Industry top-down
Software - Infrastructure
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-infrastructure industry generally experienced robust growth. Many companies recorded double-digit revenue growth, with cloud and infrastructure-related companies performing particularly well. While some companies achieved high EPS growth, certain firms also saw negative growth in revenue and EPS, leading to performance disparities among companies. Analyst opinions on major companies were generally positive, though some maintained a conservative outlook.
- Sustained double-digit revenue growth for most companies
- Strong performance from cloud and infrastructure-related companies
- High EPS growth rates observed in some 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 |
|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | FY2026 Q3 | $205.28B | +13.8% | $9.99 | +12.9% | — |
| PLTRPalantir Technologies Inc. | FY2026 Q1 | $883.86M | +39.3% | $0.08 | +100.0% | — |
| PANWPalo Alto Networks Inc | FY2026 Q2 | $4.4B | +14.1% | $0.87 | -68.2% | — |
| FTNTFortinet, Inc. | FY2026 Q1 | $1.54B | +13.8% | $0.56 | +43.6% | — |
| SNPSSYNOPSYS INC | FY2026 Q2 | $3.06B | +3.2% | $4.10 | -13.9% | — |
| NETCloudflare, Inc. | FY2026 Q1 | $479.09M | +26.5% | $-0.11 | — | — |
| CRWVCoreWeave, Inc. | FY2026 Q1 | $982M | — | $-1.49 | — | — |
| XYZBlock, Inc. | FY2026 Q1 | $5.77B | -3.1% | $0.30 | -59.5% | — |
| NTAPNetApp, Inc. | FY2026 Q3 | $4.84B | +5.2% | $4.03 | +23.6% | — |
| BSQKZBlock, Inc. | FY2026 Q1 | $5.77B | -3.1% | $0.30 | -59.5% | — |
| CPAYCORPAY, INC. | FY2026 Q1 | $1.01B | +7.5% | $3.40 | +9.0% | — |
| FFIVF5, INC. | FY2026 Q2 | $1.5B | +9.0% | $5.30 | +22.7% | — |
| OKTAOkta, Inc. | FY2027 Q1 | $688M | +11.5% | $0.35 | — | — |
| IOTSamsara Inc. | FY2026 Q3 | $902.91M | +36.6% | $-0.26 | — | — |
| DOCNDigitalOcean Holdings, Inc. | FY2026 Q1 | $210.7M | +14.1% | $0.39 | +160.0% | — |
| GENGen Digital Inc. | FY2026 Q3 | $2.93B | +3.1% | $0.80 | +8.1% | — |
| NTNXNutanix, Inc. | FY2026 Q2 | $1.25B | +15.7% | $0.30 | +233.3% | — |
| CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD | FY2025 Q3 | $1.86B | — | $5.16 | — | — |
| GDDYGoDaddy Inc. | FY2026 Q1 | $1.19B | — | $1.51 | — | — |
| CORZCore Scientific, Inc./tx | FY2026 Q1 | $79.53M | -55.6% | $1.24 | +59.0% | — |
| DBXDROPBOX, INC. | FY2026 Q1 | $624.7M | -1.0% | $0.51 | +30.8% | — |
| PATHUiPath, Inc. | FY2026 Q3 | $1.01B | +11.4% | $-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).