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 ...

In addition to the jobs data, Wall Street has plenty of quarterly reports to unpack today. Tech giants C3.ai Inc (NYSE:AI), GitLab Inc (NASDAQ:GTLB), and Hewlett Packard Enterprise Co (NYSE:HPE) are fresh off the confessional, so let's dig into their post-earnings reactions below.AI was last seen down 3.4% to trade at $16.12, after the company missed estimates for the fiscal first quarter, withdrew its 2026 forecast, and replaced its CEO as it struggles to reorganize operations. As a result, UBS and Canacco ...

With big sell-offs today, Figma is being pushed to its lowest prices since its IPO.Figma (FIG -18.49%) stock is sinking rapidly in Thursday's trading. The company's share price was down 17.7% as of 12:30 p.m. ET and had been down as much as 21.9% earlier in trading.After the market closed yesterday, Figma published its first quarterly report as a publicly traded company. While its sales and earnings for the second quarter were slightly better than Wall Street's targets, the company's forward guidance is dri ...

Figma Inc. FIG shares plunged nearly 19% Thursday following the release of its second-quarter results after Wednesday's market close. The company posted revenue of $249.64 million, significantly surpassing the consensus estimate of $228.2 million. This represents a 41% year-over-year increase from $177.20 million in the same quarter last year.Adjusted earnings for the quarter were 8 cents per share, missing the consensus estimate of 18 cents per share, but reflecting an increase over the 7 cents per share r ...

Core Insights - Salesforce (CRM) reported second-quarter fiscal 2026 non-GAAP earnings of $2.91 per share, exceeding the Zacks Consensus Estimate by 5.1%, with a year-over-year improvement of 13.7% [1][7] - The company's fiscal second-quarter revenues reached $10.2 billion, surpassing the Zacks Consensus Estimate by 1.02%, and reflecting a 10% year-over-year increase [1][7] Revenue Performance - The growth in both top and bottom lines was attributed to CRM's go-to-market strategy and a strong focus on customer success, alongside the integration of generative artificial intelligence (AI) into its offerings [2] - Subscription and Support revenues, which account for 94.8% of total revenues, increased by 11% year over year to $9.7 billion, while Professional Services and Other revenues declined by 3% to $546 million [3] - Within the Subscription and Support segment, Sales Cloud revenues grew 8% to $2.3 billion, Service Cloud revenues increased 8% to $2.5 billion, Marketing & Commerce Cloud revenues rose 3% to $1.4 billion, and Platform & Other revenues were up 16% to $2.1 billion [4] Geographic Performance - Revenues from the Americas, which represent 65.5% of total revenues, increased by 9% year over year to $6.74 billion, while EMEA revenues grew by 7% to $2.4 billion, and Asia Pacific revenues rose by 11% to $1.1 billion [5] Financial Metrics - Non-GAAP operating income was reported at $3.51 billion, a 12% increase from the previous year, with a non-GAAP operating margin expansion of 60 basis points to 34.3% [5] - The company ended the quarter with cash, cash equivalents, and marketable securities totaling $15.37 billion, down from $17.41 billion in the previous quarter [5] Future Guidance - For the third quarter of fiscal 2026, Salesforce projects total sales between $10.24 billion and $10.29 billion, indicating an 8-9% growth from the previous year [6] - The company has raised its fiscal 2026 revenue guidance to a range of $41.1 billion to $41.3 billion, reflecting an 8.5-9% year-over-year increase [9] - Non-GAAP earnings per share for fiscal 2026 are now expected to be in the range of $11.33 to $11.37, slightly higher than previous forecasts [10]

For the quarter ended July 2025, GitLab Inc. (GTLB) reported revenue of $235.96 million, up 29.2% over the same period last year. EPS came in at $0.24, compared to $0.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $226.57 million, representing a surprise of +4.14%. The company delivered an EPS surprise of +50%, with the consensus EPS estimate being $0.16.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

Core Insights - C3.ai, Inc. has experienced a significant reversal in its growth trajectory, attributed to poor execution by management [1] Financial Performance - The company released first quarter results that were largely in line with the preliminary release from the previous month [1] Management Commentary - Management has acknowledged the challenges faced, specifically citing bad execution as a key factor in the recent performance decline [1]

PresentationGood morning, everyone. Tyler Radke here at Citi's Co-Head of U.S. Software, and welcome to Day 2 of our tech conference. And we have Teradata, the new CFO, John Ederer, here. John, thank you very much for making it to the Citi Tech Conference. I thought it would be great if you could just give a quick background of yourself and what led you to join Teradata.John EdererCFO & Principal Accounting officer Yes. Absolutely. And thanks for having us. Really appreciate the opportunity to be here today ...

Salesforce, Inc. (NYSE: CRM ) easily beat analysts’ consensus expectations for earnings and revenue for the second fiscal quarter on Wednesday. The CRM company continued to see a lot of momentum for itsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship w ...

• 2019 年：The Browser Company 在纽约成立，由 Josh Miller（前 Facebook 产品经理）等人创立。 就在刚刚，AI 浏览器 Dia 的母公司 The Browser Company 宣布，将以 6.1 亿美元全现金 被团队协作巨 头 Atlassian 收购。 交易完成后，The Browser Company 将继续独立运营，未来的重心将放在 Dia 这款新产品上。 这笔收购引发了科技圈广泛关注：为什么一家以浏览器起家的小团队，能在短短几年里卖出 6 亿美元？ 为什么 Atlassian 要豪掷重金买下他们？ 我们先简要看一下其发展时间线 • 2021 年：首款产品 Arc 浏览器 发布，凭借独特的侧边栏与卡片式设计，迅速收获一批早期用户。 • 2023 年：Arc 面向公众开放下载，成为"设计感最强的浏览器"代表作。 • 2024 年：团队推出新产品 Dia， 定位为知识工作入口工具，不再局限于浏览器，而是面向协作与信息 组织。 • 2025 年 9 月：宣布以 6.1 亿美元全现金被 Atlassian 收购，Dia 成为战略重点。 这条时间线可以看到，The ...