ALPHAFORGE RESEARCH · COMPANY FILE · HEALTHCARE SERVICES & DEVICES

$HNGE

Hinge Health, Inc. · NYSE · SIC 7374 · CIK 1673743 · revision 5 as of 2026-09-19

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Business

Hinge Health sells employer and health-plan access to digital musculoskeletal and migraine care, combining software, connected devices and clinicians. Revenue depends on members engaging under customer contracts, rather than simply the number of eligible lives. The September 1 acquisition of Cylinder adds gastrointestinal care. Advance billing, sales commissions, delivery costs and equity compensation shape the cash generated by growth.

Three drivers

  1. Client adoption and member engagement becoming billable care
  2. Legacy growth and the closed Cylinder integration
  3. Advance collections, commissions and capital deployment

Thesis

Our view

Q2 growth and cash were strong, but the cash conversion includes substantial advance billing. Cylinder is now closed, not merely a pending agreement. The model allocates provisional acquired sales inside total revenue and separates purchase cash from operating performance. The new office lease and buyback authorization create additional capital choices; neither is treated as an immediate recurring operating expense.

What changes it

Track engagement and billings against revenue recognized over service periods, then commission investment and collections. Require reported acquired contribution and purchase accounting before interpreting the provisional Cylinder assumptions as a company forecast.

Scenario ranges

Explicit downside/base/upside business assumptions; not price targets, probabilities or historical market-memory bands.

Model · 8 fiscal quarters (last eight)

Fiscal quarter2025Q3
2024-09-30
2025Q4
2024-12-31
2025Q2
2025-03-31
2025Q2
2025-06-30
2025Q3
2025-09-30
2025Q4
2025-12-31
2026Q1
2026-03-31
2026Q2
2026-06-30
Revenue ($M)100.61117.3†2123.83139.14154.21170.7†2182.33212.84
Gross profit ($M)79.3596.1†6100.2797.88126.25144.0†6154.27183.98
Operating income ($M)-3.8920.9†1013.111-580.712-6.1927.3†1032.11140.412
Net income ($M)0.31327.1†1417.115-575.716-1.81332.1†1435.11543.716
EPS, diluted ($)0.01171.3118-13.1019-0.02170.41180.5219
Diluted shares (M)16.62092.72143.92278.92082.42183.422
Cash ($M)267.523300.824288.525237.226261.323208.026186.725286.226
Long-term debt ($M)
Cash from operations ($M)28.4†2738.3†284.92920.2†3082.4†2763.9†2843.129101.4†30
Capex ($M)0.3†310.2†320.1330.2†340.1†310.4†320.1330.1†34
Free cash flow ($M)28.1†3538.2†364.9†3720.0†3882.3†3563.5†3643.0†37101.3†38

† derived (Q4 = fiscal year minus the first three quarters; year-to-date cash flows differenced; FCF = CFO − capex). Superscripts are the provenance notes below.

Estimates · base scenario

PeriodRevenue ($M)EPS ($)As ofBasis
2026Q3224.02026-09-19Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2026Q4238.92026-09-19Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2027Q1256.72026-09-19Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2027Q2280.02026-09-19Desk base scenario. Revenue basis: Consolidated revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.

Member conversion, advance billings and the closed Cylinder acquisition

Operating scenarios · reviewed 2026-09-19 · USD millions unless labeled otherwise · our assumptions, not consensus

Use August total revenue and adjusted operating guidance as references, then explicitly allocate a provisional Cylinder contribution within the consolidated revenue scenario following its September 1 close. Extend the legacy business and acquired GI business separately in FY2027. Reconcile non-GAAP profit to GAAP expenses and bridge earnings through commissions, advance billing and collections to CFO. Show cash after PP&E/software, then award withholding and the announced $105M acquisition cash consideration.

