Q2'25 Results
🔹 Revenue: $1.23B (Est. $1.19B) 🟢; UP +13% YoY
🔹 Adj. EPS: $1.19 (Est. $1.04) 🟢
🔹 Dollar-Based Net Expansion Rate: 108% (Est. 103.6%) 🟢; UP from 102% YoY
🔹 Active Customer Accounts: 349K (Est. 337,467) 🟢; UP +10% YoY
Q3’25 Guidance
🔹 Revenue: $1.25B–$1.26B (Est. $1.22B) 🟢
🔹 Adj. EPS: $1.01–$1.06 (Est. $1.14) 🔴
🔹 Organic Revenue Growth: +8% to +9%
🔹 Adj. Operating Income: $205M–$215M
FY25 Guidance (Raised)
🔹 Organic Revenue Growth: +9% to +10% (Prior: +7.5% to +8.5%) 🟢
🔹 Adj. Operating Income: $850M–$875M (Est. $865.3M) 🟢
🔹 Free Cash Flow: $875M–$900M (Prior: $850M–$875M; Est. $867M) 🟢