🔹 Revenue: $1.433B (Est. $1.40B) 🟢; UP +21% YoY
🔹 EPS: $1.04 (Est. $0.84) 🟢
🔹 Cloud Revenue: $998M; UP +26% YoY
🔹 Operating Margin (Non-GAAP): 23%
🔹 Free Cash Flow: $115M
Guidance:
🔹 Q2 Revenue: $1.535B–$1.543B
🔹 Q2 Margins GM: ~87% Non-GAAP
🔹 FY26 Growth: Total Rev ~+20.8% YoY; Cloud ~+22.5% YoY
Other Metrics
🔹 RPO: ~$3.3B; UP +42% YoY
🔹 Customers >$10K Cloud ARR: 53,017; UP +13% YoY
CEO/CFO
🔸 “AI adoption is accelerating—3.5M+ monthly AI users, up 50% QoQ.”
🔸 “Strong enterprise execution and migrations support durable growth.”