Reported anchors and guidance

MeasurePeriodValueBasis
August FY2026 total revenue outlook midpointFY2026858.00derived. Calculated midpoint of the company range; not an additional company forecast.
August Q3 total revenue outlook midpoint2026Q3224.00derived. Calculated midpoint of the company range; not an additional company forecast.
August FY2026 non-GAAP operating income midpointFY2026240.00derived. Calculated midpoint of the company range; not an additional company forecast.
H1 company FCFH1 2026141.11derived. Includes software investment; no current-period IPO payroll-tax addback.
H1 cash after software and award withholdingH1 2026121.32derived. No H1 acquisition cash; excludes $131.491M repurchases.
H1 deferred fundingH1 2026115.61reported. Reported consolidated amount, converted from thousands to millions. Source · 2026-08-06
H1 commission cashH1 202649.08reported. Reported consolidated amount, converted from thousands to millions. Source · 2026-08-06
deferred revenue2026Q2416.47reported. Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Source · 2026-08-06
unrestricted liquidity2026Q2474.13reported. Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Source · 2026-08-06
restricted cash2026Q21.44reported. Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Source · 2026-08-06
Announced Cylinder cash considerationSeptember 2026105.00management guidance. August agreed cash consideration; September closing confirmed, final closing adjustments not yet reported. Source · 2026-08-04
lease base rentAugust 202686.00reported. Commitment/allowance from the new office lease; not all current cash or expense. Source · 2026-08-21
lease allowanceAugust 202617.90reported. Commitment/allowance from the new office lease; not all current cash or expense. Source · 2026-08-21
Available repurchase authorization July 29July 2026300.00reported. Authorization is not executed spending; $496.5M aggregate authorization with $196.5M used as of July 29. Source · 2026-08-04

Downside scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E cash purchases ($M)Consolidated revenue ($M)Cylinder revenue assumption ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit proxy ($M)Cash after software, awards and acquisition ($M)GAAP operating income ($M)Non-GAAP operating income ($M)
2026Q333.8831.882.00212.802.002.0029.88173.96-87.1224.0052.70
2026Q416.3614.362.00207.186.002.5011.86168.26-1.1413.9243.62
2027Q140.6037.603.00216.126.603.0034.60175.4420.6017.5251.72
2027Q247.2544.253.00235.777.203.5040.75191.3925.7519.2256.42
FY2026194.73190.534.21815.108.007.68182.85680.4033.06110.43204.00
FY2027155.74143.7412.00982.3830.0015.00128.74797.4566.7480.29235.09

Base scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E cash purchases ($M)Consolidated revenue ($M)Cylinder revenue assumption ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit proxy ($M)Cash after software, awards and acquisition ($M)GAAP operating income ($M)Non-GAAP operating income ($M)
2026Q372.7570.752.00224.003.002.0068.75192.01-48.2534.3062.00
2026Q447.6545.652.00238.889.002.5043.15203.5430.1541.6270.32
2027Q181.2378.233.00256.6811.003.0075.23218.4361.2340.5073.70
2027Q2100.1297.123.00280.0112.003.5093.62238.2978.6244.2080.40
FY2026264.90260.694.21858.0012.007.68253.01733.74103.22148.43240.00
FY2027330.12318.1212.001,166.7250.0015.00303.12992.88241.12184.22335.02

