🔹 Revenue: $1.39B (Est. $1.38B) 🟡; +26% YoY
🔹 Adj. EPS: $1.10 (Est. $1.07) 🟡
🔹 ARR: $5.51B; +24% YoY
🔹 Net New ARR: $255.8M; +32% YoY
🔸 Stock Split: 4-for-1
FY Guide:
🔹 Revenue: $5.915B-$5.959B (Est. $5.9B) 🟡
🔹 ARR: $6.532B-$6.556B
🔹 Non-GAAP Operating Income: $1.452B-$1.480B
🔹 Adj. EPS: $4.88-$4.96
🔹 Net New ARR Growth: +27.7% at midpoint
Q2 Guide:
🔹 Adj. EPS: $1.16-$1.17 (Est. $1.15) 🟡
🔹 ARR: $5.793B-$5.795B
🔹 Revenue: $1.436B-$1.442B
🔹 Non-GAAP Operating Income: $345.6M-$349.1M
Other Metrics:
🔹 Free Cash Flow: $468.5M
🔹 Subscription Revenue: $1.32B; +26% YoY
🔹 GAAP Subscription Gross Margin: 78%
🔹 Non-GAAP Subscription Gross Margin: 81%
🔹 Module Adoption: 51% for 6+ modules, 35% for 7+ modules, 25% for 8+ modules
🔹 Split Record Date: June 25, 2026
🔹 Split-Adjusted Trading Expected: July 2, 2026
🔹 Cash & Cash Equivalents: $4.55B
Financials:
🔹 Non-GAAP Operating Income: $325.7M
🔹 Non-GAAP Net Income: $283.4M
🔹 Operating Cash Flow: $590.9M
🔹 Free Cash Flow: $468.5M
На начало июля 2026 года запланирован сплит акций в формате 4 за 1.
Дополнительные акции начислят 1 июля, торги начнутся 2 июля 2026 года.
#crwd
🇷🇺 MAX | BiP
