Klarna reports Q3 revenue up 26% YoY to $903M, above $882M est., a $95M net loss, and expects $1B+ revenue in Q4, in its first post-IPO earnings release
Samantha Subin / CNBC :
Govini, a Palantir competitor whose AI software Ark helps militaries manage product lifecycles, raised $150M from Bain Capital and says it hit $100M in ARR
Samantha Subin / CNBC :
Netskope priced its IPO at $19 per share, at the top end of its expected range, valuing the cybersecurity company at $7.3B, and raised $908.2M in the offering
Samantha Subin / CNBC :
OpenAI CFO Sarah Friar says that the startup hit its first $1B revenue month in July and that “the biggest thing we face is being constantly under compute”
Samantha Subin / CNBC :
Instacart reports Q2 revenue up 11% YoY to $914M, above est., orders up 17% YoY to 82.7M, vs. 80.8M est., and projects its Q3 GPV and EBITDA above est.
Dear Shareholders, We delivered another strong quarter … Bill Peters / MarketWatch : Instacart says its grocery partners are starting to ‘embrace more competitive pricing,’ as demand forecast tops est...
Palantir becomes the 20th most valuable US company, after its stock more than doubled in 2025, giving it a market cap of $375B
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ServiceNow reports Q2 revenue up 22.5% YoY to $3.22B, vs. $3.12B est., and net income up 47% YoY to $385M, fueled by AI growth; NOW jumps 7%+
Samantha Subin / CNBC :
Okta reports Q1 revenue up 12% YoY to $688M, vs. $680M est., and maintains its FY 2026 guidance due to macroeconomic uncertainties; OKTA drops 12%+
Samantha Subin / CNBC :
EA reports Q4 net bookings up 8% YoY to $1.8B, above $1.56B est., and forecasts FY 2026 bookings above estimates at $7.6B to $8B; EA jumps 5%+
Samantha Subin / CNBC :
Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+
Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya Bajwa / Reuters : Pa...