Upside scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E cash purchases ($M)Consolidated revenue ($M)Cylinder revenue assumption ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit proxy ($M)Cash after software, awards and acquisition ($M)GAAP operating income ($M)Non-GAAP operating income ($M)
2026Q390.2188.212.00229.604.002.0086.21199.07-30.7937.2666.96
2026Q476.7774.772.00254.7312.002.5072.27219.5759.2752.8684.56
2027Q1113.97110.973.00285.1415.403.00107.97245.4693.9753.3590.55
2027Q2137.49134.493.00311.0616.803.50130.99267.77115.9957.5998.79
FY2026311.47307.264.21879.4516.007.68299.59756.83149.80162.63259.20
FY2027473.52461.5212.001,296.1070.0015.00446.521,115.71384.52238.81411.61
All inputs and formulas — reproduce this model
Input / calculationPeriod / caseValue / unitEvidence or assumption
H1 revenue
h1_revenue
H1 2026 / shared395.12
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 gross profit
h1_gross_profit
H1 2026 / shared338.18
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 adjusted operating income
h1_adjusted_operating_income
H1 2026 / shared107.68
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-04
H1 operating income
h1_operating_income
H1 2026 / shared72.51
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 cfo
h1_cfo
H1 2026 / shared144.50
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 capex
h1_capex
H1 2026 / shared0.21
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 software
h1_software
H1 2026 / shared3.18
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 sbc
h1_sbc
H1 2026 / shared30.78
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 billings
h1_billings
H1 2026 / shared510.74
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 deferred funding
h1_deferred_funding
H1 2026 / shared115.61
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 receivables use
h1_receivables_use
H1 2026 / shared60.98
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 commission cash
h1_commission_cash
H1 2026 / shared49.08
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 commission amort
h1_commission_amort
H1 2026 / shared35.29
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 withholding
h1_withholding
H1 2026 / shared19.79
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
H1 buybacks
h1_buybacks
H1 2026 / shared131.49
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-08-06
Cylinder before acquisition
h1_cylinder
H1 2026 / shared0.00
USD_millions
reported: Cylinder was not consolidated before the September close. Primary source · 2026-09-01
H1 cash after PP&E
h1_fcf
H1 2026 / shared144.29
USD_millions
derived: Generic PP&E-only historical cash definition. Formula: subtract(h1_cfo, h1_capex).
H1 company FCF
h1_company_fcf
H1 2026 / shared141.11
USD_millions
derived: Includes software investment; no current-period IPO payroll-tax addback. Formula: subtract(h1_fcf, h1_software).
H1 cash after software and award withholding
h1_cash_after_deal
H1 2026 / shared121.32
USD_millions
derived: No H1 acquisition cash; excludes $131.491M repurchases. Formula: subtract(h1_company_fcf, h1_withholding).
unrestricted liquidity
unrestricted_liquidity
2026Q2 / shared474.13
USD_millions
reported: Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Primary source · 2026-08-06
restricted cash
restricted_cash
2026Q2 / shared1.44
USD_millions
reported: Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Primary source · 2026-08-06
deferred revenue
deferred_revenue
2026Q2 / shared416.47
USD_millions
reported: Consolidated amount in millions; unrestricted liquidity includes short- and long-term marketable securities. Primary source · 2026-08-06
Announced Cylinder cash consideration
cylinder_announced_price
September 2026 / shared105.00
USD_millions
management guidance: August agreed cash consideration; September closing confirmed, final closing adjustments not yet reported. Primary source · 2026-08-04
lease base rent
lease_base_rent
August 2026 / shared86.00
USD_millions
reported: Commitment/allowance from the new office lease; not all current cash or expense. Primary source · 2026-08-21
lease allowance
lease_allowance
August 2026 / shared17.90
USD_millions
reported: Commitment/allowance from the new office lease; not all current cash or expense. Primary source · 2026-08-21
lease letter credit
lease_letter_credit
August 2026 / shared2.80
USD_millions
reported: Commitment/allowance from the new office lease; not all current cash or expense. Primary source · 2026-08-21
Available repurchase authorization July 29
buyback_available
July 2026 / shared300.00
USD_millions
reported: Authorization is not executed spending; $496.5M aggregate authorization with $196.5M used as of July 29. Primary source · 2026-08-04
August FY2026 total revenue outlook low
fy26_revenue_guide_low
FY2026 / shared856.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August FY2026 total revenue outlook high
fy26_revenue_guide_high
FY2026 / shared860.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
Midpoint divisor
two
Model / shared200.0%
ratio
assumption: Arithmetic constant.
August FY2026 total revenue outlook endpoint sum
fy26_revenue_guide_sum
FY2026 / shared1,716.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(fy26_revenue_guide_low, fy26_revenue_guide_high).
August FY2026 total revenue outlook midpoint
fy26_revenue_guide
FY2026 / shared858.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(fy26_revenue_guide_sum, two).
August Q3 total revenue outlook low
q3_revenue_guide_low
