Latest quarter 153
Most recent quarter vs the same quarter a year earlier.
Rule: q_period != ''
| Company | FY | Latest Q | Q revenue | Q growth YoY % | Q op. margin % | Q op. margin yr ago % | Q FCF |
|---|---|---|---|---|---|---|---|
| Mandatum Should have bought... | 2025 | 2026-Q2 | 1.2bn EUR | 235.8 % | – | – | 177m EUR |
| NVIDIA Short-term extreme growth | 2026 | 2027-Q2 | 96.2bn USD | 105.9 % | 66.2 % | 60.8 % | 21.4bn USD |
| Palantir Growing Mature | 2025 | 2026-Q2 | 1.9bn USD | 92.8 % | 47.1 % | 26.8 % | 1.2bn USD |
| Broadcom Mature, AI | 2025 | 2026-Q3 | 29.6bn USD | 85.5 % | 54.3 % | 38.1 % | 13.7bn USD |
| Lemonade Follow closely | 2025 | 2026-Q2 | 294m USD | 79.4 % | – | – | -8.0m USD |
| Reddit Never profitable, unless can monetize AI | 2025 | 2026-Q2 | 805m USD | 61.1 % | 28.8 % | 13.6 % | 261m USD |
| Coursera Marginally proftable, never high quality | 2025 | 2026-Q2 | 299m USD | 59.6 % | -1.6 % | -8.1 % | -28m USD |
| Dell Mature | 2026 | 2027-Q2 | 47.0bn USD | 57.7 % | 11.6 % | 6.4 % | 986m USD |
| AMD Follow closely | 2025 | 2026-Q2 | 11.5bn USD | 50.1 % | 17.3 % | -1.7 % | 1.6bn USD |
| Revenio Hold long-term, mature | 2025 | 2026-Q2 | 39m EUR | 48.3 % | 6.1 % | 23.0 % | -4.2m EUR |
| Synopsys Enterprise profitable | 2025 | 2026-Q3 | 2.5bn USD | 42.4 % | 14.5 % | 9.5 % | 746m USD |
| Rubrik | 2026 | 2027-Q2 | 427m USD | 37.9 % | -16.8 % | -30.5 % | 66m USD |
| Marvell AI contender, crappy chips | 2026 | 2027-Q2 | 2.7bn USD | 36.5 % | 16.7 % | 14.9 % | 474m USD |
| TSMC Mature | 2025 | 2026-Q2 | 1,270.4bn USD | 36.0 % | 60.3 % | 49.6 % | 275.0bn USD |
| Roblox Never profitable unless becomes a Social Network, could collapse | 2025 | 2026-Q2 | 1.5bn USD | 35.9 % | -15.6 % | -29.8 % | 294m USD |
| Cloudflare Follow closely | 2025 | 2026-Q2 | 696m USD | 35.9 % | -7.9 % | -13.1 % | 56m USD |
| Datadog Follow closely | 2025 | 2026-Q2 | 1.1bn USD | 35.6 % | 0.7 % | -4.1 % | 279m USD |
| DoorDash Could become 10% profitable | 2025 | 2026-Q2 | 4.5bn USD | 35.6 % | 3.5 % | 5.0 % | 742m USD |
| Snowflake Never profitable, only M&A | 2026 | 2027-Q2 | 1.5bn USD | 35.1 % | -17.0 % | -29.7 % | 84m USD |
| Palo Alto Networks Israel Cybersecurity market leader | 2026 | 2026-Q4 | 3.4bn USD | 34.4 % | 5.0 % | 19.6 % | 1.3bn USD |
| Shopify Follow closely, eventually profitable | 2025 | 2026-Q2 | 3.6bn USD | 33.7 % | 17.6 % | 13.8 % | 654m USD |
| HPE Mature | 2025 | 2026-Q3 | 12.2bn USD | 33.7 % | 12.0 % | 4.7 % | 896m USD |
