Executive readout · one minute
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Earnings call · FY2027 Q1
Executive readout · one minute
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Forward guidance
6 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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From the 8-K filed Aug 5, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Combined GAAP R&D and SG&A expenses
Initiated
Q2 FY27
|
$163M – $169M | GAAP | |
|
Non-GAAP operating expense
Initiated
Q2 FY27
|
$140M – $146M | Non-GAAP | |
|
Stock-based compensation expense
Initiated
Q2 FY27
|
$21M | — | |
|
Amortization of acquisition intangibles
Initiated
Q2 FY27
|
$2M | — | |
|
Revenue
September quarter
|
$510M – $570M | — | |
|
GAAP gross margin
September quarter
|
52% – 54% | GAAP |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Aug 5, 2026 · complete as-filed document
SEC periodic report
Filed Aug 5, 2026 · complete as-filed document