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Core Insights - Appian (APPN) reported $187 million in revenue for Q3 2025, marking a year-over-year increase of 21.4% and exceeding the Zacks Consensus Estimate by 7.58% [1] - The company's EPS for the quarter was $0.32, significantly higher than the $0.15 reported a year ago, resulting in a surprise of 540% compared to the consensus estimate of $0.05 [1] Financial Performance - Subscriptions gross margin was reported at 87.9%, slightly below the estimated 88.1% [4] - Professional services gross margin stood at 30.9%, surpassing the average estimate of 28% [4] - Revenue from professional services reached $39.82 million, exceeding the estimated $33.67 million and reflecting a year-over-year increase of 28.7% [4] - Subscription revenue was $147.19 million, above the average estimate of $140.16 million, representing a year-over-year growth of 19.6% [4] Market Performance - Over the past month, Appian's shares have returned -0.7%, while the Zacks S&P 500 composite increased by 1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

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Group 1 - ChargePoint Holdings, Inc. reported $98.59 million in revenue for the quarter ended July 2025, a year-over-year decline of 9.2% [1] - The EPS for the same period was -$1.42, an improvement from -$2.00 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $95.1 million, resulting in a surprise of +3.67% [1] Group 2 - ChargePoint's EPS surprise was -22.41%, with the consensus EPS estimate being -$1.16 [1] - The company has seen a stock return of +10.4% over the past month, outperforming the Zacks S&P 500 composite's +3% change [3] - ChargePoint currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Group 3 - Networked charging systems revenue was $50.42 million, surpassing the estimated $49.49 million by three analysts [4] - Subscription revenue reached $39.9 million, exceeding the three-analyst average estimate of $37.9 million [4] - Other revenue amounted to $8.27 million, compared to the three-analyst average estimate of $7.35 million [4]

Financial Performance - Revenue - ChargePoint's revenue for Q2 Fiscal Year 2026 reached $98590 thousand[23], while Q2 Fiscal Year 2025 was $108539 thousand[23] - Networked Charging Systems revenue for Q2 Fiscal Year 2026 was $50421 thousand[23], and for Q2 Fiscal Year 2025 was $64146 thousand[23] - Subscriptions revenue increased to $39896 thousand in Q2 Fiscal Year 2026[23] from $36191 thousand in Q2 Fiscal Year 2025[23] Financial Performance - Profitability - GAAP gross profit was $30728 thousand in Q2 Fiscal Year 2026[23], compared to $25585 thousand in Q2 Fiscal Year 2025[23] - GAAP gross margin was 31% in Q2 Fiscal Year 2026[32] compared to 24% in Q2 Fiscal Year 2025[32] - Non-GAAP gross profit was $32775 thousand in Q2 Fiscal Year 2026[32], resulting in a non-GAAP gross margin of 33%[32] Financial Performance - Expenses and EBITDA - GAAP operating expenses totaled $89705 thousand in Q2 Fiscal Year 2026[32], representing 91% of revenue[32] - Non-GAAP operating expenses were $58597 thousand in Q2 Fiscal Year 2026[32], which is 59% of revenue[32] - GAAP net loss was $(66179) thousand in Q2 Fiscal Year 2026[28], compared to $(68874) thousand in Q2 Fiscal Year 2025[28] - Non-GAAP adjusted EBITDA loss was $(22074) thousand in Q2 Fiscal Year 2026[29], or -22% of revenue[29], compared to $(34134) thousand in Q2 Fiscal Year 2025[29], or -31% of revenue[29] Balance Sheet - Cash, cash equivalents, and restricted cash totaled $194523 thousand as of July 31, 2025[27] compared to $243663 thousand as of July 31, 2024[27]

Core Insights - Appian (APPN) reported revenue of $170.64 million for the quarter ended June 2025, marking a year-over-year increase of 16.5% and exceeding the Zacks Consensus Estimate by 6.15% [1] - The company achieved an EPS of $0, a significant improvement from -$0.26 a year ago, resulting in a 100% surprise compared to the consensus estimate of -$0.13 [1] Financial Performance Metrics - Subscriptions gross margin was reported at 87.1%, slightly below the average estimate of 88.5% [4] - Professional services gross margin stood at 29.5%, surpassing the average estimate of 27.5% [4] - Revenue from professional services reached $37.98 million, exceeding the average estimate of $34.25 million, reflecting a year-over-year change of 13.5% [4] - Subscription revenue was reported at $132.66 million, above the average estimate of $126.5 million, with a year-over-year increase of 17.4% [4] Stock Performance - Over the past month, Appian's shares have returned -13.7%, contrasting with the Zacks S&P 500 composite's increase of 1.2% [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 - Dynatrace (DT) is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of 15.2% [1] - Anticipated revenues are projected to be $466.07 million, showing a 16.7% increase compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts have not revised their projections [2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Services' will reach $19.84 million, representing a year-over-year change of +12.5% [4] - 'Revenues- Subscriptions' are predicted to be $447.92 million, indicating a +17.4% change from the prior-year quarter [5] Key Metrics - 'Annual Recurring Revenue (ARR)- Total' is expected to reach $1.78 billion, up from $1.54 billion reported in the same quarter last year [5] - The 'Dollar-based Net Retention Rate' is projected at 109.9%, down from 112.0% in the same quarter of the previous year [6] - 'Gross profit- Subscriptions' is anticipated to be $390.94 million, compared to $328.00 million reported in the same quarter last year [6] Stock Performance - Dynatrace shares have decreased by -10.7% in the past month, contrasting with a +0.6% change in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

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