Earnings Feed

BOX

Technology

EPS of $0.33, $0.02 above the high end of guidance.
Free cash flow of $36 million and operating cash flow of $46 million, up 927% year-over-year.
Gross margin of 81.4%, up 40 basis points year-over-year excluding prior year data center equipment sales.
Operating margin of 28.6%, improved year-over-year despite tougher comps.
Q2 billings of $265 million, up 3% year-over-year and 6% in constant currency, outperforming expectations despite FX headwinds.
Q2 revenue of $294 million, up 9% year-over-year and 7% in constant currency, exceeding the high end of guidance.
Remaining performance obligations (RPO) grew 16% year-over-year to $1.5 billion.
Short-term RPO grew 12% year-over-year, reflecting strong multiyear contract commitments.

PHR

Technology

Adjusted EBITDA rose to $22 million, up $16 million year over year, with a margin of 19%.
Average healthcare services clients (AHSCs) reached 4,467, up 298 from the prior year.
Cash and cash equivalents ended at $98.3 million, up from $90.9 million in the prior quarter.
Free cash flow was $9.6 million, up $6 million year over year, marking four consecutive quarters of positive free cash flow.
Operating cash flow was $14.8 million, up $3.8 million year over year.
Phreesia achieved its first-ever positive net income quarter with net income of $700,000.
Revenue per average healthcare services client was $26,249, up 7% year over year and flat quarter over quarter.
Total revenue for Q2 2026 was $117.3 million, a 15% increase year over year.

CRWD

Technology

CrowdStrike maintains a strong balance sheet with over $4.97 billion in cash and cash equivalents.
The company is focused on thoughtful tuck-in acquisitions aligned with its platform strategy.
Management emphasized that acquisitions are carefully selected to enhance customer experience and platform integration.
The company sees opportunities in federal sector deals, which, while currently a smaller part, align with its consolidation strategy.
Guidance for FY 2026 projects over 40% net new ARR growth in the second half, with a path to $10 billion ARR by FY 2031.