Okta Inc. reported its second quarter fiscal year 2026 earnings with total revenue of $728 million, marking a 13% increase year-over-year and surpassing the estimated $711.8 million. Subscription revenue reached $711 million, up 12% year-over-year. The company posted an adjusted earnings per share (EPS) of $0.91, beating estimates of $0.84 and reflecting a 26% increase year-over-year. Remaining performance obligations (RPO) grew 18% to $4.152 billion. Okta raised its full-year fiscal 2026 guidance, projecting EPS between $3.33 and $3.38 and revenue between $2.88 billion and $2.89 billion, both above analyst expectations. The company highlighted strong demand in new product adoption, the public sector, and its Auth0 platform, contributing to improved cash flow. Following the earnings release, Okta shares rose approximately 6% in after-hours trading. Box Inc. also reported its second quarter fiscal 2026 results, with revenue of $294 million, up 9% year-over-year and exceeding the estimated $290.8 million. Adjusted EPS was $0.33, beating the $0.31 consensus. Box's remaining performance obligations totaled $1.5 billion, a 16% increase year-over-year, with short-term RPO up 12% to $812 million. The company noted strong momentum driven by its Intelligent Content Management platform and accelerating AI adoption. Box raised its full-year revenue guidance to a range of $1.170 billion to $1.175 billion, citing growth in Enterprise Advanced deals. Shares of Box rose following the earnings announcement. Autodesk Inc. reported strong second quarter fiscal 2026 results with revenue of $1.76 billion, up 17% year-over-year and exceeding the $1.72 billion estimate. Adjusted EPS was $2.62, beating the estimated $2.45. Billings increased 36% year-over-year to $1.68 billion. Autodesk raised its third quarter guidance, projecting adjusted EPS between $2.48 and $2.51 and revenue between $1.80 billion and $1.81 billion, both above consensus estimates. The company also raised its full-year fiscal 2026 EPS guidance to a range of $9.80 to $9.98, surpassing prior estimates. Autodesk emphasized innovation in building information modeling (BIM), software as a service (SaaS), generative design, and generative AI as drivers of growth. Shares of Autodesk increased over 10% in after-hours trading.