What changed: r5 to r6
First sourced operating scenarios. Separates recurring rent from tenant work, retains consolidated cloud revenue and adds a bounded correction to directly reported Q4 operating loss.
Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.
| Field | Before | After |
|---|---|---|
| /estimates/basis | Desk base scenario from the operating model; not consensus. | Desk base scenario from the operating model; not consensus. Revenue basis: Consolidated revenue ($M). |
| /estimates/rows/2027Q1/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /estimates/rows/2027Q2/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /estimates/rows/2027Q3/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /estimates/rows/2027Q4/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /memory/as_of | 2026-09-18 | 2026-09-21 |
| /memory/bands/10d/n | None | 300 |
| /memory/bands/10d/p10 | -6.846 | -6.342 |
| /memory/bands/10d/p50 | 0.125 | 0.214 |
| /memory/bands/10d/p90 | 7.481 | 5.998 |
| /memory/bands/10d/p_up | 0.523 | 0.527 |
| /memory/bands/126d/censored | None | 0 |
| /memory/bands/126d/n | None | 256 |
| /memory/bands/126d/p10 | None | -31.301 |
| /memory/bands/126d/p50 | None | -1.553 |
| /memory/bands/126d/p90 | None | 26.348 |
| /memory/bands/126d/p_up | None | 0.473 |
| /memory/bands/1d/n | None | 300 |
| /memory/bands/1d/p10 | -2.536 | -2.187 |
| /memory/bands/1d/p50 | 0.155 | -0.17 |
| /memory/bands/1d/p90 | 2.156 | 1.884 |
| /memory/bands/1d/p_up | 0.567 | 0.447 |
| /memory/bands/21d/censored | None | 0 |
| /memory/bands/21d/n | None | 273 |
| /memory/bands/21d/p10 | None | -8.854 |
| /memory/bands/21d/p50 | None | 0.666 |
| /memory/bands/21d/p90 | None | 13.397 |
| /memory/bands/21d/p_up | None | 0.524 |
| /memory/bands/252d/censored | None | 0 |
| /memory/bands/252d/n | None | 238 |
| /memory/bands/252d/p10 | None | -35.418 |
| /memory/bands/252d/p50 | None | 1.682 |
| /memory/bands/252d/p90 | None | 42.475 |
| /memory/bands/252d/p_up | None | 0.529 |
| /memory/bands/5d/n | None | 300 |
| /memory/bands/5d/p10 | -4.345 | -4.527 |
| /memory/bands/5d/p50 | 0.223 | -0.052 |
| /memory/bands/5d/p90 | 4.957 | 4.758 |
| /memory/bands/5d/p_up | 0.537 | 0.493 |
| /memory/bands/63d/censored | None | 0 |
| /memory/bands/63d/n | None | 269 |
| /memory/bands/63d/p10 | None | -15.806 |
| /memory/bands/63d/p50 | None | 0.512 |
| /memory/bands/63d/p90 | None | 19.364 |
| /memory/bands/63d/p_up | None | 0.513 |
| /memory/state | up/below/off/stuck/ordinary/strong/some | up/below/off/stuck/ordinary/weak/some |
| /meta/as_of | 2026-09-19 | 2026-09-22 |
| /meta/revision | 5 | 6 |