Technology Earnings Report — 2026-08-06 to 2026-09-20

25 most recent Technology earnings

1. Sep 16, 2026, 4:45 PM ET·ALMU·Technology

   Aeluma, Inc. — Fiscal Year 2026 Earnings Summary

   AELUMA INC

   Fiscal 2026 revenue declined to $4.5 million from $4.7 million in the prior year, with Q4 2026 revenue falling to $0.6 million from $1.3 million; full-year net loss widened to $9.2 million ($0.52 per share) from $3.0 million ($0.23 per share) previously. The company strengthened its balance sheet with cash and cash equivalents rising to $56.0 million, driven by $20.1 million in net proceeds from an at-the-market offering and a $44.2 million inflow from financing activities. Strategic focus is shifting toward commercialization and scaling, highlighted by six new government contracts totaling $5.3 million, an LOI for up to $30 million in CHIPS R&D funding, and expanded MOCVD capacity for non-InP platforms. Management anticipates the Data Center IT Semiconductors and Components market will exceed $1.8 trillion by 2030, while noting risks regarding the finalization of CHIPS funding agreements and the company's history of losses.

2. Sep 14, 2026, 9:03 AM ET·IMMR·Technology

   Immersion Corporation — First Quarter Fiscal 2027 Earnings Summary

   IMMERSION CORP

   Total revenues reached $294.4 million for the quarter ended July 31, 2026, up from $292.0 million in the prior year period, driven by growth in Barnes & Noble Education product revenue. GAAP net income turned positive at $4.9 million ($0.17 per diluted share), a significant turnaround from a $0.9 million net loss in the prior year, while Non-GAAP net income was $16.6 million ($0.50 per share). The company announced a quarterly dividend of $0.075 per share, marking the sixteenth consecutive quarterly payment, payable on October 30, 2026. Balance sheet activity included an increase in cash and cash equivalents to $167.0 million and a rise in long-term borrowings to $123.5 million, alongside a reduction in Immersion's ownership stake in Barnes & Noble Education to 32.3%.

3. Sep 11, 2026, 4:15 PM ET·OCC·Technology

   Optical Cable Corporation — Third Quarter Fiscal 2026 Earnings Summary

   OPTICAL CABLE CORP

   Consolidated net sales rose 22.0% to $24.3 million for Q3 fiscal 2026, while net income surged to $1.9 million ($0.21 per share) from $302,000 ($0.04 per share) in the prior year period. Gross profit increased 43.9% to $9.1 million, driving a margin expansion to 37.4% from 31.7% year-over-year, supported by higher volumes and manufacturing operating leverage. Sales order backlog grew to $13.5 million at quarter-end, up from $7.3 million at the end of fiscal 2025, reflecting sustained demand across enterprise, data center, and specialty markets. For the first nine months of fiscal 2026, the company reported $62.9 million in net sales and $2.5 million in net income ($0.28 per share), reversing a $1.5 million net loss from the prior year.

4. Sep 10, 2026, 4:26 PM ET·IBEX·Technology

   IBEX — Fiscal Year 2026 Earnings Summary

   IBEX LTD

   Full-year revenue grew 15.4% YoY to $644.1 million, while full-year net income and diluted EPS rose to $46.3 million and $3.13 respectively, despite a Q4 net income decline to $8.7 million. Fiscal 2027 guidance projects revenue of $700–$715 million (9–11% growth) and adjusted EBITDA of $90–$94 million (9–14% growth), with Q1 2027 revenue expected at $168–$170 million. Strategic momentum is driven by AI initiatives, including nine new Q4 logo wins (two AI Agents) and a partnership with Sierra, contributing to six consecutive quarters of double-digit revenue growth. Capital allocation included $14.4 million in share repurchases for fiscal 2026 and a record full-year free cash flow of $31.2 million, improving the net cash position to $30.9 million.

