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Bullish Shares Jump as Citi, Canaccord Praise IPO Debut and BitLicense Win
Yahoo Finance· 2025-09-18 14:18
Group 1 - Citi raised its price target on Bullish from $66 to $70 following the company's second quarter results, which exceeded expectations [1] - The approval of the NYDFS BitLicense is seen as a significant regulatory milestone that enhances investor confidence for FY 2026 [1] - Bullish's Subscription, Services and Other (SS&O) growth pipeline is accelerating, partly due to momentum from its recent IPO [2] Group 2 - Bullish has made significant progress since going public, including securing the BitLicense and showing strong pricing trends in Q3 [3] - The company is on track to launch options trading in Q4 and has raised its Q3 guidance above Wall Street estimates [3] - Canaccord noted that current forward estimates for Bullish remain conservative, not fully accounting for potential spot market appreciation [4] Group 3 - KBW views the BitLicense and Money Transmission License as positive for Bullish's near-term expansion in the U.S., particularly in New York [5] - Despite early momentum, Bullish faces challenges in building brand recognition in new markets dominated by established players [5] - Bullish shares increased over 8%, trading around $58.18 at the time of publication [6]
Here's What Key Metrics Tell Us About Pros Holdings (PRO) Q2 Earnings
ZACKS· 2025-08-01 00:01
Core Insights - Pros Holdings reported revenue of $88.72 million for the quarter ended June 2025, reflecting an 8.2% increase year-over-year and exceeding the Zacks Consensus Estimate of $87.7 million by 1.16% [1] - The company's EPS for the quarter was $0.13, up from $0.07 in the same quarter last year, resulting in an EPS surprise of 85.71% compared to the consensus estimate of $0.07 [1] Revenue Breakdown - Total subscription, maintenance, and support revenue was $75.9 million, surpassing the average estimate of $74.94 million by analysts, marking a 10% increase year-over-year [4] - Subscription revenue reached $73.33 million, exceeding the average estimate of $72.35 million, with an 11.8% year-over-year growth [4] - Maintenance and support revenue was $2.57 million, slightly below the estimated $2.58 million, showing a significant decline of 24.2% compared to the previous year [4] - Services revenue amounted to $12.82 million, slightly above the average estimate of $12.76 million, with a year-over-year decrease of 1.6% [4] Stock Performance - Over the past month, shares of Pros Holdings have returned -2.2%, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Lightspeed POS (LSPD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-07-31 14:31
Core Insights - For the quarter ended June 2025, Lightspeed Commerce Inc. reported revenue of $304.94 million, reflecting a year-over-year increase of 14.6% [1] - The earnings per share (EPS) for the quarter was $0.06, down from $0.10 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $286.85 million by 6.31%, while the EPS fell short of the consensus estimate of $0.11 by 45.45% [1] Revenue Breakdown - Subscription revenues were $90.86 million, surpassing the four-analyst average estimate of $90.07 million [4] - Hardware and other revenues reached $9.52 million, compared to the average estimate of $9.14 million from four analysts [4] - Transaction-based revenues amounted to $204.56 million, exceeding the average estimate of $188.13 million based on four analysts [4] Stock Performance - Shares of Lightspeed POS have returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +2.7% 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]
Commvault (CVLT) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-07-29 14:35
Core Insights - Commvault Systems reported a revenue of $281.98 million for the quarter ended June 2025, reflecting a year-over-year increase of 25.5% and surpassing the Zacks Consensus Estimate by 4.96% [1] - The company's EPS for the quarter was $1.01, up from $0.85 in the same quarter last year, resulting in an EPS surprise of 4.12% over the consensus estimate of $0.97 [1] Financial Performance Metrics - Annualized Recurring Revenue (ARR) reached $996.20 million, exceeding the average estimate of $965.47 million from three analysts [4] - Revenue from perpetual licenses was reported at $7.34 million, significantly below the average estimate of $13.06 million, marking a year-over-year decline of 46.6% [4] - Revenue from other services was $13.9 million, surpassing the average estimate of $10.32 million, with a year-over-year increase of 31.5% [4] - Customer support revenue was $79.02 million, slightly above the average estimate of $76.52 million, reflecting a year-over-year growth of 3.6% [4] - Subscription revenue amounted to $181.73 million, exceeding the average estimate of $168.78 million, with a substantial year-over-year increase of 46.5% [4] Stock Performance - Commvault's shares have returned -6.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]
