← Back to all earnings calls
Guidance
from the 8-K filed Apr 30, 2026| Metric | Period | Guided | Basis |
|---|---|---|---|
| Total revenue Initiated | Fourth Quarter Fiscal Year 2026 | $1.65B – $1.66B | — |
| Cloud revenue growth year-over-year Initiated | Fourth Quarter Fiscal Year 2026 | 25.5% | — |
| Data Center revenue growth year-over-year Initiated | Fourth Quarter Fiscal Year 2026 | 8.5% | — |
| Marketplace and other revenue growth year-over-year Initiated | Fourth Quarter Fiscal Year 2026 | 6.5% | — |
| Gross margin Initiated | Fourth Quarter Fiscal Year 2026 | 85.5% | GAAP |
| Gross margin Initiated | Fourth Quarter Fiscal Year 2026 | 88% | Non-GAAP |
| Operating margin Initiated | Fourth Quarter Fiscal Year 2026 | 4.5% | GAAP |
| Operating margin Initiated | Fourth Quarter Fiscal Year 2026 | 30.5% | Non-GAAP |
| Total revenue growth year-over-year Initiated | Fiscal Year 2026 | 24% | — |
| Cloud revenue growth year-over-year Initiated | Fiscal Year 2026 | 26.5% | — |
| Data Center revenue growth year-over-year Initiated | Fiscal Year 2026 | 21.5% | — |
| Marketplace and other revenue growth year-over-year Initiated | Fiscal Year 2026 | 6.5% | — |
| Gross margin Initiated | Fiscal Year 2026 | 84.5% | GAAP |
| Gross margin Initiated | Fiscal Year 2026 | 88% | Non-GAAP |
Documents & deck
Item 2.02 release filed 2026-04-30
Open reading view
The quarterly report covering this quarter (filed 2026-05-01)
Open reading view