in cash from operations year-to-date, compared to $90.9 million in the previous year [6] - Free cash flow for the year-to-date was $111.6 million, up from $88.6 million in the prior year [6] - Varonis announced a $150 million share repurchase authorization [6] Financial Performance - Total revenues for the third quarter were $161.6 million, compared to $148.1 million in the same quarter of 2024 [5] - SaaS revenues increased significantly to $125.8 million from $57.8 million year-over-year [5] - Term license subscription revenues decreased to $24.8 million from $68.8 million, primarily due to customer transitions to the SaaS platform [5] - Maintenance and services revenues also declined to $10.9 million from $21.5 million, again attributed to the shift to SaaS [5] - The GAAP operating loss was $35.9 million, compared to a loss of $23.6 million in the third quarter of 2024 [5] Business Developments - The company acquired SlashNext, enhancing its email security capabilities with AI-driven solutions [6] - Varonis launched new products, including Varonis Interceptor for email security and Next-Gen Database Activity Monitoring (DAM) for database security [6] - The company introduced AI identity protection for Salesforce Agentforce, improving visibility and control over data accessed by AI agents [6] Guidance and Outlook - Varonis has reduced its full-year ARR guidance due to lower-than-expected renewals in the Federal vertical and non-Federal on-prem subscription business [7] - The company anticipates a lower renewal rate for its on-prem subscription business in the fourth quarter [7]