🎁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

    Well, the industry that I am in focus and under my watchlist is AI related 🧠🧠🧠. As we all know, AI stocks have been rallied by a lot thought the year. The recent slightly more significant pullback is creating chance for those who are interesting to enter. 

    Firstly, it will be the recent hot $C3.ai, Inc.(AI)$ Bullish. Honestly, I am quite disappointed with their earnings release and the fact that the company will be profitable slower than expectation. But i am short term bullish for this stock from technical aspect. As shown in the attached image, the crash of the stock today is sending it towards it's near term support around 28 USD. We should expect some rebound from this level in short term. 

    The company provides software that uses enterprise artificial intelligence (AI), or solutions that apply AI and machine learning to digitally solve problems faced by organizations.

    For the similar AI related stock, we got $Palantir Technologies Inc.(PLTR)$ which is opposed with C3, that delivers satisfying quarterly results. The stock seems to be supported quite well at current level and more towards a consolidation phase. I believe it is ready for rebound if the market rebounds in these two days. For other AI related stocks but lower risk than the two mentioned above, you may look into $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Bullish. Although $Semiconductor Bull 3X Shares(SOXL)$  has a lot of technology related companies and AI related, but I am bearish for it due to the recent fierce pullback of the semiconductor stock, the trend doesn't look good at all in short term. How do you think? [Cool] [Cool] [Cool] 

    @TigerStars  @CaptainTiger  @Tiger_comments  @MillionaireTiger  @TigerClub  

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    • ShyonReplying toWayneEvans: 
      I align with your point of view that PLTR is way better and stronger than C3 at this moment.
      2023-09-08
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    • ShyonReplying toJohnMitchell: 
      Yes, most of them start to lock profit and it might take quite some time for the share price to recover.
      2023-09-08
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    • ShyonReplying toJohnMitchell: 
      Might have to wait some time from now!
      2023-09-08
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    View more 5 comments
  • MHh
    ·2023-09-06
    TOP
    $Adobe(ADBE)$is still on my watchlist. Regretted not getting it when it was cheaper. Definitely will be needed with the whole AI hype
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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 @Shyon @aunteenat @HelenJanet @Zarkness @rL @koolgal come comment and win coins [smile] [smile] [smile]
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    • Shyon: 
      Thanks for tag
      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
    $C3.ai, Inc.(AI)$ is the one which bring up the chatgpt. Would be a big positive 🏆
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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
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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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