AI Software

Concentrix (NASDAQ: CNXC) — Q3 2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q3 2026
Q3 Revenue ↓ 1.2% YoY $2.45B
Segments
Technology & Consumer Electronics 24.6%
Retail, travel and e-commerce 27.0%
Communications and media 15.6%
Banking, financial services and insurance 17.6%
Healthcare 5.9%
Other 9.3%

Key Earnings Driver

Banking, Financial Services and Insurance Technology and Consumer Electronics revenue decreased 10% year over year to $603.5M, Retail, Travel and E-Commerce revenue increased 6% to $662.6M, Communications and Media revenue decreased 7% to $381.9M, while Banking, Financial Services and Insurance revenue increased 12% to $432.5M.

Key Operating Metrics¹

METRIC

STATUS

Technology and Consumer Electronics↓ 10.0%

🟡 Watch

Retail, Travel and E–Commerce↑ 6.0%

Communications & Media↓ 7.0%

🟡 Watch

Banking, Financial Services and Insurance↑ 12.0%

🟢 Scaling

Sources: Concentrix Q3 FY2026 Form 8-K — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Adobe (NASDAQ: ADBE) — Q3 FY2026 Post Earnings

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Adobe ADBE q3 26 post earnings

Operations

Q3 2026
Q3 Revenue ↑ 12.9% YoY $6.76B
Segments
Subscription 97.4%
Product 1.0%
Services and other 1.6%

Key Earnings Driver

Business Professionals & Consumers Subscription revenue increased 13.7% year over year to $6.58B, Within Subscription, Total Customer Group subscription revenue was $6.56B, with Business Professionals & Consumers subscription revenue increasing 15.6% to $1.91B, and Creative & Marketing Professionals subscription revenue increasing 13.0% to $4.65B. Product revenue declined 1.5% to $67M, and Services and other revenue declined 14% to $111M. Management cited expanding its user base through a freemium strategy and deeper engagement with agentic experiences to deliver long-term durable growth.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 13.7%

Total Customer Group↑ 13.7%

Business Professionals & Consumers↑ 15.6%

🟢 Scaling

Creative & Marketing Professionals↑ 13.0%

Key Financial Metrics

Gross Margin 88.71% -0.6 pp YoY
Backlog / Revenue 327.8% 3.27x Qtr Rev
CapEx Intensity 1.26% 0.01x Revenue

Sources: Adobe Q3 FY2026 Earnings Release — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Rubrik (NYSE: RBRK) — Q2 FY2027 Post Earnings

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Rubrik Q2 27 Post Earnings RBRK

Operations

Q2 2027
Q2 Revenue ↑ 37.9% YoY $427.3M
Segments
Subscription 95.3%
Other 4.7%

Key Earnings Driver

Identity Resilience Subscription revenue increased 37.1% year over year to $407.2 million. Within subscription, Management described Identity Resilience, a Rubrik Security Cloud capability, as one of the company’s fastest-growing product lines. Management reported Cloud ARR growth of 39% to $1.48 billion, with RSC included within the company’s Cloud ARR measure.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 37.1%

Rubrik Security Cloud

Identity Resilience

🟢 Scaling

Key Financial Metrics

Gross Margin 78.40% -1.1 pp YoY
Backlog / Revenue N/A
CapEx Intensity 2.62% 0.02x Revenue

Sources: Rubrik Q2 FY2027 Earnings Release — Company Website, Rubrik Q2 FY2027 Investor Presentation — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Salesforce (NYSE: CRM) — Q2 FY2027 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2027
Q2 Revenue ↑ 10.8% YoY $11.35B
Segments
Subscription and support 95.4%
Professional services and other 4.6%

Key Earnings Driver

Data 360, Headless Platform, and Other Subscription and support revenue increased 11.7% year over year to $10.820B. Within Subscription and support, Agentforce Apps revenue increased 7.6% to $7.193B, Data 360, Headless Platform and Other revenue increased 20.3% to $3.618B. Professional services and other declined -3.8% to $525M. Management cited strong momentum in Agentforce Apps and Data 360, bolstered by the acquisition of Informatica.

Key Operating Metrics¹

METRIC

STATUS

Subscription and support↑ 11.7%

Agentforce Apps↑ 7.6%

Data 360, Headless Platform, and Other↑ 20.3%

🟢 Scaling

Key Financial Metrics

Gross Margin 76.65% -1.4 pp YoY
Backlog / Revenue 295.3% 2.95x Qtr Rev
CapEx Intensity 1.51% 0.01x Revenue

Sources: Salesforce Q2 FY27 Earnings Release — Company Website, Salesforce Q2 FY27 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

NVIDIA (NASDAQ: NVDA) — Q2 FY2027 Post Earnings

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NVIDIA Q2 2027 Post Earnings

Operations

Q2 2027
Q2 Revenue ↑ 105.9% YoY $96.22B
Segments
Data Center 92.5%
Edge Computing 7.5%

Key Earnings Driver

AI Clouds, Industrial, & Enterprise Data Center revenue increased 116.6% to $89.0B, representing 92.5% of total revenue. Within Data Center, AI Clouds, Industrial, & Enterprise revenue increased 138.1% to $40.3B. NVIDIA announced the NVIDIA Vera Rubin platform is ramping into full production, and NVIDIA Blackwell led across every category in the MLPerf Training 6.0 benchmarks. Edge Computing revenue increased 27.5% to $7.2B.

Key Operating Metrics¹

METRIC

STATUS

Data Center↑ 116.6%

Hyperscale↑ 101.5%

AI Clouds, Industrial, & Enterprise↑ 138.1%

🟢 Scaling

Key Financial Metrics

Gross Margin 75.00% +2.6 pp YoY
Backlog / Revenue N/A
CapEx Intensity 2.78% 0.02x Revenue

Sources: NVIDIA Q2 FY2027 Earnings Release — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

BOX Inc (NYSE: BOX) — Q2 FY2027 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2027
Q2 Revenue ↑ 9.2% YoY $321.1M
Segments
Box 100.0%

Key Earnings Driver

Enterprise Advanced Box revenue increased 9.2% year over year to $321.15M. Management said Box delivered exceptional second quarter results, led by the rapid customer adoption of Enterprise Advanced.

Key Operating Metrics¹

METRIC

STATUS

Box↑ 9.2%

Enterprise Advanced

🟢 Scaling

Key Financial Metrics

Gross Margin 79.10% +0 pp YoY
Backlog / Revenue 528.2% 5.28x Qtr Rev
CapEx Intensity 3.46% 0.03x Revenue

Sources: Box Q2 FY2027 Earnings Prepared Remarks — Company Website, BOX Q2 FY2027 Earnings Release — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

BOX Inc (NYSE: BOX) — Q2 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2027
Q1 Revenue ↑ 10.7% YoY $305.9M
Segments
Box 100.0%

Key Earnings Driver

Enterprise Advanced and Box AI BOX revenue increased 11% year over year to $305.9M. Management said continued customer adoption of Enterprise Advanced and Box AI solutions is driving accelerating revenue growth.

Key Operating Metrics¹

METRIC

STATUS

Box↑ 11.0%

Enterprise Advanced

🟢 Scaling

Box AI

🟢 Scaling

Key Financial Metrics

Gross Margin 79.50% +1.5 pp YoY
Backlog / Revenue 536.7% 5.36x Qtr Rev
CapEx Intensity 4.07% 0.04x Revenue

Sources: BOX Q1 FY2027 Earnings Release — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.