2026Q3 / shared223.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August Q3 total revenue outlook high
q3_revenue_guide_high
2026Q3 / shared225.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August Q3 total revenue outlook endpoint sum
q3_revenue_guide_sum
2026Q3 / shared448.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(q3_revenue_guide_low, q3_revenue_guide_high).
August Q3 total revenue outlook midpoint
q3_revenue_guide
2026Q3 / shared224.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(q3_revenue_guide_sum, two).
August FY2026 non-GAAP operating income low
fy26_adjusted_guide_low
FY2026 / shared236.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August FY2026 non-GAAP operating income high
fy26_adjusted_guide_high
FY2026 / shared244.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August FY2026 non-GAAP operating income endpoint sum
fy26_adjusted_guide_sum
FY2026 / shared480.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(fy26_adjusted_guide_low, fy26_adjusted_guide_high).
August FY2026 non-GAAP operating income midpoint
fy26_adjusted_guide
FY2026 / shared240.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(fy26_adjusted_guide_sum, two).
August Q3 non-GAAP operating income low
q3_adjusted_guide_low
2026Q3 / shared61.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August Q3 non-GAAP operating income high
q3_adjusted_guide_high
2026Q3 / shared63.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-04
August Q3 non-GAAP operating income endpoint sum
q3_adjusted_guide_sum
2026Q3 / shared124.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(q3_adjusted_guide_low, q3_adjusted_guide_high).
August Q3 non-GAAP operating income midpoint
q3_adjusted_guide
2026Q3 / shared62.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(q3_adjusted_guide_sum, two).
FY2026 delivery versus August reference
downside_delivery
FY2026 / downside95.0%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 opfactor versus August reference
downside_opfactor
FY2026 / downside85.0%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 revenue
downside_fy26_revenue_target
FY2026 / downside815.10
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_revenue_guide, downside_delivery).
H2 revenue
downside_h2_revenue
H2 2026 / downside419.98
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(downside_fy26_revenue_target, h1_revenue).
FY2026 adjusted_operating_income
downside_fy26_adjusted_operating_income_target
FY2026 / downside204.00
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_adjusted_guide, downside_opfactor).
H2 adjusted_operating_income
downside_h2_adjusted_operating_income
H2 2026 / downside96.32
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(downside_fy26_adjusted_operating_income_target, h1_adjusted_operating_income).
FY2026 Cylinder contribution
downside_fy26_cylinder
FY2026 / downside8.00
USD_millions
assumption: Desk post-close sales allocation already included within annual consolidated revenue.
FY2026 legacy-business sales
downside_fy26_core
FY2026 / downside807.10
USD_millions
derived: No acquired revenue added twice. Formula: subtract(downside_fy26_revenue_target, downside_fy26_cylinder).
FY2027 legacy growth multiplier
downside_core_growth
FY2027 / downside118.0%
ratio
assumption: Desk engagement and customer expansion assumption.
FY2027 legacy revenue
downside_fy27_core
FY2027 / downside952.38
USD_millions
derived: Legacy growth separate from acquired business. Formula: multiply(downside_fy26_core, downside_core_growth).
FY2027 Cylinder revenue
downside_fy27_cylinder
FY2027 / downside30.00
USD_millions
assumption: Desk assumption; no standalone revenue guidance disclosed.
Cylinder revenue
downside_2026q3_cylinder
2026Q3 / downside2.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
downside_2026q3_revenue
2026Q3 / downside212.80
USD_millions
derived: August Q3 guidance reference times sensitivity. Formula: multiply(q3_revenue_guide, downside_delivery).
Legacy revenue
downside_2026q3_core
2026Q3 / downside210.80
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(downside_2026q3_revenue, downside_2026q3_cylinder).
Non-GAAP operating income
downside_2026q3_adjusted_operating_income
2026Q3 / downside52.70
USD_millions
derived: August Q3 adjusted operating reference. Formula: multiply(q3_adjusted_guide, downside_opfactor).
core GAAP gross margin
downside_2026q3_core_gross_margin
2026Q3 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2026q3_core_gross
2026Q3 / downside172.86
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2026q3_core, downside_2026q3_core_gross_margin).
cylinder GAAP gross margin
downside_2026q3_cylinder_gross_margin
2026Q3 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2026q3_cylinder_gross
2026Q3 / downside1.10
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2026q3_cylinder, downside_2026q3_cylinder_gross_margin).
GAAP gross profit proxy
downside_2026q3_gross_profit
2026Q3 / downside173.96
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2026q3_core_gross, downside_2026q3_cylinder_gross).
Total stock compensation expense
downside_2026q3_sbc
2026Q3 / downside24.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2026q3_amort
2026Q3 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2026q3_sbc_payroll
2026Q3 / downside1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2026q3_acquisition_costs
2026Q3 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2026q3_gaap_adjustments
