
SentinelOne reported first quarter fiscal year 2025 financial results, beating earnings by $0.05 and revenue estimates. The company guides second-quarter revenue mostly in line with expectations but forecasts full-year revenue below consensus. Asana also announced its first-quarter fiscal 2025 results, surpassing earnings estimates by $0.02 and revenue expectations. The company's guidance for the second quarter shows earnings per share below consensus but revenue in line, while the full-year guidance is in line for both metrics. Zscaler performed well, beating earnings by $0.22 and revenue estimates. The company guides fourth-quarter earnings per share above consensus and revenue in line. Zscaler's strong performance led to a surge in its stock price.





Software always commands a higher PE than most of tech. Ultimately thats why this week was so vicious for these stocks. $MDB $CRM $OKTA $DDOG $SNOW were all getting re-rated. $ZS shined and I think $CRWD does next week.
$ZS closed up 8.5% today after reported positive quarterly earnings results: Revs up 32% y/y to $553.2M, beat guidance by 4 pps Gross margin was 81.4% EPS was $0.88, up 83% y/y Customers w/ $100K+ ARR up 20% y/y to 2,922 Customers w/ $1M+ ARR up 31% y/y to 523 Expect current… https://t.co/3QVogOqXRW https://t.co/nM5ESszOpY
$ESTC Elastic shares are trading higher following a Q4 earnings beat. https://t.co/FA0gZJLg2t