Procore Q2 revenue grows 16% to $375.2M as it turns GAAP profitable
Construction software maker Procore reported Q2 revenue of $375.2M, up 16%, and posted GAAP operating income of $4.3M. It guided 2026 revenue to $1,510M–$1,514M.
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Fortinet Q2 revenue rises 26% to $2.05B and full-year outlook goes up
Fortinet reported Q2 2026 revenue of $2.05B, up 26%, with product revenue up 52% to $773.0M and billings up 33% to $2.37B. It raised full-year revenue guidance to $8.020B–$8.180B.
Microsoft reports $90.0B fiscal Q4 revenue, with Microsoft Cloud at $59.3B
Microsoft's revenue for the quarter ended June 30 rose 18% to $90.0B, and Microsoft Cloud revenue grew 27% to $59.3B.
Commvault reports $314M fiscal Q1 revenue and subscription ARR of $1,054M
Data protection vendor Commvault grew fiscal Q1 revenue 11% to $314M. Subscription revenue rose 16% to $267M, and subscription ARR rose 22% to $1,054M.
Varonis SaaS ARR jumps 52% to $726.0M in Q2
Data security vendor Varonis reported Q2 revenue of $180.0M, up from $152.2M, and SaaS ARR of $726.0M, up 52%, or 25% excluding customer conversions to SaaS.
Cyera agrees to buy Oasis Security for $1B to govern AI agent access
Data security company Cyera signed a letter of intent to acquire Oasis Security, which manages non-human identities such as AI agents, in a deal Cyera put at $1B. Cyera plans to merge data and identity security into one platform.
F5 fiscal Q3 revenue grows 11% to $865.1M and full-year outlook rises
F5 reported fiscal Q3 revenue of $865.1M, up 11%, with product revenue up 19%. It raised fiscal 2026 revenue growth guidance to about 9%–10%, from 7%–8%.
Cadence posts $1.584B Q2 revenue and raises 2026 outlook
Cadence Design Systems reported Q2 2026 revenue of $1.584B, up from $1.275B a year earlier, and raised its full-year guidance to $6.26B–$6.34B in revenue.