#arr-growth

[ follow ]
Business
from24/7 Wall St.
1 day ago

Live: Is Samsara (IOT) Ready to Jump Post-Earnings Tonight?

Samsara achieved $1.54B ARR (31% YoY) with record 79% non-GAAP gross margin and improved operating margin while guiding Q2 revenue $371–$373M and modest EPS.
Artificial intelligence
fromTechCrunch
3 days ago

Anthropic raises $13B Series F at $183B valuation | TechCrunch

Anthropic raised $13 billion at a $183 billion valuation to accelerate enterprise adoption, deepen safety research, and expand internationally.
from24/7 Wall St.
1 week ago

Live: Where Will Crowdstrike (CRWD) Move After Tonight's Earnings?

CrowdStrike ( NASDAQ: CRWD) reports fiscal Q2 2026 earnings after the close. The cybersecurity leader is navigating a market balancing margin expansion with ARR growth acceleration. In Q1, CrowdStrike posted revenue of $1.10 billion (+20% YoY) and EPS of $0.73, but the stock dropped after results. With Falcon Flex adoption surging and Charlotte AI expanding across SOC environments, investors want proof that near-term revenue recognition headwinds won't overshadow the company's $10 billion ARR trajectory.
Information security
[ Load more ]