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Software
ServiceNow Inc Q4FY25 -ServiceNow continues to show strong performance with subscription revenue growing 21% YoY in Q4 FY25 and RPO reaching $28.2bn
SAP SE Q4FY25 -SAP delivered strong cloud growth and improving profitability in FY2025, but overall revenue growth remains moderate as the company continues transitioning from license to subscription.
Oracle Corporation Q3FY26 -Oracle is undergoing a structural transformation driven by AI infrastructure demand, a differentiated multi cloud strategy, AI enabled SaaS expansion and a capital efficient scaling model.
HubSpot Inc Q4FY25 -While concerns remain around AI disruption and near term growth visibility, HubSpot’s execution and strategic positioning suggest it is more likely to benefit from these industry shifts rather than be negatively impacted.
Okta Inc Q4FY26 – Okta is positioned well structurally with strong enterprise demand, expanding product capabilities, and a credible long term AI opportunity.
Oracle Corporation Q2FY26 -Oracle’s Remaining Performance Obligations stood at $523bn, up 433 % YoY, reflecting unprecedented long term contracted demand for its cloud infrastructure.
Cadence Design Systems Inc Q4FY25 – CDNS given its strong AI driven positioning, record $7.8bn backlog, 11% to 13% FY26 revenue growth outlook and nearly 25% IP growth momentum.
Gen Digital Inc Q3FY26 -GEN is repositioning from a legacy endpoint security vendor to an AI-driven, unified digital protection platform centered on behavioral risk detection and financial fraud convergence.
MongoDB Inc Q4FY26 -MongoDB remains a high quality data platform with strong positioning in cloud and AI. However, slowing growth, uncertainty in EA, delayed AI monetization, and execution risks from leadership changes balance out the positives.
Autodesk Inc Q4FY26 -Autodesk has completed a major transformation in its business model through the new transaction model and sales optimization. Management clearly indicated that this shift is improving. resilience and enabling margin expansion
DocuSign Inc Q3FY26Â -DocuSign delivered total revenue of $818.4mn in Q3 FY26, up 8% YoY. Subscription revenue grew 9% YoY to $801mn, representing 98% of total revenue.
Ford Motor Company Q4FY25 -Ford Motor Company as the organization navigates a fundamental strategic pivot during a period of high industrial volatility. While FY25 delivered record revenue of $187.3bn, the bottom line was severely impacted by a net loss of $8.2bn, primarily driven by $17.4bn in special item charges.