Earnings Feed

CRM

Technology

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

WLY

Technology

Adjusted EBITDA declined 3%, impacted by margin mix and timing effects.
Adjusted EPS increased 2%, showing modest earnings growth.
Adjusted revenue grew 1% year-over-year in Q1 2026, reflecting steady top-line performance despite seasonal softness.
Free cash flow was a use of $100 million, an improvement from $107 million last year, reflecting seasonal cash flow timing.
Learning revenue declined 8%, impacted by lower AI revenue and softness in professional publishing.
Net debt to EBITDA ratio improved to 1.9 from 2.0, supported by $120 million divestiture proceeds used to reduce debt.
Research publishing revenue declined 1%, affected by a tough prior-year comp and seasonal factors.
Research segment grew 5%, driven by AI licensing revenue increase from $17 million to $29 million.

VUZI

Technology

Cash and cash equivalents increased to $17.5 million with positive working capital of $20.3 million and no debt obligations outstanding.
Engineering services revenue declined to $0.3 million from $0.5 million year-over-year.
General and administrative expenses fell 39% to $2.8 million, helped by lower stock-based compensation and salary reduction program completion.
Gross loss widened to $0.8 million from $0.3 million due to inventory obsolescence reserves and higher manufacturing overhead costs.
Net loss narrowed significantly to $7.7 million ($0.10/share) from $40.6 million ($0.62/share) year-over-year.
Q2 2025 revenue was $1.3 million, up 19% year-over-year driven by increased smart glasses sales, especially the M400 model.
R&D expenses increased 9% to $2.6 million, mainly from external development costs on new products.
Sales and marketing expenses decreased 40% to $1.4 million due to headcount reductions and lower bad debt expense.