| Neste Hold | 2025 | 2026-Q2 | 6.0bn EUR | 32.7 % | 15.2 % | -0.2 % | 57m EUR |
| Gofore Hold over cycle | 2025 | 2026-Q2 | 59m EUR | 32.4 % | 3.2 % | -2.6 % | 4.2m EUR |
| Robinhood Follow closely | 2025 | 2026-Q2 | 1.3bn USD | 32.3 % | 43.9 % | 44.4 % | 696m USD |
| MongoDB Nobody self-hosts MongoDB | 2026 | 2027-Q2 | 772m USD | 30.5 % | 3.7 % | -11.0 % | 139m USD |
| Samsara | 2026 | 2027-Q2 | 508m USD | 29.9 % | 1.0 % | -6.8 % | 65m USD |
| Oracle Mature | 2026 | 2027-Q1 | 19.3bn USD | 29.6 % | 35.3 % | 31.4 % | -5.4bn USD |
| Jfrog | 2025 | 2026-Q2 | 164m USD | 28.7 % | -7.8 % | -20.0 % | 54m USD |
| Digital Ocean | 2025 | 2026-Q2 | 281m USD | 28.6 % | 10.4 % | 16.3 % | 21m USD |
| Meta Buy and hold, stronghold consumer ads | 2025 | 2026-Q2 | 60.8bn USD | 28.0 % | 30.9 % | 43.0 % | 1.7bn USD |
| Atlassian Enterprise profitable, eventually. Not missing products at all | 2026 | 2026-Q4 | 1.8bn USD | 27.6 % | 11.9 % | -2.1 % | 475m USD |
| Klaviyo | 2025 | 2026-Q2 | 371m USD | 26.4 % | -4.0 % | -10.7 % | 83m USD |
| Braze | 2026 | 2027-Q2 | 227m USD | 26.2 % | -8.0 % | -21.5 % | 22m USD |
| CrowdStrike Was good until… | 2026 | 2027-Q2 | 1.5bn USD | 25.8 % | -2.3 % | -9.0 % | 376m USD |
| Fortinet Firewall | 2025 | 2026-Q2 | 2.0bn USD | 25.6 % | 33.7 % | 28.1 % | 966m USD |
| Tesla Bought already | 2025 | 2026-Q2 | 28.2bn USD | 25.5 % | 1.4 % | 4.1 % | -1.1bn USD |
| Intel Follow closely | 2025 | 2026-Q2 | 16.1bn USD | 25.4 % | 12.2 % | -10.0 % | 4.5bn USD |
| Zscaler | 2026 | 2026-Q4 | 898m USD | 24.9 % | -0.4 % | -4.3 % | 61m USD |
| Alphabet Mature advertising margins | 2025 | 2026-Q2 | 119.8bn USD | 24.2 % | 34.0 % | 32.4 % | -5.9bn USD |
| Cadence Enterprise profitable | 2025 | 2026-Q2 | 1.6bn USD | 24.2 % | 28.4 % | 29.0 % | 575m USD |
| ServiceNow Enterprise profitable | 2025 | 2026-Q2 | 4.0bn USD | 24.0 % | 4.1 % | 11.1 % | 473m USD |
| Texas Instruments Mature | 2025 | 2026-Q2 | 5.5bn USD | 22.8 % | 42.6 % | 35.1 % | 2.2bn USD |
| Arm Holdings Mature | 2026 | 2027-Q1 | 1.3bn USD | 22.4 % | 7.6 % | 10.8 % | 694m USD |
| Twilio As big as Atlassian, SendGrid is asubsidiary | 2025 | 2026-Q2 | 1.5bn USD | 22.0 % | 7.8 % | 3.0 % | 353m USD |
| Monday.com | 2025 | 2026-Q2 | 365m USD | 21.9 % | 5.5 % | -3.9 % | 50m USD |
| GRAB Almost sold, 1 share tracker | 2025 | 2026-Q2 | 998m USD | 21.9 % | 9.3 % | 4.8 % | 28m USD |
| Riskified | 2025 | 2026-Q2 | 99m USD | 21.8 % | -7.5 % | -16.0 % | 13m USD |
