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HPQ

Technology

2w

HP's Outlook on PC Market Growth and Share Gains in 2026

HP remains confident in the PC market growing mid-single digits in 2025, driven by Windows 11 and AITC adoption.
The company expects continued momentum into 2026, supported by refresh cycles and premium demand.
HP is gaining share in the commercial and consumer segments, especially in premium categories.
The company’s demand projections are based on strong demand for AIPCs and Windows 11, not pull-in effects.
HP’s strategy focuses on profitable growth rather than share gain for its own sake, emphasizing premium segments.

Pure Storage, Inc.

PSTG

Technology

1w

Financial Performance Summary

Annual recurring revenue (ARR) increased 18% to $1.8 billion.
Free cash flow was $150 million, with a 17.4% free cash flow margin on revenue.
Gross margin remained strong at 72.1%, with subscription gross margin at 76.5% and product gross margin improving to 68%.
Operating profit was $130 million with a 15.1% operating margin, above expectations.
Q2 revenue reached $861 million, growing 13% year over year, exceeding guidance.
Remaining performance obligations (RPO) grew 22% to $2.8 billion, with 21% growth exiting Q2.
Subscription services revenue grew 15% year over year to $415 million, representing 48% of total revenue.
US revenue grew 7% to $577 million; international revenue grew 26% to $284 million.

Dell Technologies Inc.

DELL

Technology

1w

Financial Performance Summary

Cash flow from operations was strong at $2.5 billion, with $9.8 billion in cash and investments.
Earnings per share increased 19% to a Q2 record of $2.32.
Gross margin was $5.6 billion or 18.7% of revenue, impacted by AI server mix shift.
ISG and CSG combined revenue grew 22%, with ISG up 44% and CSG up 1%.
Net income increased 13% to $1.6 billion.
Operating expenses decreased 4% to $3.3 billion, improving operational efficiency.
Operating income rose 10% to $2.3 billion, representing 7.7% of revenue.
Q2 revenue reached a record $29.8 billion, up 19% year-over-year.

Science Applications International Corporation

SAIC

Technology

6d

Impact of Government Budget Uncertainty on Revenue Growth

Management highlighted delays in government funding and increased scrutiny as key factors impacting on-contract revenue growth.
The company experienced a 2.7% revenue decline in Q2 2026, primarily due to slower conversion of opportunities into revenue.
Delays in new business awards and increased program disruptions are contributing to the revised revenue outlook for FY 2026 and FY 2027.
Management expects these headwinds to be temporary, but they have led to a strategic shift towards cost efficiency and portfolio acceleration.
The company is preparing for a prolonged challenging environment, with a focus on maintaining margins and shareholder value despite revenue headwinds.

Analog Devices, Inc.

ADI

Technology

3w

Financial Performance Summary

Automotive revenue was 30% of total, down 1% sequentially but up 22% year-over-year.
Cash and short-term investments totaled $3.5 billion; net leverage ratio stable at 1.1; inventory increased $72 million sequentially.
Communications segment grew 18% sequentially and 40% year-over-year, driven by wireline, data center, and wireless.
Consumer segment grew 16% sequentially and 21% year-over-year, marking the fourth consecutive quarter of double-digit growth.
EPS was $2.05, above the high end of guidance and up 30% year-over-year.
Gross margin was 69.2%, operating margin 42.2%, both up 100 basis points sequentially and year-over-year.
Industrial segment represented 45% of revenue, growing 12% sequentially and 23% year-over-year.
Q3 revenue was $2.88 billion, exceeding the high end of guidance, up 9% sequentially and 25% year-over-year.

Palo Alto Networks, Inc.

PANW

Technology

3w

Financial Performance Summary

Diluted non-GAAP EPS was $0.95, ahead of guidance.
Free cash flow margin was 38% for the third consecutive year, with $3.5 billion free cash flow generated in FY25.
Next-Generation Security ARR reached $5.58 billion, up 32% year-over-year, with net new ARR up 12%.
Operating margins expanded by 340 basis points to above 30% for the first time in company history.
Product revenue grew 19%, driven by software form factors, while services revenue grew 15%, with subscription revenue up 17%.
RPO grew 24% year-over-year to $15.8 billion, the highest growth in 7 quarters.
Software firewalls and SASE showed strong ARR growth, with software ARR up nearly 20% year-over-year.
Total revenue for Q4 FY25 was $2.54 billion, growing 16% year-over-year, exceeding the high end of guided range.

PagerDuty, Inc.

PD

Technology

6d

Growth and Strategic Focus on Customer Retention and Expansion

PagerDuty reported strong net new customer additions, nearly tripling the total in the first half of FY 2026.
Customers spending over $100,000 annually increased by 6% year over year, reaching 868 customers.
The company is focusing on improving retention through better account management and usage growth within existing customers.
Strategic initiatives include flexible licensing, product innovation, and customer success efforts to mitigate seat downgrades.
Management remains confident in long-term growth driven by customer expansion, AI adoption, and platform stickiness.

DOMO

Technology

1w

Financial Performance Summary

Adjusted free cash flow was positive at $1.4 million, improving $7 million year-over-year.
Billings reached $70.3 million, also beating expectations.
Gross retention remained steady at 85%, with expectations to improve in Q4.
Non-GAAP EPS was positive for the first time at $0.02 per share.
Operating margin hit a company record of 7.7% in Q2.
Q2 total revenue was $79.7 million, exceeding guidance.
Subscription gross margin improved to 81.9%, marking the second consecutive quarter of growth.
Subscription RPO grew 19% year-over-year to $409.8 million, the highest ever.