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 5, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
third quarter 2026
|
$1.31B – $1.39B | — | |
|
Gross margin
third quarter 2026
|
46% – 48% | — | |
|
GAAP operating expenses
third quarter 2026
|
$341M – $351M | GAAP | |
|
GAAP net income
third quarter 2026
|
$178M – $224M | GAAP | |
|
Non-GAAP net earnings
third quarter 2026
|
$235M – $279M | Non-GAAP | |
|
Non-GAAP operating expenses
third quarter 2026
|
$275M – $285M | Non-GAAP | |
|
Adjusted EBITDA
third quarter 2026
|
$367M – $423M | — | |
|
GAAP net income per diluted share
third quarter 2026
|
$2.42 – $3.04 | GAAP | |
|
Non-GAAP net earnings per diluted share
third quarter 2026
|
$3.27 – $3.89 | Non-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 6, 2026 · complete as-filed document