🔹 Adj. EPS: $1.14 (Est. $0.96) 🟢; +43 % YoY
🔹 Revenue: $1.17 B (Est. $1.14 B) 🟢; +12 % YoY
🔹 Free Cash Flow: $178.3 M; +1 % YoY
Q2'25 Outlook
🔹 Revenue: $1.180 B – $1.190 B (Est. $1.17 B) 🟢
🔹 Adj. EPS: $0.99 – $1.04 (Est. $1.04) 🟡
🔹 Non-GAAP Income from Ops: $195 M – $205 M
FY25 Guidance (Raised)
🔹 Organic Revenue Growth: 7.5 % – 8.5 % (prior 7 % – 8 %) 🟢
🔹 Non-GAAP Income from Ops: $850 M – $875 M (prior $825 M – $850 M) 🟢
🔹 Free Cash Flow: $850 M – $875 M (prior $825 M – $850 M) 🟢
Operating Metrics
🔹 Active Customer Accounts: 335 K; +7 % YoY
🔹 Dollar-Based Net Expansion Rate: 107 % (vs. 102 % YoY)
🔹 Employees: 5,502
Capital Allocation
🔹 $130.2 M of shares repurchased in Q1 under new $2 B program (expires 2027)
Management Commentary
🔸 CEO Khozema Shipchandler: “Another quarter of accelerating revenue and double-digit growth shows that discipline and focus are paying off. We’ll keep innovating so our customers can deliver amazing real-time experiences to theirs.”