Technology Earnings Report — 2026-07-16 to 2026-08-30

25 most recent Technology earnings

1. Aug 27, 2026, 5:19 PM ET·KOSS·Technology

   Koss Corporation — Fourth Quarter and Full Year 2026 Earnings Summary

   KOSS CORP

   Q4 2026 net sales rose 5.8% to $3.26 million, with net income turning to $476,801 from a $232,696 loss in the prior year quarter; full-year 2026 net sales increased 3.1% to $13.02 million while the net loss narrowed to $391,464 from $874,831. Gross margin expanded to 41.9% for the full year from 37.8% in 2025, driven by $1.0 million in tariff refunds received in Q4 and a favorable customer mix favoring higher-margin direct-to-consumer sales. Direct-to-consumer sales surged 36.2% year-over-year in Q4, led by the Porta Pro family, while domestic distributor sales grew approximately 12%, contrasting with declines in European markets due to distributor inventory adjustments. The company outlined a five-year "diversification by acquisition" strategy aimed at creating predictable, recurring revenue streams, though it noted forward-looking risks including trade policy changes and geopolitical instability.

2. Aug 27, 2026, 4:08 PM ET·S·Technology

   SentinelOne — Second Quarter Fiscal Year 2027 Earnings Summary

   SENTINELONE INC

   Total revenue grew 21% year-over-year to $292 million, while Annualized Recurring Revenue (ARR) increased 22% year-over-year to $1.218 billion. The company raised full-year fiscal 2027 guidance for revenue to $1.202–$1.207 billion, non-GAAP operating income to $124–$128 million, and non-GAAP diluted EPS to $0.30–$0.32. Non-GAAP operating margin improved to 10% from 2% in the prior year period, and Non-GAAP net income margin reached 10% compared to 5%, though GAAP gross margin declined to 72% from 75%. Management highlighted strong execution on the AI-native Singularity platform, citing "record profitability" and positioning the company to lead in AI cybersecurity amidst intense competition. Cash, cash equivalents, and investments totaled $813 million as of July 31, 2026, with free cash flow for the first six months of the fiscal year at $17.5 million.

3. Aug 27, 2026, 4:07 PM ET·ESTC·Technology

   Elastic — First Quarter Fiscal 2027 Earnings Summary

   ELASTIC NV

   Total revenue reached $478 million, up 15% year-over-year, while GAAP operating loss narrowed to $24 million (-5% margin) and non-GAAP operating income rose to $77 million (16.2% margin). Strong demand signals are evident with cRPO growing 21% YoY to $1.153 billion, RPO up 27% to $1.854 billion, and the >$100,000 ACV customer base expanding to over 1,800. Management provided FY2027 guidance projecting total revenue of $1.998–$2.010 billion (15.2% growth) and non-GAAP diluted EPS of $3.29–$3.37, with both quarterly and full-year GAAP operating margins expected to be positive. Strategic initiatives include the acquisition of Deductive AI, a $500 million share repurchase authorization (with $40 million executed in Q1), and expanded AI capabilities via OpenAI integration and new product launches like Columnar Mode.

4. Aug 27, 2026, 4:06 PM ET·PD·Technology

   PagerDuty — Second Quarter Fiscal 2027 Earnings Summary

   PAGERDUTY INC

   Financial Results: Q2 revenue reached $124.4 million (+0.8% YoY), with GAAP net income of $4.7 million ($0.06/share) and non-GAAP net income of $0.32/share; operating expenses declined to $94.2 million from $100.8 million in the prior year. Guidance Outlook: Q3 revenue is projected at $123.0–$125.0 million with non-GAAP operating margins of 26.5%–27.5%; full-year Fiscal 2027 revenue is forecast at $491.5–$496.5 million with non-GAAP margins of 25.0%–26.0%. Strategic & Capital Actions: ARR grew to $501 million with a 98% dollar-based net retention rate; the company repurchased $7.5 million of common stock in the quarter and $72.9 million in the first half of the fiscal year. Leadership Changes: CEO John DiLullo was appointed to the role, Eric Prengel was named CFO, and Howard Wilson announced his retirement.

