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VOICE ARCHIVE

@fiscal_ai

@fiscal_ai
12 posts
2026-02-26
Snowflake just saw its largest jump in Remaining Performance Obligations ever. RPO: $9.8B, +42% YoY $SNOW [image]
2026-02-26 View on X
Reuters

Snowflake reports Q4 product revenue up 30% YoY to $1.23B, above $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates

Snowflake (SNOW.N) forecast fiscal 2027 product revenue above Wall Street estimates on Wednesday, a sign that new clients are turning …

2025-08-29
Autodesk Q2 Results AEC +23% AutoCad +13% Manufacturing +13% Media +4% Other +3% $ADSK +10.2% after hours [image]
2025-08-29 View on X
Reuters

Autodesk reports Q2 revenue up 17% YoY to $1.76B, vs. $1.73B est., forecasts Q3 revenue above est., and raises its annual forecasts; ADSK jumps 5%+

in BIM, SaaS, generative design, and now in generative AI. We have been building industry-specific foundation models and products capable [image]

Autodesk Q2 Results AEC +23% AutoCad +13% Manufacturing +13% Media +4% Other +3% $ADSK +10.2% after hours [image]
2025-08-29 View on X
CNBC

Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+

Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance …

2025-08-28
Snowflake just reported the first acceleration of its net revenue retention rate in more than 3 years. Existing customers are spending 25% more with Snowflake each year. $SNOW [image]
2025-08-28 View on X
Bloomberg

Snowflake reports Q2 product revenue up 32% YoY to $1.09B, above $1.04B est., and forecasts FY 2026 product revenue above estimates; SNOW jumps 12%+

Brody Ford / Bloomberg :

2025-08-27
Okta Q2 Results Revenue +13% Adj. EPS +26% Remaining Performance Obligations +18% Net Retention Rate 106% $OKTA: +3.8% after hours [image]
2025-08-27 View on X
CNBC

Okta reports Q2 revenue up 13% YoY to $728M, vs. $711.8M est., net income up 131% to $67M, and increases its fiscal 2026 forecast; OKTA jumps 6%+

Jordan Novet / CNBC :

Okta reports earnings after the bell today. After more than a decade of losses, the identity & access management company has finally turned the corner to profitability. $OKTA [image]
2025-08-27 View on X
CNBC

Okta reports Q2 revenue up 13% YoY to $728M, vs. $711.8M est., net income up 131% to $67M, and increases its fiscal 2026 forecast; OKTA jumps 6%+

Jordan Novet / CNBC :

MongoDB has delivered some impressive operating leverage over the last few years. The business continues to inch closer to GAAP profitability. $MDB [image]
2025-08-27 View on X
Wall Street Journal

MongoDB reports Q2 revenue up 24% YoY to $591.4M, vs. $553.9M est., net loss down 14% to $47M, and increases its full-year guidance; MDB jumps 28%+

#BuildInPublic, What makes MongoDB appealing for #AI applications? [embedded post]

MongoDB just crushed its Q2 estimates. Revenue +24% v. Est. +20% EPS +43% v. Est. -6% The stock is now up 22% after hours. $MDB [image]
2025-08-27 View on X
Wall Street Journal

MongoDB reports Q2 revenue up 24% YoY to $591.4M, vs. $553.9M est., net loss down 14% to $47M, and increases its full-year guidance; MDB jumps 28%+

#BuildInPublic, What makes MongoDB appealing for #AI applications? [embedded post]

2025-08-07
Booking v. Airbnb Booking Holdings continues to grow its GBV faster than Airbnb, and off of a larger base. $BKNG $ABNB [image]
2025-08-07 View on X
Bloomberg

Airbnb reports Q2 revenue up 13% YoY to $3.1B, vs. $3.03B est., net income up 16% YoY to $642M, and warns revenue growth may moderate in H2 2025; ABNB drops 6%+

Airbnb Inc. shares slid in Thursday trading after the short-term rental company warned that sales growth may moderate in the second half of the year.

2025-08-01
Amazon now generates more than $60 billion in advertising revenue annually. This makes them the 3rd largest advertising platform behind Meta and Google. $AMZN [image]
2025-08-01 View on X
CNBC

Amazon reports Q2 ad revenue up 23% YoY to $15.7B, vs. $14.9B est., and subscription services revenue up 12% YoY to $12.2B

www.crn.com/news/ai/2025...  [embedded post] X: @thetranscript_ : $AMZN CFO: “Advertising revenue grew 22% year-over-year, driven by sponsored products, as we saw strong traffic in...

Amazon now generates more than $60 billion in advertising revenue annually. This makes them the 3rd largest advertising platform behind Meta and Google. $AMZN [image]
2025-08-01 View on X
Amazon

Amazon reports Q2 revenue up 13% YoY to $167.7B, vs. $162.09B est., and forecasts Q3 operating income from $15.5B to $20.5B, vs. $19.48B est.; AMZN drops 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2025.

2025-07-02
Figma $FIG just filed their S-1 - 13 Million MAUs - 95% of Fortune 500 companies use Figma - $821 million in LTM Revenue (+49% YoY) - Net Revenue Retention Rate: 132% - Non-GAAP Operating Margin of 18% What market cap will this IPO at? [image]
2025-07-02 View on X
CNBC

Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M

Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”