- Core Rev: $230.9M (est $214.7M)
- Loss/Share: 67c
- Gross Margin: 20% (est 35.7%)
- Core Gross Margin: 41% (est 39.2%)
- Core Cloud Rev: $144.9M (est $149.8M)
- Core Hardware Rev: $86.0M (est $64.6M)
- Oper Expenses: $266.2M
- Sees Q4 Core Rev: $310M To $330M (est $271.2M)
- Sees Q4 Core Gross Margin: 47% To 49% (est 42%)
- Sees FY Core Rev: $940M To $960M (est $887.4M)
- Sees FY Core Gross Margin: 42% To 44% (est 42%)
- Announces Cloud Deal With Top-Three Hyperscaler
Figures
| Release | Reported | Consensus | Previous | Revised | |
|---|---|---|---|---|---|
| Core Rev Q3 26 | 230,900,000 | 214,700,000 | — | — | Above |
| Gross Margin Q3 26 | 20% | 35.7% | — | — | Below |
| Core Gross Margin Q3 26 | 41% | 39.2% | — | — | Above |
| Core Cloud Rev Q3 26 | 144,900,000 | 149,800,000 | — | — | Below |
| Core Hardware Rev Q3 26 | 86,000,000 | 64,600,000 | — | — | Above |
| Sees Core Rev: $310M To Q4 | — | 271,200,000 | — | — | guidance |
| Sees Core Gross Margin: 47% To Q4 | — | 42% | — | — | guidance |
| Sees FY Core Rev: $940M To Q3 26 | — | 887,400,000 | — | — | guidance |
| Sees FY Core Gross Margin: 42% To Q3 26 | — | 42% | — | — | guidance |
As the wire published them. Above and below the consensus, in blue and orange: whether that is good or bad news depends on the reader’s position, so the page does not say.