| GitLab Follow closely, only M&A | 2026 | 2027-Q2 | 286m USD | 21.3 % | -19.9 % | -7.8 % | -3.3m USD |
| ASML Mature | 2025 | 2026-Q2 | 9.3bn USD | 21.3 % | 37.1 % | 34.6 % | – |
| Amplitude Never profitable, only M&A, use like GA but would not pay | 2025 | 2026-Q2 | 101m USD | 21.2 % | -32.8 % | -32.5 % | 24m USD |
| SentinelOne Yet another virus scanner | 2026 | 2027-Q2 | 292m USD | 20.6 % | -22.7 % | -31.7 % | -13m USD |
| HubSpot Close to profitability, SMB SaaS CRM & Web | 2025 | 2026-Q2 | 912m USD | 19.8 % | 4.9 % | -3.1 % | 163m USD |
| Qt Apple can kill if car manufacturers allow | 2025 | 2026-Q2 | 61m EUR | 19.6 % | 9.9 % | 18.8 % | 2.1m EUR |
| AppFolio | 2025 | 2026-Q2 | 281m USD | 19.3 % | 18.8 % | 17.2 % | 86m USD |
| Appian | 2025 | 2026-Q2 | 203m USD | 19.1 % | -2.7 % | -6.4 % | 9.8m USD |
| Workiva | 2025 | 2026-Q2 | 255m USD | 18.6 % | 4.6 % | -10.3 % | 78m USD |
| Duolingo Profitable learning, exciting | 2025 | 2026-Q2 | 298m USD | 18.3 % | 11.4 % | 13.2 % | 79m USD |
| Agora | 2025 | 2026-Q2 | 40m USD | 18.0 % | -2.4 % | -9.1 % | -8.1m USD |
| Microsoft Mature extraction | 2026 | 2026-Q4 | 90.0bn USD | 17.7 % | 45.1 % | 44.9 % | 19.6bn USD |
| Veeva | 2026 | 2027-Q2 | 928m USD | 17.6 % | 29.6 % | 24.8 % | 239m USD |
| Cisco Mature | 2026 | 2026-Q4 | 17.3bn USD | 17.6 % | 27.7 % | 21.3 % | 5.0bn USD |
| Constellation Software Enterprise profitable | 2025 | 2026-Q2 | 3.3bn USD | 17.3 % | 17.6 % | 19.0 % | 457m USD |
| Amazon Mature low-margin retail and high-margin AWS | 2025 | 2026-Q1 | 181.5bn USD | 16.6 % | 13.1 % | 11.8 % | -18.2bn USD |
| AirBnB Strong buy | 2025 | 2026-Q2 | 3.6bn USD | 16.5 % | 21.0 % | 19.8 % | 1.3bn USD |
| Finnair Wait over war in Ukraine | 2025 | 2026-Q2 | 917m EUR | 16.4 % | 7.7 % | 0.2 % | 111m EUR |
| Apple Mature innovation | 2025 | 2026-Q3 | 109.4bn USD | 16.4 % | 32.6 % | 30.0 % | 31.9bn USD |
| Dynatrace | 2026 | 2027-Q1 | 555m USD | 16.2 % | 12.9 % | 13.1 % | 303m USD |
| Lyft 2 years behind Uber | 2025 | 2026-Q2 | 1.8bn USD | 16.1 % | 2.6 % | 0.2 % | 320m USD |
| Autodesk | 2026 | 2027-Q2 | 2.0bn USD | 16.1 % | 29.2 % | 25.5 % | 554m USD |
| Freshworks Follow closely, legacy SaaS helpdesk. Xls-files? Old app | 2025 | 2026-Q2 | 237m USD | 16.0 % | 5.5 % | -4.2 % | 52m USD |
| Procore | 2025 | 2026-Q2 | 375m USD | 15.8 % | 1.5 % | -9.3 % | 65m USD |
| Fortum | 2025 | 2026-Q2 | 1.1bn EUR | 15.4 % | 9.5 % | 11.8 % | 221m EUR |
