Core Insights - Braze, Inc. reported revenue of $190.84 million for the quarter ended October 2025, reflecting a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate by 3.69% [1] - The company's earnings per share (EPS) for the quarter was $0.06, up from $0.02 in the same quarter last year, aligning with the consensus EPS estimate [1] Financial Performance - Total customers increased to 2,528, surpassing the average estimate of 2,477 by analysts [4] - Dollar Based Net Retention (TTM) stood at 108%, matching the average estimate from analysts [4] - Revenue from professional services and other reached $9.2 million, exceeding the average estimate of $7.64 million and representing a year-over-year growth of 58.6% [4] - Subscription revenue was reported at $181.6 million, above the estimated $176.42 million, marking a 24.1% increase compared to the previous year [4] Stock Performance - Braze's shares have returned +6.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.9% 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]

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 - Analysts project Salesforce.com (CRM) will report quarterly earnings of $2.85 per share, an 18.3% increase year over year, with revenues expected to reach $10.26 billion, reflecting an 8.7% increase from the same quarter last year [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Key Metrics Overview - Analysts estimate 'Revenue- Professional services and other' will reach $541.51 million, indicating a -4.2% year-over-year change [4] - 'Revenue- Subscription and support' is projected at $9.72 billion, reflecting a +9.5% year-over-year change [4] - 'Revenue- Subscription and support- Service' is expected to be $2.50 billion, showing a +9.1% year-over-year change [4] - 'Revenue- Subscription and support- Marketing and Commerce' is estimated at $1.39 billion, indicating a +4.2% change from the year-ago quarter [5] - 'Revenue- Subscription and support- Platform and Other' is projected to reach $2.07 billion, reflecting a +13.4% year-over-year change [5] - 'Revenue- Subscription and support- Integration and Analytics' is expected to be $1.47 billion, indicating an +11.6% change from the prior-year quarter [6] - 'Geographic Revenue- Americas' is projected at $7.18 billion, reflecting a +15.5% year-over-year change [6] - 'Geographic Revenue- Asia Pacific' is estimated at $1.02 billion, indicating a +2.7% change from the prior-year quarter [7] - 'Geographic Revenue- Europe' is expected to reach $2.05 billion, reflecting a -7.8% change from the year-ago quarter [7] Remaining Performance Obligation (RPO) - The consensus estimate for 'Remaining performance obligation (RPO) - Current' is $29.04 billion, compared to $26.40 billion in the same quarter last year [8] - 'Remaining performance obligation (RPO) - Total' is projected at $59.05 billion, compared to $53.10 billion in the same quarter last year [8] - 'Remaining performance obligation (RPO) - Noncurrent' is expected to be $30.01 billion, compared to $26.70 billion from the previous year [9] Stock Performance - Salesforce.com shares have experienced a -9.3% change in the past month, contrasting with a +0.4% move of the Zacks S&P 500 composite [9]

