🎁Application Software Q2 Winners by Revenue, EPS &YTD 2023

Tiger_Earnings
2023-09-06

🎁Industrial Special of Q2 2023🎁

In the year of 2023, Technology sectors top the return among 11 sectors of $S&P 500(.SPX)$, mostly drive by the semiconductors and Interactive and Media services industry. Due to the mega trend of AI wave, many experts have give predict that the Tech stocks will continue to perform better in the rest of 2023 or further.

In this post, we will first cover winners (with market cap over $1B)of the Application software industries. Hope the data in this article helping you understand more about the field of healthcare service and technology companies.

1. Q2 2023 Revenue TOP 10:

Revenue mainly refers to the income obtained by an enterprise within a certain period of time, but does not include costs, fees, and taxes.

From the growth rate of revenue, it is often possible to observe the growth cycle of a company, and even observe the decline of the company.

Ticker

Revenue T12M ($)

Market Cap ($)

Current Price

P/E

EPS T12M ($)

Total Return YTD %

1

$Microsoft(MSFT)$

211915001856

2478197702656

333.55

34.07

9.71

40.03

2

$Oracle(ORCL)$

49955000320

336513826816

123.98

38.31

3.16

53.42

3

$Salesforce.com(CRM)$

33071000064

212785364992

218.69

65.73

1.61

64.94

4

$Adobe(ADBE)$

18429000192

257472299008

564.88

52.96

10.5

67.85

5

$Intuit(INTU)$

14367999744

154305265664

550.58

64.87

8.5

42.23

6

$VMware(VMW)$

13609999872

70707331072

163.91

50.07

3.34

33.52

7

$ServiceNow(NOW)$

8017000192

121820643328

597.16

227.61

6.99

53.8

8

$Palo Alto Networks(PANW)$

6892699904

75627282432

245.07

187.23

1.44

75.63

9

$Workday(WDAY)$

6716440960

64769019904

247.21

/

-0.48

47.74

10

$Concentrix Corp(CNXC)$

6471430016

4122737664

79.2

10.01

7.31

-40.04

Data source from Bloomberg, Price as of 5th Sept, 2023

2. Q2 2023 EPS TOP 10

EPS is equal to the net profit at the end of the period divided by the net number of shares at the end of the period. The ranking of U.S. stock returns can distinguish blue-chip stocks and junk stocks. You can also choose leading stocks by comparing the company's EPS, or observing the company's growth with EPS in different periods.

Ticker

EPS T12M $

Market Cap ($)

Current Price($)

P/E

Total Return YTD (%)

Revenue T12M ($)

1

$Roper(ROP)$

27.34

52650090496

493.39

43.68

14.71%

5782099968

2

$MicroStrategy(MSTR)$

16.33

4919323648

349.25

15.2

146.7%

500229000

3

$Adobe(ADBE)$

10.5

257472299008

564.88

52.96

67.85%

18429000192

4

$Microsoft(MSFT)$

9.71

2478197702656

333.55

34.07

40.03%

211915001856

5

$Intuit(INTU)$

8.5

154305265664

550.58

64.87

42.23%

14367999744

6

$Concentrix Corp(CNXC)$

7.31

4122737664

79.2

10.01

-40.04%

6471430016

7

$ServiceNow(NOW)$

6.99

121820643328

597.16

227.61

53.8%

8017000192

8

$Synopsys(SNPS)$

6.78

71000326144

466.85

64.68

46.22%

5527783040

9

$Ansys(ANSS)$

6.02

27552694272

317.46

52.25

31.4%

2172672032

10

$Paycom(PAYC)$

5.45

17784569856

294.12

53.3

-4.97%

1557551008

Data source from Bloomberg, Price as of 5th Sept, 2023

3. The TOP 10 by Market cap：

Ticker

Market Cap ($)

Current Price ($)

P/E

Total Return YTD (%)

1

$Microsoft(MSFT)$

2.48 T

333.55

34.07

40.03%

2

$Oracle(ORCL)$

336.6B

123.98

38.31

53.42%

3

$Adobe(ADBE)$

257.5B

564.88

52.96

67.85%

4

$Salesforce.com(CRM)$

212.8B

218.69

65.73

64.94%

5

$Intuit(INTU)$

15.43052657

550.58

64.87

42.23%

6

$ServiceNow(NOW)$

121820643328

597.16

227.61

53.8%

7

$Palo Alto Networks(PANW)$

75627282432

245.07

187.23

75.63%

8

$Synopsys(SNPS)$

71000326144

466.85

64.68

46.22%

9

$VMware(VMW)$

70707331072

163.91

50.07

33.52%

10

$Cadence Design(CDNS)$

66727161856

245.51

71.04

52.83%

Data source from Bloomberg, Price as of 5th Sept, 2023

4. Top 10 YTD 2023 TOP 10:

Ticker

Total Return YTD (%)

