The company reported strong financial metrics, including a 32% increase in EPS and 11% revenue growth in H1 FY 2026, driven by cybersecurity and service assurance. Margins improved, with a gross profit margin of 81.4% and operating margin of 26.5%. The Q&A highlighted new product developments and strong customer engagement, particularly in AI and DDoS protection. Despite potential risks from government shutdowns and tariffs, the overall sentiment is positive, supported by strategic growth and strong market positioning. With a market cap of $1.3 billion, the stock is likely to react positively, in the 2% to 8% range.