| Guidewire | 2026 | 2026-Q4 | 411m USD | 15.3 % | 15.2 % | 8.3 % | 277m USD |
| Elastic | 2026 | 2027-Q1 | 478m USD | 15.1 % | -0.8 % | -2.3 % | 131m USD |
| Wix | 2025 | 2026-Q2 | 563m USD | 14.9 % | -5.6 % | 9.0 % | 53m USD |
| Inderes Could profit from enshittification? | 2025 | 2026-Q2 | 5.9m EUR | 14.1 % | 10.5 % | -0.7 % | – |
| InstaCart Never profitable | 2025 | 2026-Q2 | 1.0bn USD | 14.1 % | 13.8 % | 13.5 % | 481m USD |
| Kalmar Competitive | 2025 | 2026-Q2 | 480m EUR | 14.1 % | 11.9 % | 13.0 % | 47m EUR |
| Spotify Marginally proftable, never high quality | 2025 | 2026-Q2 | 4.8bn USD | 13.9 % | 13.7 % | 9.7 % | 796m USD |
| Bill.com (Bill Holdings) Wisdomtree Cloud ETF largest investment | 2026 | 2026-Q4 | 436m USD | 13.8 % | 9.7 % | -5.8 % | 97m USD |
| UIPath | 2026 | 2027-Q2 | 410m USD | 13.4 % | 7.7 % | -5.6 % | 29m USD |
| Netflix Mature consumer | 2025 | 2026-Q2 | 12.6bn USD | 13.4 % | 33.4 % | 34.1 % | 1.5bn USD |
| CS Disco | 2025 | 2026-Q2 | 43m USD | 13.2 % | -21.4 % | -31.0 % | -2.2m USD |
| Workday Enterprise profitable | 2026 | 2027-Q2 | 2.6bn USD | 12.8 % | 11.8 % | 10.6 % | 460m USD |
| Adobe Loses without M&A | 2025 | 2026-Q2 | 6.6bn USD | 12.7 % | 33.8 % | 35.9 % | 2.1bn USD |
| Q2 | 2025 | 2026-Q2 | 220m USD | 12.6 % | 13.7 % | 4.9 % | 51m USD |
| Uber Marginally profitable. Model for Doordash | 2025 | 2026-Q2 | 14.2bn USD | 12.2 % | 13.3 % | 11.5 % | 2.8bn USD |
| Qualys Enterprise profitable | 2025 | 2026-Q2 | 182m USD | 11.0 % | 34.0 % | 31.3 % | 56m USD |
| Tencent Mature consumer | 2025 | 2026-Q2 | 204.8bn CNY | 11.0 % | 33.3 % | 35.2 % | – |
| Paylocity | 2026 | 2026-Q4 | 445m USD | 11.0 % | 19.0 % | 16.5 % | 71m USD |
| F5 Networks Seattle Firewall | 2025 | 2026-Q3 | 865m USD | 10.9 % | 24.6 % | 25.2 % | 281m USD |
| Salesforce Mature SaaS | 2026 | 2027-Q2 | 11.3bn USD | 10.8 % | 21.4 % | 22.8 % | 1.1bn USD |
| SproutSocial | 2025 | 2026-Q2 | 124m USD | 10.8 % | -2.2 % | -11.0 % | 7.8m USD |
| Okta Enterprise profitable | 2026 | 2027-Q2 | 805m USD | 10.6 % | 13.3 % | 5.6 % | 225m USD |
| Nokian Tyres Hold, Romania and inflation | 2025 | 2026-Q2 | 380m EUR | 10.5 % | 9.2 % | 4.3 % | -19m EUR |
| Five9 | 2025 | 2026-Q2 | 312m USD | 10.3 % | 0.6 % | -0.6 % | 15m USD |
| Kempower Never profitable, only M&A | 2025 | 2026-Q2 | 69m EUR | 10.3 % | -3.4 % | -4.7 % | -14m EUR |
| Asana Never profitable | 2026 | 2027-Q2 | 216m USD | 9.9 % | -19.0 % | -25.1 % | 40m USD |
| Paycom | 2025 | 2026-Q2 | 531m USD | 9.8 % | 31.7 % | 23.2 % | 190m USD |
