A raft of mid-cap enterprise-technology suppliers delivered stronger-than-expected quarterly earnings, signalling that spending on data infrastructure and cybersecurity tied to artificial-intelligence workloads remains resilient despite an uncertain macro backdrop. Pure Storage set the tone, posting fiscal second-quarter adjusted earnings of $0.43 a share on revenue of $861 million, both ahead of consensus. Management forecast third-quarter sales of $950 million to $960 million—about $40 million above Wall Street estimates—and lifted full-year revenue guidance to as much as $3.63 billion. The company also announced a storage partnership with Meta Platforms for AI projects, sending the stock up more than 15 percent in pre-market trading and as much as 30 percent intraday. Hybrid-cloud specialist Nutanix followed with a 19 percent jump in fourth-quarter revenue to $653 million and adjusted earnings of $0.37 a share, topping forecasts. The firm projected fiscal-2026 revenue of $2.90-2.94 billion, implying double-digit growth as enterprises expand multicloud and AI deployments. NetApp’s fiscal first-quarter numbers were broadly in line but still edged past estimates, with revenue at $1.56 billion and adjusted EPS of $1.55. All-flash array revenue grew 6 percent to $893 million, and the company generated a record $620 million in free cash flow, underscoring solid demand for high-performance storage. Cyber-security vendor SentinelOne crossed the $1 billion annualised-recurring-revenue milestone after second-quarter sales rose 22 percent to $242 million. Adjusted profit of four cents beat expectations, and the firm nudged full-year revenue guidance to as much as $1.002 billion, citing momentum in its AI-driven platform. Search-analytics provider Elastic also topped forecasts, with fiscal first-quarter revenue up 20 percent to $415 million and adjusted earnings of $0.60 a share—18 cents ahead of consensus. Management raised its full-year sales outlook to up to $1.69 billion on sustained cloud-subscription growth.