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]