Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
14 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 30, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Product Bookings
table
2026
|
$425M – $560M | — | |
|
Annual Recurring Revenue
table
2026
|
$660M – $680M | — | |
|
Total Revenues
table
Initiated
Q3 2026
|
$301M – $307M | — | |
|
Total Revenues
table
2026
|
$1.23B – $1.25B | — | |
|
Product Revenues
table
Initiated
Q3 2026
|
$169M – $172M | — | |
|
Service Revenues
table
Initiated
Q3 2026
|
$132M – $135M | — | |
|
Product Revenues
table
2026
|
$690M – $700M | — | |
|
Service Revenues
table
2026
|
$535M – $545M | — | |
|
Technical Services Revenues
table
2026
|
$267M – $272M | — | |
|
SaaS and Expert Service Revenues
table
2026
|
$268M – $273M | — | |
|
Non-GAAP EBITDA
table
2026
|
$175M – $185M | Non-GAAP | |
|
Non-GAAP EBITDA
table
Initiated
Q3 2026
|
$32M – $37M | Non-GAAP | |
|
Non-GAAP Earnings Per Share
table
Initiated
Q3 2026
|
$0.35 – $0.43 | Non-GAAP | |
|
Non-GAAP Earnings Per Share
table
2026
|
$2.15 – $2.30 | Non-GAAP |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Jul 30, 2026 · complete as-filed document
SEC periodic report
Filed Aug 5, 2026 · complete as-filed document