Overview
- Adjusted fourth-quarter EPS came in at $1.51 versus $1.31 expected, while revenue of $252.67 million slightly missed the $252.86 million consensus.
- Fiscal 2026 outlook topped Street views with adjusted EPS of $5.82 to $5.96 and revenue of $986 million to $1.0 billion.
- The stock rose 7.5% in late trading Tuesday and jumped 20.5% to $46.50 on Wednesday, according to Benzinga Pro data.
- Annualized recurring revenue reached $852 million, up 2% year over year on a constant-currency basis, with 100% net retention and ARR comprising over 87% of revenue.
- Management emphasized execution of its Total Growth plan, reporting a 15% operating margin and a 38% non-GAAP operating margin for the quarter.