Highlights: Five existing business groups will be consolidated into three business groupsThe consolidated business groups are Army Navy (ANG); Air Force, Space and Intelligence (AFSI); and Civilian The restructured organization is aimed at optimizing the company’s operations and customer focus for growth and shareholder value creationThe new organizational structure will be effective January 31, 2026 RESTON, Va., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Science Applications International Corporation (NASDAQ: SAIC) ...

Core Insights - Docebo Inc. reported revenue of $61.62 million for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and a surprise of +0.9% over the Zacks Consensus Estimate of $61.07 million [1] - The company's EPS for the quarter was $0.34, up from $0.27 in the same quarter last year, with an EPS surprise of +3.03% compared to the consensus estimate of $0.33 [1] Financial Performance Metrics - Docebo's customer count was 3,978, slightly below the two-analyst average estimate of 4,012 [4] - Annual Recurring Revenue (ARR) stood at $235.6 million, compared to the average estimate of $236.89 million from two analysts [4] - Revenue from Professional Services was reported at $3.58 million, exceeding the average estimate of $2.76 million based on four analysts, representing a year-over-year increase of +26.9% [4] - Subscription Revenue reached $58.05 million, slightly below the four-analyst average estimate of $58.17 million, with a year-over-year growth of +10.3% [4] Stock Performance - Over the past month, Docebo's shares have returned -11.3%, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Workiva reported revenue of $224.17 million for the quarter ended September 2025, marking a year-over-year increase of 20.8% and exceeding the Zacks Consensus Estimate of $219.11 million by 2.31% [1] - The company achieved an EPS of $0.55, significantly higher than the $0.21 reported a year ago, and surpassed the consensus EPS estimate of $0.38 by 44.74% [1] Revenue Breakdown - Subscription and support revenue reached $209.56 million, exceeding the average analyst estimate of $205.19 million, reflecting a year-over-year increase of 22.5% [4] - Professional services revenue was reported at $14.61 million, slightly above the average estimate of $14.02 million, with a minimal year-over-year change of 0.1% [4] Profitability Metrics - Non-GAAP gross profit from professional services was $3.15 million, surpassing the average estimate of $2.77 million [4] - Non-GAAP gross profit from subscription and support was $179.32 million, exceeding the average estimate of $171.89 million [4] Stock Performance - Workiva's shares have returned -4.3% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

分组1 - Bowman Consulting (BWMN) reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.38 per share, and showing an increase from $0.30 per share a year ago, resulting in an earnings surprise of +60.53% [1] - The company posted revenues of $126.03 million for the quarter ended September 2025, which was 2.15% below the Zacks Consensus Estimate, but an increase from $113.93 million year-over-year [2] - Over the last four quarters, Bowman Consulting has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] 分组2 - Since the beginning of the year, Bowman Consulting shares have increased by approximately 70.4%, significantly outperforming the S&P 500's gain of 15.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.44 on revenues of $129.23 million, and for the current fiscal year, it is $1.33 on revenues of $493.06 million [7] - The Zacks Industry Rank indicates that the Business - Services sector is currently in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Cinven, a private equity firm, has agreed to acquire a significant stake in Grant Thornton Germany, an audit and advisory services provider, although financial specifics remain undisclosed [1] - Grant Thornton Germany serves international businesses in the upper mid-market, employing around 2,000 staff across ten offices [1] Group 1: Partnership and Growth - The partnership with Cinven is expected to provide Grant Thornton Germany with additional growth capital and access to expertise, aiming to accelerate the adoption of advanced technologies like digitalization and AI [2] - The collaboration will also focus on expanding into new growth areas and enhancing the firm's ability to attract and retain top talent [2] Group 2: Leadership Statements - Grant Thornton Germany's CEO, Heike Wieland-Blöse, emphasized that the partnership positions the firm well for future opportunities in a dynamic market [3] - Cinven's co-managing partner and head of the DACH team, Bruno Schick, noted that Grant Thornton Germany is already strongly positioned due to its broad client base and focus on the international upper mid-market [4] Group 3: Strategic Goals - Cinven aims to support Grant Thornton Germany's management team with expertise and targeted investments to leverage digitalization and new technologies, ensuring the firm remains a frontrunner in innovative audit and advisory services [5] - The demand for high-quality audit services in Germany is growing, and the partnership aims to meet this demand effectively [5] Group 4: Previous Acquisitions and Future Cooperation - This announcement follows Cinven's acquisition of a majority stake in Grant Thornton UK in 2024, indicating a strategy to enhance cooperation between the German and UK branches [6] - Both branches will pursue opportunities in technology investment and international client services across Europe's two largest economies [6]