What Analyst Projections for Key Metrics Reveal About Commvault (CVLT) Q1 Earnings
ZACKS· 2025-07-24 14:16
Core Insights - Analysts expect Commvault Systems (CVLT) to report quarterly earnings of $0.97 per share, reflecting a year-over-year increase of 14.1% [1] - Projected revenues are anticipated to be $268.67 million, which represents a 19.6% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.7% over the past 30 days, indicating a positive reassessment by analysts [1] Revenue Estimates - The consensus estimate for 'Revenues- Perpetual license' is $13.06 million, showing a decline of 4.9% year-over-year [4] - 'Revenues- Other services' is estimated at $10.32 million, indicating a decrease of 2.4% from the previous year [4] - 'Revenues- Customer support' is projected to be $76.52 million, reflecting a slight increase of 0.3% year-over-year [4] Subscription and Recurring Revenue - Analysts project 'Revenues- Subscription' to reach $168.78 million, marking a significant year-over-year increase of 36% [5] - The estimated 'Annualized Recurring Revenue (ARR)' is expected to be $965.47 million, compared to $803.00 million from the previous year [5] Market Performance - Over the past month, Commvault shares have experienced a decline of 3.6%, while the Zacks S&P 500 composite has increased by 5.7% [5] - Commvault holds a Zacks Rank 1 (Strong Buy), suggesting it is likely to outperform the overall market in the near future [5]
Adobe (ADBE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-06-25 23:31
Core Insights - Adobe Systems reported revenue of $5.87 billion for the quarter ended May 2025, reflecting a year-over-year increase of 10.6% and exceeding the Zacks Consensus Estimate of $5.79 billion by 1.50% [1] - The company's EPS for the quarter was $5.06, up from $4.48 in the same quarter last year, surpassing the consensus estimate of $4.96 by 2.02% [1] Financial Performance Metrics - Total Digital Media ARR reached $18.09 billion, slightly above the estimated $18 billion [4] - Digital Media revenue was reported at $4.35 billion, exceeding the average estimate of $4.27 billion, with a year-over-year growth of 11.3% [4] - Revenue from Publishing and Advertising was $70 million, compared to the average estimate of $66.41 million, showing a decline of 5.4% year over year [4] - Digital Experience revenue was $1.46 billion, surpassing the average estimate of $1.44 billion, with a year-over-year increase of 10% [4] - Services and other revenue was $144 million, slightly below the estimated $145.74 million, representing a decline of 0.7% year over year [4] - Subscription revenue totaled $5.64 billion, exceeding the average estimate of $5.55 billion, with a year-over-year increase of 11.5% [4] - Product revenue was reported at $88 million, below the average estimate of $102.79 million, reflecting a decline of 15.4% year over year [4] - Subscription revenue from Digital Experience was $1.33 billion, slightly above the estimate of $1.32 billion, with a year-over-year increase of 10.5% [4] - Subscription revenue from Digital Media was $4.28 billion, exceeding the average estimate of $4.18 billion, with a year-over-year growth of 11.8% [4] - Subscription revenue from Publishing and Advertising was $27 million, below the estimate of $28.81 million, showing a decline of 3.6% year over year [4] Stock Performance - Adobe's shares have returned -7.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 5.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
Nutanix (NTNX) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-28 23:30