| SAP Enterprise profitable | 2025 | 2026-Q2 | 9.9bn USD | 9.4 % | 26.8 % | 27.4 % | 3.0bn USD |
| DocuSign Digital signature og | 2026 | 2027-Q2 | 876m USD | 9.4 % | 13.4 % | 8.1 % | 296m USD |
| Box OG SaaS | 2026 | 2027-Q2 | 321m USD | 9.2 % | 10.2 % | 7.0 % | 60m USD |
| Blackline | 2025 | 2026-Q2 | 188m USD | 9.2 % | 6.4 % | 5.0 % | 36m USD |
| Alibaba | 2026 | 2027-Q1 | 269.0bn CNY | 8.6 % | 7.3 % | 14.1 % | 22.9bn CNY |
| Ponsse Competitive, cycle trade | 2025 | 2026-Q2 | 187m EUR | 8.6 % | 5.8 % | 4.3 % | 10m EUR |
| Tenable | 2025 | 2026-Q2 | 269m USD | 8.6 % | 4.8 % | -3.0 % | 39m USD |
| Nokia Mature | 2025 | 2026-Q2 | 4.8bn EUR | 8.4 % | -1.0 % | 3.3 % | -749m EUR |
| nCino | 2026 | 2027-Q2 | 161m USD | 8.2 % | 8.5 % | -6.2 % | 34m USD |
| Booking Holdings Highly profitable AirBnb competitor | 2025 | 2026-Q2 | 7.4bn USD | 8.1 % | 34.0 % | 33.1 % | 3.6bn USD |
| PDD Holdings Highest growth ever | 2025 | 2026-Q2 | 112.4bn CNY | 8.1 % | 24.7 % | 24.8 % | 25.7bn CNY |
| Kamux Hold, stagnated until inflation | 2025 | 2026-Q2 | 219m EUR | 6.7 % | 0.1 % | 0.8 % | -3.3m EUR |
| Metso Competitive | 2025 | 2026-Q2 | 1.3bn EUR | 6.1 % | 13.9 % | 14.2 % | 81m EUR |
| Kesko Dividend stock, avoid taxes | 2025 | 2026-Q2 | 3.4bn EUR | 6.0 % | 5.5 % | 5.6 % | 362m EUR |
| Valmet Hold, in permanent decline | 2025 | 2026-Q2 | 1.3bn EUR | 6.0 % | 9.5 % | 4.4 % | 50m EUR |
| RingCentral | 2025 | 2026-Q2 | 657m USD | 5.9 % | 7.7 % | 6.0 % | 180m USD |
| Verkkokauppa Hold, OG Finnish Amazon, could be sold to PE | 2025 | 2026-Q2 | 123m EUR | 5.7 % | 2.0 % | 1.5 % | 6.0m EUR |
| Kaltura | 2025 | 2026-Q2 | 47m USD | 5.5 % | -1.7 % | -6.2 % | -2.7m USD |
| Zoom Mature SaaS | 2026 | 2027-Q2 | 1.3bn USD | 4.9 % | 24.6 % | 26.4 % | 472m USD |
| 8X8 | 2026 | 2027-Q1 | 190m USD | 4.9 % | 2.3 % | 0.3 % | 14m USD |
| PayPal Holdings Venmo + mature Paypal | 2025 | 2026-Q2 | 8.7bn USD | 4.8 % | 17.7 % | 19.5 % | 1.8bn USD |
| Telia Dividend stock, avoid taxes | 2025 | 2026-Q2 | 20.7bn SEK | 4.6 % | 17.7 % | 16.8 % | 3.2bn SEK |
| YIT Sell, but not yet | 2025 | 2026-Q2 | 427m EUR | 3.6 % | 1.6 % | 0.7 % | -14m EUR |
| eQ Hold long-term, mature | 2025 | 2026-Q2 | 16m EUR | 3.3 % | 38.4 % | 39.3 % | 7.1m EUR |
| KONE Hold | 2025 | 2026-Q2 | 2.9bn EUR | 3.1 % | 11.0 % | 11.9 % | 311m EUR |
| CGI Mature | 2025 | 2026-Q3 | 4.2bn CAD | 2.5 % | 16.3 % | 16.3 % | 532m CAD |
