🔹 Q4 Adj. EPS: $0.49 (Est. $0.44) 🟢
🔹 Q4 Revenue: $738M (Est. $714.54M) 🟢; UP +25% YoY
FY25 Guidance:
🔹 Adj. EPS: $1.65–$1.70 (Est. $1.95) 🔴
🔹 Revenue: $3.18–$3.20B (Est. $3.236B) 🟡
🔹 Adj. Operating Margin: ~20.5%
Q1'25 Outlook:
🔹 Revenue: $737M–$741M (Est. $740.29M) 🟡
🔹 Adj. EPS: $0.41–$0.43 (Est. $0.46) 🔴
🔹 Adj. Operating Margin: ~22%
Q4 Segment & Operational Highlights:
Profitability:
🔹 Non-GAAP Operating Margin: 24%
🔹 Free Cash Flow: $241M; Operating Cash Flow: $265M
Customer Metrics:
🔹 462 customers with $1M+ ARR; UP +17% YoY
🔹 3,610 customers with $100K+ ARR; UP +13% YoY
Product & Strategic Updates:
🔸 Announced Kubernetes Active Remediation for advanced issue management.
🔸 Expanded Database Monitoring to support MongoDB, adding to existing support for Postgres, MySQL, SQL Server, and Oracle.
🔸 Launched a modern Cloud SIEM solution, democratizing security practices without requiring dedicated teams.
🔸 Highlighted AI/ML monitoring capabilities at AWS re:Invent, including serverless and containerized environments.
Shareholder Updates:
🔸 Issued $1B of 0% Convertible Senior Notes due 2029.
Management Commentary:
🔸 CEO Olivier Pomel: "We are proud of our strong 2024 execution with 26% revenue growth and exceptional free cash flow. Looking ahead to 2025, we are excited to continue helping customers tackle complex challenges in modern Observability and Cloud Security.