Enterprise software businesses that sell access to a multi-tenant cloud platform on a recurring (subscription or consumption) basis. Revenue is typically recognized ratably (subscription) or on usage (consumption), the unit economics center on land-and-expand within an installed base, and the disclosure pattern is dominated by a "Key Business Metrics" section in MD&A that quantifies ARR / cRPO / R
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| PDYN | Palladyne AI Corp. | Product Development Contract | FY2026-Q2 | +16.5% | -62.7% |
| PLTR | Palantir Technologies Inc. | Adjusted Operating Income | FY2026-Q2 | +157.2% | +83.1% |
| COUR | Coursera, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2026-Q2 | +137.2% | +73.1% |
| VERI | Veritone, Inc. | Managed Services Revenue | FY2026-Q2 | +15.2% | -45.0% |
| SVCO | Silvaco Group, Inc. Common Stock | Gross Bookings | FY2026-Q2 | +25.6% | -33.8% |
| PRCH | Porch Group, Inc. | Porch Shareholder Interest Revenue | FY2026-Q1 | +29.5% | -26.8% |
| TCX | Tucows Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2026-Q2 | +90.5% | +36.7% |
| FA | First Advantage Corporation | First Advantage Adjusted Diluted Earnings Per Share | FY2026-Q1 | +52.9% | +0.0% |
| SSTK | Shutterstock, Inc. | Shutterstock Average Revenue per Customer | FY2026-Q2 | +9.8% | -38.7% |
| TEAM | Atlassian Corporation | Free cash flow | FY2026-Q4 | +31.8% | -12.8% |
| OOMA | Ooma, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2027-Q1 | +76.1% | +34.0% |
| FTNT | Fortinet, Inc. | Product | FY2026-Q2 | +51.9% | +12.6% |
| EGAN | eGain Corporation | Professional Services Revenue | FY2026-Q3 | +9.4% | -28.6% |
| NABL | N-able, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q1 | +16.1% | -20.2% |
| EGHT | 8x8, Inc. | Non-GAAP Operating Profit | FY2027-Q1 | +16.0% | -18.9% |
| DDOG | Datadog, Inc. | Non-GAAP Net Income per Diluted Share | FY2026-Q2 | +41.3% | +7.0% |
| SOUN | SoundHound AI, Inc. | Product Royalties revenue | FY2026-Q2 | +41.2% | +8.1% |
| DOCU | DocuSign, Inc. | Free Cash Flow | FY2027-Q1 | +27.0% | -1.9% |
| SMRT | SmartRent, Inc. | Hardware Revenue | FY2026-Q2 | -10.0% | -38.6% |
| STEM | Stem, Inc. | Contracted Annual Recurring Revenue | FY2026-Q2 | -0.3% | -23.2% |
| CCSI | Consensus Cloud Solutions, Inc. | Adjusted Diluted Earnings per Share | FY2026-Q1 | +10.9% | -11.6% |
| ORCL | Oracle Corporation | Total Cloud Revenue Including Cerner | FY2026-Q4 | +47.4% | +26.8% |
| IIIV | i3 Verticals, Inc. | Annual Recurring Revenue | FY2026-Q3 | +8.3% | -11.3% |
| TRMB | Trimble Inc. | Product revenue | FY2026-Q3 | +13.2% | -4.8% |
| MBLY | Mobileye Global Inc. | Adjusted Net Income (Loss) | FY2026-Q2 | +52.0% | +34.2% |
| CSGP | CoStar Group, Inc. | CoStar Revenue | FY2026-Q2 | +24.4% | +7.1% |
| PANW | Palo Alto Networks, Inc. | Remaining Performance Obligation | FY2026-Q3 | +36.3% | +19.5% |
| ZS | Zscaler, Inc. | Free Cash Flow | FY2026-Q3 | +13.8% | -3.0% |
| INSE | Inspired Entertainment, Inc. | Virtual Sports Revenue | FY2026-Q2 | -3.3% | -20.0% |
| DT | Dynatrace, Inc. | Free Cash Flow | FY2026-Q3 | -27.5% | -44.2% |
| ZIP | ZipRecruiter, Inc. | Adjusted Earnings Before Interest Taxes Depreciation and Amortization Margin | FY2026-Q1 | +4.0 pts | -12.0 pts |
| CCC | CCC Intelligent Solutions Holdings Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q1 | +21.3% | +5.8% |
| TENB | Tenable Holdings, Inc. | New Enterprise Platform Customers | FY2026-Q2 | +3.8% | -10.0% |
| ALKT | Alkami Technology, Inc. | Revenue per Registered User | FY2025-Q4 | +20.4% | +7.1% |
| ASUR | Asure Software, Inc. | Recurring Revenue | FY2026-Q2 | +18.8% | +5.7% |
| PATH | UiPath Inc. | Dollar-Based Net Revenue Retention Rate | FY2027-Q1 | +1.0 pts | -10.0 pts |
| TWLO | Twilio Inc. | United States | FY2026-Q2 | +22.2% | +11.4% |
| EVTC | EVERTEC, Inc. | Adjusted Earnings Per Share | FY2026-Q2 | +18.0% | +7.2% |
| BLND | Blend Labs, Inc. | Mortgage Banking Suite | FY2026-Q2 | +7.0% | -2.6% |
| DH | Definitive Healthcare Corp. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization Margin | FY2026-Q1 | +2.0 pts | -7.0 pts |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.