🔹 Revenue: $258.9M (Est. $256.16M) 🟢; +23% YoY
🔹 EPS: $0.07 (Est. $0.05) 🟢
🔹 ARR: $1.06B; +23% YoY
🔹 Customers with ARR ≥ $100K: 1,572; +20% YoY
Guide:
🔹 Q4 Revenue: $271M (Est. $273.5M) 🔴
🔹 FY26 Revenue: $1.001B
🔹 Q4 Non-GAAP GM: 77.5%
🔹 Q4 Non-GAAP Op Margin: 5%
🔹 FY26 Non-GAAP GM: 78.5%
🔹 FY26 Non-GAAP Op Margin: 3%
Profitability & Cash Flow:
🔹 Non-GAAP Gross Margin: 79% (vs 80% YoY)
🔹 Non-GAAP Operating Margin: 7% (vs -5% YoY)
🔹 Non-GAAP Net Income Margin: 10% (vs 0% YoY)
🔹 FCF Margin: 6% (vs -6% YoY)
🔹 Cash & Investments: $873.6M
Other:
🔹 CFO Barbara Larson stepping down mid-Jan; Chief Growth Officer Barry Padgett to act as interim CFO.