Executive readout · one minute
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Earnings call · FY2026 Q3
Executive readout · one minute
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Forward guidance
5 guided metrics
Management's latest ranges and targets are included below.
Research coverage
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From the 8-K filed Feb 3, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
Fourth Quarter FY26
|
$410M – $470M | — | |
|
GAAP gross margin
Fourth Quarter FY26
|
51% – 53% | GAAP | |
|
Non-GAAP operating expense
Fourth Quarter FY26
|
$124M – $130M | Non-GAAP | |
|
Combined GAAP R&D and SG&A expenses
Fourth Quarter FY26
|
$147M – $153M | GAAP | |
|
FY26 non-GAAP effective tax rate
FY26
|
16% – 18% | Non-GAAP |
How the reported period landed and where the business moved.
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SEC filing · Item 2.02
Filed Feb 3, 2026 · complete as-filed document
SEC periodic report
Filed Feb 3, 2026 · complete as-filed document