5. Sep 10, 2026, 4:16 PM ET·ORCL·Technology

   Oracle — Q1 FY27 Earnings Summary

   ORACLE CORP

   Total revenue surged 30% year-over-year to a record $19.3 billion, driven by a 62% jump in cloud revenues to $11.6 billion, while software revenues declined 3% due to cloud migration. Profitability metrics strengthened significantly with GAAP net income up 60% to $4.7 billion and non-GAAP EPS rising 30% to $1.92, supported by record operating cash flow of $23 billion. Q2 FY27 guidance projects total revenue growth of 30–34% and cloud revenue growth of 64–70%, with full-year revenue expected to reach at least $90 billion and non-GAAP EPS at $8.10. Strategic capital deployment included $28.5 billion in capex and $20 billion in ATM equity sales to fund AI infrastructure expansion, resulting in negative free cash flow of $5 billion. The company delivered 850MW of new datacenter capacity and booked over $30 billion in new AI cloud contracts, reflecting strong demand for AI training and inferencing services.

6. Sep 10, 2026, 4:10 PM ET·FEIM·Technology

   Frequency Electronics, Inc. — First Quarter Fiscal Year 2027 Earnings Summary

   FREQUENCY ELECTRONICS INC

   Revenue reached a record $23.5 million, a 70% year-over-year and 52% sequential increase, while operating income surged to $5.2 million from $0.4 million in the prior year period. Backlog hit a record $129 million, up 82% year-over-year, and the company remains debt-free with cash and cash equivalents rising to $61.4 million following a $73 million secondary offering. Management expressed increased confidence in meeting or exceeding the annual revenue target of $150 million or more by the end of Fiscal 2029, citing expectations to be cash-generative on an annual basis going forward. Growth is driven by market leadership in space and defense applications, with significant resources invested in R&D to expand capabilities in commercial satellites, C4ISR, and Electronic Warfare systems.

7. Sep 9, 2026, 4:41 PM ET·LSAK·Technology

   Lesaka Technologies, Inc. — FY2026 Earnings Summary

   LESAKA TECHNOLOGIES INC

   FY2026 Group Revenue rose 1.7% YoY to $721.6 million, while Net Revenue, Adjusted EBITDA, and Adjusted EPS surged 20%, 41%, and 210% respectively, driven by a reversal from a $91.0 million net loss in FY2025 to a $2.8 million net income. The company achieved full-year GAAP profitability for the first time since 2022, with Operating Income turning positive at $12.7 million and Adjusted Earnings per Share reaching $0.39, significantly exceeding prior guidance. FY2027 guidance projects Net Revenue between ZAR 7.0–7.7 billion and Adjusted EBITDA between ZAR 1.45–1.60 billion, incorporating the pending Bank Zero acquisition and excluding unannounced M&A. Segment performance showed strong divergence: Enterprise and Consumer segments grew 62% and 38% in revenue respectively, while the Merchant segment declined 10% due to one-off restructuring costs. Management targets an Adjusted EPS CAGR exceeding 40% over the next three years, citing "real momentum" despite Q1 FY2027 guidance reflecting seasonality and expected restructuring charges.

8. Sep 9, 2026, 4:15 PM ET·RSSS·Technology

   Research Solutions — Fiscal Year 2026 Earnings Summary

   RESEARCH SOLUTIONS INC

   Full-year revenue declined 1.5% to $48.3 million, while net income more than doubled to $2.8 million ($0.09/share) driven by a 10.6% increase in record Adjusted EBITDA to $5.8 million. Platform revenue grew 9.8% to $20.8 million (43% of total), offsetting an 8.7% decline in transaction revenue; total ARR rose 7.8% to $22.5 million, with B2B ARR up 14.1% and AI-related ARR growing 125% sequentially in Q4. Management highlighted a strong cash position and Adjusted EBITDA posture to support continued investment in internal tools and strategic M&A, citing a large pipeline of AI-related revenue opportunities for FY27. The company paid $4.95 million in contingent acquisition consideration for Scite and FIZ, reduced stock-based compensation by 46.1% to $928,516, and repurchased $53,039 of common stock.

9. Sep 9, 2026, 4:13 PM ET·NAVN·Technology

   Navan — Second Quarter Fiscal Year 2027 Earnings Summary

   NAVAN INC

   Total revenue reached $233 million, up 35% year-over-year, while Non-GAAP net income turned positive at $14 million compared to a $8 million loss in the prior year period. The company raised full-year fiscal 2027 guidance to $927–$933 million in revenue (32% YoY growth) and $82–$86 million in non-GAAP operating income, with Q3 revenue guidance set at $253–$255 million. Strategic expansion included the acquisitions of Smartrips to enter the Latin American market and BoomPop to integrate meetings and events, alongside record Sales-Led Growth signed GBV of $4.0 billion over the trailing twelve months. Operational efficiency improved with Free Cash Flow reaching $21.5 million and Non-GAAP operating margins expanding to 7%, supported by AI adoption where 50% of calls now run on proprietary models.

