🔹 Revenue: $391.5M (Est. $372.22M) 🟢; UP +30% YoY
🔹 EPS: $0.12 (Est. $0.07) 🟢; UP +140% YoY
🔹 ARR: $1.64B; UP +30% YoY
🔹 Customers >$100K ARR: 2,771 (vs. 2,120 LY); ARR +35% YoY
🔹 Customers >$1M ARR: >20% of ARR
FY26 Guidance:
🔹 Revenue: $1.57B–$1.58B (Est. $1.55B) 🟢; UP +26% YoY
🔹 EPS: $0.45–$0.47 (Est. $0.41) 🟢
Q3 Guidance
🔹 Revenue: $398M–$400M (Est. $388M) 🟢; UP +24% YoY
🔹 EPS: $0.11–$0.12 (Est. $0.10) 🟢
CEO Commentary:
🔸 “We ended Q2 with $1.6B in ARR, a 30% increase year-over-year.”
🔸 “The rise of the AI-driven economy is amplifying demand for our platform.”
🔸 “We are innovating at an unprecedented pace to deliver even greater impact for customers.”