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 ...

Core Insights - Salesforce, Inc. (NYSE: CRM) significantly exceeded analysts' consensus expectations for both earnings and revenue in the second fiscal quarter [1] Financial Performance - The company demonstrated strong momentum in its operations, contributing to the positive financial results [1]

• 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 ...

Dynatrace (DT) 2025 Conference September 04, 2025 10:50 AM ET Company ParticipantsFatima Boolani - MD & Co-Head US Software Equity ResearchJim Benson - CFODan Zugelder - Chief Revenue OfficerFatima BoolaniJoining us, for the Dynatrace fireside. Chad Fatima Boolani, your resident software analyst here at Citi. I'm very excited to have Jim Benson, CFO of Dynatrace, and Dan Zugulder, chief revenue officer and head of the go to market organization at Dynatrace for what I think is gonna be a really fun conversat ...

PresentationTyler RadkeVP & Senior Analyst We've crew from Autodesk here. I get a stand for this session, which is great because I'll be sitting in those chairs for about 6 hours today. So from left to right, we got Sid Haksar, VP of Construction; Mike Haley, SVP of Autodesk Research. And we all know Simon from Investor Relations. I'm going to turn it over to Simon for the most exciting part of the presentation, which is the safe harbor. ...

China Technology & Telecom Key Takeaways from Citi's 2025 China TMT Day CITI'S TAKE Citi hosted 2025 China TMT Day on Aug 28-29 and we met with 20 HK & China tech and telecom companies. Key highlights: (1) Glass cover/metal casing design change, with heat sink modules and battery casing upgrade will drive dollar content in 2H25 iPhone; (2) Foldable iPhone will likely come in 2H26 with major upgrade in UTG and hinges; (3) Android cameras continue upgrade trend periscope, OIS, variable aperture etc.); (4) Pro ...