2026Q3 / downside28.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2026q3_sbc, downside_2026q3_amort, downside_2026q3_sbc_payroll, downside_2026q3_acquisition_costs).
GAAP operating income
downside_2026q3_operating_income
2026Q3 / downside24.00
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2026q3_adjusted_operating_income, downside_2026q3_gaap_adjustments).
Investment income
downside_2026q3_interest
2026Q3 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2026q3_pretax
2026Q3 / downside27.00
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2026q3_operating_income, downside_2026q3_interest).
Cash tax / pretax income
downside_2026q3_tax_rate
2026Q3 / downside5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2026q3_cash_tax
2026Q3 / downside1.35
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2026q3_pretax, downside_2026q3_tax_rate).
After-tax earnings reference
downside_2026q3_after_tax
2026Q3 / downside25.65
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2026q3_pretax, downside_2026q3_cash_tax).
Other depreciation
downside_2026q3_depreciation
2026Q3 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2026q3_commission_amort
2026Q3 / downside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2026q3_before_commissions
2026Q3 / downside71.65
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2026q3_after_tax, downside_2026q3_sbc, downside_2026q3_amort, downside_2026q3_depreciation, downside_2026q3_commission_amort).
Commission cash / sales
downside_2026q3_commission_rate
2026Q3 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2026q3_commission_cash
2026Q3 / downside29.79
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2026q3_revenue, downside_2026q3_commission_rate).
Billings / recognized revenue
downside_2026q3_billing_ratio
2026Q3 / downside108.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2026q3_billings
2026Q3 / downside229.82
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2026q3_revenue, downside_2026q3_billing_ratio).
Deferred revenue funding from operations
downside_2026q3_deferred_funding
2026Q3 / downside17.02
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2026q3_billings, downside_2026q3_revenue).
Cash earnings plus advance-billing funding
downside_2026q3_cash_before_uses
2026Q3 / downside88.67
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2026q3_before_commissions, downside_2026q3_deferred_funding).
Receivables and other operating cash use
downside_2026q3_receivables_other
2026Q3 / downside25.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2026q3_cash_uses
2026Q3 / downside54.79
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2026q3_commission_cash, downside_2026q3_receivables_other).
Operating cash flow
downside_2026q3_cfo
2026Q3 / downside33.88
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2026q3_cash_before_uses, downside_2026q3_cash_uses).
Gross PP&E purchases
downside_2026q3_capex
2026Q3 / downside2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2026q3_software
2026Q3 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2026q3_fcf
2026Q3 / downside31.88
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2026q3_cfo, downside_2026q3_capex).
CFO less PP&E and software
downside_2026q3_company_fcf
2026Q3 / downside29.88
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2026q3_fcf, downside_2026q3_software).
Share of announced purchase cash in quarter
downside_2026q3_deal_timing
2026Q3 / downside100.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2026q3_deal_cash
2026Q3 / downside105.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2026q3_deal_timing).
Cash taxes on net-settled awards
downside_2026q3_withholding
2026Q3 / downside12.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2026q3_capital_uses
2026Q3 / downside117.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2026q3_deal_cash, downside_2026q3_withholding).
Cash after software, awards and acquisition
downside_2026q3_cash_after_deal
2026Q3 / downside-87.12
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2026q3_company_fcf, downside_2026q3_capital_uses).
Cylinder revenue
downside_2026q4_cylinder
2026Q4 / downside6.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
downside_2026q4_revenue
2026Q4 / downside207.18
USD_millions
derived: Annual total scenario less actual H1 and forecast Q3. Formula: subtract(downside_h2_revenue, downside_2026q3_revenue).
Legacy revenue
downside_2026q4_core
2026Q4 / downside201.18
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(downside_2026q4_revenue, downside_2026q4_cylinder).
Non-GAAP operating income
downside_2026q4_adjusted_operating_income
2026Q4 / downside43.62
USD_millions
derived: Remaining annual adjusted operating result. Formula: subtract(downside_h2_adjusted_operating_income, downside_2026q3_adjusted_operating_income).
core GAAP gross margin
downside_2026q4_core_gross_margin
2026Q4 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2026q4_core_gross
2026Q4 / downside164.96
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2026q4_core, downside_2026q4_core_gross_margin).
cylinder GAAP gross margin
downside_2026q4_cylinder_gross_margin
2026Q4 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2026q4_cylinder_gross
2026Q4 / downside3.30
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2026q4_cylinder, downside_2026q4_cylinder_gross_margin).
GAAP gross profit proxy
downside_2026q4_gross_profit
2026Q4 / downside168.26
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2026q4_core_gross, downside_2026q4_cylinder_gross).
Total stock compensation expense
