Samsara Crosses $2.1 Billion ARR, Beats Expectations on Enterprise and AI Momentum
Samsara beat Q2 estimates with $508.4M revenue and $0.20 EPS, then raised FY2027 guidance as large customers and new AI features accelerated.
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Guidewire Shares Drop After Current-Quarter Sales Outlook Misses Estimates
Q4 revenue and EPS beat estimates, but Guidewire’s $372–$378 million Q1 sales guide trailed Wall Street and weighed on the stock.
Flex to Acquire EPC Power for $4.4 Billion to Power Next-Gen AI Data Centers
The move targets growing AI infrastructure needs with advanced power conversion and 800V systems.
Planet Labs Falls 8%, Then Bounces After Hours on a Record Quarter
Q2 revenue jumped 58% to a record $116.1 million. Cash hit $865 million. Q3 sales guidance of $101–105 million is a sequential step-down.
Docusign Beats Q2 Estimates and Raises FY27 Outlook as IAM Gains Share
Docusign beat Q2 estimates and raised FY27 guidance as IAM reached 15.1% of ARR. Margins and free cash flow also topped expectations.
Lululemon Slashes 2026 Forecast After Soft North America Demand
Lululemon Q2 sales fell 4% to $2.42B, missing estimates. Full-year forecast cut to $10.35–$10.50B as new CEO Heidi O’Neill takes over next week.