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cloud software

Elastic Q1 FY27: cRPO +21%, EPS $0.70, Stock +19%

September 12, 2026August 29, 2026 by Bruno
Elastic Q1 FY27: cRPO +21%, EPS $0.70, Stock +19%

Elastic Q1 FY27: revenue $478M (+15%), cRPO $1.153B (+21%), non-GAAP EPS $0.70, record 80 net new $100K+ customers. ESTC +19.3% to $99.91.

Categories Artificial Intelligence, Earnings Tags cloud software, elastic earnings, enterprise ai, estc stock, observability software, search ai, stock market

Okta Q2: cRPO +14%, FY27 Guide Raised, Stock +29%

September 12, 2026August 28, 2026 by Bruno
Okta Q2: cRPO +14%, FY27 Guide Raised, Stock +29%

Okta Q2 FY27: revenue $805M (+11%), cRPO $2.585B (+14%), FCF $227M (+40%). FY27 guide lifted to $3.216-3.226B. OKTA +28.6% to $172.91.

Categories Artificial Intelligence, Earnings Tags ai agents, cloud software, cybersecurity stocks, identity management, okta earnings, okta stock, stock market

Salesforce Q2: cRPO +14%, Guide Raised $200M, Stock +10%

September 12, 2026August 27, 2026 by Bruno
Salesforce Q2: cRPO +14%, Guide Raised $200M, Stock +10%

Salesforce Q2 FY27 delivered $11.3B revenue, cRPO up 14% Y/Y, and Agentforce ARR past $1.5B. Full-year guide raised $200M. CRM +10% pre-market.

Categories Artificial Intelligence, Earnings Tags agentforce, cloud software, crm stock, enterprise ai, salesforce earnings, stock market

Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum

September 12, 2026May 1, 2026 by Bruno
Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum

Atlassian stock surged 24% after Q3 FY2026 results crushed estimates — revenue hit $1.79B (+32% YoY), non-GAAP EPS of $1.75 beat by 34%, and Rovo AI credits grew 20%+ monthly.

Categories Stock Market Tags atlassian earnings, cloud software, enterprise software, rovo ai, stock market, TEAM stock

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