AI startups are experiencing explosive ARR growth, but there are concerns about sustainability as market volatility looms, ...
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CrowdStrike at All-Time High: Still a Buy, or Time to Trim?
CrowdStrike Holdings Inc. (NASDAQ: CRWD) is the kind of high-growth stock that investors love. It’s why they’ve been willing ...
Global enterprises scale IFS’s Industrial AI across mission-critical operations, driving larger deal sizes and accelerating ...
CrowdStrike turned in generally lackluster quarterly results. However, its prediction that ARR growth would accelerate to 40% excited investors. That said, given its valuation, much of this optimism ...
CEO Jagtar Chaudhry highlighted, "Our revenue grew 21% year-over-year, and operating margin exceeded 22%, which is a quarterly record for us." He noted that annual recurring revenue (ARR) increased ...
Adobe continues to provide all information required in accordance with GAAP, but believes evaluating its ongoing operating results may not be as useful if an investor ...
MINNEAPOLIS--(BUSINESS WIRE)--Digi International Inc. (“Digi”) (Nasdaq: DGII), a leading global provider of business and mission-critical Internet of Things (IoT) products, services and solutions, ...
CrowdStrike HoldingsCRWD delivered fiscal 2027 guidance on a key financial metric above consensus estimates as the company continues to rebound from a global IT outage last year. CrowdStrike stock ...
Q2 showed 44% revenue growth, stronger margins, and ARR up 49% to $287M. Multiproduct adoption is building with Burger King, Popeyes, and mid-market wins. With valuation reset to ~5x sales, I now see ...
This software company's underlying growth rate is a lot stronger than the headline numbers indicate. ARR represents the "annualized value of our portfolio of active subscription software, SaaS, ...
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