5. Aug 27, 2026, 4:06 PM ET·RBRK·Technology

   Rubrik — Second Quarter Fiscal 2027 Earnings Summary

   RUBRIK INC

   Total revenue grew 38% year-over-year to $427.3 million, driven by a 37% increase in subscription revenue to $407.2 million, while Subscription ARR rose 33% to $1.66 billion and Cloud ARR grew 39% to $1.48 billion. The company raised full-year FY2027 guidance across all metrics, projecting revenue of $1.685–$1.693 billion, Non-GAAP net income per share of $0.47–$0.53, and free cash flow of $323–$333 million. Strategic initiatives included the launch of Rubrik AI and the acquisition of Strata.io to enhance identity resilience, alongside a $500 million investment in the UK and the appointment of Rakefet Russak-Aminoach to the Board. GAAP net loss per share improved to $(0.30) from $(0.49) in the prior year, while Non-GAAP net income per share reached $0.20, with operating cash flow increasing to $76.8 million and free cash flow to $65.7 million.

6. Aug 27, 2026, 4:05 PM ET·MRVL·Technology

   Marvell Technology — Second Quarter Fiscal 2027 Earnings Summary

   MARVELL TECHNOLOGY INC

   Q2 fiscal 2027 net revenue reached a record $2.739 billion, a 37% year-over-year increase that exceeded the mid-point of guidance by $39.0 million, driven by a 46% year-over-year growth in the Data Center portfolio. Management raised revenue outlooks for both fiscal 2027 and 2028, projecting Q3 fiscal 2027 net revenue of $3.150 billion (±5%) as AI-related bookings remain exceptionally robust and the Custom business accelerates in the second half of the fiscal year. The company returned $253.9 million to shareholders through $200.0 million in common stock repurchases and $53.9 million in dividend payments, while total assets grew to $27.55 billion and long-term debt increased to $4.96 billion. Future growth is expected to be fueled by the Data Center end market, which now accounts for 79% of total net revenue, with an Investor Day scheduled for October 6, 2026, to outline long-term strategy.

7. Aug 27, 2026, 4:05 PM ET·ADSK·Technology

   Autodesk, Inc. — Fiscal 2027 Second Quarter Earnings Summary

   AUTODESK INC

   Fiscal 2027 Q2 revenue grew 16% year-over-year to $2.046 billion, while billings increased 10% to $1.854 billion; GAAP and Non-GAAP operating margins expanded by 4 and 2 percentage points respectively, and EPS rose to $2.33 (GAAP) and $3.30 (Non-GAAP). The company raised full-year fiscal 2027 guidance, increasing billings to $8.575–$8.650 billion and revenue to $8.295–$8.345 billion, while narrowing free cash flow expectations to $2.725–$2.750 billion to account for MaintainX integration costs and transaction expenses. Strong performance was driven by double-digit growth in the Design (16%) and Make (26%) segments, alongside a 16% increase in deferred revenue to $4.258 billion, though unbilled deferred revenue declined 8% due to the winding down of multi-year Maintenance-to-Subscription renewals. Strategic initiatives include the ongoing sales reorganization, the transition from up-front to annual billings for multi-year contracts, and the integration of the MaintainX acquisition, which contributed to higher underlying growth expectations despite temporary margin dilution.

8. Aug 27, 2026, 4:01 PM ET·WDAY·Technology

   Workday — Fiscal 2027 Second Quarter Earnings Summary

   WORKDAY INC

   Total revenue grew 12.8% year-over-year to $2.649 billion, while non-GAAP operating income rose to $824 million (31.1% of revenues) and non-GAAP diluted net income per share increased to $2.75 from $2.21. Fiscal 2027 full-year subscription revenue guidance was raised to $9.940–$9.950 billion (13% growth) with a non-GAAP operating margin target of 31.0%; Q3 2027 revenue guidance is set at $2.515 billion (12% growth). Capital return activity included $1.3 billion in share repurchases during the quarter and a new authorization for up to an additional $4.0 billion in open-ended buybacks. AI initiatives drove over 25% of new Annual Contract Value, with organic agent usage expanding to more than 5,500 customers, alongside strategic partnerships with AWS and Google Cloud.

