Domo, Inc.

DOMO Q4 2026

Reported: 2026-03-12

Domo achieved a record Q4 with $111.2 million in billings, reflecting 8% year-over-year growth, while boasting the highest operating margin and earnings per share in company history.

Key takeaways

Record quarterly billings of $111.2 million, surpassing guidance and marking an 8% YoY increase.
Gross retention improved to over 88%, the highest in 3 years, supported by deeper multiyear consumption contracts.
Net revenue retention among consumption contract customers reached 111%, highlighting the effectiveness of Domo’s consumption model.
Operating margin exceeded 10%, leading to all-time high quarterly EPS and signaling efficient operational execution.
Domo's innovative AI-driven platform positions it for significant growth as enterprises increasingly integrate AI into their operations.

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Frequency Electronics, Inc.

FEIM Q3 2026

Reported: 2026-03-12

Frequency Electronics, Inc. reported steady performance in Q3 FY 2026 with revenues of $16.9 million, bolstered by new contract wins valued at approximately $45 million across both traditional and emerging markets.

Key takeaways

Awarded two significant contracts worth $45 million, enhancing both traditional space business and next-generation markets.
Q3 revenue matched Q2, indicating resilience despite a year-over-year decline due to prior revenue pull-forwards in fiscal 2025.
Record backlog anticipated to exceed $100 million as additional contracts are pursued in both established and new business lines.
Continued strength in defense programs highlighted by increasing military demands amid geopolitical tensions, reinforcing long-term growth prospects.

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MindWalk Holdings Corp.

HYFT Q3 2026

Reported: 2026-03-12

MindWalk Holdings Corp. achieved its third consecutive quarter of year-over-year revenue growth, reporting a 52% increase, while solidifying its market position with a groundbreaking one-year enterprise Lens AI platform contract.

Key takeaways

Revenue for Q3 fiscal year 2026 reached $4.2 million, reflecting a 52% increase from the previous year, driven primarily by growth in the U.S. market.
The company's largest enterprise client signed a one-year contract for the Lens AI platform, transitioning to a recurring revenue model that enhances predictability and reduces the need for continuous reselling.
Significant advancements in pipeline programs for dengue and influenza are ongoing, with promising data readouts expected soon, showcasing the unique capabilities of MindWalk's HIFT technology.
The dengue program aims to address a major global health concern by focusing on balanced immunity across multiple serotypes, advancing to neutralization tests following successful immunization studies.

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UiPath Inc.

PATH Q4 2026

Reported: 2026-03-12

UiPath delivered a strong performance in Q4 and FY 2026, achieving its first-ever GAAP profitability while exceeding growth expectations across key metrics. The company saw significant gains in annual recurring revenue (ARR) and customer net additions, signaling robust demand for its automation solutions.

Key takeaways

Q4 ARR reached $1.853 billion, marking an 11% year-over-year increase, fueled by $70 million in net new ARR and revenue growth of 14% to $481 million.
Achieved full year GAAP profitability for the first time in company history, with non-GAAP operating income growing to $150 million, representing a 31% margin.
Notable improvement in customer adoption, with deals exceeding $1 million up over 50% year-over-year, indicating enhanced sales execution and deepening enterprise integration.
UiPath's unified platform is poised to leverage the AI-driven shift in software development, enhancing operational efficiency and accelerating enterprise orchestration.
Continued investment in vertical expertise and customer trust positions UiPath to capitalize on increasing automation demands across industries.

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Stitch Fix, Inc.

SFIX Q2 2026

Reported: 2026-03-12

Stitch Fix delivered robust Q2 FY2026 performance with a 9.4% year-over-year revenue increase to $341.3 million and achieved the highest revenue per active client as a public company.

Key takeaways

Revenue growth of 9.4% driven by resilient demand across all income cohorts, contrasting the broader U.S. apparel market's 0.5% contraction.
Average order value hit a record $577, marking the tenth consecutive quarter of growth and supported by increased flexibility in the Fix service.
Strong performance in strategic categories: activewear (+37%), footwear (+33%), and accessories (+51%).
The Fix channel excelled, with double-digit growth across both women's and men's segments, and robust demand for larger Fix orders.
Continued improvement in active client growth reflects the company's focus on building a healthier client base.

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Vera Bradley, Inc.

VRA Q4 2026

Reported: 2026-03-12

Vera Bradley reported its first quarter of profitability in over a year, reflecting a significant transformation and operational stabilization amid ongoing efforts to enhance brand relevance and customer engagement.

Key takeaways

Achieved a net income of $2.5 million with EPS of $0.09, marking a $0.28 year-over-year improvement.
Direct channel revenue declined only 2.6% year-over-year, showing a marked recovery with positive momentum expected in fiscal Q1 2027.
Indirect channel revenue grew nearly 5%, driven by a strong wholesale order, demonstrating effective demand for new collaborations.
Strategic initiatives under Project Sunshine are gaining traction, focusing on product relevance and enhancing customer experience across various channels.
Successful clearance of aged inventory and positive consumer response to refreshed product assortments indicate improved brand engagement and growth potential.

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Earnings Recaps

Domo, Inc.

Frequency Electronics, Inc.

MindWalk Holdings Corp.

UiPath Inc.

Stitch Fix, Inc.

Vera Bradley, Inc.

Community

Earnings Recaps

Domo, Inc.

Frequency Electronics, Inc.

MindWalk Holdings Corp.

UiPath Inc.

Stitch Fix, Inc.

Vera Bradley, Inc.

Community

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