IOTSamsara

Q2 2027

Sep 3, 4:10pm ET

Samsara's growth is now concentrated in its largest accounts: million-dollar customers make up over $500 million of $2.12 billion ARR and are growing more than 50% year over year, the third straight quarter at that pace. Management raised full-year revenue guidance to as much as $2.047 billion with a 21% non-GAAP operating margin.

DOCUDocuSign

Q2 2027

Sep 3, 4:09pm ET

The AI pivot is finally showing up in the numbers: the Intelligent Agreement Management platform hit 15.1% of total ARR, up from 12.6% a quarter earlier. Management raised full-year fiscal 2027 revenue guidance to as much as $3.51 billion, with non-GAAP operating margin widening to 31.6% from 29.8% a year ago.

ZSZscaler

Q4 2026

Sep 3, 4:08pm ET

A tenth straight EPS beat came with a catch: FY27 revenue guidance of $3.91 billion to $3.94 billion implies growth slowing to roughly 17% from 25% this year as the Red Canary contribution laps. Record 24% non-GAAP operating margin and ARR up 25% to $3.77 billion are what bulls will point to.

ASANAsana

Q2 2027

Sep 3, 4:08pm ET

Asana raised full-year revenue guidance to as much as $863.5 million after topping both lines. Non-GAAP operating margin expanded to 10.1%, $100K-plus customers rose 16% to 890 accounts, and management is pushing toward consumption and outcome-based pricing on top of seats.

LULULululemon

Q2 2027

Sep 3, 4:07pm ET

Strip out the $0.86 per share IEEPA tariff refund and the 63% earnings beat mostly disappears, while revenue missed expectations and comparable sales fell 9% globally. Management cut full-year revenue guidance to $10.35 billion to $10.50 billion, a 5% to 7% decline, with Q3 guided to a further 10% to 11% drop. Incoming CEO Heidi O'Neill starts next week into that.

PLPlanet Labs

Q2 2027

Sep 3, 4:05pm ET

Planet Labs just turned its first quarterly profit on an adjusted basis, with revenue up 58% year over year on defense and sovereign satellite demand including a new NGA award and a German government tender. Management now guides full-year fiscal 2027 to adjusted EBITDA of $3 million to $10 million, its first full-year profit target.