Read the story behind the quarter.
Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.
Five reports to start with
Paychex FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paychex reported $6.5B in revenue and $2.5B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMZNAmazon FY2025 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $716.9B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · GOOGLAlphabet FY2025 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $403B in revenue and $130B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MSFTMicrosoft FY2025 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $281.7B in revenue and $128.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · METAMeta Platforms FY2025 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $190B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →160 earnings analyses
Primary sources · US GAAP · USD millions
UiPath FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
UiPath reported $1.6B in revenue and $57M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · SNOWSnowflake FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Snowflake reported $4.7B in revenue and -$1.4B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · VEEVVeeva Systems FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Veeva Systems reported $3.2B in revenue and $916M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · SSentinelOne FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
SentinelOne reported $1B in revenue and -$321M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · DOCUDocuSign FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
DocuSign reported $3.2B in revenue and $299M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · GTLBGitLab FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
GitLab reported $955M in revenue and -$70M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · DELLDell Technologies FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Dell Technologies reported $113.5B in revenue and $8.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · SAICScience Applications International FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Science Applications International reported $7.3B in revenue and $521M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · IOTSamsara FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Samsara reported $1.6B in revenue and -$53M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ASANAsana FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Asana reported $791M in revenue and -$197M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · PDPagerDuty FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
PagerDuty reported $493M in revenue and $6M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · MDBMongoDB FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
MongoDB reported $2.5B in revenue and -$137M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · BOXBox FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Box reported $1.2B in revenue and $83M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · WDAYWorkday FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Workday reported $9.6B in revenue and $721M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · CRWDCrowdStrike FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
CrowdStrike reported $4.8B in revenue and -$293M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · OKTAOkta FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Okta reported $2.9B in revenue and $149M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ADSKAutodesk FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Autodesk reported $7.2B in revenue and $1.6B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · VICRVicor FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Vicor reported $408M in revenue and $82M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ZMZoom Communications FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Zoom Communications reported $4.9B in revenue and $1.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MPWRMonolithic Power Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Monolithic Power Systems reported $2.8B in revenue and $729M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · TENBTenable FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Tenable reported $999M in revenue and -$9M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · RNGRingCentral FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
RingCentral reported $2.5B in revenue and $121M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · TTDThe Trade Desk FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
The Trade Desk reported $2.9B in revenue and $589M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · NETCloudflare FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cloudflare reported $2.2B in revenue and -$207M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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