SaaS demand still holding strong — but who’s actually outperforming?

Demand for mission-critical software continues to hold.

$RBRK led the quarter with a 10.1% revenue beat. Next: $PLTR (5.7%), $AXON (5.5%), $IOT (5.0%).

Strong performers also include $NET, $DDOG, $MDB, $VEEV, $SNOW, $ZS (4.2% - 2.0% beats).

More modest outperformance: $NOW, $MNDY (1%).

Barely above expectations: $CRWD, $PANW, $S (0.4% - 0.1%).