Software Stocks to Watch: Will Upcoming Results From MDB, SNOW, PATH, and CRWD Extend Last Quarter's Post-Earnings Surge?

Several SaaS software companies are set to report earnings this week. By business type, they include database and data management, customer relationship management (CRM), cybersecurity, and automation & development. Among them, Salesforce has a market cap of over $200 billion, and CrowdStrike exceeds $100 billion. Based on past performance and industry characteristics, Moomoo Insights believes database, automation, and cybersecurity companies will benefit most from the AI wave, while CRM may face AI-driven disruption and more intense competition.

Data management

$Snowflake (SNOW.US)$

Consensus estimates put Snowflake’s revenue this quarter at $1.18 billion, up about 25% year over year. Snowflake’s partnership with Palantir has become a focal point recently. Management says Snowflake’s AI Data Cloud will natively support Palantir’s Foundry and AIP platforms, with the core goal of maximizing data value while ensuring security and compliance. The tie-up is no accident—it signals platform companies “re-forming ranks” in the AI era. AWS, Azure, and Google Cloud have built closed-loop ecosystems—“islands in the cloud”—that form a natural moat. Independent platforms will either be integrated or replaced, or they must build full-stack capabilities. For Snowflake and Palantir, the most pragmatic path is to ally and counterbalance.

$MongoDB (MDB.US)$

The company is a leading document database provider offering a flexible data model and fully managed cloud service, MongoDB Atlas, supporting transactional workloads, real-time search, analytics, and AI applications. It has accelerated its shift to the cloud in recent years, with Atlas accounting for a rising share of revenue. Consensus points to upcoming quarterly revenue of about $593 million, roughly 12% growth year over year. After its last earnings report, the stock jumped 37.96% in a single day, but has traded sideways since.

Cybersecurity

$CrowdStrike (CRWD.US)$

The company offers full-stack security solutions including threat intelligence, identity security, and attack surface reduction. Analysts expect revenue of about $1.22 billion this quarter, up around 20.3% year over year. CrowdStrike is transitioning its sales model to the subscription-based Falcon Flex. Management noted that over 100 customers renewed before their original subscriptions ended, with renewal orders growing at a faster pace, indicating stronger stickiness. Its “next-gen SIEM” business (cloud-based security information and event management) is expanding rapidly; ARR surged 95% year over year last quarter to over $430 million. This quarter will test the continued penetration of its AI-driven threat detection and zero-trust offerings across government and enterprise customers.

CRM and commerce

$Salesforce (CRM.US)$

Its product suite spans Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and a foundational PaaS platform, helping enterprises build a 360-degree customer view. Analysts expect revenue of about $10.3 billion this quarter, up roughly 8.8% year over year. Within its portfolio, Platform & Other is growing faster, helped by its AI strategy, such as Agentforce. The stock has seen a sharp pullback this year, reflecting concerns about slowing growth (from over 30% in 2022 to low single digits now) and intense competition. This report will test its ability to keep expanding subscription revenue in a slower environment.

$DocuSign (DOCU.US)$

Known for e-signatures and contract management, the company is transforming into an “Agreement Cloud” provider. DocuSign supports online signing, identity verification, multi-party collaboration, and full contract lifecycle management. Recently it strengthened integrations with CRM platforms such as Salesforce, aiming to expand from standalone e-signature to end-to-end agreement management. The market expects about 7% revenue growth this quarter. The report will shed light on conversion rates, subscription retention, and traction in Agreement Cloud-related offerings.

Automation and development

$UiPath (PATH.US)$

A leading robotic process automation (RPA) platform, UiPath enables users to build automations with visual drag-and-drop and low-code tools. The market expects about $393 million in revenue this quarter, up roughly 10.8% year over year. The company recently beat expectations, with last quarter’s revenue up 14.4% year over year. UiPath is expanding its “automation-as-a-service” subscription model and continuing to invest in low-code tools and enterprise expansion.

$Samsara (IOT.US)$

A fleet management and IoT platform, Samsara integrates hardware sensors (GPS, cameras, thermometers, etc.) with cloud analytics to deliver operational efficiency and safety solutions for logistics, construction, and transportation. Last quarter, revenue reached $391 million, up 30.4% year over year. Analysts expect about $399 million this quarter, around 24% growth YoY. Management previously raised full-year guidance significantly, reflecting growing demand for IoT tracking and AI analytics. Investors will watch new growth vectors such as equipment monitoring and energy management, as well as the contribution from global sales expansion.

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