9. Aug 27, 2026, 4:01 PM ET·KTCC·Technology

   Key Tronic Corporation — Fourth Quarter and Fiscal Year 2026 Earnings Summary

   KEY TRONIC CORP

   Q4 2026 revenue rose 14% sequentially to $102.0 million but fell 8% year-over-year to $110.5 million; full-year 2026 revenue was $386.7 million, down 17% from 2025. The company reported a Q4 2026 net loss of $(34.3) million and a full-year loss of $(47.8) million, driven by an $8.4 million receivable write-off and a $28.4 million non-cash tax valuation allowance, though adjusted net loss narrowed to $(2.9) million for the quarter. Gross margin improved to 7.8% in Q4 2026 from 6.2% in the prior year quarter, while the company completed its China manufacturing wind-down and secured over $60 million in new program awards. Management forecasts a return to profitability in fiscal 2027, supported by expected $4.0 million in savings from the China exit and new program ramps, though no specific guidance is provided for Q1 2027 due to timing uncertainties. Liquidity remains tight with cash balances at $0.6 million and total debt at $106.2 million, as supply chain financing constraints delayed approximately $10 million in shipments during the quarter.

10. Aug 27, 2026, 8:03 AM ET·AVNW·Technology

    Aviat Networks — Fiscal 2026 Fourth Quarter Earnings Summary

    AVIAT NETWORKS INC

    Q4 revenue rose 4.8% YoY to $120.9 million, while full-year revenue increased 1.2% to $439.7 million; however, Q4 GAAP operating income and margins declined YoY, though full-year GAAP net income rose 81.9% to $2.5 million. Company established FY27 guidance of $455–$470 million in revenue and $50–$55 million in Adjusted EBITDA, supported by a backlog of $367 million (up 14% YoY) and a book-to-bill ratio exceeding 1. North America revenue grew 17.8% YoY in Q4 driven by mobile and private network customers, offset by an 8.3% decline in International revenue due to project timing; gross margins contracted 340 basis points in Q4 due to product and customer mix shifts. Strategic capital return included $2.2 million in share repurchases in Q4, and the company secured a significant U.S. customer order valued between $25.0 million and $30.0 million. Risks include potential integration disruptions from 4RF and NEC transactions, ongoing geopolitical conflicts, and continued price/margin erosion in the microwave transmission industry.

11. Aug 26, 2026, 4:21 PM ET·SNPS·Technology

    Synopsys, Inc. — Third Quarter Fiscal Year 2026 Earnings Summary

    SYNOPSYS INC

    Q3 FY2026 revenue surged 42.4% year-over-year to $2.477 billion, while GAAP net income rose to $545.8 million ($2.84/share) and Non-GAAP net income reached $752.5 million ($3.91/share). Full-year FY2026 guidance was raised across the board, with revenue now projected at a midpoint of $9.715 billion and Non-GAAP EPS at $15.07, driven by strong AI demand and Ansys integration. Significant balance sheet improvements include a reduction in total debt from $13.485 billion to $10.037 billion and a nine-month operating cash flow increase to $2.299 billion. Strategic activities included the completion of the Ansys acquisition one year ago, the divestiture of Optical Solutions Group, PowerArtist RTL, and Processor IP Solutions, and the repurchase of $300 million in treasury stock.

12. Aug 26, 2026, 4:21 PM ET·NVDA·Technology

    NVIDIA — Second Quarter Fiscal 2027 Earnings Summary

    NVIDIA CORP

    Revenue reached $96.2 billion, up 18% sequentially and 106% year-over-year, driven by Data Center revenue of $89.0 billion (up 117% Y/Y), while GAAP and non-GAAP gross margins held steady at 75.0%. Q3 FY27 revenue guidance was raised to $108.0 billion (±2%) with gross margins expected at 74.0% (±50 bps), though the outlook excludes any Data Center compute revenue from China. The company returned approximately $26.0 billion to shareholders via repurchases and dividends, with $99.0 billion remaining under the repurchase authorization and a quarterly dividend of $0.25 per share declared. Strategic expansion includes a $500 billion third-party capital financing partnership with major asset managers, the Vera Rubin platform ramping to full production, and new product launches including the Vera CPU and Cosmos 3 omnimodel.

