| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $4.0B1 | +24.0% | – |
| Net income | $298.0M | -22.6% | $767.0M |
| Op income | $162.0M | – | – |
| EPS (dil.) | $0.29 | -21.6% | – |
| EPS (basic) | $0.29 | -21.6% | – |
| Gross margin | 70.5% | -7.0pp | |
| Op margin | 4.0% | -7.0pp | |
| Net margin | 7.5% | -4.5pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| subscription_revenue | 21% year-to-year growth on a constant currency basis | FY2026 | point | Raised |
| operating_margin | 31.5% | FY2026 | point | Maintained |
| free_cash_flow_margin | 35% | FY2026 | point | Maintained |
| subscription_revenue | 20% year-to-year growth on a constant currency basis | Q3 2026 | point | New |
| CRPO_growth | 20% on a constant currency basis | Q3 2026 | point | New |
| operating_margin | 31% | Q3 2026 | point | New |
| AI_ACV | 1.5 billion ACV by the end of 2026 | end of 2026 | point | New |
| AI_ACV | 1.5 billion | end of 2026 | point | New |
| AI_ACV | 30% of ACV by 2030 | by 2030 | point | New |
| AI_ACV | over a billion | Q2 2026 | point | New |
| customers_with_agentic_AI_in_production | 9x over the last nine months | last nine months | directional | New |
| first_time_AI_buyers | over 45% year over year | year over year | directional | New |
| price_uplifts_for_new_AI_native_SKUs | 20 to 30% | FY2026 | tight_range | New |
| subscription_revenue | 15.75 billion to 15.77 billion | FY2026 | tight_range | Maintained |
| subscription_growth_margin | 81% | FY2026 | point | New |
| subscription_revenue | 3.975 billion to 3.980 billion | Q3 2026 | tight_range | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $3.8B | – |
| Net income | $469.0M | +2.0% |
| Op income | $503.0M | – |
| EPS (dil.) | $0.45 | +2.3% |
| EPS (basic) | $0.45 | +2.3% |
| Gross margin | 75.0% | -4.0pp |
| Op margin | 13.5% | -1.0pp |
| Net margin | 12.4% | -2.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $3.6B | – | – |
| Net income | $401.0M | +4.4% | $1.7B |
| Op income | $443.0M | – | – |
| EPS (dil.) | $0.38 | +2.7% | – |
| EPS (basic) | – | – | – |
| Gross margin | 76.5% | -2.0pp | |
| Op margin | 12.5% | 0.0pp | |
| Net margin | 11.2% | -1.7pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $3.4B | +22.0% | $12.8B |
| Net income | $502.0M | +16.2% | $1.3B |
| Op income | $572.0M | +36.8% | $1.4B |
| EPS (dil.) | $2.40 | +15.9% | $6.43 |
| EPS (basic) | $2.42 | +15.8% | $6.50 |
| Gross margin | 77.5% | -1.5pp | |
| Op margin | 17.0% | +2.0pp | |
| Net margin | 14.7% | -0.7pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $3.2B | +22.5% | $12.8B |
| Net income | $385.0M | +47.0% | $845.0M |
| Op income | $358.0M | +49.2% | $809.0M |
| EPS (dil.) | $1.84 | +46.0% | $4.04 |
| EPS (basic) | $1.86 | +46.5% | $4.08 |
| Gross margin | 77.5% | -1.5pp | |
| Op margin | 11.0% | +2.0pp | |
| Net margin | 12.0% | +2.1pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $3.1B | +18.5% |
| Net income | $460.0M | +32.6% |
| Op income | $451.0M | +35.8% |
| EPS (dil.) | $2.20 | +31.7% |
| EPS (basic) | $2.22 | +31.4% |
| Gross margin | 79.0% | -1.0pp |
| Op margin | 14.5% | +2.0pp |
| Net margin | 14.9% | +1.6pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $3.0B | +21.0% | $11.0B |
| Net income | $384.0M | +30.2% | $1.4B |
| Op income | $374.0M | +38.5% | $1.4B |
| EPS (dil.) | $1.83 | +28.0% | $6.84 |
| EPS (basic) | $1.86 | +29.2% | $6.92 |
| Gross margin | 79.0% | 0.0pp | |
| Op margin | 12.7% | +1.6pp | |
| Net margin | 13.0% | +0.9pp |
| Q3 FY24 | YoY | 9M FY24 | |
|---|---|---|---|
| Revenue | $2.8B | – | – |
| Net income | $432.0M | +78.5% | $1.0B |
| Op income | $418.0M | – | – |
| EPS (dil.) | $2.07 | +76.9% | – |
| EPS (basic) | – | – | – |
| Gross margin | 79.0% | +0.7pp | |
| Op margin | 15.0% | +4.9pp | |
| Net margin | 15.4% | +4.9pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-07-23 | – | 34 | 88 |
| 8-K | 2026-07-22 | Q2 2026 | 11 | 0 |
| 8-K | 2026-05-22 | – | 2 | 0 |
| 8-K | 2026-05-15 | – | 3 | 0 |
| 10-Q | 2026-04-23 | – | 35 | 61 |
| 8-K | 2026-04-22 | Q1 2026 | 10 | 0 |
| DEF 14A | 2026-04-06 | – | 36 | 0 |
| 8-K | 2026-04-01 | – | 1 | 0 |
| 8-K | 2026-02-11 | – | 1 | 0 |
| 10-K | 2026-01-29 | – | 53 | 46 |
Showing the latest 10 of 54 — the full set is in the API.