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 - Olo Inc. reported revenue of $85.72 million for the quarter ended June 2025, marking a year-over-year increase of 21.6% [1] - The earnings per share (EPS) for the same period was $0.07, compared to $0.05 a year ago, indicating growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $82.27 million by 4.2%, while the EPS fell short of the consensus estimate of $0.08 by 12.5% [1] Financial Performance Metrics - Professional services and other revenue reached $1.58 million, surpassing the average estimate of $1.06 million by three analysts, reflecting a year-over-year increase of 74.6% [4] - Platform revenue was reported at $84.15 million, exceeding the average estimate of $81.21 million by three analysts, and showing a year-over-year growth of 20.9% [4] - Non-GAAP gross profit for the Platform was $48.52 million, slightly below the average estimate of $48.89 million from three analysts [4] - Non-GAAP gross profit for Services was $0.27 million, exceeding the average estimate of $0.11 million from two analysts [4] Stock Performance - Olo's shares have returned 2.7% over the past month, outperforming the Zacks S&P 500 composite, which changed by 0.6% [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 - Analysts forecast Salesforce.com (CRM) to report quarterly earnings of $2.54 per share, reflecting a year-over-year increase of 4.1% [1] - Expected revenues are projected at $9.74 billion, indicating a 6.6% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their initial projections [1] Revenue Projections - Revenue from Professional services and other is estimated at $515.31 million, a decrease of 6% from the previous year [4] - Subscription and support revenue is projected to be $9.22 billion, showing an increase of 7.4% year-over-year [4] - Subscription and support - Service revenue is expected to reach $2.35 billion, reflecting a 7.6% increase from the prior year [5] - Subscription and support - Marketing and Commerce revenue is estimated at $1.35 billion, indicating a 5.2% year-over-year increase [5] - Subscription and support - Platform and Other revenue is projected at $1.83 billion, with a year-over-year change of 6.6% [6] - Subscription and support - Sales revenue is forecasted to be $2.14 billion, representing a 7.1% increase from the previous year [6] Geographic Revenue Estimates - Geographic Revenue from the Americas is expected to reach $6.63 billion, indicating a 9.4% increase year-over-year [6] - Geographic Revenue from Asia Pacific is projected at $982.26 million, reflecting a 6.1% increase [7] - Geographic Revenue from Europe is estimated to be $2.11 billion, showing a decrease of 1.4% from the previous year [7] Remaining Performance Obligation (RPO) - Current Remaining Performance Obligation (RPO) is projected to be $29.00 billion, up from $26.4 billion year-over-year [7] - Total Remaining Performance Obligation (RPO) is expected to reach $60.43 billion, compared to $53.9 billion in the same quarter last year [8] - Noncurrent Remaining Performance Obligation (RPO) is estimated at $31.44 billion, up from $27.5 billion year-over-year [8] Stock Performance - Salesforce.com shares have returned +7.1% over the past month, compared to a +10.7% change in the Zacks S&P 500 composite [8]

Core Insights - Okta (OKTA) is expected to report quarterly earnings of $0.77 per share, an 18.5% increase year-over-year, with revenues forecasted at $679.73 million, reflecting a 10.2% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Subscription' at $660.72 million, a 9.6% year-over-year increase, while 'Revenue- Professional services and other' is projected at $12.86 million, indicating an 8.1% year-over-year decline [5] Performance Obligations - Current remaining performance obligations (cRPO) are expected to reach $2.19 billion, up from $1.95 billion in the same quarter last year [6] - Remaining performance obligations are projected at $4.02 billion, compared to $3.36 billion reported in the same quarter of the previous year [6] Key Metrics - The consensus estimate for 'Gross margin- Subscription' is 83.0%, up from 78% in the same quarter last year [7] - Analysts predict a total customer count of 20,001, an increase from 19,100 in the same quarter last year [7] Stock Performance - Over the past month, Okta shares have returned +33.1%, outperforming the Zacks S&P 500 composite's +12.7% change [7] - Currently, Okta carries a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [7]

Core Insights - Sprout Social reported revenue of $109.29 million for Q1 2025, a year-over-year increase of 12.9% and a surprise of +1.59% over the Zacks Consensus Estimate of $107.58 million [1] - The EPS for the same quarter was $0.22, compared to $0.10 a year ago, resulting in a surprise of +46.67% over the consensus estimate of $0.15 [1] Financial Performance - The number of customers contributing more than $10,000 in ARR was 9,381, slightly below the estimated 9,530 [4] - Revenue from professional services and other was $0.61 million, below the estimated $0.89 million, representing a year-over-year decline of -38.8% [4] - Subscription revenue was $108.68 million, exceeding the estimated $107.25 million, with a year-over-year increase of +13.5% [4] Market Performance - Over the past month, shares of Sprout Social have returned -2.5%, while the Zacks S&P 500 composite has increased by +11.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]