Earnings Feed

ORCL

Technology

23h

Cloud application revenue was $3.8 billion, up 10%, with back-office apps up 16%.
Cloud database services revenue rose 32%, with Autonomous Database up 43%.
Multi-cloud database revenue surged 1529% in Q1, reflecting rapid adoption.
Non-GAAP EPS was $1.47, GAAP EPS was $1.01, with a non-GAAP tax rate of 20.5%.
OCI consumption revenue increased 57%, indicating strong demand outstripping supply.
Total cloud revenue grew 27% to $7.2 billion, with cloud infrastructure revenue up 54%.
Total revenues for Q1 FY2026 were $14.9 billion, up 11% year-over-year.
Total software revenue declined 2%, showing a shift towards cloud services.

ADSK

Technology

Billings increased 36% as reported and 34% at constant currency, driven by the new transaction model.
Contribution from the new transaction model to revenue was approximately $105 million in Q2.
Free cash flow was $451 million, benefiting from earlier timing of billings.
GAAP and non-GAAP operating margins improved by 240 and 140 basis points respectively, reaching 25% and 39%.
Remaining performance strong in AECO sector, offsetting softness in commercial segments.
RPO grew 24% to $7.3 billion, with current RPO at $4.7 billion growing 20%.
Share repurchases totaled $356 million in Q2, with 1.2 million shares bought at an average price of $298 per share.
Total revenue grew 17% year-over-year as reported and 18% in constant currency in Q2.

GLOB

Technology

49 clients now generate more than $10 million annually, up from 39 a year ago; 339 clients generate over $1 million annually, up from 329.
Business optimization plan led to a one-time charge of $47.6 million and is expected to generate $80 million in annualized savings.
Cash and cash equivalents plus short-term investments totaled $174.2 million; net debt was $255 million as of June 30.
Free cash flow was negative $2.9 million, an improvement from negative $28 million in the same period last year.
Non-IFRS adjusted diluted EPS increased slightly to $1.53 from $1.51 in Q2 2024.
Non-IFRS adjusted operating margin held steady at 15% despite FX headwinds in Latin America.
Q2 2025 revenue was $614.2 million, representing 4.5% year-over-year growth and 0.5% sequential growth.