downside_2026q4_sbc
2026Q4 / downside26.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2026q4_amort
2026Q4 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2026q4_sbc_payroll
2026Q4 / downside1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2026q4_acquisition_costs
2026Q4 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2026q4_gaap_adjustments
2026Q4 / downside29.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2026q4_sbc, downside_2026q4_amort, downside_2026q4_sbc_payroll, downside_2026q4_acquisition_costs).
GAAP operating income
downside_2026q4_operating_income
2026Q4 / downside13.92
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2026q4_adjusted_operating_income, downside_2026q4_gaap_adjustments).
Investment income
downside_2026q4_interest
2026Q4 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2026q4_pretax
2026Q4 / downside16.92
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2026q4_operating_income, downside_2026q4_interest).
Cash tax / pretax income
downside_2026q4_tax_rate
2026Q4 / downside5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2026q4_cash_tax
2026Q4 / downside0.85
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2026q4_pretax, downside_2026q4_tax_rate).
After-tax earnings reference
downside_2026q4_after_tax
2026Q4 / downside16.08
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2026q4_pretax, downside_2026q4_cash_tax).
Other depreciation
downside_2026q4_depreciation
2026Q4 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2026q4_commission_amort
2026Q4 / downside22.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2026q4_before_commissions
2026Q4 / downside66.08
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2026q4_after_tax, downside_2026q4_sbc, downside_2026q4_amort, downside_2026q4_depreciation, downside_2026q4_commission_amort).
Commission cash / sales
downside_2026q4_commission_rate
2026Q4 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2026q4_commission_cash
2026Q4 / downside29.00
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2026q4_revenue, downside_2026q4_commission_rate).
Billings / recognized revenue
downside_2026q4_billing_ratio
2026Q4 / downside90.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2026q4_billings
2026Q4 / downside186.46
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2026q4_revenue, downside_2026q4_billing_ratio).
Deferred revenue funding from operations
downside_2026q4_deferred_funding
2026Q4 / downside-20.72
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2026q4_billings, downside_2026q4_revenue).
Cash earnings plus advance-billing funding
downside_2026q4_cash_before_uses
2026Q4 / downside45.36
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2026q4_before_commissions, downside_2026q4_deferred_funding).
Receivables and other operating cash use
downside_2026q4_receivables_other
2026Q4 / downside0.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2026q4_cash_uses
2026Q4 / downside29.00
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2026q4_commission_cash, downside_2026q4_receivables_other).
Operating cash flow
downside_2026q4_cfo
2026Q4 / downside16.36
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2026q4_cash_before_uses, downside_2026q4_cash_uses).
Gross PP&E purchases
downside_2026q4_capex
2026Q4 / downside2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2026q4_software
2026Q4 / downside2.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2026q4_fcf
2026Q4 / downside14.36
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2026q4_cfo, downside_2026q4_capex).
CFO less PP&E and software
downside_2026q4_company_fcf
2026Q4 / downside11.86
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2026q4_fcf, downside_2026q4_software).
Share of announced purchase cash in quarter
downside_2026q4_deal_timing
2026Q4 / downside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2026q4_deal_cash
2026Q4 / downside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2026q4_deal_timing).
Cash taxes on net-settled awards
downside_2026q4_withholding
2026Q4 / downside13.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2026q4_capital_uses
2026Q4 / downside13.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2026q4_deal_cash, downside_2026q4_withholding).
Cash after software, awards and acquisition
downside_2026q4_cash_after_deal
2026Q4 / downside-1.14
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2026q4_company_fcf, downside_2026q4_capital_uses).
Annual revenue quarter share
downside_2027q1_weight
2027Q1 / downside22.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
downside_2027q1_core
2027Q1 / downside209.52
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(downside_fy27_core, downside_2027q1_weight).
Cylinder revenue
downside_2027q1_cylinder
2027Q1 / downside6.60
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(downside_fy27_cylinder, downside_2027q1_weight).
Consolidated revenue
downside_2027q1_revenue
2027Q1 / downside216.12
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(downside_2027q1_core, downside_2027q1_cylinder).
core adjusted operating margin
downside_2027q1_core_op_margin
2027Q1 / downside25.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
downside_2027q1_core_adjusted_op
2027Q1 / downside52.38
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q1_core, downside_2027q1_core_op_margin).
cylinder adjusted operating margin
downside_2027q1_cylinder_op_margin
2027Q1 / downside-10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
