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Why Workday (NASDAQ:WDAY) Reported Higher Subscription Revenue and Updated Its Full-Year Guidance

● More than 5,500 customers now use at least one Workday AI agent.

Nitish Kishor | 08 October 2026

How Zscaler (NASDAQ:ZS) Reported Fourth-Quarter Fiscal 2026 Revenue and Annual Recurring Revenue Growth

● Excluding Red Canary, full-year revenue growth was a lower 20%, at $3,209 million.

Nitish Kishor | 08 October 2026

How Intuit (NASDAQ:INTU) Passed $20 Billion in Annual Revenue and What It Guided for Fiscal 2027

● Big Bets products grew 34% and made up 30% of full-year revenue.

Nitish Kishor | 08 October 2026

How MongoDB (NASDAQ:MDB) Moved to a GAAP Operating Profit in Its Second Quarter of Fiscal 2027

●GAAPincome from operations was $28.4 million, versus a loss a year earlier.

Nitish Kishor | 08 October 2026

How Cloudflare (NYSE:NET) Reported Faster Revenue Growth Alongside a Larger Second-Quarter GAAP Loss

●GAAPnet loss widened to $170.0 million, including $150.7 million of restructuring charges.

Nitish Kishor | 08 October 2026

Why ServiceNow (NYSE:NOW) Is Guiding Slower Subscription Growth After a Strong Second Quarter

● Current remaining performance obligations reached $13.20 billion, up 21% from a year earlier.

Nitish Kishor | 08 October 2026

Why Did Roblox (NYSE:RBLX) Report Higher Revenue but Slower Bookings Growth in Its Second Quarter?

● Daily active users reached 123 million, up 10% from a year earlier.

Nitish Kishor | 08 October 2026

Why Rubrik (NYSE:RBRK) Raised Its Full-Year Outlook After a Second Fiscal Quarter That Beat Guidance

● Subscription ARR reached $1.66 billion, up 33% from a year earlier.

Nitish Kishor | 08 October 2026

Why Did Reddit (NYSE:RDDT) Report Revenue of $804.9 Million for Its Second Quarter of 2026?

● Advertising revenue reached $762 million in the quarter, up 64% from a year earlier.

Nitish Kishor | 08 October 2026

Why Roku (NASDAQ:ROKU) Reported Higher Platform Revenue and Profit While Its Fox Acquisition Remains Pending

●Net Incomereached $164.2 million, up sharply from $10.5 million a year earlier.

Nitish Kishor | 08 October 2026
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