PagerDuty, Inc. PD reported mixed second-quarter results and issued third-quarter EPS guidance below estimates on Wednesday.PagerDuty posted adjusted earnings of 30 cents per share, beating market estimates of 21 cents per share. The company's sales came in at $123.411 million missing expectations of $123.639 million.PagerDuty said it sees third-quarter adjusted EPS of 24 cents to 25 cents and expects sales of $124.000 million to $126.000 million.“PagerDuty achieved important milestones in Q2, including GAA ...

Veeva Systems (VEEV) 2025 Conference September 04, 2025 02:10 PM ET Company ParticipantsBrian Van Wagener - CFOPaul Shawah - EVP & Chief Commercial OfficerConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeHi, Radke here. I go ahead with the software team at Citi, and we are excited to have Veeva for the the next presentation. We have Paul Shawwa, the chief commercial officer, and Brian Van Wagner, the relatively new newly appointed CFO. I think it's been abou ...

Salesforce Inc. CRM posted better-than-expected results for the second quarter and raised its FY2026 guidance. However, the company issued third-quarter sales guidance with its midpoint below estimates.Salesforce reported second-quarter revenue of $10.24 billion, beating the consensus estimate of $10.14 billion, according to Benzinga Pro. The company reported second-quarter adjusted earnings of $2.91 per share, beating analyst estimates of $2.78 per share.Salesforce expects third-quarter revenue to be in th ...

Palantir Technologies TodayPLTRPalantir Technologies$155.07 +0.17 (+0.11%) 52-Week Range$29.50▼$190.00P/E Ratio517.27Price Target$136.61Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR stock is down about 2.5% in the last 30 days. Some long-time critics of the company and the stock’s current valuation believe this could be the beginning of what they believe is a long-overdue correction. Their concerns aren’t without merit. Based on traditional metrics, Palantir is very overvalued.Get Palantir Techno ...

NICE (NICE) 2025 Conference September 04, 2025 01:30 PM ET Company ParticipantsBeth Gaspich - CFOScott Russell - CEOConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeTyler Radke here, Citi's Co-Head of US Software. Welcome to the day two afternoon software track. We have NICE up next. Excited to have Scott Russell, the newly appointed CEO this year, and Beth Gaspich, the CFO of NICE. Scott, thanks for making the appearance to the conference. Given that you re ...

HubSpot HUBS shares slipped Thursday as the company unveiled over 200 product updates at its INBOUND 2025 event, pitching AI-driven growth initiatives but holding firm on its 2027 margin outlook, leaving investors weighing innovation against profitability.The Boston-based software firm introduced a blueprint for hybrid human-AI teams and rolled out a significant upgrade to its data platform, expanding support for unstructured data and integrations with over 100 third-party platforms.Piper Sandler analyst Br ...

Figma's public debut reality check arrived quickly after its massive IPO.Shares of Figma (FIG -18.61%) are sinking on Thursday, down 18.3% as of 1:09 p.m. ET. The drop comes as the S&P 500 and the Nasdaq Composite both gained 0.4%.The design software vendor reported earnings for the first time as a public company, delivering numbers that were largely in line but failed to justify the stock's massive post-IPO run-up.Figma stock crashes despite 41% sales growthThe company reported Q2 sales of $249.6 million, ...

My view on Oracle Corporation (NYSE: ORCL ) is positive, as I now consider it the fourth hyperscaler in AI. On September 9, it will publish its quarterly results, and as always, it will be a test. IfHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I lead multi-asset strate ...

Salesforce Inc. CRM shares fell Thursday after the company delivered stronger-than-expected fiscal second-quarter results but issued revenue and earnings guidance for the third quarter that came in below Wall Street forecasts.The weaker outlook tempered investor enthusiasm despite continued momentum in Salesforce’s Data Cloud, AI initiatives, and Agentforce platform.Revenue for the quarter reached $10.2 billion, surpassing consensus estimates, while earnings per share came in at $2.91.Also Read: Salesforce ...

PTC (PTC) 2025 Conference September 04, 2025 12:50 PM ET Company ParticipantsNeil Barua - President, CEO & DirectorKristian Talvitie - EVP & CFOConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeHey everyone, Tyler Radke here, Co-Head of Citi’s Software Research Practice here at Citi. Welcome to day two, the afternoon stretch of a bunch of great software companies leading off. We have our friends at PTC from up north in Boston, happy to have the CEO, Neil Baru ...