APH

Aehr Test Systems AEHR is scheduled to report its fourth-quarter fiscal 2026 earnings on July 14.In the third quarter of fiscal 2026, Aehr reported a loss of 5 cents per share that beat the Zacks Consensus Estimate by 37.5%. However, revenues of $10 million lagged the consensus mark by 20.05%.The Zacks Consensus Estimate for fiscal fourth-quarter loss is pegged at a penny, unchanged over the past 30 days, and flat from the figure reported in the year-ago quarter. The consensus mark for fiscal first-quarter sales is pegged at $18.7 million, suggesting 32.7% growth from the figure reported in the year-ago quarter. Aehr Test Systems price-eps-surprise | Aehr Test Systems Quote Let’s see how things have shaped up for the upcoming announcement. Aehr’s fiscal fourth-quarter results are expected to have benefited from strong backlog and booking conversion. Fiscal third-quarter bookings exceeded $37 million, and Aehr added another $12.2 million of bookings in the first five weeks of the fourth quarter. Management expects fiscal 2026 revenues to finish at the high end of the $45-$50 million guidance range and return to profitability in the fourth quarter of fiscal 2026.Aehr’s fiscal fourth-quarter results are expected to have benefited from the new silicon photonics customer that ordered multiple FOX-XP wafer-level burn-in systems, engineering and production systems, WaferPak contactors and automated aligners. These systems were scheduled to be shipped in the to-be-reported quarter. The company’s results are also expected to have benefited from strong demand from AI customers. Aehr expects gross margin to improve in the fiscal fourth quarter, driven by higher shipment volumes, better factory utilization and improved absorption of fixed manufacturing costs.However, Aehr’s high-margin consumables business remained under pressure. The company noted that several customers had purchased systems ahead of demand and were only gradually utilizing existing capacity, reducing near-term WaferPak orders. Since WaferPaks carry higher margins than systems, the softer consumables mix likely weighed on both fourth-quarter revenue growth and gross margin, even as system shipments improved According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.A...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and consumer discretionary sectors boosted performance, while holdings in information technology and healthcare detracted. Despite a challenging macroeconomic environment, US equities gained in Q2, supported by resilient economic growth and expanding market leadership. AI remained a key investment theme, but investors shifted focus toward AI companies capable of delivering sustainable earnings growth. The fund targets high-quality companies with durable competitive advantages, strong management, and the ability to grow intrinsic value over time, while maintaining disciplined valuation and risk controls. Review the top five holdings to understand their key strategies for 2026. In its Q2 2026 investor letter, Mar Vista U.S. Quality Strategy highlighted Amphenol Corporation (NYSE:APH) as a leading contributor. Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On July 9, 2026, Amphenol Corporation (NYSE:APH) closed at $162.24 per share. One-month return of Amphenol Corporation (NYSE:APH) was 5.49%, and its shares gained 64.28% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $199.59 billion. Mar Vista U.S. Quality Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its Q2 2026 investor update: Amphenol Corporation (NYSE:APH) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 112 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the first quarter, up from 103 in the previous quarter. Amphenol Corporation (NYSE:APH) generated record sales of $7.6 billion in Q1 2026, an increase of 58% year over year in U.S. dollars, 57% in local currency. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI st...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Amphenol (APH). This company, which is in the Zacks Electronics - Connectors industry, shows potential for another earnings beat. This maker of fiber-optic products has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 7.94%. For the most recent quarter, Amphenol was expected to post earnings of $0.95 per share, but it reported $1.06 per share instead, representing a surprise of 11.58%. For the previous quarter, the consensus estimate was $0.93 per share, while it actually produced $0.97 per share, a surprise of 4.30%. For Amphenol, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Amphenol currently has an Earnings ESP of +0.43%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 29, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss...

