Key Takeaways Samsara reported Q2 EPS of $0.12, beating estimates and up 140% year over year.Quarterly revenues reached $391.5M, up from $300.2M a year ago, with ARR at $1.64B.Samsara added 133 $100K+ ARR customers and 17 $1M+ customers, now 20% of total ARR.Samsara Inc. (IOT) came out with second-quarter fiscal 2026 earnings of 12 cents per share, beating the Zacks Consensus Estimate of 7 cents by 71.4%. This compares to earnings of 5 cents per share a year ago.Samsara’s earnings beat the Zacks Consensus E ...

For the quarter ended June 2025, Jamf Holding (JAMF) reported revenue of $176.5 million, up 15.4% over the same period last year. EPS came in at $0.18, compared to $0.14 in the year-ago quarter.The reported revenue represents a surprise of +4.67% over the Zacks Consensus Estimate of $168.63 million. With the consensus EPS estimate being $0.17, the EPS surprise was +5.88%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

Since my last thesis , Nebius ( NBIS ) has transitioned from infrastructure deployment mode to monetization inflection. Where validation scaling of scale, capacity, and contract velocity was the focus of the previous one, the next is on the Annual Recurring Revenue (ARR) beingHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA ...

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.38 per share, a 35.7% increase year over year, with revenues expected to reach $626.12 million, reflecting a 19.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $311.14 million, a 15.6% increase year over year [4] - 'Revenue- Product' is projected to reach $307.45 million, indicating a year-over-year change of 20.4% [4] - 'Disaggregation of Revenue- Professional services revenue' is expected to be $28.12 million, a 7.2% increase from the prior year [5] - 'Disaggregation of Revenue- Subscription revenue' is estimated at $594.37 million, reflecting a 22.1% increase from the previous year [5] Additional Revenue Insights - 'Disaggregation of Revenue- Non-portable software revenue' is forecasted to be $2.59 million, showing a significant decline of 76.7% year over year [6] - 'Annual Contract Value Billings (ACV Billings)' is expected to be $364.13 million, up from $288.85 million in the same quarter last year [6] Billing and Customer Metrics - Total Billings are projected to reach $676.02 million, compared to $557.29 million a year ago [7] - Annual Recurring Revenue (ARR) is expected to be $2.17 billion, up from $1.82 billion in the same quarter last year [7] - Total end customers are estimated to be 28,457, an increase from 25,860 year over year [7] Disaggregation of Billings - 'Disaggregation of billings - Professional services billings' is estimated at $32.78 million, compared to $29.65 million last year [8] - 'Disaggregation of billings - Subscription billings' is projected to reach $616.58 million, up from $515.92 million in the same quarter last year [8] Stock Performance - Nutanix shares have increased by 21.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.7% [8]

For the quarter ended March 2025, Dynatrace (DT) reported revenue of $445.17 million, up 16.9% over the same period last year. EPS came in at $0.33, compared to $0.30 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $434.56 million, representing a surprise of +2.44%. The company delivered an EPS surprise of +10.00%, with the consensus EPS estimate being $0.30.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street e ...