Market Cap ($)

Current Price($)

Revenue T12M ($)

EPS T12M ($)

1

$IONQ Inc.(IONQ)$

449.86

3843234048

18.97

11131000

-0.25

2

$Fastly, Inc.(FSLY)$

193.16

3102092032

24.01

468220000

-1.34

3

$C3.ai, Inc.(AI)$

180.88

3707504640

31.43

266795000

-2.45

4

$Samsara, Inc.(IOT)$

156.07

16823153664

31.83

652545024

-0.48

5

$MicroStrategy(MSTR)$

146.7

4919323648

349.25

500229000

16.33

6

$Palantir Technologies Inc.(PLTR)$

136.92

32729264128

15.21

2045006976

-0.03

7

$Duolingo, Inc.(DUOL)$

116.42

6394273280

153.94

369495008

-1.51

8

$ACV Auctions Inc.(ACVA)$

105.85

2716806144

16.9

447235000

-0.52

9

$MongoDB Inc.(MDB)$

100.23

28119052288

394.13

1487004000

-3.46

10

$Sprinklr, Inc.(CXM)$

93.39

4228609280

15.8

646575024

-0.1

Data source from Bloomberg, Price as of 5th Sept, 2023

5. Reply & Forward to Win Prizes

Which of the above companies is on your Watch-list?

Please comment on the reasons for the change of any data on any company.

Rewards:

  • Each valid review for any company can receive 5 Tiger Coins

  • Whoever Forward and this article s to the tiger community will get 5 Tiger Coins

  • Top 5 Comments with Most Likes will get an extra 10 Tiger Coins

  • Whom forwarded this post to own personal social media channels + screenshots back, can get 20 Tiger Coins

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Comment（57）

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  • Kok
    ·2023-09-07
    TOP
    $Microsoft(MSFT)$ is on my watchlist and I own them too. The tech giant has a clear competitive advantage in the industry and it doesn't look like it will surrender its position and lead anytime soon. Growth and earnings are still strong so I expect their stock price to keep going up.
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  • Aqa
    ·2023-09-06
    TOP
    $MicroStrategy(MSTR)$ is for bitcoins, cool. $Microsoft(MSFT)$ is always on my watch list. It has many mileage to go. It is our future forward. Thanks for tag @Universe宇宙 @icycrystal @melson @Shyon @SPOT_ON @Mrzorro @GoodLife99 @Kok
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    • Shyon: 
      Thanks for tag
      2023-09-07
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    • Universe宇宙: 
      Pump it up, dump it later? [Thinking] [OMG] [Chuckle]
      2023-09-07
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  • Shyon
    ·2023-09-07
    TOP

    嗯，我关注的行业和我的观察名单下的行业是人工智能相关的。众所周知，人工智能股票今年上涨了很多。最近稍微更显著的回调为那些有兴趣进入的人创造了机会。

    首先，这将是最近的热点$C3.ai, Inc.(AI)$ 看涨。老实说，我对他们的收益发布以及公司盈利速度将低于预期的事实感到非常失望。但从技术角度来看，我短期看好这只股票。如附图所示，该股今天的暴跌将其推向28美元左右的近期支撑位。我们预计短期内会从这一水平反弹。

    该公司提供使用企业人工智能（AI）的软件，或应用人工智能和机器学习以数字化方式解决组织面临的问题的解决方案。

    对于类似的人工智能相关股票，我们得到了$Palantir Technologies Inc.(PLTR)$ 这与C3相反，后者提供了令人满意的季度业绩。该股似乎在当前水平得到了很好的支撑，并更接近盘整阶段。如果这两天市场反弹，我相信它已经准备好反弹了。至于其他与人工智能有关但风险较上述两只股票低的股票，你可以看看$微软(MSFT)$ $Meta Platforms(META)$ 看涨。虽然$三倍做多半导体ETF-Direxion Daily(SOXL)$ 有很多与技术相关的公司和人工智能相关的公司，但由于最近半导体股票的激烈回调，我对它持悲观态度，短期内趋势看起来一点也不好。你怎么想的？[酷][酷][酷]