13. Aug 26, 2026, 4:17 PM ET·HPQ·Technology

    HP Inc. — Fiscal 2026 Third Quarter Earnings Summary

    HP INC

    GAAP net revenue rose 12.5% year-over-year to $15.7 billion, while GAAP diluted EPS fell 11.3% to $0.71 (excluding $0.11 tariff refund impact); Non-GAAP diluted EPS increased 10.7% to $0.83. Fiscal 2026 guidance was raised across the board: GAAP diluted EPS to $2.52–$2.62, Non-GAAP diluted EPS to $3.19–$3.29, and free cash flow to $3.0–$3.2 billion. Personal Systems revenue grew 18% year-over-year to $11.8 billion driven by commercial growth, whereas Printing revenue declined 2% to $3.9 billion; total units sold decreased 16% in Personal Systems and 7% in Printing. Management returned $0.6 billion to shareholders via $274 million in dividends and $300 million in share repurchases, while raising Q4 FY26 EPS guidance to $0.74–$0.84 (GAAP) and $0.69–$0.79 (Non-GAAP).

14. Aug 26, 2026, 4:07 PM ET·CRWD·Technology

    CrowdStrike — Second Quarter Fiscal Year 2027 Earnings Summary

    CROWDSTRIKE HOLDINGS INC

    Total revenue reached $1.47 billion, up 26% year-over-year, while GAAP net income turned positive at $5.3 million compared to a $70.2 million loss in the prior year period. Net new ARR hit a record $333 million, driving full-year fiscal 2027 ARR growth guidance up 630 basis points to 34% at the midpoint. Management raised Q3 FY27 guidance for total revenue to $1.52–1.53 billion and non-GAAP net income per share to $0.31, citing a strong pipeline and record Falcon Flex adoption. Strategic initiatives include the agreement to acquire XM Cyber technology assets, a collaboration with Cerebras Systems for AI inference, and expanded partnerships with AWS and Schwarz Digits. The company reported $377.4 million in free cash flow and $5.01 billion in cash and cash equivalents, alongside a four-for-one stock split retroactively adjusted for the period.

15. Aug 26, 2026, 4:06 PM ET·P·Technology

    Everpure — Second Quarter Fiscal 2027 Earnings Summary

    EVERPURE INC

    Total revenue reached $1.2 billion, a 38% year-over-year increase, driven by 54% growth in product revenue and 20% growth in subscription services; net income rose to $74.1 million ($0.21 per share) from $47.1 million ($0.14 per share) in the prior year period. Full-year FY27 guidance was raised significantly to $5.03–$5.07 billion in revenue (previously $4.41–$4.51 billion) and $940–$960 million in non-GAAP operating income (previously $820–$860 million), citing strong demand despite historic industry price increases. The company completed a $125.3 million acquisition and returned $69 million to stockholders via share repurchases, while securing a landmark design win with a top-five hyperscaler and launching new data intelligence and AI capabilities. Management highlighted eight consecutive quarters of accelerating revenue growth and record operating profit, with Q3 FY27 revenue guidance set at $1.325–$1.335 billion, though risks regarding supply chain disruptions and component costs remain.

16. Aug 26, 2026, 4:03 PM ET·CRM·Technology

    Salesforce — Q2 Fiscal 2027 Earnings Summary

    SALESFORCE INC

    Total revenue reached $11.3 billion, up 11% year-over-year (Y/Y), driven by $456 million from Informatica, while GAAP and non-GAAP diluted net income per share surged 119% and 103% Y/Y to $4.29 and $5.90 respectively. The company raised full-year FY27 revenue guidance to $46.1–$46.4 billion (11–12% Y/Y growth) and initiated Q3 FY27 revenue guidance of $11.42–$11.5 billion, reflecting $100 million in organic growth and $200 million from pending Contentful and Fin acquisitions. AI and data products are accelerating adoption, with Agentforce and Data 360 ARR reaching nearly $3.9 billion (up over 210% Y/Y) and delivering 7.0 billion Agentic Work Units to date. Capital return programs remain active with $364 million in dividends paid and continued execution of a $25 billion accelerated share repurchase program expected to settle in October 2026. Management expects a reduced currency tailwind due to a strengthening U.S. dollar and anticipates closing definitive agreements for Contentful and Fin in Q3 FY27, while maintaining non-GAAP operating margin guidance at 34.3%.

17. Aug 26, 2026, 4:03 PM ET·OKTA·Technology

    Okta — Second Quarter Fiscal 2027 Earnings Summary

    OKTA INC

    Total revenue reached $805 million (up 11% YoY), with GAAP operating income doubling to $107 million (13% margin) and GAAP net income rising to $116 million ($0.65 per share). Strong cash generation was reported with $227 million in free cash flow (28% margin), while Remaining Performance Obligations (RPO) grew 17% year-over-year to $4.858 billion. Management provided FY27 guidance projecting $3.216–$3.226 billion in revenue (10–11% growth) and $830–$840 million in non-GAAP operating income (26% margin), noting a one percentage point headwind from shifting professional services to partners. Strategic capital allocation included settling the remaining $350 million principal of the 2026 Notes, while management emphasized AI agents as a key growth driver requiring trusted identity controls.

