Palo Alto Networks reports Q3 revenue up 15% YoY to $2.29B, vs. $2.28B est., net income down 6% to $262.1M, and non-GAAP gross margin of 76%, vs. 77.2% est.
but the stock drop shows investors wanted more Jon Victor / The Information : Palo Alto Networks Predicts Slowing Revenue Growth Kara Greenberg / Investopedia : Palo Alto Networks Fiscal Third-Quarter...
Airbnb reports Q2 revenue up 18% YoY to $2.48B, vs. $2.42B est., $650M net income, gross bookings up 13% YoY to $19.1B, and projects Q3 revenue above estimates
A reconciliation of non-GAAP financial measures to the most comparable … Twitter: @thetranscript_ : Airbnb with a double beat: “During Q2 2023, we had 115.1M Nights and Experiences Booked—our highest ...
Box beats expectations with Q1 revenue of $202.4M, up 10% YoY, compared to expected $200.4M, Q1 billings were $159.4M, up 24% YoY, expects Q2 revenue of ~$212M
On a non-GAAP basis, Box's EPS was 18 cents on top of $202.4 million in revenue, up 10% year over year.
Box beats Q4 expectations with revenue of $183.6M, up 12% YoY, says its achieved first full year of non-GAAP profitability; stock is up ~8% after hours
Stephanie Condon / ZDNet :
Cisco meets Q2 expectations with revenue of $12B, non-GAAP net income of $3.3B, flat YoY, stock down 4%+ after hours
Cisco Reports Second Quarter FY20 Earnings Stephanie Condon / ZDNet : Cisco beats Q2 expectations with growth in services Eric Jhonsa / TheStreet : Cisco Slides After Mixed Numbers: 6 Key Takeaways Mi...
PayPal reports Q1 revenue of $4.13B, up 12% YoY, net income of $667M, up 31% YoY, and $161 billion in total payment volume, up 22% YoY
GAAP EPS of $.56, increasing 34%; non-GAAP EPS of $.78, increasing 37% $.08 EPS benefit related to PayPal's strategic investment in MercadoLibre 9.3 million net …
In an attempt to recreate its success from the '90s, IBM has bought Red Hat; it's not clear, though, that the company or the market are the same
IBM's Make or Break Deal for Red Hat Webrazzi : IBM makes the largest software purchase in history by paying 34 billion dollars to Red Hat Bloomberg : IBM's Rometty Stakes Legacy on Risky $33 Billion ...
eBay reports Q2 revenues of $2.6B, up 9% YoY, vs. $2.66B est., with non-GAAP net income of $533M, up 7% YoY, and gross merchandise volume of $23.6B
Natalie Gagliordi / ZDNet :
Twilio Q3 revenue rises 62% YoY to $71.53M, beating expectations; company reports net loss of $11.3M but active customer accounts rise to 34,457 from 23,822 YoY
The company's non-GAAP earnings were a loss of 4 cents a share on revenue of $71.5 million. — Cloud-based communications …