Group 1 - UiPath reported revenue of $361.73 million for the quarter ended July 2025, reflecting a year-over-year increase of 14.4% [1] - The company's EPS for the quarter was $0.15, up from $0.04 in the same period last year, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $347.82 million by 4%, and the EPS surpassed the consensus estimate of $0.08 by 87.5% [1] Group 2 - UiPath's Annual Recurring Revenue (ARR) stood at $1.72 billion, matching the average estimate from four analysts [4] - The company achieved a Net New ARR of $31 million, exceeding the average estimate of $25.49 million from three analysts [4] - The dollar-based net retention rate was 108%, slightly above the average estimate of 107.8% [4] Group 3 - Revenue from licenses was reported at $112.16 million, slightly above the average estimate of $111.03 million, representing a year-over-year change of -0.1% [4] - Revenue from professional services and other sources was $11.2 million, significantly higher than the average estimate of $9.64 million, showing a year-over-year increase of 20.1% [4] - Subscription services revenue reached $238.36 million, surpassing the average estimate of $227.06 million, with a year-over-year growth of 22.4% [4] Group 4 - Over the past month, UiPath's shares have returned -3%, contrasting with the Zacks S&P 500 composite's +3.6% change [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 Viewpoint - Science Applications International Corporation (SAIC) reported a challenging revenue environment for the second quarter of fiscal year 2026, with a decrease in revenues and a cautious outlook for the remainder of the year [2][4][5]. Financial Performance - Revenues for the quarter were $1.769 billion, a decrease of 3% compared to $1.818 billion in the same period last year [3][4]. - Operating income increased by 4% to $139 million, with an operating income margin of 7.9%, up from 7.4% [3][6]. - Net income rose significantly by 57% to $127 million, compared to $81 million in the prior year [3][5]. - Adjusted EBITDA was $185 million, representing 10.5% of revenues, an increase from 9.4% in the prior year [3][7]. - Diluted earnings per share increased to $2.71 from $1.58, while adjusted diluted earnings per share rose to $3.63 from $2.05 [3][8]. Cash Flow and Capital Deployment - Net cash provided by operating activities decreased by 12% to $122 million, while free cash flow dropped by 38% to $150 million [3][9]. - The company deployed $130 million in capital, primarily for share repurchases and dividends [10]. Backlog and Contract Awards - Net bookings for the quarter were approximately $2.6 billion, with a book-to-bill ratio of 1.5, and year-to-date net bookings reached $5.0 billion [5][12]. - The estimated backlog at the end of the quarter was approximately $23.2 billion, with $3.6 billion funded [12][40]. - Notable contract awards included a $928 million contract with the U.S. Air Force and a $728 million task order for the Department of Treasury [13][14]. Guidance - The company revised its fiscal year 2026 guidance, projecting revenues between $7.250 billion and $7.325 billion, down from the previous range of $7.60 billion to $7.75 billion [21][22]. - Adjusted EBITDA guidance was also lowered to a range of $680 million to $690 million, compared to the prior range of $715 million to $735 million [22].

Core Points - Science Applications International Corp. (SAIC) is set to release its second quarter fiscal year 2026 results on September 4, 2025, before market open [1] - A conference call to discuss the operational and financial results will take place at 10:00 a.m. Eastern time, which will be webcast to the public [2] - SAIC is a Fortune 500 mission integrator with a focus on technology and innovation across defense, space, civilian, and intelligence markets [3] - The company has approximately 24,000 employees and annual revenues of about $7.5 billion [4]

Core Viewpoint - MongoDB is positioned as a leading choice for non-relational data projects, becoming an industry standard for developers needing flexible data storage solutions [1][2]. Group 1: Business Model and Revenue Sources - MongoDB's business model consists of three main revenue sources: Atlas, Enterprise Advanced, and Professional Services [2]. - Atlas is the core business, accounting for approximately 72% of total revenue in Q1 FY2026, with a year-over-year growth rate of 26% [2][7]. - Enterprise Advanced, which is a downloadable software for non-cloud applications, has seen slower growth, with a year-over-year increase of only 7% [3]. Group 2: Financial Performance - In the last quarter, MongoDB's total revenue grew by 22% year-over-year, surpassing analyst expectations of around 15% [7]. - The company reported a non-GAAP gross margin decrease from 75% to 74%, which is considered normal fluctuation [9]. - The company has a strong balance sheet with total liabilities under $600 million and current assets exceeding $2.8 billion [12]. Group 3: Future Growth and Valuation - Analysts expect MongoDB's revenue to grow from $2 billion to $2.3 billion by the end of FY2026, with free cash flow projected to reach approximately $550 million, reflecting a nearly 30% increase [12][15]. - The expected price-to-free cash flow ratio is projected to decrease from 40x to a more acceptable 31x, making the stock potentially attractive for investors [13][14]. - The company is anticipated to maintain a compound annual growth rate (CAGR) of around 15% to 20% due to the increasing demand for non-structured data driven by digitalization and cloud computing trends [13][16]. Group 4: Challenges and Risks - MongoDB faces challenges related to significant equity dilution and high valuation, which could hinder capital appreciation [12][16]. - The reliance on the emergence of new non-structured data and a stable macroeconomic environment is crucial for continued growth [16].

Group 1 - Workiva reported revenue of $215.19 million for the quarter ended June 2025, reflecting a year-over-year increase of 21.2% [1] - The company's EPS for the quarter was $0.19, up from $0.16 in the same period last year, indicating a significant improvement [1] - Workiva's revenue exceeded the Zacks Consensus Estimate of $208.98 million by 2.97%, and the EPS surpassed the consensus estimate of $0.05 by 280% [1] Group 2 - Subscription and support revenue was $198.22 million, exceeding the average estimate of $192.8 million by analysts, with a year-over-year growth of 23.3% [4] - Professional services revenue reached $16.96 million, slightly above the estimated $16.31 million, marking a 1.2% increase compared to the previous year [4] - Gross profit from subscription and support was $166.4 million, surpassing the average estimate of $161.62 million, while gross profit from professional services was $3.8 million, below the estimated $4.25 million [4] Group 3 - Workiva's stock has returned -2% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]