Enterprise Software
nCino
30-Second Executive Brief
Executive Assessment
nCino functions as an emerging institution within Enterprise Software, backed by 55% sourcing coverage, with accelerating strategic relevance.
- Maintains 2 mapped relationships across the graph
- 55% sourcing coverage across sourced relationships
- Tracked as emerging institution within the Enterprise Software category
Executive Snapshot
- Strategic Role
- Emerging Institution
- Sourcing Coverage
- 55%
- Ecosystem Influence
- Regional
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 3
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
A cloud banking software platform providing loan origination and account opening technology for financial institutions. Q1 FY2027 (ended April 30, 2026) revenue reached $159.4 million, up 11% year-over-year, with subscription revenue of $140.9 million, up 12%. Company has since reported an AI-driven Q2 FY2027 beat with raised guidance, and coverage frames the stock as potentially undervalued given AI innovation and global expansion momentum.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing
- nCino corporate site — nCino corporate overviewcompany
- SEC EDGAR 8-K filing — nCino Q1 FY2027 revenue grows 11% to $159.4Mgovernment
- AInvest — nCino's Q2 FY2026 AI-driven beat and strategic momentumnews
- nCino Q1 FY2027 earnings release — nCino guides Q2 FY2027 revenue to $157.75-159.75M following 11% Q1 growthmarket-data
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding nCino — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Guiding Q2 FY2027 revenue to a midpoint slightly below analyst consensus, right after an 11% growth quarter, suggests nCino is being deliberately conservative rather than signaling a slowdown -- but it's worth watching whether the actual print beats or merely meets this cautious bar
33% confidenceThe Q2 FY2027 guidance midpoint ($158.75M) sitting just under the ~$162M consensus is a small gap, plausibly standard sandbagging rather than a genuine deceleration signal, but combined with nCino's history of bank-IT-budget-cycle sensitivity, it's a data point worth checking against the actual Q2 print once reported.
This is InsightNodes' own interpretive read comparing nCino's guidance to analyst consensus; nCino's own guidance commentary does not characterize the gap as conservative positioning.
nCino Q1 FY2027 earnings release · Jun 1, 2026
nCino's Timeline
A sourced, dated history of nCino's key moments — founding to present.
Jun 2026 · Q1 FY2027 revenue up 11% to $159.4M; guides Q2 FY2027 to $157.75-159.75M
nCino reported Q1 fiscal-year 2027 (ended April 30, 2026) revenue of $159.4 million, up 11% year-over-year, with subscription revenue up 12% to $140.9 million, and guided Q2 FY2027 total revenue to $157.75-159.75 million and full-year FY2027 revenue to $642-646 million.