โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $1.56B (+20% YoY; +16% organic)
โข GAAP EPS: $1.00 vs. $0.23 YoY
โข Non-GAAP EPS: $1.65 vs. $1.25 YoY (+32%)
โข GAAP Net Income: $161M
โข Non-GAAP Net Income: $267M
โข GAAP Operating Income: $148.6M (+263% YoY)
โข Non-GAAP Operating Income: $325.7M (+39% YoY)
โข Free Cash Flow: $369.6M (+49% YoY)
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 Revenue: $1.595Bโ$1.605B (+17% to +17.5% YoY)
โข Q4 Organic Revenue Growth: +11% to +12%
โข Q4 Non-GAAP EPS: $1.48โ$1.53
โข Q4 Non-GAAP Operating Income: $300Mโ$310M
โข FY26 Revenue Growth: +20% (prior +18% to +18.5%)
โข FY26 Organic Growth: +15% (prior +13% to +13.5%)
โข FY26 Non-GAAP Operating Income: $1.19Bโ$1.20B (prior $1.135Bโ$1.155B)
โข FY26 Free Cash Flow: $1.19Bโ$1.20B (prior $1.135Bโ$1.155B)
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Dollar-Based Net Expansion Rate improved to 114% from 109% YoY
โข GAAP gross profit +20% to $760.5M
โข Non-GAAP gross profit +18% to $767.8M
โข Non-GAAP operating margin reached 21%, up from approximately 18% YoY
โข Operating Cash Flow increased to $389.2M from $263.6M YoY
โข Repurchased $127.2M in shares during Q3; ~$700M authorization remaining
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โConsumer AI has accelerated AI development, and its adoption demands fast, reliable infrastructure built for AI speed.โ โ CEO Khozema Shipchandler