US Industry Earnings Intelligence

Software - Application earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window13 Aug to 11 Nov 202666 matched companies

Group read

The earnings tape is mixed beneath the calendar load

58% of companies with measured latest results beat estimates, while 83% show positive year-on-year EPS growth. Technology carries the largest forward market-cap exposure.

Forward events67next 90 days
Market-cap exposure$996.0Bmatched companies
Latest beat breadth58%latest measured quarter
Positive EPS growth83%year on year

Forward exposure

Software - Application reporting load by date

Count and matched market cap

Delivery

Latest result breadth

58%beat breadth

Timing

Session certainty

67%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
SAPSAP SE ADRSoftware - Application
21 Oct69 days
Event risk21/100Contained
Market cap$205.3BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth19.2%year on year
Open earnings dossier
CRMSalesforce.com IncSoftware - Application
26 Aug13 days
Event risk33/100Moderate
Market cap$145.2BAfter the close
Beat rate88%up to 8 quarters
EPS growth29.3%year on year
Open earnings dossier
NOWServiceNow IncSoftware - Application
28 Oct76 days
Event risk27/100Moderate
Market cap$105.3BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth0.5%year on year
Open earnings dossier
ADBEAdobe Systems IncorporatedSoftware - Application
10 Sep28 days
Event risk20/100Contained
Market cap$96.3BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth5.2%year on year
Open earnings dossier
INTUIntuit IncSoftware - Application
25 Aug12 days
Event risk33/100Moderate
Market cap$90.7BAfter the close
Beat rate100%up to 8 quarters
EPS growth32.2%year on year
Open earnings dossier
SNOWSnowflake Inc.Software - Application
2 Sep20 days
Event risk35/100Moderate
Market cap$60.7BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
ADSKAutodesk IncSoftware - Application
27 Aug14 days
Event risk24/100Contained
Market cap$50.0BAfter the close
Beat rate100%up to 8 quarters
EPS growth44.6%year on year
Open earnings dossier
WDAYWorkday IncSoftware - Application
27 Aug14 days
Event risk23/100Contained
Market cap$36.1BAfter the close
Beat rate100%up to 8 quarters
EPS growth73.9%year on year
Open earnings dossier
PAYXPaychex IncSoftware - Application
29 Sep47 days
Event risk14/100Contained
Market cap$33.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth6.2%year on year
Open earnings dossier
ROPRoper Technologies IncSoftware - Application
22 Oct70 days
Event risk14/100Contained
Market cap$32.3BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth62.7%year on year
Open earnings dossier
ZMZoom Video Communications IncSoftware - Application
25 Aug12 days
Event risk27/100Moderate
Market cap$29.8BAfter the close
Beat rate88%up to 8 quarters
EPS growth97.5%year on year
Open earnings dossier
SSNCSS&C Technologies Holdings IncSoftware - Application
22 Oct70 days
Event risk19/100Contained
Market cap$16.3BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth7.1%year on year
Open earnings dossier
GWREGuidewire Software IncSoftware - Application
3 Sep21 days
Event risk44/100Moderate
Market cap$11.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
DOCUDocuSign IncSoftware - Application
3 Sep21 days
Event risk26/100Moderate
Market cap$10.2BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-71.5%year on year
Open earnings dossier
YMMFull Truck Alliance Co Ltd ADRSoftware - Application
19 Aug6 days
Event risk36/100Moderate
Market cap$9.3BBefore the open
Beat rate75%up to 8 quarters
EPS growth9.6%year on year
Open earnings dossier
TTANServiceTitan, Inc. Class A Common StockSoftware - Application
3 Sep21 days
Event risk44/100Moderate
Market cap$6.9BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
ESTCElastic NVSoftware - Application
27 Aug14 days
Event risk51/100Elevated
Market cap$6.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
DSGXDescartes Systems Group IncSoftware - Application
10 Sep28 days
Event risk24/100Contained
Market cap$6.0BAfter the close
Beat rate13%up to 8 quarters
EPS growth21.5%year on year
Open earnings dossier

Forward company tape

Software - Application upcoming earnings reports

67 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context