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-  Investor Education about Company Earnings, Analyst Estimates and Earnings Calls

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Notable Earnings Week of March 10th

Monday

Oracle (ORCL) Q3 2025 Earnings Estimates and Expectations

Date & Time: March 10, 2025, 4:05 PM (ET)
Projected Revenue: $14.39B | Projected EPS: $1.49
Context/Recent News: Oracle’s cloud services and on-premise software growth remain focal points. The company has been expanding AI and database offerings, potentially boosting higher-margin cloud revenue.
What Investors Will Watch: Any uptick in cloud adoption rates, updates on integration of acquisitions, and guidance on enterprise spending trends amid macroeconomic uncertainties.

Wednesday

Adobe (ADBE) Q1 2025 Earnings Estimates and Expectations

Date & Time: March 12, 2025, 4:05 PM (ET)
Projected Revenue: $5.72B | Projected EPS: $4.94
Context/Recent News: Adobe has been investing in AI-driven features for its Creative Cloud suite, while also integrating new collaborative tools. Competitors in the design and marketing automation space have been launching aggressive pricing plans.
What Investors Will Watch: Subscriber growth, the impact of AI initiatives on revenue, and any traction in the enterprise segment that could drive annualized recurring revenue (ARR).

UiPath (PATH) Q4 2025 Earnings Estimates and Expectations

Date & Time: March 12, 2025, 4:10 PM (ET)
Projected Revenue: $425.45M | Projected EPS: $0.19
Context/Recent News: As a leader in robotic process automation (RPA), UiPath has seen increased demand for workflow automation. However, intensifying competition and macro headwinds may influence sales cycles.
What Investors Will Watch: License revenue growth, large enterprise deal momentum, and cost management strategies aimed at achieving sustainable profitability.

SentinelOne (S) Q4 2025 Earnings Estimates and Expectations

Date & Time: March 12, 2025, 4:15 PM (ET)
Projected Revenue: $222.32M | Projected EPS: -$0.21
Context/Recent News: SentinelOne continues to expand its cybersecurity platform amid heightened global cyber threats. Rising competition from established vendors could pressure market share, but partnerships and new modules have boosted visibility.
What Investors Will Watch: Customer growth in enterprise security, improvements in operational efficiency, and guidance on becoming cash-flow positive in the near term.

Thursday

Ulta Beauty (ULTA) Q4 2024 Earnings Estimates and Expectations

Date & Time: March 13, 2025, 4:05 PM (ET)
Projected Revenue: $3.47B | Projected EPS: $7.13
Context/Recent News: Ulta’s loyalty program and store expansion strategy have kept the retailer buoyant despite shifts in consumer discretionary spending. Partnerships with key beauty brands continue to be a competitive strength.
What Investors Will Watch: Comparable-store sales growth, e-commerce performance, and management commentary on consumer trends and margin pressures amid inflation.

DocuSign (DOCU) Q4 2025 Earnings Estimates and Expectations

Date & Time: March 13, 2025, 4:05 PM (ET)
Projected Revenue: $760.99M | Projected EPS: $0.84
Context/Recent News: DocuSign is expanding beyond e-signatures into broader agreement cloud services. Slowing pandemic-driven demand has raised questions about sustainable growth, but enterprise adoption remains steady.
What Investors Will Watch: Retention rates, new customer sign-ups, and the pace of enterprise product cross-selling, as well as updates on international expansion efforts.