US Industry Earnings Intelligence

Software - Infrastructure earnings map

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

Forward window12 Aug to 10 Nov 202668 matched companies

Group read

The earnings tape is mixed beneath the calendar load

56% of companies with measured latest results beat estimates, while 64% show positive year-on-year EPS growth. Technology carries the largest forward market-cap exposure.

Forward events69next 90 days
Market-cap exposure$1.3Tmatched companies
Latest beat breadth56%latest measured quarter
Positive EPS growth64%year on year

Forward exposure

Software - Infrastructure reporting load by date

Count and matched market cap

Delivery

Latest result breadth

56%beat breadth

Timing

Session certainty

68%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
ORCLOracle CorporationSoftware - Infrastructure
8 Sep27 days
Event risk34/100Moderate
Market cap$549.2BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth37.3%year on year
Open earnings dossier
PANWPalo Alto Networks IncSoftware - Infrastructure
1 Sep20 days
Event risk27/100Moderate
Market cap$228.5BAfter the close
Beat rate88%up to 8 quarters
EPS growth-31.9%year on year
Open earnings dossier
CRWDCrowdstrike Holdings IncSoftware - Infrastructure
26 Aug14 days
Event risk30/100Moderate
Market cap$186.1BAfter the close
Beat rate75%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SNPSSynopsys IncSoftware - Infrastructure
26 Aug14 days
Event risk28/100Moderate
Market cap$91.1BAfter the close
Beat rate88%up to 8 quarters
EPS growth-64.3%year on year
Open earnings dossier
NTAPNetApp IncSoftware - Infrastructure
26 Aug14 days
Event risk30/100Moderate
Market cap$34.5BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth7.6%year on year
Open earnings dossier
VRSNVeriSign IncSoftware - Infrastructure
22 Oct71 days
Event risk15/100Contained
Market cap$26.9BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth6.3%year on year
Open earnings dossier
MDBMongoDBSoftware - Infrastructure
1 Sep20 days
Event risk39/100Moderate
Market cap$26.3BAfter the close
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
ZSZscaler IncSoftware - Infrastructure
3 Sep22 days
Event risk39/100Moderate
Market cap$22.6BAfter the close
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
IOTSamsara IncSoftware - Infrastructure
3 Sep22 days
Event risk39/100Moderate
Market cap$17.2BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
OKTAOkta IncSoftware - Infrastructure
26 Aug14 days
Event risk32/100Moderate
Market cap$16.2BAfter the close
Beat rate100%up to 8 quarters
EPS growth90.0%year on year
Open earnings dossier
RBRKRubrik, Inc.Software - Infrastructure
27 Aug15 days
Event risk39/100Moderate
Market cap$16.2BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
NTNXNutanix IncSoftware - Infrastructure
26 Aug14 days
Event risk41/100Moderate
Market cap$12.9BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SAILSailPoint, Inc. Common StockSoftware - Infrastructure
8 Sep27 days
Event risk44/100Moderate
Market cap$10.7BTime unconfirmed
Beat rate83%up to 8 quarters
EPS growth-year on year
Open earnings dossier
CORZCore Scientific, Inc. Common StockSoftware - Infrastructure
14 Aug2 days
Event risk60/100Elevated
Market cap$8.5BTime unconfirmed
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier
KLARKlarna Group plcSoftware - Infrastructure
18 Aug6 days
Event risk51/100Elevated
Market cap$6.6BBefore the open
Beat rate67%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SSentinelOne IncSoftware - Infrastructure
27 Aug15 days
Event risk44/100Moderate
Market cap$6.2BTime unconfirmed
Beat rate43%up to 8 quarters
EPS growth-year on year
Open earnings dossier
PATHUipath IncSoftware - Infrastructure
3 Sep22 days
Event risk44/100Moderate
Market cap$6.0BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
BLSHBullishSoftware - Infrastructure
13 Aug1 days
Event risk49/100Elevated
Market cap$5.4BBefore the open
Beat rate25%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Software - Infrastructure upcoming earnings reports

69 shown
Report dateTue 1 Sep 2026
CompanyPICSPicpay Holdings Netherlands N.V. Class A Common Shares
IndustrySoftware - InfrastructureTechnology
Fiscal period30 Jun 2026
EPS estimate0.45 USD

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