downside_2027q1_cylinder_adjusted_op
2027Q1 / downside-0.66
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q1_cylinder, downside_2027q1_cylinder_op_margin).
Non-GAAP operating income
downside_2027q1_adjusted_operating_income
2027Q1 / downside51.72
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(downside_2027q1_core_adjusted_op, downside_2027q1_cylinder_adjusted_op).
core GAAP gross margin
downside_2027q1_core_gross_margin
2027Q1 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2027q1_core_gross
2027Q1 / downside171.81
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q1_core, downside_2027q1_core_gross_margin).
cylinder GAAP gross margin
downside_2027q1_cylinder_gross_margin
2027Q1 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2027q1_cylinder_gross
2027Q1 / downside3.63
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q1_cylinder, downside_2027q1_cylinder_gross_margin).
GAAP gross profit proxy
downside_2027q1_gross_profit
2027Q1 / downside175.44
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2027q1_core_gross, downside_2027q1_cylinder_gross).
Total stock compensation expense
downside_2027q1_sbc
2027Q1 / downside29.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2027q1_amort
2027Q1 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2027q1_sbc_payroll
2027Q1 / downside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2027q1_acquisition_costs
2027Q1 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2027q1_gaap_adjustments
2027Q1 / downside34.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2027q1_sbc, downside_2027q1_amort, downside_2027q1_sbc_payroll, downside_2027q1_acquisition_costs).
GAAP operating income
downside_2027q1_operating_income
2027Q1 / downside17.52
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2027q1_adjusted_operating_income, downside_2027q1_gaap_adjustments).
Investment income
downside_2027q1_interest
2027Q1 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2027q1_pretax
2027Q1 / downside20.52
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2027q1_operating_income, downside_2027q1_interest).
Cash tax / pretax income
downside_2027q1_tax_rate
2027Q1 / downside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2027q1_cash_tax
2027Q1 / downside3.08
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2027q1_pretax, downside_2027q1_tax_rate).
After-tax earnings reference
downside_2027q1_after_tax
2027Q1 / downside17.44
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2027q1_pretax, downside_2027q1_cash_tax).
Other depreciation
downside_2027q1_depreciation
2027Q1 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2027q1_commission_amort
2027Q1 / downside24.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2027q1_before_commissions
2027Q1 / downside73.44
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2027q1_after_tax, downside_2027q1_sbc, downside_2027q1_amort, downside_2027q1_depreciation, downside_2027q1_commission_amort).
Commission cash / sales
downside_2027q1_commission_rate
2027Q1 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2027q1_commission_cash
2027Q1 / downside30.26
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2027q1_revenue, downside_2027q1_commission_rate).
Billings / recognized revenue
downside_2027q1_billing_ratio
2027Q1 / downside115.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2027q1_billings
2027Q1 / downside248.54
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2027q1_revenue, downside_2027q1_billing_ratio).
Deferred revenue funding from operations
downside_2027q1_deferred_funding
2027Q1 / downside32.42
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2027q1_billings, downside_2027q1_revenue).
Cash earnings plus advance-billing funding
downside_2027q1_cash_before_uses
2027Q1 / downside105.86
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2027q1_before_commissions, downside_2027q1_deferred_funding).
Receivables and other operating cash use
downside_2027q1_receivables_other
2027Q1 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2027q1_cash_uses
2027Q1 / downside65.26
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2027q1_commission_cash, downside_2027q1_receivables_other).
Operating cash flow
downside_2027q1_cfo
2027Q1 / downside40.60
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2027q1_cash_before_uses, downside_2027q1_cash_uses).
Gross PP&E purchases
downside_2027q1_capex
2027Q1 / downside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2027q1_software
2027Q1 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q1_fcf
2027Q1 / downside37.60
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2027q1_cfo, downside_2027q1_capex).
CFO less PP&E and software
downside_2027q1_company_fcf
2027Q1 / downside34.60
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2027q1_fcf, downside_2027q1_software).
Share of announced purchase cash in quarter
downside_2027q1_deal_timing
2027Q1 / downside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2027q1_deal_cash
2027Q1 / downside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2027q1_deal_timing).
Cash taxes on net-settled awards
downside_2027q1_withholding
2027Q1 / downside14.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2027q1_capital_uses
2027Q1 / downside14.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2027q1_deal_cash, downside_2027q1_withholding).
Cash after software, awards and acquisition
downside_2027q1_cash_after_deal
2027Q1 / downside20.60
