Asana, Inc.

ASAN Q4 2026

Reported: 2026-03-04

Asana reports Q4 FY '26 earnings showcasing a 9% revenue growth and strong advances in operating margins, driven by successful AI product integrations and improved customer retention.

Key takeaways

Revenues reached $205.6 million in Q4, up 9% year-over-year, with non-GAAP operating income of $18.2 million and a 9% operating margin.
Strong AI momentum with AI Studio achieving over $6 million in ARR, growing more than 50% quarter-over-quarter.
Net Revenue Retention (NRR) remained stable, with significant renewals and expansions from major clients, including key players in tech and advertising.
International revenue increased 11% YoY, with notable wins in verticals like hospitality, energy, and healthcare.
Forward-looking indicators showed accelerated billings and current RPO, reflecting strong enterprise demand for multi-year, multi-product deployments.

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Bath & Body Works Inc.

BBWI Q4 2026

Reported: 2026-03-04

Bath & Body Works reported Q4 2025 results with net sales down 2% and adjusted EPS of $2.05, outperforming expectations, but still highlighting the need for continued strategic improvements via the new Consumer First Formula.

Key takeaways

Launched the Consumer First Formula to drive sustainable growth, focusing on innovative product development and enhanced collaboration across teams.
Successfully introduced new products, including a highly-rated moisturizing hand soap, driving strong consumer demand.
Plans for a modernized brand identity and marketing strategy, emphasizing higher caliber influencer partnerships and clearer storytelling.
Anticipates ongoing product pipeline enhancements through 2026, with a focus on core categories like body care and home fragrance.

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Box, Inc.

BOX Q4 2026

Reported: 2026-03-04

Box reported solid fourth-quarter results, with revenue reaching $306 million, driven by strong demand for its AI-focused Enterprise Advanced offering, reflecting a 9% year-over-year increase.

Key takeaways

Fiscal year 2026 revenue totaled $1.18 billion, an 8% increase year-over-year, with operating margins at 28%.
The new Enterprise Advanced offering now accounts for 10% of revenue, demonstrating early traction and customer adoption.
Box Extract was launched, enhancing capabilities for enterprises to transform unstructured data into actionable metadata using advanced AI technology.

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CrowdStrike Holdings, Inc.

CRWD Q4 2026

Reported: 2026-03-04

CrowdStrike delivered impressive fiscal Q4 2026 results, achieving record growth across all key metrics, fueled by rising demand for its Falcon platform amid an evolving cybersecurity landscape.

Key takeaways

Achieved all-time record net new ARR of $331 million for Q4, surpassing expectations with 47% year-over-year growth.
Ending ARR reached $5.25 billion, crossing the $5 billion milestone, representing a 24% year-over-year growth.
Record free cash flow of $376 million for Q4, equivalent to 29% of revenue, contributing to an annual total of $1.24 billion.
Operating income hit an all-time high of $326 million for Q4, the third consecutive quarter of record operating income.
Strong adoption of the Falcon Flex subscription model resulted in a 120% year-over-year increase in associated ARR.

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Daktronics, Inc.

DAKT Q3 2026

Reported: 2026-03-04

Daktronics delivered impressive third-quarter results with a 21.6% year-over-year revenue growth, driven by robust demand across its segments, particularly in Live Events and Transportation.

Key takeaways

Revenue reached significant heights, with orders surpassing $200 million, contributing to a backlog of $342 million, 25% higher year-over-year.
A record 130% growth in orders from the Transportation segment underscores strong business momentum in intelligent systems and aviation.
Successful acquisition of intellectual property from XCC enhances Daktronics' micro LED capabilities, positioning the company for future growth in high-resolution display markets.
Continued expansion in Live Events, achieving a 100% success rate in Major League Baseball projects this fiscal year.
The international business saw a decline compared to last year, although notable orders from Spain and Australia indicate potential recovery.

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Dycom Industries, Inc.

DY Q4 2026

Reported: 2026-03-04

Dycom Industries, Inc. delivered outstanding fourth-quarter results, achieving all-time record revenue of $1.46 billion, marking a 34.4% year-over-year increase.

Key takeaways

Organic revenue growth of 16.6% reflects robust demand and strong momentum heading into fiscal 2027.
Non-GAAP adjusted diluted EPS rose by 42% to $2.03, highlighting effective cost management and operational efficiencies.
Total backlog reached a record $9.5 billion, positioning the company well for sustained growth, with $6.3 billion expected to be completed in the next 12 months.
Fiscal 2026 revenue climbed to $5.55 billion, a 17.9% increase, underscoring strategic M&A success and market expansion.
The strong cash flow generation doubled free cash flow to $435.3 million, enhancing the balance sheet and enabling further investments.

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GitLab Inc. Class A Common Stock

GTLB Q4 2026

Reported: 2026-03-04

GitLab delivered a strong fourth quarter with record-high net new ARR, surpassing $1 billion in annual recurring revenue and achieving significant free cash flow growth of over 80%, signaling robust operational execution.

Key takeaways

Fourth quarter generated the highest annual recurring revenue (ARR) growth and free cash flow of $220 million, reflecting 80% year-over-year increase.
Initiatives for FY '27 include five strategic focuses aimed at reaccelerating growth, enhancing sales capacity, and expanding monetization through new product offerings.
Secured a landmark deal with a leading semiconductor industry player, highlighting GitLab's competitive edge in AI and unified platform capabilities.
Transitioning to a more sophisticated pricing model to better serve price-sensitive customers, addressing an estimated 20% of ARR impacted by previous pricing strategies.
Launched the GitLab Duo Agent Platform, positioning the company at the forefront of AI integration in software development, with innovative usage-based pricing to drive revenue growth.

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Ross Stores, Inc.

ROST Q4 2026

Reported: 2026-03-04

Ross Stores reported a strong fourth quarter, with total sales increasing by 12% to $6.6 billion and earnings per share of $2, exceeding expectations amidst robust growth in customer transactions.

Key takeaways

Comparable store sales rose by 9%, driven by increased foot traffic and healthy performance across all merchandise categories.
Operating margin improved by 95 basis points, reflecting effective cost management and strong sales leverage, despite a slight year-over-year decline.
The company opened 80 Ross Dress for Less and 10 dd's DISCOUNTS stores in 2025, with plans to accelerate growth by adding 110 new locations in 2026.
Inventory levels are well-managed, with an 8% year-over-year increase and ample availability anticipated to support ongoing sales momentum.
Positive customer engagement from recent marketing efforts is expected to further enhance growth as the company enters FY 2026.

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Earnings Recaps

Asana, Inc.

Bath & Body Works Inc.

Box, Inc.

CrowdStrike Holdings, Inc.

Daktronics, Inc.

Dycom Industries, Inc.

GitLab Inc. Class A Common Stock

Ross Stores, Inc.

Community

Earnings Recaps

Asana, Inc.

Bath & Body Works Inc.

Box, Inc.

CrowdStrike Holdings, Inc.

Daktronics, Inc.

Dycom Industries, Inc.

GitLab Inc. Class A Common Stock

Ross Stores, Inc.

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