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from24/7 Wall St.
15 hours ago

The Identity Security Profit Machine Pulls Ahead While Its Faster Growing Rival Burns Cash

Okta's quarter showed operational maturity. Revenue climbed 12% year over year, but operating cash flow surged 37% to $218 million. Free cash flow reached $211 million. The company turned a $16 million loss into $23 million in operating income. CEO Todd McKinnon highlighted "continued strength with large customers" and adoption of Okta Identity Governance and Auth0 for AI Agents. Large enterprise deals carry higher margins and stickier retention.
Business
Startup companies
fromTechCrunch
1 week ago

Micro1, a Scale AI competitor, touts crossing $100M ARR | TechCrunch

Micro1 grew ARR from roughly $7M to over $100M this year by rapidly recruiting and vetting domain experts to supply human training data for AI labs and enterprises.
Business
from24/7 Wall St.
1 week ago

Samsara (IOT) Delivers Its First Quarter of Profitability

Samsara achieved GAAP profitability with $416M revenue, 29% ARR growth to $1.745B, and record large-account additions driving stronger unit economics and retention.
Business
fromMarTech
1 week ago

The 'data foundation' for AI starts paying off for Salesforce | MarTech

Salesforce's Agentforce and Data 360 reached nearly $1.4 billion ARR with 114% year-over-year growth, driving rapid AI adoption and strong enterprise momentum.
Startup companies
fromFortune
3 weeks ago

Lovable's CEO says the company is targeting enterprise customers as its ARR doubles to $200 million in just four months | Fortune

Lovable reached $200 million ARR by rapidly scaling its AI-powered "vibe-coding" platform that converts natural-language prompts into runnable full‑stack applications.
Startup companies
fromFortune
3 weeks ago

Deel's CEO was told to sack his entire leadership team-he ignored other founders, kept the original $0 crew and is now running a $17 billion giant | Fortune

Keeping most original leaders during rapid scaling can succeed: Deel retained 80% of its leadership and grew to a $17.3 billion valuation with $500 million ARR.
Startup companies
fromTechCrunch
3 weeks ago

As Lovable hits $200M ARR, its CEO credits staying in Europe for its success | TechCrunch

Lovable doubled ARR to $200 million in four months by staying in Europe, leveraging open-source contributions, and attracting Silicon Valley talent to Stockholm.
Startup companies
fromTechCrunch
3 months ago

Exclusive: AI training startup Mercor eyes $10B+ valuation on $450 million run rate, sources say

Mercor pursues a Series C targeting a $10B+ valuation while reporting rapid ARR growth, profitability, and supplying domain experts to major AI companies.
Business
from24/7 Wall St.
3 months ago

Live: Is Samsara (IOT) Ready to Jump Post-Earnings Tonight?

Samsara achieved $1.54B ARR (31% YoY) with record 79% non-GAAP gross margin and improved operating margin while guiding Q2 revenue $371–$373M and modest EPS.
Artificial intelligence
fromTechCrunch
3 months ago

Anthropic raises $13B Series F at $183B valuation | TechCrunch

Anthropic raised $13 billion at a $183 billion valuation to accelerate enterprise adoption, deepen safety research, and expand internationally.
from24/7 Wall St.
3 months ago

Live: Where Will Crowdstrike (CRWD) Move After Tonight's Earnings?

CrowdStrike ( NASDAQ: CRWD) reports fiscal Q2 2026 earnings after the close. The cybersecurity leader is navigating a market balancing margin expansion with ARR growth acceleration. In Q1, CrowdStrike posted revenue of $1.10 billion (+20% YoY) and EPS of $0.73, but the stock dropped after results. With Falcon Flex adoption surging and Charlotte AI expanding across SOC environments, investors want proof that near-term revenue recognition headwinds won't overshadow the company's $10 billion ARR trajectory.
Information security
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