Earnings Feed

CSCO

Technology

Fiscal year 2025 revenue was $56.7 billion, up 5%, with record non-GAAP operating income and margin, and EPS of $3.81, up 2%.
Networking revenue increased 12%, led by internet infrastructure and enterprise routing; security grew 9%, collaboration 2%, and observability 4%.
Non-GAAP operating margin was 34.3%, at the high end of guidance, with an 18.1% tax rate.
Operating cash flow was $4.2 billion, up 14%, supporting $2.9 billion capital returned to shareholders in Q4 and $12.4 billion for fiscal year 2025.
Q4 total revenue was $14.7 billion, up 8% year-over-year, with non-GAAP net income of $4 billion, up 12%, and non-GAAP EPS of $0.99, up 14%.
Total non-GAAP gross margin was 68.4%, up 50 basis points, with product gross margin at 67.5% and services gross margin at 70.8%.
Total product revenue grew 10% to $10.9 billion; services revenue was flat at $3.8 billion.

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.

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.