Roblox delivered robust FY2025 Rule of 75.4% performance (+37 points YoY), thanks to the accelerating bookings growth by +55.5% YoY and the expanding FCF margin of 19.9%. These reasons are also why I ...
SailPoint, Inc. shed ~10% after earnings, with investors reacting harshly to the implied Q3 guidance deceleration. SailPoint has routinely beaten the high end of its own guidance in the past few ...
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