    @TigerStars @CaptainTiger @Tiger_comments @MillionaireTiger @TigerClub

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    • ShyonReplying toWayneEvans: 
      我同意你的观点，PLTR现在比C3更好更强。
      2023-09-08
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    • ShyonReplying toJohnMitchell: 
      是的，他们中的大多数开始锁定利润，股价可能需要相当长的时间才能恢复。
      2023-09-08
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    • ShyonReplying toJohnMitchell: 
      可能要等一段时间了！
      2023-09-08
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    View more 5 comments
  • MHh
    ·2023-09-06
    TOP
    $Adobe(ADBE)$仍在我的监视名单上。后悔便宜的时候没买到。肯定会需要整个人工智能炒作
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  • Universe宇宙
    ·2023-09-06
    TOP
    Any tigers for MicroStrategy? [Cool]

    @Bons @icycrystal @Aqa @rL @melson @LMSunshine

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  • icycrystal
    ·2023-09-07
    TOP
    $Adobe(ADBE)$ is on my watchlist. people have been using PDF to send via email and the file does not take up a lot of space in the computer. it has some awesome features too. it's the go-to format when sending files. so I see there's a market and that it will be here to stay for a very long time [smile] [smile] [smile]
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  • LiverpoolRed
    ·2023-09-06
    TOP
    $Microsoft(MSFT)$ is the company on my watch-list. The reason is that every Laptops or desktop PCs need to have Microsoft OS to function it.
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  • StickyRice
    ·2023-09-08
    TOP
    $Microsoft(MSFT)$


    Microsoft has shown consistent growth in its AI-related endeavors in 2023, particularly in its Server Products and Office Products segments. The partnership with OpenAI has allowed Microsoft to integrate GPT-4 models into most of its products and services, giving it a competitive edge. Microsoft's AI Co-Pilot initiatives could potentially add 23% to run-rate EBITDA. The adoption of Co-Pilot in Microsoft Office products could result in an additional $31 billion in run-rate revenue. Azure is well positioned to capture share in the enterprise software, IT services, and communication services markets.
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  • LMSunshine
    ·2023-09-06

    🐯🐯🐯 Come share your thoughts for 🐯🪙 $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$ and $Salesforce.com(CRM)$ are on my watch-list, thanks loads @Tiger_Earnings ❣️

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    • icycrystal: 
      thanks for sharing
      2023-09-09
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  • icycrystal
    ·2023-09-07
    @xXxZealandxXx @Aqa @希恩 @aunteenat @海伦珍妮特 @Zarkness @rL @库尔加尔来评论并赢得硬币[微笑][微笑][微笑]
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    • Shyon: 
      谢谢你标签
      2023-09-07
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  • GoodLife99
    ·2023-09-07
    $Microsoft(MSFT)$ MS Teams help us to get the wheel spinning without meeting each other face to face during the pandemic! & it's powerful software till date for me so far!
    In the office, who's not using it?

    $Adobe(ADBE)$ ? a designer will not able to survive without having it or even you are not a designer you may know what I'm talking about!

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  • Zarkness
    ·2023-09-07
    $Microsoft(MSFT)$ will be a no brainer , good reputation, on most laptop and monopoly businesses. @koolgal @LMSunshine @Tigress02 @GoodLife99 @airui @MojoStellar @melson @b1uesky come join in to give ur views and win coins
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  • Bons
    ·2023-09-07
    screenshot back for coins
    it's just for coins @Viv22 @LMSunshine @KYHBKO @Tigress02 @Universe宇宙 @koolgal @kungpao @wine18 @cindyft @Xian789
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  • Bons
    ·2023-09-07
    it's just for coins @Viv22 @LMSunshine @KYHBKO @Tigress02 @Universe宇宙 @koolgal @kungpao @wine18 @cindyft @Xian789
    Reply
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  • GoodLife99
    ·2023-09-07
    hey Tigersss!

    come check this out for the Apple Software Q2 Winners by Revenue, EPS & YTD 2023!

    Comment & repost to Tiger community for Coinsss!

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  • Shyon
    ·2023-09-07
    Without doubt, $Microsoft(MSFT)$ is under my watchlist for being a stable and profitable company all over the time! Just shared the article to personal social media and hope more friends come and join the comments! Gogogo. Microsoft also doing well so far in the recent hot AI race.
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  • Success88
    ·2023-09-06
    $C3.ai, Inc.(AI)$是调出聊天记录的那个。将是一个巨大的积极的🏆
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  • Alubin
    ·2023-09-07
    $Microsoft(MSFT)$ is on my watchlist. Always on the lookout for good price to pick up stable good growth stocks.
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  • airui
    ·2023-09-07
    only mongoDB, i dun monitor small caps
    Reply
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  • TTrade
    ·2023-09-06
    $Microsoft(MSFT)$ for the corporate and $Palo Alto Networks(PANW)$ for network security
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