• Revenue: $124.5M (+4.7% YoY)
• ARR: $497M (+3% YoY)
• GAAP Operating Income: $8.1M (6.5% margin)
• Non-GAAP Operating Income: $35.5M (28.5% margin)
• GAAP EPS: $1.69
• Non-GAAP EPS: $0.33
• Cash From Operations: $24.8M
• Free Cash Flow: $20.9M
• Cash & Investments: $547.8M
• Customers >$100K ARR: 867 (+5% YoY)
• DBNRR: 100%
• Guidance:
– Q4 Revenue $122M–$124M
– FY26 Revenue $490M–$492M
– FY26 Non-GAAP EPS $1.11–$1.12
💬 Second consecutive GAAP-profitable quarter; margins remain strong despite slow ARR growth.