With a market cap of $204.7 billion, Amphenol Corporation (APH) is a global leader in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors, serving industries such as automotive, aerospace, defense, communications, and information technology. It operates through three segments: Communications Solutions; Harsh Environment Solutions; and Interconnect and Sensor Systems, offering a broad range of interconnect, cable, antenna, and sensor products worldwide. The Wallingford, Connecticut-based company is slated to announce its fiscal Q2 2026 results before the market opens on Wednesday, Jul. 22. Ahead of this event, analysts expect APH to report an adjusted EPS of $1.16, a 43.2% surge from $0.81 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters. Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock. McDonald's Corp Stock May Have Hit Bottom - Ways to Play MCD Stock Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts expect the fiber-optic products maker to report adjusted EPS of $4.76, marking a growth of 42.5% from $3.34 in fiscal 2025. Shares of Amphenol have climbed 70.4% over the past 52 weeks, surpassing the broader S&P 500 Index's ($SPX) 19.9% return and the State Street Technology Select Sector SPDR ETF's (XLK) 47.9% increase over the same period. Shares of Amphenol rose 3.2% on Apr. 29 after the company reported record Q1 2026 results that exceeded guidance, with sales surging 58% year-over-year to $7.6 billion, including 33% organic growth, while adjusted EPS jumped 68% to $1.06. Investor sentiment was further boosted by strong demand trends, as orders reached a record $9.4 billion, driven by exceptional growth in the IT datacom market and contributions from the recently acquired CommScope CCS business. The stock also gained on optimistic Q2 2026 guidance, with the company forecasting sales of $8.1 billion - $8.2 billion and adjusted EPS of $1.14 - $1.16, representing year-over-year growth of 43% - 45% and 41% - 43%, respectively. Analysts' consensus view on APH stock remains bullish, with a "Strong Buy" rating overall. Out of 17 an...

Oracle Corporation ORCL is set to report fourth-quarter fiscal 2026 results on June 10, 2026. (Read More: Should You Buy, Sell or Hold Oracle Stock Before Q4 Earnings?)Heading into the print, AI-related momentum remained the central narrative, though the sustainability of that momentum at an elevated capital cost continued to draw scrutiny.Management had guided for total cloud revenue growth of 46% to 50% in USD for the fourth quarter and total revenue growth of 19% to 21% in USD, setting a high bar that Oracle's cloud infrastructure trajectory made plausible but not guaranteed. Remaining Performance Obligations stood at $553 billion at the end of the fiscal third quarter, up 325% year over year, with most of the increase tied to large-scale AI contracts, providing a substantial conversion pipeline for the quarter under review. Oracle Corporation price-eps-surprise | Oracle Corporation Quote Several AI-related developments during the to-be-reported quarter are expected to shape fiscal fourth-quarter results. Oracle introduced Platinum and Diamond-tier availability for Oracle AI Database to support mission-critical workloads, a move designed to broaden enterprise adoption. Oracle expanded its partnership with Google Cloud, giving joint customers the ability to interact with Oracle data using natural language through the Oracle AI Database Agent for Gemini Enterprise, while also extending regional availability of Oracle AI Database at Google Cloud. These multicloud integrations were expected to accelerate cloud migration pipelines and bolster multicloud database revenues, which had surged 531% in the third quarter. In the fiscal fourth quarter, Oracle entered into an agreement with the U.S. Department of War to deploy advanced AI capabilities on classified networks, leveraging its 10 cloud regions dedicated to U.S. government customers across security classification levels ranging from DISA IL2 through Top Secret and Special Access Program tiers. The contract expanded Oracle's government footprint in a high-margin segment. A May 8, 2026, update detailed the launch of OCI Enterprise AI, with access to models including Grok 4.3 and NVIDIA Nemotron 3 Nano Omni, alongside SoftBank's adoption of OCI for a sovereign cloud platform in Japan, reflecting growing international demand for Oracle's AI infrastructure services. The fiscal fourth quarter also carried signifi...

Rubrik, Inc. RBRK delivered a strong first-quarter fiscal 2027, with non-GAAP earnings of 16 cents per share compared with the Zacks Consensus Estimate of a 3-cent loss, resulting in an earnings surprise of 633.3%.Total revenues were $387.07 million, up 39% year over year and beating the consensus mark of $366 million by 5.71%. Results were supported by subscription momentum, with subscription ARR increasing 32% year over year to $1.57 billion. Rubrik shares lost 3.1% at the time of writing this article. Subscriptions (96.7% of total revenues) revenues increased 41% year over year to $374.2 million, beating the Zacks Consensus Estimate by 5.5%. Rubrik, Inc. price-consensus-eps-surprise-chart | Rubrik, Inc. Quote Rubrik also continued to work through the accounting dynamics tied to its cloud transition. Material rights contributed $8.5 million to first-quarter revenues, down from $13.4 million in the year-ago period. Excluding material rights, revenues increased 43% year over year. Rubrik’s land-and-expand motion remained a key operating feature in the quarter. Subscription net retention was approximately 120%, supported by expansion across data growth in existing applications, broader coverage across applications and identities, and uptake of newer security products. Enterprise penetration also improved. The company ended the quarter with 2,946 customers generating at least $100,000 in subscription ARR, up 24% year over year. Customers with $1 million or more in subscription ARR grew more than 50%. Rubrik also posted net new subscription ARR of $103 million, a first-quarter record, while cloud ARR rose 43% year over year to $1.39 billion and represented 89% of subscription ARR. The company maintained an exceptional Net Promoter Score of more than 80, placing it among the top 1% of enterprise software companies globally. RBRK posted expanding margins, reflecting the benefits of scale. Non-GAAP gross margin was 82.9% compared with 80.5% in the year-ago quarter, with management citing better efficiency in cloud hosting costs and improved productivity in customer support. On a non-GAAP basis, research & development expenses increased 31.1% year over year to $81.3 million. Sales and marketing expenses were up 21.2% year over year to $176.8 million. General and administrative expenses increased 10.7% year over year to $38.2 million in the reported quarter. Operati...

