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 ...

Summary of PTC Conference Call Company Overview - **Company**: PTC (Parametric Technology Corporation) - **Industry**: Software, specifically focusing on product lifecycle management (PLM) and computer-aided design (CAD) solutions - **Key Products**: Windchill (PLM), Creo (CAD), CodeBeamer (Application Lifecycle Management), Onshape (cloud-based CAD), ServiceMax Core Insights and Arguments 1. **Customer Engagement**: The CEO, Neil Barua, emphasized the importance of engaging with customers globally to understand their needs and challenges, particularly the demand for faster product development amidst increasing complexity in business environments [5][10][45] 2. **Strategic Positioning**: PTC is positioned as a critical player in the software vertical, with a strong relationship with customers built over 40 years, which is essential for their product development processes [10][11] 3. **Go-to-Market Transformation**: The company is undergoing a transformation in its go-to-market strategy, focusing on verticalization to enhance customer engagement and increase market share [12][13] 4. **Financial Guidance**: PTC adjusted its full-year growth targets to the high single digits, reflecting a stable macro environment and improved execution in Q3 [15][19] 5. **Product Lifecycle Management**: Windchill is highlighted as a flagship product with significant growth potential, particularly as companies seek to integrate software and hardware development processes [29][30] 6. **AI Integration**: PTC is embedding AI into its solutions, enhancing product capabilities and improving operational efficiency [37][39] 7. **ServiceMax Performance**: The ServiceMax segment faced challenges but is expected to align better with PTC's offerings, creating opportunities for growth [48][50] Additional Important Points 1. **Market Dynamics**: The company noted that while the macro environment remains challenging, it has not worsened, allowing for a more stable outlook [19][20] 2. **Customer Sentiment**: There is a sense of urgency among customers to invest in digital transformation, which PTC is well-positioned to support [45][46] 3. **M&A Strategy**: PTC is focused on tuck-in acquisitions that enhance its product data foundation and align with its strategic vision [62][63] 4. **Cash Flow Management**: PTC operates on a cash basis, providing visibility into cash inflows and outflows, which supports its financial stability [55][58] 5. **Internal AI Utilization**: The company is leveraging AI internally to improve customer support and R&D processes, leading to productivity gains [59][60] This summary encapsulates the key points discussed during the PTC conference call, highlighting the company's strategic direction, product focus, and market positioning.

Core Insights - Egnyte is enhancing its data management solutions with the introduction of the ACC Connector, which integrates with Autodesk Construction Cloud to streamline workflows and extend governance capabilities [1][2] - The integration aims to reduce duplicative work, eliminate data silos, and ensure consistent file versioning and governance, providing a comprehensive view of the content lifecycle [2][3] - The ACC Connector allows firms to migrate data throughout the project lifecycle and implement automated retention policies to meet legal and compliance requirements [3] Company Commitment - Egnyte is dedicated to improving workflows for AEC professionals by integrating with Autodesk Construction Cloud, facilitating secure access to large files, remote collaboration, and governance controls [4] - The company emphasizes the importance of a familiar desktop interface for users in the AEC industry [4] Customer Base - Egnyte serves over 22,000 customers across various industries, including architecture, engineering, construction, life sciences, and financial services, focusing on improving productivity and safeguarding critical data [5]

PresentationFatima BoolaniDirector & Co-Head of Software Research Thank you for joining us for the Dynatrace fireside chat. Fatima Boolani, your resident software analyst here at Citi. I'm very excited to have Jim Benson, CFO of Dynatrace; and Dan Zugelder, Chief Revenue Officer and Head of the go-to-market organization at Dynatrace for what I think is going to be a really fun conversation, lots to talk about. So I think a good place to start is taking us through some of the highlights and milestones out of ...