Earnings Feed

PANW

Technology

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.

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.

VEEV

Technology

Billings guidance increased by $35 million for the full year, signaling confidence in the back half of 2026.
Commercial cloud subscriptions raised guidance for the full year, reflecting confidence in the business.
Crossix continued strong performance, contributing meaningfully to commercial growth.
Margins remain strong with expectations of improved cost of goods sold long term for Vault CRM.
Non-operating income reported at $353 million for the quarter.
R&D subscriptions showed the largest sequential increase in two years, indicating strong execution.
Total revenue for Q2 was $789 million, exceeding guidance.

VUZI

Technology

Cash and cash equivalents increased to $17.5 million with positive working capital of $20.3 million and no debt obligations outstanding.
Engineering services revenue declined to $0.3 million from $0.5 million year-over-year.
General and administrative expenses fell 39% to $2.8 million, helped by lower stock-based compensation and salary reduction program completion.
Gross loss widened to $0.8 million from $0.3 million due to inventory obsolescence reserves and higher manufacturing overhead costs.
Net loss narrowed significantly to $7.7 million ($0.10/share) from $40.6 million ($0.62/share) year-over-year.
Q2 2025 revenue was $1.3 million, up 19% year-over-year driven by increased smart glasses sales, especially the M400 model.
R&D expenses increased 9% to $2.6 million, mainly from external development costs on new products.
Sales and marketing expenses decreased 40% to $1.4 million due to headcount reductions and lower bad debt expense.