Cloud Services

NetSol Technologies (NASDAQ: NTWK) — Q4 FY2026 Post Earnings

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NetSol Technologies Q4 26 post earnings

Operations

Q4 2026
Q4 Revenue ↑ 12.5% YoY $20.7M
Segments
Services 56.6%
Subscription and Support 43.2%
License 0.2%

Key Earnings Driver

Services Services revenue increased 21.3% year over year to $11.70M. Total Services revenues increased 3.3% for FY2026 to $33.6M as the company progressed major implementations. Subscription and Support revenue rose 9.0% to $8.90M, and License revenue decreased 93.1% to $36,260.

Key Operating Metrics¹

METRIC

STATUS

Services↑ 21.3%

🟢 Scaling

Subscription and Support↑ 9.0%

License↓ 93.1%

🟡 Watch

Sources: NETSOL Technologies Q4 FY2026 Results — Company Website, NETSOL Technologies Q3 FY2026 Results — 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.

TD Synnex (NYSE: SNX) — Q3 FY2026 Post Earnings

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TD Synnex SNX q3 pre earnings finance note

Operations

Q3 2026
Q3 Revenue ↑ 37.7% YoY $21.56B
Segments
Americas Distribution 47.9%
Europe Distribution 29.5%
APJ Distribution 5.0%
Hyve Solutions 17.6%

Key Earnings Driver

Hyve Solutions Americas Distribution revenue increased 39.9% year over year to $10.319B, Europe Distribution revenue increased 30.2% to $6.366B, APJ Distribution revenue increased 21.7% to $1.071B, and Hyve Solutions revenue increased 51.7% to $3.802B. Management stated they delivered another record quarter, with Distribution and Hyve both performing above our expectations and growing above market.

Key Operating Metrics¹

METRIC

STATUS

Americas Distribution↑ 39.9%

Europe Distribution↑ 30.2%

Hyve Solutions↑ 51.7%

🟢 Scaling

Key Financial Metrics

Gross Margin 6.61% -0.61 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.27% 0.00x Revenue

Sources: TD SYNNEX Q3 FY2026 Results — Company Website,  TD SYNNEX Q3 FY2026 Supplemental Financial Information — Company Website, TD SYNNEX Q3 FY2026 Form 8-K / Exhibit 99.1 — 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.

TD Synnex (NYSE: SNX) — Q3 FY2026 Pre Earnings

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TD Synnex SNX q3 pre earnings

Operations

Q2 2026
Q2 Revenue ↑ 31.0% YoY $19.57B
Segments
Americas Distribution 48.8%
Europe Distribution 30.9%
APJ Distribution 5.2%
Hyve Solutions 15.1%

Key Earnings Driver

Hyve Solutions Americas Distribution revenue increased 27.5% year over year to $9.545B, Europe Distribution revenue increased 29.2% to $6.044B, APJ Distribution revenue increased 28.5% to $1.020B, and Hyve Solutions revenue increased 49.1% to $2.966B. Management stated they delivered a record quarter with broad-based strength across Distribution and Hyve.

Key Operating Metrics¹

METRIC

STATUS

Americas Distribution↑ 27.5%

Europe Distribution↑ 29.2%

Hyve Solutions↑ 49.1%

🟢 Scaling

Key Financial Metrics

Gross Margin 6.84% -0.16 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.34% 0.00x Revenue

Sources: TD SYNNEX Q2 FY2026 Earnings Release — Company Website, Q2 FY2026 Form 10-Q — Segment Revenue — 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.

Science Applications International (NASDAQ: SAIC) — Q2 FY2027 Post Earnings

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Science Applications International SAIC q2 post earnings

Operations

Q2 2027
Q2 Revenue ↑ 6.3% YoY $1.88B
Segments
Defense and Intelligence 77.1%
Civilian 22.9%

Key Earnings Driver

Commercial, state and local governments and international Defense and Intelligence revenue increased 5.5% year over year to $1.45B. Civilian revenue increased 9.1% to $431M. Within Civilian, Commercial, state and local governments and international increased 30.3%.

Key Operating Metrics¹

METRIC

STATUS

Defense and Intelligence↑ 5.5%

Department of War↑ 7.2%

Intelligence and other federal government agencies↑ 2.0%

Commercial, state and local governments and international→ 0.0%

🟡 Watch

Civilian↑ 9.1%

Department of War↓ 50.0%

🟡 Watch

Intelligence and other federal government agencies↑ 7.5%

Commercial, state and local governments and international↑ 30.3%

🟢 Scaling

Sources: SAIC Q2 FY2027 Earnings Release — Company Website, SAIC Q2 FY2027 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.