Key Highlights

  • Cloud sales at JFrog (NASDAQ:FROG) rose 60% to USD 101.5 million within a 31% jump in third-quarter Revenue to USD 179.2 million, and shares climbed 22% to 24% after hours.
  • The 2026 adjusted EBITDA band for DraftKings (NASDAQ:DKNG) is USD 175 million to USD 275 million, a lower range that accompanies USD 650 million to USD 700 million of Predictions spending.
  • Atlassian (NASDAQ:TEAM) reported first-quarter sales of USD 1.772 billion, up 24%, yet management sees subscription Recurring Revenue growth slowing to about 18.5% by fiscal year-end.
  • Five9 (NASDAQ:FIVN) reported USD 323.3 million in revenue, up 13%, and signed an agreement to acquire Level AI for USD 325.0 million in cash, while one account put its evening decline near 18%.

DraftKings (NASDAQ:DKNG): Predictions Spending Recasts the Profit Picture

Results for DraftKings (NASDAQ:DKNG) arrived on Thursday, November 5, 2026, covering the third quarter. Top-line figures reached USD 1.329 billion, a 16% climb from USD 1.144 billion, measured against a pre-release estimate close to USD 1.37 billion that only one source reported. Losses widened on both lines: the net shortfall grew to USD 468.7 million, up from USD 256.8 million, and the adjusted EBITDA Deficit reached USD 316.9 million compared with USD 126.5 million before. The Predictions unit is young, and the company buys customer Acquisition through promotions, so 2026 sales from it look negligible while spending hits the books at once. Predictions outlays for 2026 are pegged at USD 650 million to USD 700 million, which keeps the full-year adjusted EBITDA band at USD 175 million to USD 275 million. Without Predictions, core adjusted EBITDA is expected between USD 875 million and USD 925 million, and 2026 revenue between USD 6.35 billion and USD 6.55 billion. The 2027 revenue target is USD 7.35 billion to USD 7.75 billion. Extended-session declines ran from roughly 18% to 24.66% by reading, so the final figure is unsettled. A further USD 175 million to USD 225 million of Predictions outlays is due in the fourth quarter.

Atlassian (NASDAQ:TEAM): Strong Quarter, but Subscription Momentum Eases in the Outlook

Atlassian (NASDAQ:TEAM) closed its fiscal first quarter of 2027 with a release after the bell on November 5, 2026. Sales rose 24% to USD 1.772 billion, beating USD 1.71 billion expected, and adjusted EPS of USD 1.65 cleared a USD 1.43 consensus, against USD 1.04 a year before. Cloud sales surged 31% to USD 1.302 billion, while Data Center, at USD 391 million, slowed to around 5% expansion. Despite the beat, the stock fell roughly 16% to 18% in evening quotes, with the definitive level set in the next regular session. Investors focused on the forward view: subscription ARR stood at USD 6.812 billion, up 22.5%, but the company now sees that pace easing toward 18.5% by the close of the fiscal year. The USD 1.825 billion to USD 1.835 billion second-quarter revenue range sits slightly above the USD 1.82 billion consensus. A full-year growth figure near 13.75% has been cited in summaries, yet it does not reconcile with the first-quarter 24% gain, so treat it as rough. Cash generation reached USD 463 million in free cash flow, and the company spent USD 581 million on share repurchases. No market Capitalization has been verified.

JFrog (NASDAQ:FROG): Cloud Revenue Growing 60% Drives the Advance

On November 5, 2026, JFrog (NASDAQ:FROG) disclosed third-quarter sales of USD 179.2 million, a 31% increase. The cloud line expanded 60% to USD 101.5 million, which equals about 57% of sales (calculated). The Business handles storage, scanning and delivery of software artifacts, and cloud customers pay according to consumption, so heavier code and AI activity lifts income straight away. Evening trading lifted the shares between 21.95% and 24.42%; those two readings come from different moments, so the stated band is 22% to 24%. Retention measured by net dollars went to 124% from 118%, implying existing accounts expanded spending by about a quarter. Non-GAAP operating profit hit USD 40.7 million, a 22.7% margin, while non-GAAP EPS of USD 0.32 sits well above GAAP EPS of USD 0.05, reflecting items such as stock-based compensation. Q4 revenue is pegged at USD 183 million to USD 185 million, and operating profit is forecast below Q3, which points to narrower margins. Consensus for JFrog (NASDAQ:FROG) remains unverified, so how large the beat was is unknown, and after-hours spikes often give back part of their gain.

Five9 (NASDAQ:FIVN): Revenue Growth Slows to 13% Alongside the Level AI Agreement

Five9 (NASDAQ:FIVN) brought in USD 323.3 million of third-quarter revenue on November 5, 2026, a 13% gain versus USD 285.8 million, and subscription sales grew 16%. Per one published piece, the stock dropped close to 18% after the bell and the fourth-quarter outlook was described as weak; no corroborating reading surfaced, so this decline stays a report. Adjusted diluted EPS of USD 0.82 topped USD 0.78, whereas GAAP diluted EPS slipped to USD 0.19 from USD 0.21. Fourth-quarter revenue is guided at USD 328.0 million to USD 334.0 million, roughly 1.5% to 3.3% above the third quarter (calculated), with non-GAAP EPS of USD 0.88 to USD 0.92. A consensus benchmark has not been verified, so whether the guide disappointed is open. A parallel transaction has Five9 buying Level AI for USD 325.0 million in cash; closing is expected in the fourth quarter, and the purchase sits outside the guidance figures. GAAP gross Margin shrank to 53.4% from 55.0%, and Buybacks totaled USD 100.0 million across the first nine months. Management points to integration work and seat-based price pressure as AI handles more agent tasks.

Where Things Stand

JFrog (NASDAQ:FROG) climbed 22% to 24% in evening trading as cloud sales accelerated to 60% and existing customers spent more. The remaining three slipped over outlooks and spending choices, not because they missed on revenue. DraftKings (NASDAQ:DKNG) grew revenue 16% yet reset profit expectations, because Predictions costs are paid up front. Atlassian (NASDAQ:TEAM) cleared estimates, but investors balked at slowing subscription expansion and a second-quarter outlook that barely topped consensus. Five9 (NASDAQ:FIVN) fell, according to one account, after 13% growth and a weak outlook, and that cannot be checked without a verified consensus. Thin evening Volume means quotes can swing widely, and none of this is a projection.