What changed: r4 to r5
First sourced segment and cash model. Adds the June financial quarter absent from the generic feed and explicitly separates non-GAAP company guidance from GAAP desk scenarios.
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: Revenue ($M). |
| /estimates/rows/2026Q3/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /estimates/rows/2026Q4/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance. |
| /estimates/rows/2027Q1/basis | Desk base scenario; calculated from the operating-model inputs below. Not consensus or company guidance. | Desk base scenario. Revenue basis: Revenue ($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: 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 | -10.278 | -13.243 |
| /memory/bands/10d/p50 | -0.345 | -0.692 |
| /memory/bands/10d/p90 | 13.991 | 9.77 |
| /memory/bands/126d/censored | None | 0 |
| /memory/bands/126d/n | None | 288 |
| /memory/bands/126d/p10 | None | -40.903 |
| /memory/bands/126d/p50 | None | 0.886 |
| /memory/bands/126d/p90 | None | 46.529 |
| /memory/bands/126d/p_up | None | 0.524 |
| /memory/bands/1d/n | None | 300 |
| /memory/bands/1d/p10 | -5.072 | -3.216 |
| /memory/bands/1d/p50 | 0.043 | 0.287 |
| /memory/bands/1d/p90 | 3.772 | 3.601 |
| /memory/bands/1d/p_up | 0.507 | 0.56 |
| /memory/bands/21d/censored | None | 0 |
| /memory/bands/21d/n | None | 295 |
| /memory/bands/21d/p10 | None | -17.192 |
| /memory/bands/21d/p50 | None | -1.592 |
| /memory/bands/21d/p90 | None | 16.874 |
| /memory/bands/21d/p_up | None | 0.437 |
| /memory/bands/252d/censored | None | 0 |
| /memory/bands/252d/n | None | 262 |
| /memory/bands/252d/p10 | None | -53.479 |
| /memory/bands/252d/p50 | None | -4.468 |
| /memory/bands/252d/p90 | None | 77.782 |
| /memory/bands/252d/p_up | None | 0.466 |
| /memory/bands/5d/n | None | 300 |
| /memory/bands/5d/p10 | -7.645 | -9.087 |
| /memory/bands/5d/p50 | 0.039 | 0.361 |
| /memory/bands/5d/p90 | 9.885 | 7.768 |
| /memory/bands/5d/p_up | 0.503 | 0.513 |
| /memory/bands/63d/censored | None | 0 |
| /memory/bands/63d/n | None | 294 |
| /memory/bands/63d/p10 | None | -28.938 |
| /memory/bands/63d/p50 | None | -1.617 |
| /memory/bands/63d/p90 | None | 34.741 |
| /memory/bands/63d/p_up | None | 0.452 |
| /memory/state | up/above/off/stuck/effort/weak/some | up/above/off/stuck/ordinary/mid/some |
| /meta/as_of | 2026-09-19 | 2026-09-22 |
| /meta/revision | 4 | 5 |