Insights
Latest IR news and announcements across all tracked public SaaS companies.
Manhattan Associates has been recognized as a Leader in the Gartner Magic Quadrant for Warehouse Management Systems for the 18th consecutive time, highlighting its innovative cloud-native solutions and AI capabilities that enhance supply chain efficiency.
Intuit has introduced QuickBooks Workforce, an AI-driven human capital management solution aimed at streamlining HR processes for small and mid-market businesses, consolidating various workforce management tasks into a single platform to enhance efficiency and decision-making.
Fortinet has introduced two new models in its G series of FortiGate firewalls, the 3500G and 400G, aimed at enhancing security for modern enterprise networks while managing encrypted traffic and AI workloads effectively.
Fortinet's Q1 2026 results show a 20% revenue increase to $1.85 billion, with product revenue up 41%. The company highlights strong demand, innovative technology, and solid financial metrics, including record cash flow and earnings per share growth.
Freshworks Inc. will conduct a Financial Analyst Session on May 14, 2026, discussing its vision, product innovation, and financial outlook, featuring CEO Dennis Woodside and CFO Tyler Sloat. The event will be livestreamed for accessibility.
DoubleVerify achieved a 10% revenue increase year-over-year, reaching $180.8 million in Q1 2026. The company reported a net income of $6.4 million and a robust adjusted EBITDA margin of 31%, supported by growth in social and CTV sectors.
Datadog, Inc. has achieved FedRAMP High certification, affirming its capability to meet stringent federal cloud security standards. This milestone enhances its service offerings for U.S. government agencies managing sensitive data.
CrowdStrike honored its top partners at the 2026 Americas Partner Symposium, highlighting their roles in driving growth and adoption of the Falcon platform amid increasing security needs in the AI era.
Merck Animal Health has selected Salesforce’s Agentforce Life Sciences to improve customer engagement and support experiences, aiming for a unified view for veterinarians and pet owners while enhancing operational efficiencies across its services.
Salesforce will release its first quarter fiscal 2027 earnings on May 27, 2026, followed by a live webcast to discuss the results with investors.
Certara, Inc. emphasizes its commitment to transforming drug development by inviting users to subscribe for insights and updates, showcasing its dedication to advancing scientific boundaries in the pharmaceutical industry.
Rapid7, Inc. announced its Q1 2026 financial results, reporting total revenue of $210 million and a GAAP loss from operations of $0.6 million. The company exceeded guidance expectations and generated robust free cash flow of $33 million.
F5's 2026 State of Application Strategy Report reveals that 78% of enterprises now run AI inference as a core operation, emphasizing the shift from experimental AI to essential business processes in hybrid multicloud environments.
Leidos Holdings, Inc. announced a 4% revenue increase to $4.4 billion and net income of $335 million for Q1 2026, alongside raised full-year guidance reflecting confidence in ongoing business performance and strategic initiatives.
Qualys, Inc. will report its financial results for the first quarter of 2026 on May 5, following a conference call and webcast to discuss the results, showcasing its cloud-based security and compliance solutions.
Toast has unveiled Toast IQ Grow, a comprehensive marketing solution featuring an AI-powered Marketing Agent and a revamped Toast Local app, aimed at helping operators automate marketing tasks and drive revenue growth effectively.
Shopify announced a 34% revenue growth for Q1 2026, achieving over $100 billion in GMV. The company maintains a strong financial outlook, focusing on strategic investments in merchant tools and internal capabilities to drive future growth.
RingCentral's new Customer Engagement Bundle aims to improve client communication for professional services by integrating voice and SMS, ensuring timely responses, and reducing interruptions to billable work, ultimately enhancing client satisfaction and retention.
Qualys, in collaboration with Converge, introduces the Converge Connect Insurance Report, linking security posture to cyber insurance costs. This innovation aims to reduce premiums for organizations by providing verified security data, enhancing the underwriting process.
Qualys introduces TotalAI, a unified platform designed to enhance federal AI security by providing continuous visibility and compliance within the FedRAMP framework, addressing unique risks associated with AI systems and infrastructure.
