🔹 Revenue: $1.21B (Est. $1.19B) 🟢 ; UP +29% YoY
🔹 Adj. Diluted EPS: $0.35 (Est. $0.31) 🟢
🔹 Product Revenue: $1.16B (Est. $1.14B) 🟢 ; UP +29% YoY
🔹 Net Revenue Retention: 125%
🔹 RPO: $7.88B; UP +37% YoY
Guidance:
🔹 Q4 Product Revenue: $1.195B–$1.200B (Est. $1.19B) 🟢 ; UP +27% YoY
🔹 Q4 Adj. Operating Margin: 7%
🔹 FY Product Revenue: $4.45B (Est. $4.41B) 🟢 ; UP +28% YoY (prior $4.40B)
🔹 FY Adj. Operating Margin: 9%
🔹 FY Product Gross Margin (Non GAAP): 75%
🔹 FY Adjusted Free Cash Flow Margin: 25%
Other Metrics:
🔹 Product Gross Margin (Non GAAP): 76%
🔹 Operating Income (Non GAAP): $131.3M; 11% margin
🔹 Operating Cash Flow: $137.5M; 11% of revenue
🔹 Free Cash Flow: $113.6M; 9% of revenue
🔹 Adjusted Free Cash Flow: $136.4M; 11% of revenue
🔹 Customers with TTM Product Revenue > $1M: 688; UP +29% YoY
🔹 Forbes Global 2000 Customers: 766; UP +4% YoY