Key Takeaways TEAM posted Q2 FY26 EPS of $1.22 and revenues of $1.59B, beating the consensus mark.Atlassian's subscription revenues jumped 24.3% as cloud migrations and paid seat expansion stayed strong.TEAM expanded non-GAAP operating margin to 27% and guided 22% FY26 revenue growth.Atlassian (TEAM) came out with second-quarter fiscal 2026 earnings of $1.22 per share, which beat the Zacks Consensus Estimate of $1.12. This compares to earnings of 96 cents per share a year ago.Over the last four quarters, th ...

Peloton (PTON) reported $656.5 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.6%. EPS of -$0.09 for the same period compares to -$0.24 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $672.68 million, representing a surprise of -2.41%. The company delivered an EPS surprise of -31.2%, with the consensus EPS estimate being -$0.07.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Coinbase's (NASDAQ: COIN) stock has declined nearly 40% over the past 12 months. The largest cryptocurrency exchange in the U.S. lost its luster as the top tokens struggled to attract new investors. But at $176, Coinbase looks reasonably valued at 25 times next year's earnings -- and I believe it could be a great buying opportunity for long-term investors. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, ...

Core Insights - Adobe reported fourth-quarter fiscal 2025 non-GAAP earnings of $5.50 per share, exceeding the Zacks Consensus Estimate by 2.04% and reflecting a year-over-year increase of 14.3% [1][10] - Total revenues reached $6.194 billion, surpassing the consensus mark by 1.5% and showing a year-over-year growth of 10.5% [2][10] - Annualized recurring revenues (ARR) at the end of Q4 fiscal 2025 were $25.66 billion, indicating an 11.5% growth from the previous year [2] Revenue Breakdown - Subscription revenues accounted for $5.989 billion, representing 96.7% of total revenues and an 11.6% year-over-year increase [4] - Product revenues totaled $74 million, down 8.6% year over year, while services and other revenues were $131 million, down 18.1% year over year [4] - Digital Media segment revenues were $4.62 billion, up 11% year over year, with an ARR of $19.2 billion [5] - Digital Experience revenues increased to $1.52 billion, a 9% year-over-year rise, with subscription revenues of $1.41 billion growing 11% [6] Customer Metrics - Total customers with ARR exceeding $10 million grew by 25% year over year to over 150 [2] - Customer Group subscription revenues were $5.96 billion, reflecting a 12% year-over-year increase [7] Operating Performance - GAAP gross margin for Q4 was 90.4%, expanding by 10 basis points year over year [8] - Operating expenses rose to $2.78 billion, up 12.6% year over year, with the adjusted operating margin contracting to 45.6% [8] Financial Position - As of November 28, 2025, cash and short-term investments stood at $6.6 billion, up from $5.94 billion [9] - Long-term debt remained unchanged at $6.2 billion [9] Future Guidance - For Q1 fiscal 2026, Adobe expects total revenues between $6.25 billion and $6.30 billion [12] - Fiscal 2026 non-GAAP earnings are projected to be between $23.30 and $23.50 per share [14]

