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AeroVironment said first-quarter revenue was $480 million, funded backlog reached a record $1.5 billion and adjusted EBITDA was nearly $46 million. The company also booked $683 million and reaffirmed fiscal 2027 revenue guidance of $2.125 billion to $2.225 billion and adjusted EBITDA guidance of $305 million to $325 mi
AI is driving significant growth and value, with strong adoption across enterprise customers and expanding use of agentic systems. Cloud migration and cross-sell opportunities are fueling ARR and revenue growth, while disciplined investment and operational efficiency support high margins.Based on A…
Cognyte Software reported second-quarter revenue of $109 million, up 12% year over year, with total software revenue growing 21% and recurring revenue rising 18%.
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.
UiPath reported second-quarter ARR up 12% to $1.938 billion and revenue up 13% to $410 million, with a fourth consecutive quarter of GAAP profitability and non-GAAP operating margin expanding to 22%.
Zscaler said fourth-quarter annual recurring revenue rose 25% and non-GAAP operating margin reached 24.3%, while Security for AI bookings increased more than 50% sequentially.
DocuSign reported Q2 revenue of $876 million, up 9% year over year, with a 32% operating margin and about $300 million in free cash flow. It also raised fiscal 2027 ARR guidance and said IAM now accounts for 15.1% of total ARR.
NetApp reported Q1 revenue of $2.03 billion, up 30% year over year, and raised fiscal 2027 guidance to $7.975 billion-$8.225 billion for revenue and $9.73-$10.03 for EPS.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
GitLab reported Q2 FY27 revenue of $286.3 million, up 21% year over year, with non-GAAP operating income of $42.6 million and a 15% margin. It raised full-year revenue guidance to $1.129 billion-$1.133 billion.
Rezolve AI reported H1 2026 revenue of $130.8 million, up from $6.3 million a year earlier, and said customer count rose to more than 1,640. The company reaffirmed full-year revenue guidance of about $360 million.