Software earnings: latest results compared
The latest quarter from Microsoft, Palantir, Oracle, Salesforce, Snowflake, CrowdStrike, Adobe, IBM, ServiceNow, Intuit, Strategy, Palo Alto Networks, Shopify, CoreWeave, Datadog, Cloudflare, Zscaler, MongoDB, Workday and Duolingo, side by side. Revenue is as reported; growth and operating margin are calculated from XBRL filings once the 10-Q or 10-K is in.
| Latest quarter | Revenue | Growth vs year ago | Operating margin | Reported |
|---|---|---|---|---|
 Microsoft Q1 FY2027 | $92.3B | +18.8% | 49.8% | 28 Oct 2026 |
 Palantir Q3 2026 | $2.3B | +95.9% | 46.9% | 2 Nov 2026 |
 Oracle Q1 FY2027 | $19.3B | +29.6% | 34.8% | 10 Sep 2026 |
 Salesforce Q2 FY2027 | $11.3B | +10.8% | 20.5% | 26 Aug 2026 |
 Snowflake Q2 FY2027 | $1.5B | +35.1% | -17.0% | 2 Sep 2026 |
 CrowdStrike Q2 FY2027 | $1.5B | +25.8% | -2.3% | 26 Aug 2026 |
 Adobe Q3 FY2026 | $6.8B | +12.9% | 34.8% | 10 Sep 2026 |
 IBM Q3 2026 | $17.1B | +4.7% | — | 21 Oct 2026 |
 ServiceNow Q3 2026 | $4.1B | +20.5% | 9.4% | 28 Oct 2026 |
 Intuit Q4 FY2026 | $4.4B | +13.7% | 10.9% | 25 Aug 2026 |
 Strategy Q3 2026 | $125.4M | −2.5% | 16670.9% | 29 Oct 2026 |
 Palo Alto Networks Q4 FY2026 | $3.4B | +34.5% | 5.0% | 1 Sep 2026 |
 Shopify Q3 2026 | $3.7B | +31.6% | 15.2% | 3 Nov 2026 |
 CoreWeave Q2 2026 | $2.6B | +112.5% | -1.9% | 11 Aug 2026 |
 Datadog Q3 2026 | $1.2B | +35.2% | 6.2% | 4 Nov 2026 |
 Cloudflare Q3 2026 | $782.5M | +39.2% | -8.7% | 5 Nov 2026 |
 Zscaler Q4 FY2026 | $898.2M | +24.9% | -1.7% | 3 Sep 2026 |
 MongoDB Q2 FY2027 | $771.8M | +30.5% | 3.7% | 1 Sep 2026 |
 Workday Q2 FY2027 | $2.6B | +12.8% | 11.8% | 27 Aug 2026 |
 Duolingo Q3 2026 | $309.0M | +13.7% | 7.8% | 3 Nov 2026 |
What each company reported
- 5 Nov 2026Cloudflare Q3 2026 · Cloudflare reported third quarter revenue of $782.5 million, up 39% year-over-year, with a GAAP loss from operations of $67.9 million and non-GAAP income from…Transcript · Slides
- 4 Nov 2026Datadog Q3 2026 · Third quarter revenue grew 35% year-over-year to $1.20 billion, with GAAP operating income of $75 million and non-GAAP net income per diluted share of $0.81.Transcript
- 3 Nov 2026Shopify Q3 2026 · Shopify Sustains Rapid Growth with Revenue Up 32% and Free Cash Flow Margin of 22%Transcript
- 3 Nov 2026Duolingo Q3 2026 · Duolingo's third quarter 2026 revenues were $309.0 million, up 14% year over year, with daily active users of 64.9 million, up 29%, and net income of $27.2…Summary
- 2 Nov 2026Palantir Q3 2026 · Palantir's Q3 2026 revenue grew 96% year-over-year to $2.313 billion, with U.S. commercial revenue up 148% to $984 million and GAAP net income of $1.128…Transcript · Slides
- 29 Oct 2026Strategy Q3 2026 · Strategy reported third quarter 2026 operating income of $20.91 billion, net income of $19.53 billion and diluted earnings per common share of $44.75 on total…Transcript
- 28 Oct 2026Microsoft Q1 FY2027 · Revenue was $92.3 billion and increased 19%, operating income was $45.9 billion and increased 21% (up 22% in constant currency), and diluted earnings per share…Transcript
