๐น Revenue: $1.14B (Est. $1.09B) ๐ข ; UP +32% YoY
๐น Adj EPS: $0.38 (Est. $0.27) ๐ข
Q3 Guidance:
๐น Product Revenue: $1.125โ1.130B (Est. $1.12B) ๐ข ; UP +25โ26% YoY
๐น Adj Operating Margin: ~9%
FY26 Guidance:
๐น Product Revenue: $4.40B (Est. $4.34B) ๐ข ; UP +27% YoY
๐น Adj Operating Margin: ~9% (prior 8%)
Q2 Segments & Metrics:
๐น Product Revenue: $1.09B; UP +32% YoY
๐น Net Revenue Retention: 125%
๐น Customers >$1M TTM Product Rev: 654; UP +30% YoY
๐น Forbes Global 2000 Customers: 751; UP +5% YoY
๐น RPO: $6.9B; UP +33% YoY
Profitability & Cash Flow:
๐น Product Gross Profit: $833.6M; 76% margin (Non-GAAP)
๐น Non-GAAP Operating Income: $127.6M; 11% margin
๐น Free Cash Flow: $58.2M; 5% margin
๐น Adj Free Cash Flow: $67.8M; 6% margin