Core Insights - Descartes Systems (DSGX) reported revenue of $187.68 million for the quarter ended October 2025, marking an 11.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $182.39 million by 2.9% [1] - The company achieved an EPS of $0.50, up from $0.42 a year ago, representing an EPS surprise of 8.7% against the consensus estimate of $0.46 [1] Revenue Breakdown - Services revenue reached $173.74 million, surpassing the average estimate of $166.81 million by analysts, reflecting a 16.1% increase year-over-year [4] - License revenue was reported at $1.87 million, falling short of the average estimate of $2.79 million, and showing a significant decline of 45.9% compared to the previous year [4] - Professional services and other revenue totaled $12.07 million, below the average estimate of $13.4 million, indicating a year-over-year decrease of 22.8% [4] Stock Performance - Over the past month, shares of Descartes Systems have returned -2.8%, contrasting with the Zacks S&P 500 composite's slight decline of -0.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Descartes Systems (DSGX) is expected to report quarterly earnings of $0.46 per share, reflecting a 9.5% increase year-over-year, with revenues forecasted at $182.56 million, an 8.2% increase from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2] - Analysts have maintained the consensus EPS estimate for the quarter over the past 30 days, indicating a reassessment of projections [1] Revenue Projections - Analysts project 'Revenues- Services' to reach $167.08 million, indicating an 11.6% year-over-year increase [4] - 'Revenues- License' is forecasted at $2.78 million, reflecting a 19.6% decrease from the same quarter last year [4] - The average prediction for 'Revenues- Professional services and other' is $13.10 million, showing a 16.2% decline year-over-year [4] Stock Performance - Shares of Descartes Systems have decreased by 8.4% over the past month, contrasting with a 0.4% increase in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]

Core Insights - Guidewire Software (GWRE) is expected to report quarterly earnings of $0.66 per share, reflecting a 53.5% increase year over year, with revenues projected at $317.24 million, a 20.7% increase from the previous year [1] Revenue Estimates - Analysts estimate 'Revenues- Services' at $59.81 million, indicating a 7.2% increase from the year-ago quarter [4] - 'Revenues- License' is forecasted to reach $39.53 million, representing a 5.8% increase year over year [4] - The consensus for 'Revenue- Subscription and support' stands at $217.95 million, showing a 28.4% increase from the previous year [4] Subscription and Support Revenue - 'Subscription Revenue' is predicted to be $202.41 million, reflecting a 32.4% increase year over year [5] - 'Term License Revenue' is expected to reach $38.44 million, indicating a 2.9% increase from the prior-year quarter [5] - 'Support Revenue' is projected at $15.74 million, suggesting a decrease of 6.8% year over year [5] Gross Profit Estimates - Analysts predict 'Gross profit- Subscription and support' to be $153.69 million, compared to $115.72 million in the same quarter last year [6] - 'Gross profit- Services' is expected to be $8.99 million, up from $6.19 million in the previous year [7] - The consensus for 'Gross profit- License' is $39.93 million, compared to $36.49 million from the year-ago quarter [7] Market Performance - Guidewire Software shares have decreased by 10.8% in the past month, contrasting with the S&P 500 composite's increase of 0.4% [7]

Core Insights - JFrog Ltd. reported revenue of $136.91 million for the quarter ended September 2025, marking a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate of $128.4 million by 6.63% [1] - The company achieved an EPS of $0.22, up from $0.15 a year ago, representing a surprise of 37.5% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - The number of customers with over $100k in ARR increased to 1,121, surpassing the average estimate of 1,107 [4] - Revenue from self-managed licenses was reported at $8.02 million, exceeding the average estimate of $5.71 million, reflecting a year-over-year change of 43.9% [4] - Subscription revenue from self-managed and SaaS reached $128.89 million, compared to the average estimate of $122.5 million, representing a year-over-year increase of 24.6% [4] - SaaS subscription revenue was reported at $63.38 million, exceeding the average estimate of $58.03 million, with a year-over-year growth of 49.6% [4] - Revenue from self-managed subscriptions was $65.52 million, slightly above the estimated $64.53 million [4] - Revenue from self-managed subscriptions totaled $73.53 million, surpassing the average estimate of $70.29 million, reflecting a year-over-year increase of 10.2% [4] Stock Performance - JFrog's shares have returned -1.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Descartes Systems (DSGX) reported revenue of $179.82 million for the quarter ended July 2025, marking a year-over-year increase of 10% and exceeding the Zacks Consensus Estimate by 1.46% [1] - The earnings per share (EPS) for the same period was $0.43, which is a slight increase from $0.40 a year ago, but fell short of the consensus estimate of $0.49, resulting in an EPS surprise of -12.24% [1] Revenue Breakdown - Services revenue was $166.8 million, surpassing the average estimate of $161.66 million by three analysts, reflecting a year-over-year increase of 14.1% [4] - License revenue was reported at $0.2 million, significantly below the average estimate of $1.28 million, indicating a year-over-year decline of 85.7% [4] - Professional services and other revenue totaled $12.8 million, which was below the average estimate of $14.3 million, representing a year-over-year decrease of 19% [4] Stock Performance - Over the past month, shares of Descartes Systems have returned -8.6%, contrasting with the Zacks S&P 500 composite's increase of 3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Lumine Group Inc. reported significant financial growth for Q2 2025, with total revenue reaching $184.0 million, a 13% increase from $162.8 million in Q2 2024, driven by new acquisitions and organic growth [5][6][8] - The company achieved a net income of $23.6 million in Q2 2025, compared to a net loss of $2.2 million in the same quarter of the previous year, marking a substantial turnaround [8][20] - Cash flows from operations increased dramatically by 705% to $78.4 million in Q2 2025, up from $9.7 million in Q2 2024, reflecting improved operational efficiency [9][26] Financial Performance - Total revenue for the six months ended June 30, 2025, was $362.6 million, a 19% increase from $303.9 million in the same period of 2024, with organic growth of 1% after adjusting for foreign exchange impacts [5][6] - Operating income for Q2 2025 was $62.7 million, a 71% increase from $36.6 million in Q2 2024, while for the six-month period, it rose by 51% to $122.2 million from $81.1 million [6][7] - Free cash flow available to shareholders (FCFA2S) surged to $72.4 million in Q2 2025, compared to $2.8 million in Q2 2024, and for the six months, it increased to $107.4 million from $31.5 million [10][13] Acquisitions and Growth - The revenue growth for both the three and six-month periods was primarily attributed to contributions from new acquisitions, indicating a successful expansion strategy [5][7] - The company reported organic growth rates of 9% for Q2 2025 and 2% for the first half of 2025, highlighting the effectiveness of its operational strategies [5][6] Balance Sheet and Cash Flow - As of June 30, 2025, total assets amounted to $1.334 billion, an increase from $1.287 billion at the end of 2024, reflecting the company's growth trajectory [18] - Current liabilities decreased to $239.4 million from $217.2 million, while total liabilities were reported at $591.4 million, down from $608.5 million [18] - The company ended Q2 2025 with cash of $289.7 million, up from $210.9 million at the end of 2024, indicating strong liquidity [18][26]