Samsara Inc. IOT reported better-than-expected first-quarter fiscal 2027 results, with both earnings and revenues surpassing the Zacks Consensus Estimate.Samsara’s first-quarter non-GAAP earnings of 17 cents per share exceeded the Zacks Consensus Estimate of 13 cents and increased from 11 cents reported in the year-ago quarter. The figure also surpassed expectations by 30.8%.Samsara’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 41.42%.Samsara’s first-quarter revenues of $478.8 million topped the consensus mark of $452 million and increased 31% year over year. On a constant-currency basis, revenues grew 29%. Samsara Inc. price-consensus-eps-surprise-chart | Samsara Inc. Quote Samsara reported non-GAAP gross profit of $366.3 million compared with $288.1 million in the year-ago quarter. Non-GAAP gross margin contracted 300 basis points year over year to 76%.The non-GAAP operating income totaled $91 million, up from $51.1 million reported in the year-ago quarter. The non-GAAP operating margin expanded 500 basis points to 19%.General & administrative (G&A) expenses on a non-GAAP basis decreased to $30.9 million from $43.5 million in the year-ago quarter. G&A expenses accounted for 6.4% of quarterly revenues, down from 11.9% in the year-ago quarter.Research & development (R&D) expenditures on a non-GAAP basis increased to $65.5 million from $53.7 million in the year-ago quarter. R&D expenses accounted for 13.7% of first-quarter revenues, down from 14.6% in the year-ago quarter.Non-GAAP sales & marketing costs of $179 million were up from $139.8 million. These expenses accounted for 37.4% of first-quarter revenues, down from 38.1% in the year-ago quarter.Annual recurring revenues (ARR) were $1.99 billion, increasing 30% year over year. Net new ARR during the quarter was $100.7 million, reflecting strong customer demand and continued platform adoption. As of May 2, 2026, Samsara had cash and cash equivalents of $219 million compared with $318.8 million as of Jan. 31, 2026.The company generated operating cash flow of $81.4 million and adjusted free cash flow of $73.2 million during the quarter. Adjusted free cash flow margin expanded to 15% from 12% a year ago. For the second quarter of fiscal 2027, Samsara expects revenues between $482 million and $484 million. The midpoint of the guidance range s...

CrowdStrike CRWD reported non-GAAP earnings per share of $1.10 for the first quarter of fiscal 2027, which surpassed the Zacks Consensus Estimate by 2.8%. The bottom line increased 50.7% on a year-over-year basis. The company’s first-quarter revenues of $1,385.63 million surpassed the consensus estimate by 1.7%. The top line increased 25.6% year over year. Subscription revenues jumped 25.7% year over year to $1,320.85 million. Professional services revenues increased 23% year over year to $64.78 million. CrowdStrike price-consensus-eps-surprise-chart | CrowdStrike Quote As of April 30, 2026, annual recurring revenues (ARR) were $5.51 billion, up 24% year over year. The company added $255.8 million to its net new ARR in the reported quarter. As of April 30, 2026, CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 51% of total subscription customers. Customers that adopted seven or more cloud modules accounted for 35% of the total, while those with eight or more cloud modules represented 25%. CrowdStrike’s gross profit increased 27.1% to $1,089.8 million in the fiscal first quarter from $857.1 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 78.7%.The non-GAAP subscription gross profit rose 27.1% year over year to $1.07 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 29.5% to $21.2 million, while the gross margin expanded 160 bps to 32.7% on a year-over-year basis.Non-GAAP sales and marketing expenses jumped 12.1% year over year to $413.1 million. Non-GAAP research and development expenses climbed 25.3% year over year to $273.4 million. Non-GAAP general and administrative expenses increased 12% year over year to $77.7 million.Non-GAAP income from operations was $325.7 million, up from $201.1 million in the year-ago quarter. The non-GAAP operating margin expanded 530 basis points year over year to 24%. As of April 30, 2026, cash and cash equivalents were $4.55 billion. In the fiscal first quarter, CrowdStrike generated operating and free cash flows of $590.9 million and $468.5 million, respectively. The company updates its fiscal second-quarter 2027 guidance, including total revenues of $1.43-$1.44 billion and ARR of $5.792-$5.794 billion. Non-GAAP earnings are expected in the range of $1.16 to $1....

