🔹 Revenue: $512.3M (Est. $501.3M) 🟢; +28% YoY
🔹 Adj. EPS: $0.21 (Est. $0.18) 🟢
🔹 Adj. Net Income: $75.1M (Est. $67.5M) 🟢
Guidance – FY25
🔹 Revenue: $2.1135B–$2.1155B (Est. $2.10B) 🟢
🔹 Adj. EPS: $0.85–$0.86 (Est. $0.80) 🟢
Guidance – Q3'25
🔹 Revenue: $543.5M–$544.5M (Est. $539M) 🟢
🔹 Adj. EPS: $0.23 (Est. $0.21) 🟢
Other Q2 Metrics:
🔹 Gross Margin (Non-GAAP): 76.3% (vs. 79.0% YoY)
🔹 Free Cash Flow: $33.3M; 6% margin
🔹 RPO Growth: +39% YoY; Current RPO Growth: +33% YoY
🔹 Cash & Securities: $3.96B
CEO Commentary
🔸 “We’re innovating faster than ever... Our largest customers are growing investments at the highest levels since 2022.” – CEO Matthew Prince
🔸 “We are firing on all cylinders, with the right technology, strategy, and team to accelerate the next phase of growth.”
