Core Insights - Strategy reported quarterly earnings of $8.42 per share, significantly beating the Zacks Consensus Estimate of a loss of $0.11 per share, and showing a remarkable earnings surprise of +7,754.55% compared to a loss of $1.56 per share a year ago [1] - The company posted revenues of $128.69 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 9.90% and up from $116.07 million year-over-year [2] - The stock has underperformed the market, losing about 4.9% since the beginning of the year, while the S&P 500 gained 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $123.3 million, and for the current fiscal year, it is -$15.73 on revenues of $466.75 million [7] - The estimate revisions trend for Strategy was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Financial - Miscellaneous Services industry, to which Strategy belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Analysts predict that the AI-led bull market will continue, with Snowflake Inc (NYSE:SNOW) identified as a top stock to watch [1] - D.A. Davidson's analyst Gil Luria has a Buy rating on Snowflake with a price target of $275, highlighting the company's benefits from AI integration [1] - Artisan Mid Cap Fund has trimmed its position in Snowflake due to concerns about the long-term evolution of traditional data warehouse architectures in light of powerful AI models [3] Company Analysis - Snowflake Inc is recognized as a leading player in data infrastructure, providing unified access, scalable analytics, and AI-driven insights across cloud environments [3] - The company benefits from having data centralized, which is crucial for leveraging AI effectively, distinguishing it from other application software companies [2] - Despite its strong performance, there is caution regarding its elevated valuation and the potential disruption from emerging AI technologies [3] Market Context - The application software market may not be as significantly impacted by AI as narratives suggest, indicating a gradual change in market dynamics [2] - There are specific areas within software where AI's benefits are clear, particularly for companies like Snowflake that centralize data [2] - The investment community is exploring other AI stocks that may offer higher returns with limited downside risk compared to Snowflake [3]

Parker Harris is Salesforce’s co-founder and the CTO of Slack. Harris joins Big Technology to discuss the future interface of business software as AI shifts work from monolithic UIs into conversational workflows.We also cover data governance and security, DIY-AI failures and adoption realities, post-training vs. pre-training progress, and when fine-tuned domain models beat general ones. Hit play for a clear, executive-level roadmap—real examples, sharp challenges, and a look at the future. --- Want a discou ...

Core Insights - Progress Software (PRGS) reported total revenue of $249.79 million for the quarter ending August 2025, marking a year-over-year increase of 39.8% [4] International Revenue Trends - Latin America generated $6.22 million in revenue, accounting for 2.5% of total revenue, exceeding Wall Street's expectation of $4.9 million by 26.96% [5] - Europe, Middle East, and Africa contributed $68.34 million, representing 27.4% of total revenue, but fell short of the expected $73.68 million by 7.25% [6] - Asia Pacific accounted for $11.83 million, or 4.7% of total revenue, also missing the forecast of $12.24 million by 3.34% [7] Future Revenue Predictions - Analysts predict total revenue of $252.68 million for the current fiscal quarter, indicating a 17.6% increase year-over-year, with regional contributions expected to be 2.5% from Latin America, 27.3% from Europe, Middle East, and Africa, and 4.7% from Asia Pacific [8] - For the full year, total revenue is projected at $974.34 million, reflecting a 29.3% increase from the previous year, with regional shares expected to be 2.3% from Latin America, 28.5% from Europe, Middle East, and Africa, and 4.9% from Asia Pacific [9] Market Performance - Over the past four weeks, Progress Software's stock has appreciated by 6%, outperforming the Zacks S&P 500 composite's 4.3% increase [14] - In the last three months, the company's shares have declined by 7%, while the S&P 500 increased by 7.4% [14]