Industry-Specific Software

Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

by
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

by
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

by
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.

Tuya (NYSE: TUYA) — Q2 2026 Post Earnings

by
Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 16.0% YoY $92.9M
Segments
PaaS 73.1%
AI application & others 12.4%
Smart home & robot product 14.5%

Key Earnings Driver

Smart Home & Robot Product PaaS revenue increased 16.9% year over year to $67.9 million in Q2. AI application & others revenue increased 3.9% to $11.5 million. Smart home & robot product revenue increased 23.2% to $13.5 million, primarily due to growing customer demand. Tuya noted revenue performance reflected resilient demand across selected home appliance categories and increasing adoption of differentiated, AI-enabled products and solutions.

Key Operating Metrics¹

METRIC

STATUS

PaaS↑ 16.9%

AI application & others↑ 3.9%

Smart home & robot product↑ 23.2%

🟢 Scaling

Key Financial Metrics

Gross Margin 46.30% -2.1 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Tuya Q2 2026 Earnings Release — Company Website, Tuya Q2 2026 Form 6-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.

Tuya (NYSE: TUYA) — Q2 2026 Pre Earnings

by
Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 8.3% YoY $80.9M
Segments
PaaS 73.0%
AI application & others 14.4%
Smart Home & Robot Products 12.6%

Key Earnings Driver

AI Application & Others AI application & others revenue increased 16.9% year over year to $11.6 million in Q1, primarily driven by higher cloud based services revenue. The company stated that it remained committed to offering recurring value-added services with AI application functions during the quarter. PaaS revenue increased 9.8% to $59.0M. Smart Home & Robot Products revenue declined 6.9% to $10.2 million as management proactively phased out relatively low-value hardware products.

Key Operating Metrics¹

METRIC

STATUS

PaaS↑ 9.8%

AI application & others↑ 16.9%

🟢 Scaling

Smart Home & Robot Products↓ 6.9%

🟠 Transition phase

Key Financial Metrics

Gross Margin 46.90% -1.6 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Tuya Q1 2026 Financial Results — Company Website, Tuya Q1 2026 Earnings Call Transcript — 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.

Kingsoft Cloud (NASDAQ: KC) — Q2 2026 Post Earnings

by
Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 30.8% YoY $3.07B
Segments
Public Cloud Services 76.7%
Enterprise Cloud Services 23.3%

Key Earnings Driver

AI Cloud Services Public cloud services revenue increased 45.1% year over year to RMB2.358 billion. Enterprise cloud services revenue declined 1.3% to RMB714.3 million. Management said the revenue increase was mainly driven by growing demand for AI cloud services

Key Operating Metrics¹

METRIC

STATUS

Public Cloud Services↑ 45.1%

AI cloud services

🟢 Scaling

Enterprise Cloud Services↓ 1.3%

🟡 Watch

Key Financial Metrics

Gross Margin 15.17% +0.75 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Kingsoft Cloud Q2 2026 Quarterly Results — Company Website, Kingsoft Cloud Q2 2026 Financial 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.

Kingsoft Cloud (NASDAQ: KC) — Q2 2026 Pre Earnings

by
Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 37.3% YoY ¥2.70B
Segments
Public Cloud Services 73.8%
Enterprise Cloud Services 26.2%

Key Earnings Driver

AI Business Public Cloud Services revenue increased 47.5% year over year to RMB1.9963B, with AI Business gross billing increasing 90% and accounting for more than half of Public Cloud Services revenue for the first time. Enterprise Cloud Services revenue increased 14.7% to RMB707.4M, but declined 17.6% sequentially, mainly due to the Chinese New Year impact and differentiated delivery schedules for various projects.

Key Operating Metrics¹

METRIC

STATUS

Public Cloud Services↑ 47.5%

AI Business

🟢 Scaling

Enterprise Cloud Services↑ 14.7%

Sources: Kingsoft Cloud Q1 2026 Financial Results — Company Website, Kingsoft Cloud Q1 2026 Financial 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.