Executive readout · one minute
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Earnings call · FY2026 Q1
Executive readout · one minute
Read the call alongside every captured source. 8-K earnings release, 10-Q stay in one workspace.
Management tone
Confident
Net tone +62 · moderate hedging
Forward guidance
5 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 May 7, 2026.
| Metric | Period | Guided | Basis | Actual |
|---|---|---|---|---|
|
Total revenue
second quarter of 2026
|
$137.5M – $138.5M | — | $138.22M within | |
|
Adjusted EBITDA
second quarter of 2026
|
$39.5M – $40.5M | Non-GAAP | — | |
|
Total ARR
Maintained
full-year 2026
|
$581M – $586M | — | — | |
|
Total revenue
Maintained
full-year 2026
|
$554M – $559M | — | — | |
|
Adjusted EBITDA
Maintained
full-year 2026
|
$167M – $171M | Non-GAAP | — |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed May 7, 2026 · complete as-filed document
SEC periodic report
Filed May 7, 2026 · complete as-filed document