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How Toast (NYSE:TOST) Reached $2.4 Billion of Annual Recurring Revenue in Its Second-Quarter 2026 Results

● Toast added roughly 9,500 net new locations, reaching about 180,000 total.

Nitish Kishor | 08 October 2026

Why Twilio (NYSE:TWLO) Raised Its Full-Year Guidance After Reporting Second-Quarter Revenue of $1.5 Billion

● Dollar-based net expansion rate climbed to 116%, up from 108% a year earlier.

Nitish Kishor | 08 October 2026

How Unity Software (NYSE:U) Reported Second-Quarter 2026 Revenue of $546 Million and Its Q3 Guidance

● Strategic Grow revenue rose 63% to $329.0 million, far outpacing Create revenue.

Nitish Kishor | 08 October 2026

Why Workday (NASDAQ:WDAY) Reported Higher Subscription Revenue and Updated Its Full-Year Guidance

● More than 5,500 customers now use at least one Workday AI agent.

Nitish Kishor | 08 October 2026

How Zscaler (NASDAQ:ZS) Reported Fourth-Quarter Fiscal 2026 Revenue and Annual Recurring Revenue Growth

● Excluding Red Canary, full-year revenue growth was a lower 20%, at $3,209 million.

Nitish Kishor | 08 October 2026

How Intuit (NASDAQ:INTU) Passed $20 Billion in Annual Revenue and What It Guided for Fiscal 2027

● Big Bets products grew 34% and made up 30% of full-year revenue.

Nitish Kishor | 08 October 2026

How MongoDB (NASDAQ:MDB) Moved to a GAAP Operating Profit in Its Second Quarter of Fiscal 2027

●GAAPincome from operations was $28.4 million, versus a loss a year earlier.

Nitish Kishor | 08 October 2026

How Cloudflare (NYSE:NET) Reported Faster Revenue Growth Alongside a Larger Second-Quarter GAAP Loss

●GAAPnet loss widened to $170.0 million, including $150.7 million of restructuring charges.

Nitish Kishor | 08 October 2026

Why ServiceNow (NYSE:NOW) Is Guiding Slower Subscription Growth After a Strong Second Quarter

● Current remaining performance obligations reached $13.20 billion, up 21% from a year earlier.

Nitish Kishor | 08 October 2026
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