Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call highlights strong financial performance with a 16% revenue growth, exceeding guidance on operating margin and EPS. The Q&A reflects confidence in ARR acceleration and robust deal pipelines. Despite some vague responses, the strategic focus on AI and security, along with high retention rates, suggests positive sentiment. The absence of specific fiscal '27 guidance is a minor concern, but overall, the positive financial metrics and strategic initiatives outweigh it, indicating a likely positive stock price movement.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.