18. Aug 26, 2026, 4:01 PM ET·NTNX·Technology

    Nutanix — Fourth Quarter and Fiscal 2026 Earnings Summary

    NUTANIX INC

    Financial Performance: Q4 FY26 revenue rose 16% YoY to $757.1 million and full-year revenue grew 12% to $2.85 billion; ARR increased 16% to $2.55 billion, while Non-GAAP operating income surged 66% YoY to $198.0 million in Q4 and $675.4 million for the full year. Guidance and Outlook: Management guided Q1 FY27 revenue to $755–$765 million and full-year FY27 revenue to $3.180–$3.230 billion, with Non-GAAP operating margins targeted between 24% and 28% for the fiscal year. Capital Returns and Balance Sheet: Stock repurchases totaled $483.5 million in FY26 (up from $307.9 million), and stockholders' equity turned positive to $702.6 million, reversing a $694.5 million deficit from the prior year. Strategic Initiatives: The company launched Nutanix Enterprise AI (NAI) 2.8 and formed strategic partnerships with AMD, Lenovo, NetApp, NVIDIA, and ChronoScale to accelerate AI adoption and cloud infrastructure capabilities.

19. Aug 26, 2026, 7:13 AM ET·PLAB·Technology

    Photronics — Third Quarter 2026 Earnings Summary

    PHOTRONICS INC

    Revenue reached $216.0 million, up 2.7% year-over-year and 2.9% sequentially, driven by a 5% increase in IC revenue while FPD revenue declined 2%. GAAP net income rose to $28.9 million ($0.49 per share) from $22.9 million in Q3 2025, though it decreased from $31.4 million in Q2 2026; gross and operating margins were 33.2% and 21.1%, respectively. Q4 2026 guidance forecasts revenue between $207 million and $227 million, operating margins of 19% to 24%, and Non-GAAP diluted EPS of $0.40 to $0.56. Management anticipates continued high fab utilization and on-track investments in the U.S. and Korea to strengthen high-end market positioning. The company maintains a strong balance sheet with $672.8 million in cash and equivalents and minimal debt totaling $7.9 million.

20. Aug 25, 2026, 4:16 PM ET·QMLS·Technology

    QumulusAI — Second Quarter 2026 Earnings Summary

    QUMULUSAI INC

    Revenue surged 118% year-over-year to $6.7 million, driven by a 224% expansion in deployed GPU fleet to 3,088 units and a shift to direct customer relationships comprising over 96% of recurring revenue. Gross margin expanded to 67% from 55% as compute power revenue grew to $5.6 million (84% of total), though operating loss widened to $7.7 million due to increased depreciation and administrative costs. Management secured $169.7 million in new take-or-pay contracts and signed a GPU-as-a-Service agreement with DRW, while becoming an NVIDIA Cloud Partner and expanding capacity in metropolitan Atlanta. Cash and restricted cash rose to $39.9 million, supported by $22.3 million in operating cash flow and $42.2 million in financing proceeds, despite a $19.2 million non-cash loss on convertible note issuance. Future outlook emphasizes rapid capacity deployment to meet demand, with Blackwell contracts generating $18–$20 million annualized revenue per megawatt and finance lease payments projected at $9.3 million for the remainder of 2026.

21. Aug 25, 2026, 4:06 PM ET·NCNO·Technology

    nCino — Second Quarter Fiscal Year 2027 Earnings Summary

    NCINO INC

    Total revenue grew 8% year-over-year to $161.0 million, while GAAP operating income turned positive at $13.6 million (vs. $9.3 million loss prior year) and non-GAAP operating income rose 36% to $40.8 million. Free cash flow surged 170% year-over-year to $34.0 million, and deferred revenue increased to $221.9 million from $210.7 million as of the prior period end. The Board authorized a new $100 million stock repurchase program with no time limit, bringing total repurchases to $300 million since April 2025. Full-year FY2027 guidance was set for total revenue of $644.0–$647.0 million, non-GAAP operating income of $171.0–$174.0 million, and free cash flow of $137.0–$142.0 million. Strategic momentum includes expanded AI commitments from major U.S. Enterprise accounts and new wins in Japan, Germany, and the U.S. regional banking sectors.