Core Insights - Adobe Systems reported $6.19 billion in revenue for the quarter ended November 2025, marking a year-over-year increase of 10.5% and an EPS of $5.50 compared to $4.81 a year ago, exceeding Zacks Consensus Estimates [1] - The reported revenue surpassed the Zacks Consensus Estimate of $6.1 billion by 1.5%, while the EPS surprise was 2.04% above the consensus estimate of $5.39 [1] Financial Performance Metrics - Total Digital Media ARR reached $19.2 billion, slightly above the average estimate of $19.18 billion [4] - Digital Media revenue was $4.62 billion, exceeding the estimated $4.54 billion, reflecting an 11.5% year-over-year increase [4] - Digital Experience revenue was $1.52 billion, slightly above the $1.51 billion estimate, with an 8.9% year-over-year change [4] - Publishing and Advertising revenue was $60 million, surpassing the estimated $50.21 million, but showing a decline of 7.7% year-over-year [4] - Services and other revenue totaled $131 million, below the average estimate of $143.27 million, representing an 18.1% year-over-year decline [4] - Subscription revenue was $5.99 billion, slightly above the $5.9 billion estimate, with an 11.6% year-over-year increase [4] - Products revenue was $74 million, exceeding the estimated $63.03 million, but reflecting an 8.6% year-over-year decline [4] - Subscription Revenue for Digital Experience was $1.41 billion, slightly above the $1.4 billion estimate, with an 11.5% year-over-year increase [4] Stock Performance - Adobe shares returned +3.3% over the past month, outperforming the Zacks S&P 500 composite's +1.8% 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 - 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 - Analysts project that DocuSign (DOCU) will report quarterly earnings of $0.92 per share, reflecting a year-over-year increase of 2.2% [1] - Revenue is expected to reach $806.13 million, marking a 6.8% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - 'Revenue- Professional services and other' is projected to be $17.91 million, indicating an 11% decrease from the previous year [4] - 'Revenue- Subscription' is expected to reach $788.21 million, suggesting a year-over-year increase of 7.3% [4] - 'Non-GAAP billings' are estimated at $791.22 million, compared to $752.31 million from the year-ago quarter [4] Customer Metrics - Total Customers are projected to reach 1.78 million, up from 1.60 million reported in the same quarter last year [5] - 'Enterprise & Commercial Customers' are expected to be around 275.08 thousand, compared to 256.00 thousand in the same quarter of the previous year [5] Profit Estimates - The consensus for 'Non-GAAP subscription gross profit' is $652.57 million, compared to $619.11 million from the previous year [6] - 'Non-GAAP professional services and other gross profit' is expected to be -$0.63 million, down from $3.26 million reported in the same quarter last year [6] Stock Performance - DocuSign shares have shown a return of -5.2% over the past month, while the Zacks S&P 500 composite has changed by -0.5% [6] - With a Zacks Rank 3 (Hold), DOCU is anticipated to perform in line with the overall market in the near future [6]

Core Insights - Bullish (BLSH) reported third-quarter 2025 earnings of 10 cents per share, a significant improvement from a loss of 59 cents per share in the same quarter last year [1] - Total adjusted revenues increased by 72% year over year to $76.5 million, with a sequential increase of 34%, primarily driven by strong growth in Subscription, Services & Other (SS&O) revenues [1][8] - BLSH shares rose by 0.96% in pre-market trading [1] Q3 Top-Line Details - Adjusted Transaction Revenues, accounting for 34.9% of total revenues, decreased by 18.84% year over year to $26.7 million [2] - Digital asset sales fell significantly from $54.2 billion in the previous year to $41.6 billion [2] - SS&O revenues reached $49.8 million in Q3 2025, representing over 50% sequential growth and over 300% year-over-year growth [2] Q3 Operating Details - Adjusted operating expenses for Q3 2025 were $47.9 million, an increase of 29.8% year over year, but a decline of 2% sequentially [3] - Adjusted net income for Q3 2025 was $13.8 million, compared to a loss of $3.1 million in the same quarter last year [3] - Adjusted EBITDA was $28.6 million, reflecting a 271% year-over-year increase and a 253% sequential increase [3] Balance Sheet Details - As of September 30, 2025, BLSH had total cash and cash equivalents of $69.3 million, up from $36 million as of June 30, 2025 [4] Q4 Guidance - For Q4 2025, Bullish expects Subscription, Services & Other revenues to be between $47.0 million and $53.0 million [5] - Adjusted Operating Expenses are anticipated to be between $48.0 million and $50.0 million [5]

Several major streaming companies have raised subscription prices this year, including Netflix, Disney, and Apple. https://t.co/qj5IhP7edW ...

Core Insights - JFrog Ltd. reported revenue of $136.91 million for the quarter ended September 2025, marking a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate of $128.4 million by 6.63% [1] - The company achieved an EPS of $0.22, up from $0.15 a year ago, representing a surprise of 37.5% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - The number of customers with over $100k in ARR increased to 1,121, surpassing the average estimate of 1,107 [4] - Revenue from self-managed licenses was reported at $8.02 million, exceeding the average estimate of $5.71 million, reflecting a year-over-year change of 43.9% [4] - Subscription revenue from self-managed and SaaS reached $128.89 million, compared to the average estimate of $122.5 million, representing a year-over-year increase of 24.6% [4] - SaaS subscription revenue was reported at $63.38 million, exceeding the average estimate of $58.03 million, with a year-over-year growth of 49.6% [4] - Revenue from self-managed subscriptions was $65.52 million, slightly above the estimated $64.53 million [4] - Revenue from self-managed subscriptions totaled $73.53 million, surpassing the average estimate of $70.29 million, reflecting a year-over-year increase of 10.2% [4] Stock Performance - JFrog's shares have returned -1.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]