GitLab GTLB delivered first-quarter fiscal 2027 non-GAAP earnings of 23 cents per share, which beat the Zacks Consensus Estimate of 20 cents by 15%. Total revenues were $264.2 million, topping the consensus mark of $254 million by 4.04%. The top line increased 23% year over year, supported by solid demand for GitLab’s DevSecOps platform. However, GitLab shares declined 3.52% in pre-market trading. Subscriptions, self-managed and SaaS revenues (90.6% of total revenues) increased 18% year over year to $239.3 million, beating the Zacks Consensus Estimate by 3.16%. License, self-managed and other revenues (9.4% of total revenues) rose 25% year over year to $24.9 million. GitLab Inc. price-consensus-eps-surprise-chart | GitLab Inc. Quote GitLab’s revenue growth was supported by continued strength in enterprise adoption and customer expansion metrics. Customers with more than $5,000 of ARR increased to 10,831 (up 7% year over year), while customers with more than $100,000 of ARR rose to 1,519 (up 18%). Dollar-Based Net Retention Rate was 117%. Contracted demand also improved. Total RPO grew 18% year over year to $1.1 billion, while current RPO increased 24% year over year to $724.1 million. On a non-GAAP basis, research & development expenses increased 13.1% year over year to $57.9 million. Sales and marketing expenses were up 19.2% year over year to $101.9 million. General and administrative expenses increased 11.7% year over year to $34.3 million in the reported quarter.Profitability improved year over year. GitLab reported non-GAAP operating income of $37.5 million compared with $26.1 million a year ago. The non-GAAP operating margin expanded to14.2% from 12.2%. Non-GAAP gross margin was 87.7% in the first quarter of fiscal 2027. As of April 30, 2026, cash and cash equivalents and short-term investments were $1.36 billion compared with $1.25 billion as of Jan. 31, 2026.In the reported quarter, the company generated cash flow from operations of $149.2 million compared with $45.7 million in the previous quarter.Adjusted free cash flow was $146.7 million as of April 30, 2026, compared with $41.7 million as of Jan. 31, 2026. For the second quarter of fiscal 2027, GitLab expects revenues between $272 million and $274 million.Non-GAAP operating income is expected to be in the range of $30-$32 million for the fiscal second quarter.Non-GAAP earnings for the fiscal seco...

Palo Alto Networks PANW delivered third-quarter fiscal 2026 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate of 81 cents by 4.9%. The figure improved 6.3% year over year. Palo Alto Networks’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 7.03%.PANW reported third-quarter fiscal 2026 revenues of $3 billion, which topped the Zacks Consensus Estimate of $2.92 billion by 2%. Revenues increased 31% year over year from $2.29 billion in the year-ago quarter. Management attributed the quarter’s strength to accelerating organic bookings momentum as customers turned to the company to secure AI deployments at scale. Product revenues increased to $594 million from $453 million in the year-ago quarter, accounting for 19.8% of total revenues. Subscription and support revenues, which represented 80.2% of total revenues, rose to $2.41 billion from $1.84 billion, reflecting the company’s continued shift toward recurring revenues. Palo Alto Networks, Inc. price-consensus-eps-surprise-chart | Palo Alto Networks, Inc. Quote Remaining performance obligation (RPO) rose to $18.4 billion, up 36% year over year, including contributions from CyberArk and Chronosphere. Next-Generation Security ARR climbed to $8.13 billion, up 60% year over year, supported by platform adoption and growth across the company’s next-generation portfolio. Non-GAAP gross profit grew to $2.27 billion compared to a non-GAAP gross margin at 75.8%. Non-GAAP operating income increased to $814 million, while the non-GAAP operating margin remained strong at 27.1%, reflecting continued profitability strength. As of April 30, 2026, Palo Alto Networks had $3.11 billion in cash and cash equivalents and short-term investments.Cash generation strengthened year over year. Net cash provided by operating activities was $871 million, up from $554 million in the prior quarter. Adjusted free cash flow was $910 million compared with $502 million in the prior quarter, while the trailing 12-month adjusted free cash flow margin was 38.5%, up 430 basis points year over year. For fiscal 2026, Palo Alto Networks now expects revenues in the range of $11.41 billion to $11.42 billion, suggesting year-over-year growth of 24%. The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $11.3 billion.RPO is projected to be in the range of...

