CRM — 4:01p / 5:00p
FQ2 cc Revenue: 11%+ vs. guide of 10.0% and street 10.6% y/y
FQ2 cc cRPO: 13.5%+ y/y vs. guide of 13.0% y/y and street 13%
FQ3 cc Revenue Guide: inline with street at 11.3%
FQ3 cc cRPO Guide: 13% vs. Street @ 12.75% y/y
FY’27 cc Revenue Guide: Reiterate vs. guide of ~10-11% and street 11%
OKTA — 4:01p / 5:00p
FQ2 cRPO: ~13%+ y/y vs. street at 10.8% y/y and guide of 11%
FQ3 cRPO Guide: ~11% vs. Street @ 10.2% y/y
FY’27 Revenue Guide: 10% at midpt vs. prior guide of 9.1-9.8% y/y
CRWD — 4:10p / 5:00p
FQ2 NN ARR: ~$305M+ vs. guide of $285M
FQ3 ARR: slightly ahead vs. Street @ $6.122B (NN ARR $331M)
FY’27 ARR Guide: ~26% vs. prior guide of 25%
FY’27 Rev Gudie: 23% vs street at 21-22%