๐น Revenue: $1.21B (Est. $1.19B) ๐ข ; UP +29% YoY
๐น Adj. Diluted EPS: $0.35 (Est. $0.31) ๐ข
๐น Product Revenue: $1.16B (Est. $1.14B) ๐ข ; UP +29% YoY
๐น Net Revenue Retention: 125%
๐น RPO: $7.88B; UP +37% YoY
Guidance:
๐น Q4 Product Revenue: $1.195Bโ$1.200B (Est. $1.19B) ๐ข ; UP +27% YoY
๐น Q4 Adj. Operating Margin: 7%
๐น FY Product Revenue: $4.45B (Est. $4.41B) ๐ข ; UP +28% YoY (prior $4.40B)
๐น FY Adj. Operating Margin: 9%
๐น FY Product Gross Margin (Non GAAP): 75%
๐น FY Adjusted Free Cash Flow Margin: 25%
Other Metrics:
๐น Product Gross Margin (Non GAAP): 76%
๐น Operating Income (Non GAAP): $131.3M; 11% margin
๐น Operating Cash Flow: $137.5M; 11% of revenue
๐น Free Cash Flow: $113.6M; 9% of revenue
๐น Adjusted Free Cash Flow: $136.4M; 11% of revenue
๐น Customers with TTM Product Revenue > $1M: 688; UP +29% YoY
๐น Forbes Global 2000 Customers: 766; UP +4% YoY