Dafinchi AI

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.

BOX

Technology

EPS of $0.33, $0.02 above the high end of guidance.
Free cash flow of $36 million and operating cash flow of $46 million, up 927% year-over-year.
Gross margin of 81.4%, up 40 basis points year-over-year excluding prior year data center equipment sales.
Operating margin of 28.6%, improved year-over-year despite tougher comps.
Q2 billings of $265 million, up 3% year-over-year and 6% in constant currency, outperforming expectations despite FX headwinds.
Q2 revenue of $294 million, up 9% year-over-year and 7% in constant currency, exceeding the high end of guidance.
Remaining performance obligations (RPO) grew 16% year-over-year to $1.5 billion.
Short-term RPO grew 12% year-over-year, reflecting strong multiyear contract commitments.

DOCU

Technology

Billings reached $818 million, a 13% increase year over year, driven by direct sales strength and early renewals.
Free cash flow margin improved modestly to 27%, supporting $200 million in share repurchases.
GAAP diluted EPS was $0.30 compared to $4.26 last year, impacted by prior year tax benefits.
International revenue grew 13%, representing 29% of total revenue, with Asia Pacific as the fastest-growing region.
Non-GAAP gross margin remained stable at 82%, offsetting cloud migration costs.
Non-GAAP operating margin was 30%, maintaining strong profitability despite headwinds.
Q2 revenue was $801 million, up 9% year over year, with subscription revenue at $784 million, also up 9%.
Total customers grew 9% year over year to over 1.7 million, with large customers spending over $300K increasing 7%.

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.

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.

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