| AT&T Stagnant, compare to Telia and Elisa | 2025 | 2026-Q2 | 31.6bn USD | 2.3 % | 23.2 % | 21.1 % | 5.2bn USD |
| Ovaro Hold, small position. Real estate asset pricing game | 2025 | 2026-Q2 | 1.0m EUR | 2.2 % | -84.6 % | 287.5 % | -3.0m EUR |
| Lindex Hold | 2025 | 2026-Q2 | 259m EUR | 2.2 % | 11.5 % | 10.0 % | 65m EUR |
| Check Point Israel Cybersecurity og | 2025 | 2026-Q2 | 674m USD | 1.3 % | 27.5 % | 30.6 % | 161m USD |
| ZoomInfo | 2025 | 2026-Q2 | 310m USD | 1.2 % | 9.2 % | 17.5 % | 70m USD |
| DropBox Mature SaaS | 2025 | 2026-Q2 | 632m USD | 0.9 % | 26.1 % | 27.3 % | 232m USD |
| PagerDuty Never profitable | 2026 | 2027-Q2 | 124m USD | 0.8 % | 8.2 % | 2.9 % | 33m USD |
| Sprinklr | 2026 | 2027-Q2 | 214m USD | 0.8 % | 4.5 % | 7.2 % | 13m USD |
| Mobileye Enterprise profitable | 2025 | 2026-Q2 | 508m USD | 0.4 % | -5.9 % | -14.6 % | 114m USD |
| Admicom Enterprise profitable | 2025 | 2026-Q2 | 9.7m EUR | 0.2 % | 7.5 % | 20.0 % | 2.2m EUR |
| Huhtamaki | 2025 | 2026-Q2 | 1.0bn EUR | 0.1 % | 7.4 % | 4.6 % | 24m EUR |
| Stora Enso Underperformer | 2025 | 2026-Q2 | 2.4bn EUR | -0.1 % | 0.3 % | 2.3 % | -47m EUR |
| Elisa Dividend stock, avoid taxes | 2025 | 2026-Q2 | 551m EUR | -0.3 % | 21.4 % | 22.1 % | 71m EUR |
| Yext | 2026 | 2027-Q2 | 111m USD | -1.8 % | 15.8 % | 26.2 % | 7.7m USD |
| Wärtsilä Star cyclical industrial in Finland | 2025 | 2026-Q2 | 1.6bn EUR | -2.2 % | 12.1 % | 11.1 % | 461m EUR |
| BYD Potential for better margins than Tesla | 2025 | 2026-Q2 | 194.6bn CNY | -3.2 % | 7.5 % | 3.1 % | 11.9bn CNY |
| Domo | 2026 | 2027-Q2 | 77m USD | -3.7 % | -3.1 % | -9.1 % | -8.1m USD |
| Qualcomm Mature | 2025 | 2026-Q3 | 9.9bn USD | -4.0 % | 16.3 % | 26.6 % | 495m USD |
| Ericsson Mature | 2025 | 2026-Q2 | 52.7bn SEK | -6.1 % | 11.6 % | 11.3 % | 911m SEK |
| Beyond Meat Never profitable | 2025 | 2026-Q2 | 69m USD | -8.2 % | -44.8 % | -50.0 % | -20m USD |
| Warner Bros Discovery Minimal position | 2025 | 2026-Q2 | 8.7bn USD | -11.2 % | 4.3 % | -0.8 % | 572m USD |
| Talenom Mature | 2025 | 2026-Q2 | 31m EUR | -12.6 % | 7.6 % | 10.1 % | – |
| CoinBase Follow closely, Buy | 2025 | 2026-Q2 | 1.2bn USD | -18.5 % | -2.4 % | -2.2 % | 197m USD |
| Pihlajalinna Sell | 2025 | 2026-Q2 | 136m EUR | -20.7 % | 2.6 % | 9.6 % | 14m EUR |
| C3 | 2026 | 2027-Q1 | 52m USD | -25.5 % | -186.3 % | -177.7 % | 2.1m USD |
| Remedy Only M&A | 2025 | 2026-Q2 | 10m EUR | -40.0 % | -38.8 % | -2.7 % | -0.7m EUR |
| Lenovo Mature | 2026 | 2026-Q2 | 20.5bn USD | – | 3.1 % | – | – |