🔹 Revenue: $762M (Est. $739M) 🟢; +25% YoY
🔹 EPS (Non-GAAP): $0.46 (Est. $0.43) 🟢
🔹 Free Cash Flow: $244M; +28%
🔹 $100K+ ARR Customers: ~3,770 (vs. 3,340 YoY) +13%
FY25 (Raised):
🔹 Revenue: $3.215B–$3.235B (Est. $3.19B) 🟢
🔹 EPS (Non-GAAP): $1.67–$1.71 (Prior: $1.65–$1.70 | Est. $1.69) 🟡
Q2 Guidance:
🔹 Revenue: $787M–$791M (Est. $768M) 🟢
🔹 EPS (Non-GAAP): $0.40–$0.42 (Est. $0.40) 🟢
Other Key Q1 Metrics:
🔹 Operating Cash Flow: $272M
🔹 Non-GAAP Operating Margin: 22%
🔹 NG Gross Margin: 80% (vs. 83% YoY)
🔹 FCF Margin: 32% (vs. 31% YoY)
Commentary & Strategic Updates
🔸 CEO: “We’re innovating rapidly to help customers solve mission-critical problems in modern cloud environments.”
🔸 M&A: Acquired Eppo (feature flagging) & Metaplane (data observability)
🔸 Named Leader: Forrester Wave AIOps Platforms Q2 2025
🔸 New DC: Announced first data center in Australia
🔸 DASH Conference: Scheduled June 10–11 in NYC