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Hewlett Packard Enterprise Company

HPE

Technology

6d

Successful Completion and Integration of Juniper Acquisition

HPE completed its acquisition of Juniper Networks in July 2025, marking a major strategic milestone.
Integration is progressing well, with milestones such as employee onboarding and sales force harmonization achieved on schedule.
The combined networking segment now accounts for nearly 50% of HPE's non-GAAP operating profit, indicating a significant business shift.
Early results show strong demand in networking markets, especially in AI-driven data center switching and security.
HPE expects at least $600 million in cost synergies over three years, with $200 million expected to be realized in the first year.
The integration is expected to enhance HPE's market position in AI-driven networking and accelerate growth in this high-margin segment.

HPQ

Technology

1w

Financial Performance Summary

Free cash flow was approximately $1.5 billion, with $1.7 billion cash from operations, and over $400 million returned to shareholders via dividends and buybacks.
Gross margin was 20.5%, down year-over-year due to higher personal systems mix, trade-related costs, and currency impacts, partially offset by pricing and cost management.
HP delivered a fifth consecutive quarter of growth with top-line revenue increasing 3% year-over-year, driven by strong personal systems performance.
Non-GAAP diluted EPS was $0.75, slightly above the midpoint of guidance, reflecting a 6% sequential improvement.
Non-GAAP operating margins for print and personal systems were within guidance, with personal systems margin returning to long-term target range at 5.4%.
Personal systems revenue grew 6% year-over-year, exceeding expectations, with 5% unit growth and increased ASPs.
Print revenue declined 3% in constant currency, reflecting a softer office segment and competitive pricing environment.

Guidewire Software, Inc.

GWRE

Technology

5d

Financial Performance Summary

ARR ended fiscal 2025 at $1.032 billion, up 19% year-over-year on a constant currency basis, surpassing $1 billion ARR milestone.
Fully ramped ARR grew 22% year-over-year, reflecting strong customer commitments and deal ramping.
Gross profit increased 28% to $789 million with overall gross margin improving to 66%, subscription and support margin at 70%.
License revenue grew slightly by 1% to $252 million, expected to decline over time due to cloud migration.
Operating income more than doubled to $208 million, exceeding guidance by $13 million, with operating cash flow at $301 million.
Services revenue grew 21% to $219 million, reflecting strong professional services and SI community alignment.
Stock-based compensation rose 10% to $162 million, reflecting investments in talent and incentives.
Subscription revenue increased 40% year-over-year to $667 million, while subscription and support revenue rose 33% to $731 million.
Total cloud ARR grew 36% year-over-year, comprising 74% of total ARR, showing accelerated cloud adoption.
Total revenue for fiscal 2025 was $1.2 billion, ahead of expectations, driven by strong subscription and services revenue growth.

SNPS

Technology

19h

Long-term Profitability and Business Model Evolution in IP Segment

Management acknowledged that the shift toward subsystem and chiplet-based IP delivery will impact long-term operating profitability.
The company is exploring new business models, including royalties and higher-value customization, to sustain profitability amid increased complexity.
Leadership emphasized that maintaining high operating margins in the IP segment will require innovative pricing and engagement strategies.
The transition to more customized and integrated IP solutions is expected to involve higher NRE and licensing revenues.
Synopsys is actively assessing how to balance scale, customization, and profitability to ensure sustainable growth in the evolving IP market.

Lumentum Holdings Inc.

LITE

Technology

4w

Financial Performance Summary

Cloud & Networking segment revenue grew 16% sequentially and 67% year-over-year to $424.1 million.
Fiscal 2025 non-GAAP gross margin was 34.7%, up 450 basis points from prior year.
Full fiscal year 2025 revenue was $1.65 billion, up 21% year-over-year.
GAAP gross margin for Q4 was 33.3%, non-GAAP gross margin was 37.8%, up 260 basis points sequentially.
Industrial Tech segment revenue declined 6% sequentially but increased 6% year-over-year.
Non-GAAP EPS for Q4 was $0.88, above expectations.
Non-GAAP operating margin improved to 15%, up 420 basis points sequentially.
Q4 revenue was $480.7 million, exceeding the high end of revised guidance.

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.

Applied Materials, Inc.

AMAT

Technology

3w

Financial Performance Summary

Applied Global Services revenue was $1.6 billion, up 1% year-over-year with 10% growth in core services.
Cash and cash equivalents ended at $5.4 billion; generated $2.6 billion cash from operations; free cash flow approx. $2 billion.
Display segment revenue was $263 million, marking the second consecutive quarter of growth.
Non-GAAP earnings per share reached a record $2.48, up 17% year-over-year due to revenue growth and share repurchases.
Non-GAAP gross margin was 48.9%, up 150 basis points year-over-year, driven by product mix and pricing.
Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue due to G&A optimization.
Q3 net revenue was approximately $7.3 billion, up 8% year-over-year and $100 million above guidance midpoint.
Semiconductor Systems revenue was $5.43 billion, up 10% year-over-year with growth in foundry/logic and DRAM.

AI

Technology

6d

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

PagerDuty, Inc.

PD

Technology

6d

Financial Performance Summary

Annual recurring revenue (ARR) increased 5% year over year to $499 million.
Cash from operations was $34 million (28% of revenue) and free cash flow was $30 million (24% of revenue).
Dollar-based net retention rate (DBNR) was 102%, impacted by elevated churn and downgrades due to seat optimization.
GAAP profitability achieved for the first time in company history with a 25% non-GAAP operating margin, exceeding guidance and expanding 800 basis points year over year.
Gross margin was 86%, at the high end of the 84%-86% target range.
International revenue grew 12% year over year, representing 29% of total revenue.
Operating income was $31 million or 25% of revenue, up from $20 million or 17% last year.
Q2 revenue was $123 million, up 6% year over year.