Nasdaq
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We are redefining security and networking for the era of cloud and AI. The cloud and AI have completely revolutionized work. We are more dispersed, more productive, and more automated than ever before, and the rate of change is only accelerating. Our principal executive offices are located in Santa Clara, California.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Revenue | $406.9M | $538.3M | $709.0M |
| Gross profit | $243.3M | $347.9M | $482.7M |
| Operating income | -$312.8M | -$255.7M | -$652.6M |
| Net income | -$344.9M | -$354.5M | -$679.4M |
| Diluted EPS | -$3.77 | -$3.64 | -$3.18 |
| Operating cash flow | -$167.2M | -$110.7M | $38.1M |
| Free cash flow | -$197.8M | -$144.4M | $15.2M |
| Gross margin | 59.8% | 64.6% | 68.1% |
| Operating margin | -76.9% | -47.5% | -92.0% |
| Net margin | -84.8% | -65.9% | -95.8% |
| Line item | Q3 '24 | Q3 '24 | Q4 '25 | Q1 '25 | Q3 '25 | Q3 '25 | Q4 '26 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | $138.5M | — | $157.7M | — | $184.2M | — | $201.6M |
| Gross profit | — | $91.8M | — | $109.5M | — | $106.6M | — | $148.3M |
| Operating income | — | -$53.8M | — | -$45.4M | — | -$447.0M | — | -$108.7M |
| Net income | -$111.6M | -$70.7M | -$77.0M | -$79.2M | -$90.3M | -$453.1M | -$56.8M | -$116.5M |
| Diluted EPS | — | -$0.72 | — | -$0.76 | — | -$1.85 | — | -$0.29 |
| Operating cash flow | — | — | — | $25.6M | — | — | — | -$53.9M |
| Free cash flow | — | — | — | $18.2M | — | — | — | -$56.1M |
| Gross margin | — | 66.2% | — | 69.4% | — | 57.9% | — | 73.5% |
| Operating margin | — | -38.9% | — | -28.8% | — | -242.7% | — | -53.9% |
| Net margin | — | -51.1% | — | -50.2% | — | -246.0% | — | -57.8% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.