- 28 Oct 2026ServiceNow Q3 2026 · ServiceNow reported Q3 2026 subscription revenues of $3,988 million, up 21% year over year (20.5% in constant currency), and total revenues of $4,106 million…Transcript
- 21 Oct 2026IBM Q3 2026 · IBM reported third-quarter 2026 revenue of $17.1 billion, up 5 percent (up 6 percent at constant currency), with Software revenue up 8 percent and free cash…Summary
- 10 Sep 2026Oracle Q1 FY2027 · Total quarterly revenues increased 30% to $19.3 billion, with GAAP earnings per share up 55% to $1.56 and non-GAAP earnings per share up 30% to $1.92.Summary · Slides
- 10 Sep 2026Adobe Q3 FY2026 · Adobe achieved record revenue of $6.76 billion in its third quarter of FY2026, which represents 13% year-over-year growth, with diluted earnings per share of…Transcript
- 3 Sep 2026Zscaler Q4 FY2026 · Zscaler grew Q4 FY26 revenue 25% year over year to $898.2 million and ARR 25% to $3,771 million, with non-GAAP income from operations of $218.4 million, a…Summary
- 2 Sep 2026Snowflake Q2 FY2027 · Snowflake reported product revenue of $1.49 billion in the second quarter, representing 37% year-over-year growth, and revenue of $1.55 billion, representing…Transcript · Slides
- 1 Sep 2026Palo Alto Networks Q4 FY2026 · Palo Alto Networks reported fiscal fourth quarter 2026 total revenue that grew 34% year over year to $3.41 billion, Next-Generation Security ARR that grew 63%…Transcript
- 1 Sep 2026MongoDB Q2 FY2027 · Second quarter fiscal 2027 total revenue of $771.8 million, up 30% year-over-year, with net income of $40.9 million, or $0.50 per share, and free cash flow of…Summary
- 27 Aug 2026Workday Q2 FY2027 · Workday reported fiscal 2027 second quarter total revenues of $2.649 billion, up 12.8% year-over-year, with subscription revenues of $2.471 billion, up 13.9%…Summary · Slides
- 26 Aug 2026Salesforce Q2 FY2027 · Salesforce delivered record second quarter fiscal 2027 results: revenue of $11.3 billion, up 11% Y/Y and in CC, GAAP diluted net income per share of $4.29 and…Transcript · Slides
- 26 Aug 2026CrowdStrike Q2 FY2027 · CrowdStrike delivered record net new ARR of $333 million, total revenue of $1.47 billion (a 26% increase), ARR of $5.84 billion and Q2 record free cash flow of…Transcript
- 25 Aug 2026Intuit Q4 FY2026 · Intuit reported fourth-quarter total revenue up 14 percent to $4.4 billion and full-year total revenue up 14 percent to $21.4 billion, with full-year GAAP…Transcript
- 11 Aug 2026CoreWeave Q2 2026 · CoreWeave reported second quarter 2026 revenue of $2,575 million, up 112%, a net loss of $(626) million, and revenue backlog of approximately $104 billion.Transcript · Slides
Every quarter and KPI history
Microsoft (MSFT)Palantir (PLTR)Oracle (ORCL)Salesforce (CRM)Snowflake (SNOW)CrowdStrike (CRWD)Adobe (ADBE)IBM (IBM)ServiceNow (NOW)Intuit (INTU)Strategy (MSTR)Palo Alto Networks (PANW)Shopify (SHOP)CoreWeave (CRWV)Datadog (DDOG)Cloudflare (NET)Zscaler (ZS)MongoDB (MDB)Workday (WDAY)Duolingo (DUOL)