Apple TV+ Raising Subscription Price By $3—First Price Hike Since 2023 https://t.co/ypUWbo3u2U https://t.co/OyiYlXoOWB ...

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]

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]

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]

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 Software Ltd. (CYBR) posted first-quarter 2025 non-GAAP earnings of 98 cents per share, which surpassed the Zacks Consensus Estimate by 24%. The figure improved 30.7% year over year.CyberArk’s first-quarter 2025 revenues of $317.6 million exceeded the consensus mark by 3.9%. The top line jumped 43.4% year over year, primarily driven by the company’s robust dominance in identity security and world-class execution levels at every step.The better-than-expected revenues led CyberArk to increase its 202 ...

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]

Core Insights - Peloton reported $624 million in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 13.1% and an EPS of -$0.12 compared to -$0.45 a year ago, with a revenue surprise of +0.69% against the Zacks Consensus Estimate of $619.71 million [1] Financial Performance - The company experienced a significant decline in revenue from Connected Fitness Products, reporting $205.50 million, which is a -26.6% change year-over-year, while Subscription revenues were $418.50 million, down -4.4% year-over-year [4] - Ending Connected Fitness Subscriptions were reported at 2,880, slightly above the average estimate of 2,862, while Paid App Subscriptions reached 573,000, exceeding the average estimate of 569,348 [4] - Average Net Monthly Connected Fitness Churn was reported at 8.1%, significantly higher than the estimated 1.4% [4] Market Performance - Peloton's shares have returned +18.9% over the past month, outperforming the Zacks S&P 500 composite's +11.3% change, and the stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - CyberArk (CYBR) is expected to report quarterly earnings of $0.79 per share, reflecting a year-over-year increase of 5.3% and revenues projected at $305.66 million, which is a 38% increase compared to the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 3.7%, indicating analysts' reassessment of their initial forecasts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical research showing a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Maintenance and professional services' to reach $61.53 million, a decrease of 5.5% from the prior-year quarter [5] - 'Revenues- Perpetual license' is projected at $2.24 million, indicating a significant decline of 42.3% from the previous year [5] - The consensus estimate for 'Revenues- Subscription' stands at $241.62 million, reflecting a substantial year-over-year increase of 160.6% [5] Annual Recurring Revenue (ARR) - Total Annual Recurring Revenue (ARR) is estimated to reach $1.19 billion, up from $811 million in the same quarter last year [6] - Maintenance Annual Recurring Revenue (ARR) is projected at $183.14 million, slightly down from $190 million reported in the previous year [6] - Subscription Annual Recurring Revenue (ARR) is expected to be $989.08 million, compared to $621 million a year ago [7] Stock Performance - Over the past month, CyberArk shares have returned +3%, while the Zacks S&P 500 composite has seen a +11.3% change, indicating that CYBR is likely to perform in line with the overall market in the near term [8]

Core Insights - Peloton (PTON) is expected to report a quarterly loss of $0.06 per share, marking an 86.7% increase in losses compared to the same period last year [1] - Revenue is forecasted at $619.71 million, reflecting a year-over-year decrease of 13.7% [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of initial estimates [1] Revenue Estimates - Analysts predict 'Revenues- Subscription' to reach $417.00 million, a decline of 4.8% from the prior-year quarter [4] - 'Revenues- Connected Fitness Products' are expected to be $203.93 million, representing a decrease of 27.1% from the year-ago quarter [4] Subscription Metrics - The estimate for 'Ending Connected Fitness Subscriptions' is projected at 2,862, down from 3,055 in the previous year [4] Profit Estimates - 'Gross profit- Subscription' is expected to be $283.97 million, compared to $298.10 million from the previous year [5] - 'Gross profit- Connected Fitness Products' is projected at $27.75 million, an increase from $11.60 million year-over-year [5] Stock Performance - Peloton shares have increased by 39.8% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.6% [5] - Peloton holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [5]