Earnings Feed

INTU

Technology

Intuit observes that consumer credit card balances are up 4% YoY, but credit scores are down about 10 points, indicating cautious spending.
Business revenues are generally flat, but profits and cash flows are up across a broad customer base.
Sector performance varies, with real estate, advertising, and manufacturing underperforming, while other sectors are doing well.
Management notes that profits and cash flows are healthy, but consumers are more selective and stretched in their spending.
The macro environment remains uncertain, but the company's diversified customer base provides resilience.

ADI

Technology

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.

BILL

Technology

Bill.com launched Supplier Payments Plus in Q4, streamlining millions of payments and simplifying incoming payments for suppliers.
The product enables large suppliers to perform reconciliation at scale and convert paper checks into faster digital payments.
This solution moves from a flat fee ACH transaction to an ad valorem fee paid by suppliers, creating new revenue streams.
Suppliers ranging from law firms to waste management companies are using the product to optimize receivables.
The product significantly reduces manual reconciliation efforts, benefiting both suppliers and SMBs.
Management expects this product to generate meaningful transaction revenue as it scales among large suppliers.

Technology

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.