This Week’s SaaS Earnings Reports: Key Takeaways and Trends
As the calendar flips to a new month, one thing becomes crystal clear: earnings season is upon us. While it may seem like an exciting time for investors and analysts, it’s also a period of intense scrutiny for publicly traded companies. For those following the tech industry, this week promises to be particularly interesting, with several major names set to report their third-quarter results.
Why Earnings Season Matters
As someone who spends most of his time thinking about private-market companies, I find public tech company financials to be a treasure trove of information. Unlike their private counterparts, these companies are required to disclose their financial results on a quarterly basis, providing valuable insights into the state of the industry.
Key Names Reporting Third-Quarter Results
This week’s earnings calendar is packed with some of the biggest names in tech. Here’s what we can expect from each:
Monday: Zscaler
- Worth more than $28 billion
- Major player in the cybersecurity space
- CrowdStrike also reporting this week, providing a wealth of data on the cybersecurity market
Strong results from Zscaler could help maintain investor optimism in digital security products and companies.
Tuesday: Workday, CrowdStrike, and Splunk
- Worth nearly $62 billion
- History of reporting better-than-expected results
- Implications for HR tech startups
- Cybersecurity startups eager to see if CrowdStrike can defend its price-sales multiple
Wednesday: Salesforce, Snowflake, Okta, Bilibili, nCino, and Zuora
- Growth attributed to AI-related efforts?
- Enterprise spend shaping up in the data market?
- Recent security breach’s impact on Okta’s shares
- Bilibili providing insights into the video market in China
- nCino reporting on Salesforce’s platform health
- Zuora aiming for real growth numbers
Thursday: Dell, Samsara, UiPath, and PagerDuty
- Rebranding as an AI-powered operations platform?
- Perfect time to understand its financial report
- Other companies in the enterprise space worth keeping an eye on this week.
The State of Enterprise Tech
This earnings season promises to be particularly revealing for the tech industry. With so many major players reporting, we can expect a wealth of data and insights into the current state of enterprise technology. Whether it’s cloud computing, cybersecurity, or AI-powered operations, this week’s earnings reports will provide valuable information for investors, analysts, and industry professionals.
The Bottom Line
Earnings season is always an exciting time for those following the tech industry. With so many major names reporting, we can expect a wealth of data and insights into the current state of enterprise technology. Whether you’re an investor, analyst, or industry professional, this week’s earnings reports are not to be missed.
Related Topics
- Cloud and Enterprise Infrastructure
- Enterprise Applications
- Market Analysis
- News Analysis
- Salesforce Earnings
- Startups
- Technology Earnings
Alex Wilhelm’s Expert Insights
Alex Wilhelm, senior reporter for TechCrunch, has been covering the markets, venture capital, and startups for years. He was also the founding host of TechCrunch’s Webby Award-winning podcast Equity. With his expertise in the tech industry, Alex provides valuable insights into the latest trends and developments.
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