๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $0.91 (Est. $0.85) โ
โข Revenue: $765M (Est. $751.79M) โ
โข Subscription revenue: $750M (+11% YoY)
โข RPO: $4.72B (+16% YoY)
โข Free cash flow: $271M
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q2 Revenue: $790Mโ$794M (Est. $791.35M) ๐ฐ
โข Q2 Adj. EPS: $0.95โ$0.97 (Est. $0.96) ๐ฐ
โข FY27 Revenue: $3.185Bโ$3.205B (Est. $3.19B) ๐ฐ
โข FY27 Adj. EPS: $3.79โ$3.87 (Est. $3.79) ๐ฐ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Strong enterprise demand and improved sales productivity supported results
โข Identity Governance and AI-related security offerings continued gaining traction
โข cRPO growth accelerated to +12% YoY
โข Free cash flow margin remained very strong at 35%
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โAI agents are rapidly becoming a new workforce inside every organization, creating a wave of identities that must be secured and governed alongside human users.โ
โ Todd McKinnon, CEO