Core Insights - Nutanix reported revenue of $638.98 million for the quarter ended April 2025, marking a year-over-year increase of 21.8% and an EPS of $0.42 compared to $0.28 a year ago, exceeding the Zacks Consensus Estimate of $626.12 million by 2.06% [1] Financial Performance - Total Billings reached $647.05 million, below the average estimate of $676.02 million from four analysts [4] - Annual Recurring Revenue (ARR) was reported at $2.14 billion, slightly below the average estimate of $2.17 billion from four analysts [4] - Professional services billings were $18.48 million, significantly lower than the average estimate of $32.78 million from three analysts [4] - Subscription billings amounted to $627.25 million, surpassing the average estimate of $616.58 million from two analysts [4] - Other non-subscription product billings were $1.32 million, below the average estimate of $1.68 million from two analysts [4] Revenue Breakdown - Revenue from support, entitlements, and other services was $293.50 million, below the average estimate of $312.03 million from eight analysts, reflecting a year-over-year change of +9.1% [4] - Product revenue was $345.48 million, exceeding the average estimate of $310.26 million from eight analysts, representing a year-over-year increase of +35.2% [4] - Professional services revenue was $28 million, slightly below the average estimate of $28.12 million from seven analysts, with a year-over-year change of +6.7% [4] - Subscription revenue reached $609.66 million, above the average estimate of $594.37 million from seven analysts, indicating a year-over-year increase of +25.3% [4] - Non-portable software revenue was $0.50 million, significantly below the average estimate of $2.59 million from seven analysts, showing a drastic year-over-year decline of -95.5% [4] Stock Performance - Nutanix shares have returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +7.4% 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]
Seeking Clues to Okta (OKTA) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-05-21 14:16
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]
CyberArk Q1 Earnings and Revenues Surpass Estimates, Stock Up
ZACKS· 2025-05-14 15:55
Core Insights - CyberArk Software Ltd. reported first-quarter 2025 non-GAAP earnings of 98 cents per share, exceeding the Zacks Consensus Estimate by 24% and reflecting a year-over-year improvement of 30.7% [1] - The company's revenues for the first quarter reached $317.6 million, surpassing the consensus mark by 3.9% and showing a year-over-year increase of 43.4% [1][2] - CyberArk's strong performance is attributed to significant growth in Subscription revenues, which accounted for 78.9% of total revenues, amounting to $250.6 million, a 60% increase from the previous year [3] Revenue Breakdown - Maintenance, professional services, and other revenues constituted 21.1% of total revenues, totaling $67 million, slightly up from $65.3 million year-over-year [4] - The company no longer reports perpetual license revenues separately, as they are now included in the Maintenance, Professional Services, and Other category [4] Profitability Metrics - Non-GAAP gross profit increased by 44.6% year-over-year to $268.6 million, with a non-GAAP gross margin of 84.6%, up 80 basis points from the previous year [5] - Non-GAAP operating income rose 74.2% year-over-year to $57.5 million, with an operating margin expansion of 300 basis points to 18% [5] Key Business Metrics - As of March 31, 2025, Annual Recurring Revenues (ARR) reached $1.22 billion, a 49.8% increase year-over-year, with Subscription ARR at $1.03 billion, up 65% [6] - Recurring revenues for the first quarter were $298.2 million, reflecting a 44.9% increase from the same quarter in 2024 [6] Balance Sheet and Cash Flow - CyberArk's cash and cash equivalents, marketable securities, and short-term deposits totaled $776.1 million as of March 31, 2025, down from $841.1 million at the end of 2024, primarily due to the acquisition of Zilla [7] - Long-term debt increased to $171.2 million as of March 31, 2025, compared to $76 million at the end of the previous year [8] - The company generated operating cash flow of $98.5 million and free cash flow of $95.5 million during the first quarter [8] Guidance - For Q2 2025, CyberArk expects revenues between $312 million and $318 million, with a year-over-year growth of 38.4% [9] - The company revised its full-year 2025 revenue guidance to a range of $1.313 billion to $1.323 billion, up from the previous estimate [11] - Non-GAAP operating income for 2025 is now expected to be between $221 million and $229 million, with non-GAAP earnings projected between $3.73 and $3.85 per share [12]