"OKTA delivered strong F1Q results that exceeded tempered expectations, accompanied by a much more upbeat tone, suggesting that prior missteps and execution issues are now behind them," said ...
Mizuho Securities: "Despite recent choppy results from numerous software vendors, CRWD reported a good F1Q," Moskowitz wrote in a note. Total ARR came in at $3.65 billion, surpassing expectations.
On Wednesday, Baird maintained its Outperform rating on Veeva Systems (NYSE:VEEV) and increased the price target to $255 from $251. The firm anticipates that Veeva Systems could experience a slight ...
Salesforce, Inc.'s expectations for an extended measured buying environment through FY 2025 is increasing investor angst over a potentially structural single-digit growth outlook. While strong ...
“However, we expect that — similar to F1Q — this outlook will prove conservative and ultimately FY24 product growth will end up in the high 20% range,” he wrote. Shares of Snowflake rose 4 ...
"Despite better F1Q revenue, Workday saw incremental deal scrutiny, especially in large enterprise, and lower customer headcount growth," he further stated. Analyst Patrick Walravens maintained a ...
"Despite better F1Q revenue, Workday saw incremental deal scrutiny, especially in large enterprise, and lower customer headcount growth," he further stated. Workday reported "mixed" results for ...
the completion of the company's strategic portfolio review and projections of a "sequential improvement in sales momentum each quarter (outside of F1Q) as the company completes channel inventory ...