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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Gregg Moskowitz | Mizuho Securities | 7 | 0% |
| Kash Rangan | Goldman Sachs | 5 | 0% |
| Keith Weiss | Morgan Stanley | 5 | 20% |
| Ryan MacWilliams | Wells Fargo | 4 | 0% |
| Keith Bachman | BMO Capital Markets | 4 | 0% |
| Brent Thill | Jefferies | 4 | 50% |
| Mike Turrin | Wells Fargo | 4 | 0% |
| Fatima Boolani | Citigroup | 4 | 0% |
| Raimo Lenschow | Barclays | 4 | 0% |
| Arjun Bhatia | William Blair | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 2 | 8 | 0% |
| Mizuho Securities | 1 | 7 | 0% |
| Morgan Stanley | 2 | 7 | 14% |
| Wolfe Research |
| 2 |
| 6 |
| 0% |
| Jefferies | 2 | 5 | 40% |
| Goldman Sachs | 1 | 5 | 0% |
| Citigroup | 1 | 4 | 0% |
| Barclays | 1 | 4 | 0% |
Revenue accelerated sharply to 32% growth reaching $1.8 billion, driven by both cloud momentum and data center pull-forward activity ahead of the end-of-life announcement. The Service Collection surpassed $1 billion in ARR while RPO grew 37% to $4 billion, with normalized growth above 40%. Management noted it was too early to discuss FY2027 guidance, with enhanced disclosures planned at the upcoming investor forum.
Cloud & AI | Revenue Growth | Competitive Dynamics | Pricing | Guidance Reliability | Subscriber Growth | Demand | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 4 | 3 | 3 | 1 | 1 | 2 | |
| 2025Q2 | 6 | 6 | 3 | 2 | 1 | 1 | 1 | 2 |
| 2025Q3 | 5 | 6 | 1 | 2 | 2 | 3 | 2 | |
| 2025Q4 | 3 | 7 | 3 | 2 | 2 | 2 | 1 | 2 |
| 2026Q1 | 8 | 6 | 4 | 1 | 3 | 1 | ||
| 2026Q2 | 8 | 5 | 3 | 3 | 2 | 3 | 1 | |
| 2026Q3 | 6 | 5 | 3 | 1 | 1 | 1 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 6 | 5 | 3 | 8 | 8 | 6 |
| Revenue Growth | 4 | 6 | 6 | 7 | 6 | 5 | 5 |
| Competitive Dynamics | 3 | 3 | 1 | 3 | 4 | 3 | 3 |
| Pricing | 3 | 2 | 2 | 2 | 1 | 3 | 1 |
| Guidance Reliability | 1 | 1 | 2 | 2 | 3 | 2 | 1 |
| Subscriber Growth | 1 | 1 | 2 | 1 | 3 | 1 | |
| Demand | 2 | 1 | 3 | 1 | 1 | ||
| Margin | 2 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TEAM Atlassian | 7 | +31.7% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |