E-Commerce Software

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.

Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

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Oracle ORCL q1 27 post earnings Finance Note

Operations

Q1 2027
Q1 Revenue ↑ 29.6% YoY $19.35B
Segments
Cloud and Software 88.7%
Hardware 4.0%
Services 7.3%

Key Earnings Driver

Cloud Infrastructure Cloud and Software revenue increased 32.9% year over year, with Cloud revenue increasing 61.5% to $11.6B, while Software revenue declined 3% to $5.5B. Within Cloud, Cloud Applications revenue increased 9.9% to $4.2B and Cloud Infrastructure revenue increased 120.7% to $7.4B. Hardware revenue increased 15.5% to $0.8B, and Services revenue increased 4.8% to $1.4B. Oracle’s Q1 total revenue increase reflected strong execution in its Cloud Infrastructure business, with the delivery of 850MW additional datacenter capacity.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 32.9%

Cloud↑ 61.5%

Cloud Infrastructure↑ 120.7%

🟢 Scaling

Cloud Applications↑ 9.9%

Software↓ 3.0%

Software License↓ 14.5%

🟡 Watch

Software Support↓ 1.2%

🟡 Watch

Key Financial Metrics

Gross Margin 60.03% -4.7 pp YoY
Backlog / Revenue 3,431.9% 34.31x Qtr Rev
CapEx Intensity 147.32% 1.47x Revenue

Sources: Oracle Q1 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.

Oracle (NYSE: ORCL) — Q1 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 20.6% YoY $19.18B
Segments
Cloud and Software 87.3%
Hardware 4.8%
Services 7.9%

Key Earnings Driver

Multicloud AI Database Cloud and Software revenue increased 22.1% year over year, with Cloud revenue increasing 47.1% to $9.9B, while Software declined 2.1% to $6.8B. Within Cloud, Cloud Infrastructure revenue increased 93.2% to $5.8B, with management reporting that Multicloud AI Database increased 404% and was its fastest-growing business ever, and Cloud Applications revenue increased 10.3% to $4.1B. Hardware increased 8.7% to $0.9B, and Services increased 13.0% to $1.5B.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 22.1%

Cloud↑ 47.1%

Cloud Infrastructure↑ 93.3%

Multicloud AI Database↑ 404.0%

🟢 Scaling

Cloud Applications↑ 10.2%

Software↓ 2.1%

Software License↓ 6.3%

🟡 Watch

Software Support↓ 0.4%

🟡 Watch

Sources: Oracle Q4 FY2026 Earnings Release — Company Website, Oracle Q4 FY2026 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.

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.