10. Sep 9, 2026, 4:10 PM ET·GLOO·Technology

    Gloo Holdings, Inc. — Second Quarter 2026 Earnings Summary

    GLOO HOLDINGS INC

    Q2 2026 revenue surged 188% year-over-year to $46.6 million, while the net loss narrowed to $21.2 million from $44.1 million in the prior-year period; Adjusted EBITDA improved sequentially by $3.2 million to negative $8.3 million, beating both guidance and consensus. Fiscal 2026 revenue guidance was raised to $200 million, with Q3 2026 revenue guidance set at $55 million (up 69% year-over-year) and management expects to achieve Adjusted EBITDA profitability in Q4 2026. The company completed three strategic acquisitions during the period (Enterprisemarketdesk, remaining Midwestern Interactive stake, and Cedarstone) and now serves over 30 customers with $1 million+ annual contract value, including its first $10 million+ customer. Deferred revenue increased to $18.072 million as of July 31, 2026, while cash and cash equivalents declined to $39.282 million; subsequent to the quarter, the company extended its senior secured loan term to April 2028.

11. Sep 9, 2026, 4:07 PM ET·WLTH·Technology

    Wealthfront — Fiscal Second Quarter 2027 Earnings Summary

    WEALTHFRONT CORP

    Total revenue rose 1% year-over-year to $91.9 million, while GAAP diluted net income and EPS declined 49% and 59% respectively to $17.6 million and $0.10, driven by a 15% drop in Adjusted EBITDA to $38.1 million and a $16.4 million increase in stock-based compensation. Total Platform Assets grew 12% year-over-year to $99.0 billion, surpassing $100 billion in August, with Investment Advisory Assets up 30% to $54.1 billion offset by a 4% decline in Cash Management Assets. The company reported $30 million in open market share repurchases (3.3 million shares) and maintains a debt-free balance sheet with $453.3 million in cash and cash equivalents. Strategic expansion includes Wealthfront Home Lending launches in Texas and California with plans to enter Washington, Florida, Illinois, and Oregon, alongside the launch of Custodial Accounts featuring automated Tax-Gain Harvesting.

12. Sep 9, 2026, 7:12 AM ET·SAIL·Technology

    SailPoint — Fiscal Second Quarter 2027 Earnings Summary

    SAILPOINT INC

    Total ARR grew 25% YoY to $1.231 billion and total revenue rose 17% YoY to $309 million; adjusted operating income increased to $63 million (20% margin) while GAAP operating loss widened to $(59) million. Guidance for Q3 and FY 2027 remains consistent with prior expectations, projecting 24% and 22-23% ARR growth respectively, alongside reiterated FY 2029 targets including $2.1 billion ARR and $800 million in AI-driven ARR. AI-driven ARR exceeded $70 million, representing over 30% of net new ARR, while the company completed the acquisition of Entro Security and launched new AI-focused solutions including the Identity Security solution and Cursor Enterprise connector. Remaining performance obligation (RPO) grew 30% YoY to $1.9 billion, and SaaS customer count increased 16% YoY with ARR per customer rising 17% to over $400,000.

13. Sep 8, 2026, 4:30 PM ET·MIND·Technology

    MIND Technology, Inc. — Fiscal 2027 Second Quarter Earnings Summary

    MIND TECHNOLOGY INC

    Q2 FY2027 revenue declined to $5.6 million from $13.6 million in Q2 FY2026 and $9.7 million in Q1 FY2027, while the company reported a net loss of $1.7 million ($0.19 per share) compared to net income of $1.9 million ($0.24 per share) in the prior year quarter. Operating loss widened to $1.8 million in Q2 FY2027 versus operating income of $14,000 in Q1 FY2027 and $2.7 million in Q2 FY2026, with Adjusted EBITDA turning to a loss of $949,000 from a $3.1 million profit in the same period last year. Management cited macro uncertainty and market softness limiting near-term order flow, though the after-market business remains a durable base contributing 87% of revenue and long-term marine exploration outlooks are viewed as favorable. The company remains debt-free with $15.8 million in cash and indicated a potential strategy to repurchase shares in response to market dislocation, alongside a focus on capital allocation for transformative transactions or product line additions.

