Earnings Feed

CRWD

Technology

Cash and cash equivalents grew to a record $4.97 billion, with record cash flow from operations of $332.8 million.
Ending ARR reached $4.66 billion, growing over 20% year over year.
Non-GAAP gross margin was 78%, with subscription gross margin at 80%.
Record operating income of $255 million or 22% of revenue, exceeding guidance.
Record Q2 free cash flow of $284 million, representing 24% of revenue.
Record Q2 net new ARR of $221 million, exceeding guidance by double-digit millions.
Subscription revenue grew 20% year over year to $1.1 billion; professional services revenue hit a record $66 million.
Total revenue grew 21% year over year to $1.17 billion, surpassing the high end of guidance.

OKTA

Technology

Five of the top 10 deals in Q2 were with the US public sector, including the largest deal with the Department of Defense.
Free cash flow margin guidance is approximately 21% for Q3 and 28% for the full fiscal year.
Net Revenue Retention (NRR) has stabilized around 106%, with down-sell pressures subsiding.
Non-GAAP operating margin improved significantly, with Q3 guidance at 22% and full-year FY 2026 expected at 25-26%.
Okta ended the quarter with approximately $2.9 billion in cash, cash equivalents, and short-term investments.
Q2 showed solid results with strong contributions from new products like Okta Identity Governance, Privilege Access, and AI-driven identity threat protection.
Revenue growth is driven by large customers, public sector deals, and accelerating Auth0 bookings.

Technology

Datacom revenue declined 12% year-over-year but increased 10% sequentially, driven by new higher data rate products.
Full fiscal year 2025 revenue reached a record $3.4 billion, a 19% increase over prior year.
Gross margin in Q4 was 12.5%, better than expected, with operating margin at 10.7%, a 50 basis point improvement from Q3.
Non-GAAP EPS hit a record $2.65 in Q4 and $10.17 for the full fiscal year.
Non-optical communications revenue rose 41% year-over-year to $221 million, with automotive and industrial laser segments performing well.
Optical communications revenue was $689 million in Q4, up 15% year-over-year and 5% sequentially.
Q4 revenue was $910 million, exceeding guidance and up 21% year-over-year and 4% sequentially.
Telecom revenue grew 46% year-over-year to $412 million, driven by data center interconnect (DCI) products.

GPRO

Technology

1mo

Adjusted EBITDA improved 83% year-over-year to negative $6 million.
Cash flow from operations increased to $9 million from $1 million in Q2 2024.
Gross margin improved to 36% from 30.7% in Q2 2024, the highest since Q3 2022.
Inventory decreased 12% sequentially and 30% since Q4 2024.
Non-GAAP EPS loss improved from negative $0.24 to negative $0.08 year-over-year.
Non-GAAP operating expenses decreased 32% year-over-year to $63 million.
Q2 2025 revenue was $153 million, 6% above the midpoint of guidance.