Broadcom’s AVGO second-quarter fiscal 2026 results, set to be reported on June 3, are expected to reflect the benefits of expanding AI offerings. AVGO’s Semiconductor segment revenues are anticipated to have benefited from strong demand for custom AI accelerators (XPUs), which are a type of application-specific integrated circuits (ASICs) necessary to train Generative AI models. AI revenues are expected to jump 140% year over year to $10.7 billion, thanks to strong demand for XPUs, revenues from which surged 140% year over year in the fiscal first quarter. AI semiconductor revenues surged 106% year-over-year to $8.4 billion in the previous quarter. A strong clientele that includes Google, Anthropic and Meta Platforms, among others, is expected to have driven top-line growth in the to-be-reported quarter.Broadcom expects semiconductor revenues to jump 76% year over year to $14.8 billion in the second quarter of fiscal 2026. The Zacks Consensus Estimate for Broadcom’s Semiconductor revenues is pegged at $14.8 billion, indicating growth of 76% from the figure reported in the year-ago quarter. Broadcom Inc. revenue-ttm | Broadcom Inc. Quote Click here to learn how AVGO’s overall fiscal second-quarter performance is likely to have been. VMware’s growing traction is expected to have driven the Infrastructure Software segment’s revenue growth in the fiscal second quarter. Broadcom’s focus on shifting VMware products to a subscription-based model and growing adoption of VMware Cloud Foundation, which is anticipated to have aided top-line growth in the to-be-reported quarter.AVGO expects infrastructure software revenue to be approximately $6.7 billion, up 15% year over year. The Zacks Consensus Estimate for Infrastructure Software revenues is pegged at $7.2 billion, indicating 9% year-over-year growth. Although Broadcom has been benefiting from higher sales of XPUs, these lower-margin products are expected to impact the gross margin negatively. AVGO expects the gross margin to be flat sequentially for the second quarter of fiscal 2026. Broadcom expects an adjusted EBITDA margin of 68% in the fiscal second quarter, flat on a sequential basis. AVGO currently has a Zacks Rank #3 (Hold). Advanced Energy Industries AEIS, Avnet AVT and Amphenol APH are some better-ranked stocks in the broader Zacks Computer and Technology sector. All three stocks currently sport a Zacks Ra...

C3.ai, Inc. AI is scheduled to report its fourth-quarter fiscal 2026 (ended April 30, 2026) results on June 3, after the closing bell.In the last reported quarter, the company’s adjusted loss per share of 40 cents was wider than the Zacks Consensus Estimate of a loss per share of 29 cents and widened year over year from an adjusted loss per share of 12 cents. Revenues of $53.26 million missed the consensus mark of $75.82 million by 29.8% and tumbled 46.1% year over year. The reported revenues were also lower than the company’s expected range of $72-$80 million.AI’s earnings surpassed estimates in three of the trailing four quarters, with an average surprise of 1.65%. The Zacks Consensus Estimate for the fiscal fourth quarter indicates a loss per share of 38 cents, which has remained unchanged over the past 60 days. The estimate is wider than the loss per share of 16 cents reported in the year-ago quarter.The consensus estimate for revenues is pegged at $49.8 million, indicating a 54.2% year-over-year decline from $108.7 million.Investors will closely watch whether the enterprise AI software provider can stabilize revenue growth following a disappointing fiscal third quarter that was hurt by weak sales execution in North America and Europe. Management had acknowledged that the fiscal third-quarter results fell well below expectations despite strong demand trends in enterprise AI and government markets. C3.ai, Inc. price-eps-surprise | C3.ai, Inc. Quote RevenuesC3.ai’s fiscal fourth-quarter revenues are likely to have benefited from continued demand for enterprise AI, generative AI and agentic AI solutions across both commercial and government customers. During the fiscal third quarter, the company reported strong momentum in federal, defense and aerospace markets, where bookings increased 134% year over year and represented 55% of total bookings. New and expanded agreements with the U.S. Department of Agriculture, Department of Energy, NATO, the Royal Navy, ExxonMobil and GSK highlighted growing customer adoption.The company also continued signing Initial Production Deployments, which serve as an important pipeline for future subscription contracts. Management noted that customers are increasingly seeking enterprise-wide AI transformations rather than limited pilot projects, creating opportunities for larger deployments.However, revenue growth is likely to ha...