22. Aug 25, 2026, 4:06 PM ET·BOX·Technology

    Box, Inc. — Second Quarter Fiscal 2027 Earnings Summary

    BOX INC

    Revenue grew 9% year-over-year to $321.1 million, while billings and RPO increased 17% and 15% respectively, driven by a 106% net retention rate and accelerated Enterprise Advanced adoption. Profitability expanded significantly with GAAP operating income rising to $32.6 million (10.2% of revenue) and Non-GAAP operating income reaching $94.5 million (29.4% of revenue). Full-year 2027 revenue guidance is raised to approximately $1.290 billion (up 10% YoY), with Q3 revenue expected at $329 million, though both periods face FX headwinds of 100 and 170 basis points respectively. The company repurchased 2.6 million shares for $66 million in the quarter, leaving $378 million in remaining buyback capacity, while expanding AI security capabilities and integrating with major models like GPT-5.6 and Claude Sonnet 5.

23. Aug 25, 2026, 4:06 PM ET·SMTC·Technology

    Semtech Corporation — Second Quarter Fiscal Year 2027 Earnings Summary

    SEMTECH CORP

    Net sales reached a record $341.9 million, up 33% year-over-year and 17% sequentially, while GAAP diluted EPS recovered to $1.59 from a $0.31 loss in the prior year period. Profitability metrics expanded significantly with non-GAAP adjusted operating margin rising to 24.4% and free cash flow generating $61.4 million. The company issued strong Q3'27 guidance forecasting net sales of $410.0 million and non-GAAP adjusted diluted EPS of $1.05, citing record backlog and accelerating bookings. Strategic portfolio optimization continues with the classification of the cellular module business as held for sale and the integration of Sierra Wireless operations. Balance sheet strength improved with cash and cash equivalents increasing to $204.1 million and long-term debt reduced to $349.4 million.

24. Aug 25, 2026, 4:05 PM ET·ZM·Technology

    Zoom Communications — Second Quarter Fiscal Year 2027 Earnings Summary

    ZOOM COMMUNICATIONS INC

    Total revenue grew 4.9% year over year to $1,277.2 million, driven by 7.8% enterprise revenue growth, the strongest rate in three years. GAAP net income surged to $1,542.4 million ($5.15 per share) from $358.6 million ($1.16 per share) prior year, while non-GAAP net income remained relatively flat at $464.0 million ($1.55 per share). Guidance for Q3 FY27 revenue is set between $1.275 billion and $1.280 billion, with full-year FY27 revenue expected between $5.085 billion and $5.095 billion. The company repurchased approximately 3.7 million shares in the quarter, leaving $1.3 billion of authorized repurchases, while strategic investments on the balance sheet increased to $3.79 billion. AI initiatives are accelerating with Zoom Virtual Agent customer counts up 256% year over year and acquisitions of Common Room and BrightHire completed to embed AI capabilities.

25. Aug 25, 2026, 4:02 PM ET·INTU·Technology

    Intuit — Fiscal 2026 Earnings Summary

    INTUIT INC

    Full-year fiscal 2026 revenue grew 14% to $21.4 billion, with GAAP and non-GAAP operating income and EPS both increasing 20% to $5.9 billion/$8.9 billion and $16.46/$24.27 respectively. Fiscal 2027 guidance projects 9% to 10% revenue growth to $23.279–$23.512 billion, with GAAP operating income and EPS expected to grow 26–27% and 22–24%, reflecting the inclusion of share-based compensation in non-GAAP measures and the Mailchimp segment reporting change. "Big Bets" grew 34% to represent 30% of revenue, driven by 23% growth in QuickBooks Online Accounting and 37% growth in TurboTax Live, while TurboTax U.S. units declined 2% to 39.0 million. Capital return activity included $5.5 billion in stock repurchases (a 96% increase year-over-year) and a 15% dividend increase to $1.38 per share, supported by $8.838 billion in net cash from operating activities. Strategic updates include the separation of Mailchimp into a distinct operating segment effective August 1, 2026, and a focus on scaling an AI-driven expert platform to serve approximately 100 million customers.