Core Insights - SS&C Technologies reported revenue of $1.54 billion for the quarter ended June 2025, reflecting a year-over-year increase of 5.9% and surpassing the Zacks Consensus Estimate by 1.32% [1] - The company's EPS for the quarter was $1.45, up from $1.27 in the same quarter last year, exceeding the consensus EPS estimate of $1.39 by 4.32% [1] Financial Performance Metrics - Adjusted revenues from software-enabled services were $1.27 billion, matching the average estimate from three analysts and showing a year-over-year increase of 6.3% [4] - Revenues from license, maintenance, and related services were reported at $269.1 million, slightly above the estimated $264.85 million, representing a 3.9% increase compared to the previous year [4] - The stock of SS&C Technologies has returned +2.5% over the past month, while the Zacks S&P 500 composite increased by +5.9% [3]

Core Viewpoint - SS&C Technologies (SSNC) is expected to report quarterly earnings of $1.39 per share, reflecting a year-over-year increase of 9.5%, with revenues projected at $1.52 billion, a 4.5% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating stability in analysts' projections [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 [3]. Key Metrics Forecast - Analysts forecast 'Adjusted Revenues- Software-enabled services' to reach $1.27 billion, indicating a year-over-year change of +6.3% [5]. - The consensus estimate for 'Revenues- License, maintenance and related' is $264.85 million, reflecting a year-over-year change of +2.2% [5]. - 'Adjusted Revenues- License, maintenance and related' is expected to be $252.69 million, showing a decline of -2.5% from the prior-year quarter [5]. Stock Performance - Over the past month, SS&C Technologies shares have recorded returns of +5%, compared to the Zacks S&P 500 composite's +5.4% change, suggesting performance alignment with the overall market [6].

Core Viewpoint - Guidewire Software (GWRE) is expected to report significant growth in earnings and revenues for the upcoming quarter, with analysts projecting earnings of $0.46 per share and revenues of $285.72 million, reflecting year-over-year increases of 76.9% and 18.7% respectively [1] Earnings Projections - Analysts predict quarterly earnings of $0.46 per share, marking a 76.9% increase from the same period last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating stability in analysts' projections [1] Revenue Estimates - Total revenues are forecasted to be $285.72 million, representing an 18.7% year-over-year increase [1] - 'Revenue- Subscription and support' is expected to reach $178.14 million, a 29.1% increase from the prior year [4] - 'Subscription Revenue' is projected at $162.74 million, indicating a 35.1% increase from the previous year [4] - 'Revenues- License' is estimated to be $55.33 million, reflecting a slight decrease of 1.6% from the prior year [4] Service and Support Revenue - 'Revenues- Services' is projected to be $52.00 million, showing an 11.8% year-over-year increase [5] - 'Support Revenue' is expected to decline to $15.41 million, a decrease of 12.2% from the previous year [5] - 'Term License Revenue' is estimated at $54.48 million, indicating a 1% decrease year-over-year [5] Annual Recurring Revenue - The consensus estimate for 'Annual recurring revenue' stands at $944.40 million, up from $828 million a year ago [6] Gross Profit Estimates - 'Gross profit- Subscription and support' is expected to be $120.51 million, compared to $86.79 million reported in the same quarter last year [6] - 'Gross profit- License' is projected to reach $54.87 million, slightly down from $55.37 million reported in the same quarter last year [7] Stock Performance - Guidewire Software shares have increased by 1.9% over the past month, while the Zacks S&P 500 composite has risen by 6.7% [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7]