14. Sep 8, 2026, 4:07 PM ET·BRZE·Technology

    Braze — Fiscal Second Quarter 2027 Earnings Summary

    BRAZE INC

    Revenue grew 26.2% year-over-year to $227.2 million, while GAAP operating loss narrowed to $18.1 million from $38.8 million and non-GAAP operating income rose to $22.0 million from $6.0 million. Free cash flow increased to $21.7 million from $3.5 million year-over-year, and the company repurchased $50.0 million of common stock during the first half of fiscal 2027. Full-year 2027 revenue guidance is set at $910.0 million to $913.0 million, with non-GAAP operating income guidance of $75.5 million to $76.5 million. Strategic momentum includes a new 3-year strategic collaboration with AWS, expanded AI product adoption, and a customer base growth to 2,789 total customers with 361 large enterprise clients.

15. Sep 8, 2026, 4:06 PM ET·TTAN·Technology

    ServiceTitan — Fiscal Second Quarter 2027 Earnings Summary

    SERVICETITAN INC

    Total revenue grew 21% year-over-year to $292.8 million, driven by a 22% increase in platform revenue to $284.5 million and a 17% rise in gross transaction volume to $26.8 billion. Operational profitability improved with GAAP operating loss narrowing to $27.6 million (from $34.8 million) and non-GAAP income from operations rising to $44.4 million, while non-GAAP free cash flow increased to $50.5 million. Full-year 2027 revenue guidance is set between $1,139 million and $1,144 million, with non-GAAP income from operations projected between $152 million and $154 million. Strategic execution includes exceeding the goal to double Max locations, with management expecting over 700 enrolled locations by fiscal year-end and continued investment in AI to enhance organizational velocity.

16. Sep 4, 2026, 4:30 PM ET·MOVE·Technology

    Corvex, Inc. — Six Months Ended June 30, 2026 Earnings Summary

    CORVEX INC

    Pro forma combined revenue for the six months ended June 30, 2026, reached $4,312,000, while the pro forma combined net loss widened to $26,155,000 ($0.94 per share) compared to a $67,546,000 loss ($2.62 per share) for the full year ended December 31, 2025. Total costs and expenses for the six-month period totaled $32,703,000, driven primarily by $22,128,000 in general and administrative expenses and $3,292,000 in cost of revenue. The merger of Corvex, Inc. and Corvex Legacy Holdings was completed on March 19, 2026, with a total consideration of $581,955,000 allocated to $519,318,000 in goodwill, $5,190,000 in customer relationships, and $10,210,000 in trade names. A $2,501,000 gain was recognized on the disposal of legacy Movano Connected devices and services to satisfy outstanding indebtedness, while pro forma adjustments for the prior year eliminated $19.4 million in losses related to warrant and SAFE liability fair value changes. Preliminary purchase price allocations are subject to change within a 12-month measurement period, and pro forma financials do not include projected operating synergies or cost savings.

17. Sep 3, 2026, 4:23 PM ET·PATH·Technology

    UiPath — Second Quarter Fiscal 2027 Earnings Summary

    UIPATH INC

    Revenue grew 13% year-over-year to $410 million, while GAAP operating income turned profitable at $32 million compared to a $20.2 million loss in the prior year; Non-GAAP operating income rose to $89 million from $62.3 million. Annualized Renewal Run-rate (ARR) increased 12% year-over-year to $1.938 billion with a 109% dollar-based net retention rate, though total deferred revenue declined to $615.3 million from $707.3 million earlier in the fiscal year. Full-year fiscal 2027 revenue guidance is set between $1.789 billion and $1.794 billion, with Non-GAAP operating income expected at approximately $445 million; GAAP operating income guidance remains unavailable due to stock-based compensation variability. Strategic initiatives include the launch of "Maestro Case" and "Maestro Flow" to enhance AI governance and orchestration, alongside $268.5 million in stock repurchases and $149.4 million in net acquisition payments over the six-month period. Leadership restructuring was announced with Hitesh Ramani promoted to CFO and Ashim Gupta focusing exclusively on COO duties, while Kaiser Permanente's Yazdi Bagli joined the Board of Directors.

