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 - Application industry is generally maintaining robust revenue growth. The median revenue growth rate was 14.78%, with many companies, including Snowflake (29.92%), Datadog (24.59%), and Cadence (23.12%), showing high double-digit revenue growth. However, individual company performance showed mixed results. While Autodesk (29.07%), FICO (27.81%), and PTC (34.67%) recorded high EPS growth, ServiceNow (-73.65%) and Datadog (-41.67%) saw significant declines in EPS. MicroStrategy was the only company to experience negative revenue growth (-3.63%).
- Robust sales growth: Many companies achieved double-digit sales growth (median 14.78%).
- High EPS growth for some companies: ADSK, FICO, PTC, among others, recorded high EPS growth rates.
- Increased profitability volatility: Some companies, such as NOW and DDOG, experienced significant EPS declines.
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).