Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
9 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 3, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Total Revenues
full-year 2026
|
$4.6B – $4.75B | — | |
|
Gross margin %
table
full-year 2026
|
89% – 90% | GAAP | |
|
SG&A expenses
table
full-year 2026
|
$1.51B – $1.56B | GAAP | |
|
Effective tax rate
table
full-year 2026
|
0% – 10% | GAAP | |
|
R&D expenses
table
full-year 2026
|
$818M – $873M | GAAP | |
|
SG&A expenses
table
full-year 2026
|
$1.33B – $1.37B | Non-GAAP | |
|
Gross margin %
table
full-year 2026
|
90% – 91% | Non-GAAP | |
|
Effective tax rate
table
full-year 2026
|
11.5% – 13.5% | Non-GAAP | |
|
R&D expenses
table
full-year 2026
|
$725M – $775M | Non-GAAP |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Aug 3, 2026 · complete as-filed document
SEC periodic report
Filed Aug 3, 2026 · complete as-filed document