18. Sep 3, 2026, 4:20 PM ET·EGAN·Technology

    eGain — Fiscal 2026 Earnings Summary

    EGAIN CORP

    Full-year 2026 total revenue reached $91.1 million (up 3% YoY), driven by a 20% YoY increase in AI customer revenue, though Q4 revenue declined 4% to $22.2 million; GAAP net income fell to $8.9 million from $32.3 million in 2025 due to a one-time $29.0 million tax benefit in the prior year, while Non-GAAP net income rose to $13.0 million from $5.7 million. Adjusted EBITDA for fiscal 2026 improved to $13.6 million (15% margin) from $8.6 million (10% margin) in 2025, supported by a 23% operating cash flow margin and a cash balance of $73.3 million; the company repurchased approximately 1.6 million shares totaling $11.5 million during the fiscal year. Management provided full-year 2027 guidance projecting total revenue between $84.5 million and $86.0 million and Non-GAAP net income between $1.0 million and $2.0 million, while noting a projected GAAP net loss of $2.0 million to $3.0 million due to stock-based compensation and a managed decline in the legacy business. Strategic positioning strengthened with AI customer ARR growing 13% YoY to represent 72% of total SaaS ARR, alongside recognition as a Leader in Gartner's inaugural Magic Quadrant for Customer Service Knowledge Management Systems.

19. Sep 3, 2026, 4:19 PM ET·AMBA·Technology

    Ambarella, Inc. — Second Quarter Fiscal Year 2027 Earnings Summary

    AMBARELLA INC

    Q2 FY2027 revenue increased 13.2% year-over-year to $108.1 million, while GAAP net loss narrowed significantly to $6.7 million from $20.0 million in the prior year; non-GAAP net income rose to $8.2 million from $6.4 million. Gross margins contracted slightly across both GAAP (57.7% vs. 58.9%) and non-GAAP (59.3% vs. 60.5%) measures, with GAAP R&D expenses reduced by $9.0 million due to a one-time credit from a terminated development project. Q3 FY2027 revenue guidance is set between $115.0 million and $124.0 million, with non-GAAP gross margin expected between 59.0% and 60.0% and operating expenses between $56.5 million and $59.5 million. Strategic initiatives include the launch of the X7 AI Accelerator, record Edge AI revenue driven by Auto and IoT markets, and the execution of 7-year indirect sales channel agreements with Macnica and CapGemini. Management forecasts growth in the 5-year serviceable market for edge AI and Physical AI, supported by a full-stack platform and an installed base exceeding 50 million AI SoC units.

20. Sep 3, 2026, 7:07 AM ET·CIEN·Technology

    Ciena — Fiscal Third Quarter 2026 Earnings Summary

    CIENA CORP

    Fiscal Q3 2026 revenue reached $1.671 billion, up 37% year-over-year, while GAAP net income per diluted share rose to $1.83 from $0.35 and adjusted EPS increased 215% to $2.11. Management raised full-year 2026 revenue guidance to $6.42 billion (midpoint), reflecting a 35% year-over-year increase, driven by AI-related network investment and expanding supply capacity. The company repurchased $171.7 million of common stock during the quarter and issued $2.875 billion in convertible notes to extinguish a term loan, increasing long-term debt to $3.230 billion. Networking Platforms revenue grew to $1.356 billion (81.1% of total), with Optical Networking specifically rising to $1.191 billion, while Blue Planet Automation Software revenue declined to $23.2 million. Fiscal Q4 2026 revenue is guided at $1.75 billion (±$50 million), with adjusted operating margin targeted at 20% (±50 basis points).

21. Sep 2, 2026, 4:26 PM ET·AVGO·Technology

    Broadcom Inc. — Third Quarter Fiscal Year 2026 Earnings Summary

    BROADCOM INC

    Net revenue surged 86% year-over-year to $29.6 billion, driven by a 127% increase in Semiconductor solutions and 221% growth in AI semiconductor revenue to $16.7 billion. Profitability expanded significantly with GAAP operating income up 171% to $16.0 billion and Non-GAAP diluted EPS rising 96% to $3.32, while free cash flow reached $13.7 billion. Management raised full-year momentum expectations, guiding Q4 fiscal 2026 revenue to approximately $34.8 billion (up 93% year-over-year) with AI semiconductor revenue projected to accelerate to $21.7 billion. The Board approved a quarterly cash dividend of $0.65 per share, payable September 30, 2026, following a $3.1 billion distribution in June.

