Industry top-down
Software - Application
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The software and application industry overall demonstrated robust performance, recording double-digit revenue growth (median 15.36%). Snowflake, Datadog, and Cadence, among others, achieved strong revenue growth exceeding 20%. However, ServiceNow and Datadog exhibited mixed trends in profitability, as their EPS declined despite revenue growth. Autodesk, FICO, PTC, and Dynatrace, among others, recorded solid growth in both revenue and EPS. In contrast, MicroStrategy experienced negative revenue growth, highlighting significant performance disparities among companies.
- Sustained double-digit revenue growth for many companies (median recorded at 15.36%)
- Some companies demonstrate robust EPS growth (e.g., ADSK, FICO, PTC, DT)
- Variations in revenue growth rates among companies (a mix of high-growth and low-growth companies)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | FY2026 Q1 | $3.09B | +18.6% | $0.44 | -73.7% | — |
| CDNSCADENCE DESIGN SYSTEMS INC | FY2026 Q1 | $1.24B | +23.1% | $1.00 | +9.9% | — |
| INTUINTUIT INC. | FY2026 Q3 | $15B | +14.5% | $12.33 | +17.3% | — |
| SNOWSnowflake Inc. | FY2026 Q3 | $2.64B | +29.9% | $-2.88 | — | — |
| DDOGDatadog, Inc. | FY2026 Q1 | $761.55M | +24.6% | $0.07 | -41.7% | — |
| ADPAUTOMATIC DATA PROCESSING INC | FY2026 Q3 | $15.43B | +6.9% | $7.75 | +9.6% | — |
| MSTRStrategy Inc | FY2026 Q1 | $111.07M | -3.6% | $-16.49 | — | — |
| ADSKAutodesk, Inc. | FY2026 Q3 | $4.49B | +11.5% | $3.73 | +29.1% | — |
| PAYXPAYCHEX INC | FY2026 Q3 | $4.03B | +3.9% | $3.76 | +3.9% | — |
| FICOFAIR ISAAC CORP | FY2026 Q2 | $938.7M | +15.1% | $12.73 | +27.8% | — |
| PTCPTC INC. | FY2026 Q2 | $1.2B | +4.2% | $2.02 | +34.7% | — |
| FIGFigma, Inc. | FY2026 Q1 | $228.2M | — | $0.04 | — | — |
| GWREGuidewire Software, Inc. | FY2026 Q2 | $552.38M | +23.2% | $-0.34 | — | — |
| DTDynatrace, Inc. | FY2026 Q3 | $1.25B | +19.4% | $1.47 | +276.9% | — |
| HUBSHUBSPOT INC | FY2026 Q1 | $714.14M | +15.7% | $-0.42 | — | — |
| DOCUDOCUSIGN, INC. | FY2026 Q3 | $2.2B | +7.4% | $4.69 | — | — |
| BSYBENTLEY SYSTEMS INC | FY2026 Q1 | $370.54M | +9.7% | $0.28 | +27.3% | — |
| FROGJFrog Ltd | FY2026 Q1 | $122.41M | +22.0% | $-0.16 | — | — |
| MANHMANHATTAN ASSOCIATES INC | FY2026 Q1 | $262.79M | +3.2% | $0.85 | -1.2% | — |
| PCORPROCORE TECHNOLOGIES, INC. | FY2026 Q1 | $310.63M | +15.3% | $-0.22 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).