Core Viewpoint - Guidewire Software (GWRE) is expected to report significant growth in earnings and revenues for the upcoming quarter, with analysts projecting earnings of $0.46 per share and revenues of $285.72 million, reflecting year-over-year increases of 76.9% and 18.7% respectively [1] Earnings Projections - Analysts predict quarterly earnings of $0.46 per share, marking a 76.9% increase from the same period last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating stability in analysts' projections [1] Revenue Estimates - Total revenues are forecasted to be $285.72 million, representing an 18.7% year-over-year increase [1] - 'Revenue- Subscription and support' is expected to reach $178.14 million, a 29.1% increase from the prior year [4] - 'Subscription Revenue' is projected at $162.74 million, indicating a 35.1% increase from the previous year [4] - 'Revenues- License' is estimated to be $55.33 million, reflecting a slight decrease of 1.6% from the prior year [4] Service and Support Revenue - 'Revenues- Services' is projected to be $52.00 million, showing an 11.8% year-over-year increase [5] - 'Support Revenue' is expected to decline to $15.41 million, a decrease of 12.2% from the previous year [5] - 'Term License Revenue' is estimated at $54.48 million, indicating a 1% decrease year-over-year [5] Annual Recurring Revenue - The consensus estimate for 'Annual recurring revenue' stands at $944.40 million, up from $828 million a year ago [6] Gross Profit Estimates - 'Gross profit- Subscription and support' is expected to be $120.51 million, compared to $86.79 million reported in the same quarter last year [6] - 'Gross profit- License' is projected to reach $54.87 million, slightly down from $55.37 million reported in the same quarter last year [7] Stock Performance - Guidewire Software shares have increased by 1.9% over the past month, while the Zacks S&P 500 composite has risen by 6.7% [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7]

Core Viewpoint - Salesforce.com reported a revenue of $9.83 billion for the quarter ended April 2025, reflecting a year-over-year increase of 7.6% and surpassing the Zacks Consensus Estimate of $9.74 billion by 0.95% [1] Financial Performance - Earnings per share (EPS) for the quarter was $2.58, an increase from $2.44 in the same quarter last year, exceeding the consensus EPS estimate of $2.54 by 1.57% [1] - The stock has returned +3.5% over the past month, while the Zacks S&P 500 composite has changed by +7.4% [3] Key Metrics - Remaining performance obligation (RPO) - Current: $29.6 billion, exceeding the average estimate of $29 billion [4] - Remaining performance obligation (RPO) - Total: $60.9 billion, compared to the average estimate of $60.43 billion [4] - Geographic Revenue - Americas: $6.47 billion, a +6.7% change year-over-year, below the estimate of $6.63 billion [4] - Geographic Revenue - Asia Pacific: $1.02 billion, a +10.5% change year-over-year, above the estimate of $982.26 million [4] - Geographic Revenue - Europe: $2.34 billion, a +9% change year-over-year, above the estimate of $2.11 billion [4] Revenue Breakdown - Revenue from Professional services and other: $532 million, a -2.9% change year-over-year, above the average estimate of $515.31 million [4] - Revenue from Subscription and support: $9.30 billion, an +8.3% change year-over-year, above the average estimate of $9.22 billion [4] - Revenue from Subscription and support - Service: $2.33 billion, a +7% change year-over-year, slightly below the estimate of $2.35 billion [4] - Revenue from Subscription and support - Marketing and Commerce: $1.33 billion, a +3.4% change year-over-year, below the estimate of $1.35 billion [4] - Revenue from Subscription and support - Platform and Other: $1.96 billion, a +14.3% change year-over-year, above the average estimate of $1.83 billion [4] - Revenue from Subscription and support - Integration and Analytics: $1.54 billion, slightly below the estimate of $1.56 billion [4]

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]