22. Sep 2, 2026, 4:21 PM ET·MEI·Technology

    Methode Electronics, Inc. — Fiscal 2027 First Quarter Earnings Summary

    METHODE ELECTRONICS INC

    Net sales increased 10.4% year-over-year to $265.4 million, while net loss widened to $11.4 million ($0.32/share) from $10.3 million ($0.29/share) in the prior-year period, driven by higher selling and administrative expenses and one-time divestiture costs. The company affirmed full-year fiscal 2027 guidance for net sales of $1,025–$1,075 million and Adjusted EBITDA of $72–$82 million, despite a decline in quarterly Adjusted EBITDA to $13.7 million (5.2% of sales) and a shift to $10.9 million in free cash flow outflow. Industrial segment sales surged 27.0% to $156.8 million, offsetting a 0.4% decline in Automotive sales and a significant drop in Interface sales due to the dataMate divestiture; the company also secured $75 million in new non-data center awards. Strategic updates include a subsequent amendment to the revolving credit facility reducing the limit to $375 million and extending maturities to October 2028, alongside a reduction in the quarterly cash dividend to $0.05 per share from $0.07.

23. Sep 2, 2026, 4:10 PM ET·AI·Technology

    C3 AI — Fiscal First Quarter 2027 Earnings Summary

    C3AI INC

    Total revenue declined 25% year-over-year to $52.4 million, driven by a drop in professional services to $3.2 million from $10.0 million, while subscription revenue remained stable at $49.2 million (94% of total). GAAP net loss narrowed to $92.8 million ($0.60/share) from $116.8 million ($0.86/share) in the prior year, with non-GAAP operating loss improving 33% quarter-over-quarter to $36.2 million. Guidance for Q2 Fiscal 2027 revenue is set at $51.0–$55.0 million, and full-year revenue is projected at $210.0–$240.0 million, with management stating the turnaround plan is on track. Deferred revenue increased to $53.7 million from $36.4 million, and free cash flow was positive at $2.1 million, supported by $72.8 million in proceeds from stock option exercises. The company closed 22 new agreements including major federal and enterprise clients, while management cited successful restructuring, expense control, and a return to disciplined operations as key drivers.

24. Sep 2, 2026, 4:10 PM ET·NTSK·Technology

    Netskope — Second Quarter Fiscal 2027 Earnings Summary

    NETSKOPE INC

    Q2 fiscal 2027 revenue grew 29% year-over-year to $220.5 million, with Annual Recurring Revenue (ARR) increasing 27% to $899 million; Non-GAAP operating loss narrowed to $(19.3) million (9% margin) from $(34.0) million (20% margin) in the prior year period. Full-year fiscal 2027 revenue guidance is set at $888 million to $892 million, with Non-GAAP operating margin guidance of approximately (9)% and free cash flow margin guidance of approximately 2%. The company launched the Netskope One DataSec Command Center and Advanced NewEdge AI Fast Path to optimize AI workflows, while reporting early traction in AI Security solutions and joining NVIDIA's Open Secure AI Alliance. Netskope was named a Leader in the Gartner Magic Quadrant for SASE Platforms for the third consecutive year and for Security Service Edge for the fifth consecutive year, with over 30% of the Fortune 100 as customers. Management reported that results exceeded guidance across every metric, citing organic innovation and durable demand, while maintaining a cash, cash equivalents, and marketable securities balance of $1.1 billion.

25. Sep 2, 2026, 4:08 PM ET·SNOW·Technology

    Snowflake — Second Quarter Fiscal 2027 Earnings Summary

    SNOWFLAKE INC

    Total revenue reached $1.55 billion (35% YoY growth), with product revenue up 37% YoY to $1.49 billion, while GAAP operating loss narrowed to $263.0 million and Non-GAAP operating income rose to $237.0 million (15.3% margin). Full-year fiscal 2027 product revenue guidance increased to $6.07 billion (36% YoY growth) and Non-GAAP operating margin guidance raised to 14.5%, driven by accelerating AI adoption and a 126% net revenue retention rate. Strategic momentum highlighted by CoCo surpassing 9,100 accounts and the addition of 692 net new customers, including enterprise wins such as 1Password and Indeed, alongside the launch of Cortex Sense and Natoma integration. Free cash flow generated was $83.8 million (5.4% of revenue), with remaining performance obligations (RPO) growing 30% YoY to $9.00 billion, signaling strong future revenue visibility.