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Zeta Global Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Zeta Global Q2 Earnings Call Highlights

Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye

Teradata Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Teradata Q2 Earnings Call Highlights

Teradata (NYSE:TDC) reported second-quarter results marked by growth in recurring revenue, expanded operating margins and higher free cash flow, while reaffirming its full-year outlook for total annual recurring revenue, total revenue and recurring revenue. The company raised its full-year non-GAAP

Atlassian Soars After Earnings as AI Momentum Sparks Software Sector Re-Rating
InvestorsHub5d agobullish
Atlassian Soars After Earnings as AI Momentum Sparks Software Sector Re-Rating

Atlassian (NASDAQ:TEAM) was indicated more than 30% higher in pre-market trading on Friday after delivering fiscal fourth-quarter results that comfortably exceeded Wall Street expectations, prompting investors to rethink concerns that artificial intelligence could undermine traditional enterprise software providers. The company reported quarterly revenue of $1.

AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
Insider Monkey12d agoneutral
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost

Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video69d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.75d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.75d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Snowflake (SNOW) Soars 36% as AI Propels Q1 Earnings
Insider Monkey76d agobullish
Snowflake (SNOW) Soars 36% as AI Propels Q1 Earnings

Snowflake Inc. (NYSE:SNOW) is one of the 11 Stocks Racking Up Monstrous Gains. Snowflake saw its share prices climb by 36.48 percent on Thursday to close at $239.20 apiece, as investors cheered the strong results of its earnings performance in the first quarter of fiscal year 2027. In an updated report, the company said that […]

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video76d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video76d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake vs. Salesforce earnings: Is AI still disrupting software?
Yahoo Finance Video76d agoneutralVIDEO
Snowflake vs. Salesforce earnings: Is AI still disrupting software?

Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).