Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
11 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 Jul 29, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
third quarter of 2026
|
$2.01B – $2.1B | — | |
|
Non-GAAP gross margin
third quarter of 2026
|
79% – 81% | Non-GAAP | |
|
Billings
third quarter of 2026
|
$2.25B – $2.35B | — | |
|
Diluted non-GAAP net income per share
third quarter of 2026
|
$0.83 – $0.87 | Non-GAAP | |
|
Non-GAAP operating margin
third quarter of 2026
|
35% – 37% | Non-GAAP | |
|
Revenue
fiscal year 2026
|
$8.02B – $8.18B | — | |
|
Service revenue
fiscal year 2026
|
$5.18B – $5.22B | — | |
|
Billings
fiscal year 2026
|
$9.35B – $9.55B | — | |
|
Non-GAAP operating margin
fiscal year 2026
|
35% – 37% | Non-GAAP | |
|
Diluted non-GAAP net income per share
fiscal year 2026
|
$3.41 – $3.47 | Non-GAAP | |
|
Non-GAAP gross margin
fiscal year 2026
|
79% – 81% | Non-GAAP |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Jul 29, 2026 · complete as-filed document
SEC periodic report
Filed Jul 30, 2026 · complete as-filed document