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2027q1_company_fcf, downside_2027q1_capital_uses).
Annual revenue quarter share
downside_2027q2_weight
2027Q2 / downside24.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
downside_2027q2_core
2027Q2 / downside228.57
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(downside_fy27_core, downside_2027q2_weight).
Cylinder revenue
downside_2027q2_cylinder
2027Q2 / downside7.20
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(downside_fy27_cylinder, downside_2027q2_weight).
Consolidated revenue
downside_2027q2_revenue
2027Q2 / downside235.77
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(downside_2027q2_core, downside_2027q2_cylinder).
core adjusted operating margin
downside_2027q2_core_op_margin
2027Q2 / downside25.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
downside_2027q2_core_adjusted_op
2027Q2 / downside57.14
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q2_core, downside_2027q2_core_op_margin).
cylinder adjusted operating margin
downside_2027q2_cylinder_op_margin
2027Q2 / downside-10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
downside_2027q2_cylinder_adjusted_op
2027Q2 / downside-0.72
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q2_cylinder, downside_2027q2_cylinder_op_margin).
Non-GAAP operating income
downside_2027q2_adjusted_operating_income
2027Q2 / downside56.42
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(downside_2027q2_core_adjusted_op, downside_2027q2_cylinder_adjusted_op).
core GAAP gross margin
downside_2027q2_core_gross_margin
2027Q2 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2027q2_core_gross
2027Q2 / downside187.43
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q2_core, downside_2027q2_core_gross_margin).
cylinder GAAP gross margin
downside_2027q2_cylinder_gross_margin
2027Q2 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2027q2_cylinder_gross
2027Q2 / downside3.96
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q2_cylinder, downside_2027q2_cylinder_gross_margin).
GAAP gross profit proxy
downside_2027q2_gross_profit
2027Q2 / downside191.39
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2027q2_core_gross, downside_2027q2_cylinder_gross).
Total stock compensation expense
downside_2027q2_sbc
2027Q2 / downside32.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2027q2_amort
2027Q2 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2027q2_sbc_payroll
2027Q2 / downside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2027q2_acquisition_costs
2027Q2 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2027q2_gaap_adjustments
2027Q2 / downside37.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2027q2_sbc, downside_2027q2_amort, downside_2027q2_sbc_payroll, downside_2027q2_acquisition_costs).
GAAP operating income
downside_2027q2_operating_income
2027Q2 / downside19.22
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2027q2_adjusted_operating_income, downside_2027q2_gaap_adjustments).
Investment income
downside_2027q2_interest
2027Q2 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2027q2_pretax
2027Q2 / downside22.22
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2027q2_operating_income, downside_2027q2_interest).
Cash tax / pretax income
downside_2027q2_tax_rate
2027Q2 / downside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2027q2_cash_tax
2027Q2 / downside3.33
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2027q2_pretax, downside_2027q2_tax_rate).
After-tax earnings reference
downside_2027q2_after_tax
2027Q2 / downside18.89
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2027q2_pretax, downside_2027q2_cash_tax).
Other depreciation
downside_2027q2_depreciation
2027Q2 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2027q2_commission_amort
2027Q2 / downside26.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2027q2_before_commissions
2027Q2 / downside79.89
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2027q2_after_tax, downside_2027q2_sbc, downside_2027q2_amort, downside_2027q2_depreciation, downside_2027q2_commission_amort).
Commission cash / sales
downside_2027q2_commission_rate
2027Q2 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2027q2_commission_cash
2027Q2 / downside33.01
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2027q2_revenue, downside_2027q2_commission_rate).
Billings / recognized revenue
downside_2027q2_billing_ratio
2027Q2 / downside115.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2027q2_billings
2027Q2 / downside271.14
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2027q2_revenue, downside_2027q2_billing_ratio).
Deferred revenue funding from operations
downside_2027q2_deferred_funding
2027Q2 / downside35.37
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2027q2_billings, downside_2027q2_revenue).
Cash earnings plus advance-billing funding
downside_2027q2_cash_before_uses
2027Q2 / downside115.25
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2027q2_before_commissions, downside_2027q2_deferred_funding).
Receivables and other operating cash use
downside_2027q2_receivables_other
2027Q2 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2027q2_cash_uses
2027Q2 / downside68.01
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2027q2_commission_cash, downside_2027q2_receivables_other).
Operating cash flow
downside_2027q2_cfo
2027Q2 / downside47.25
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2027q2_cash_before_uses, downside_2027q2_cash_uses).
Gross PP&E purchases
downside_2027q2_capex
2027Q2 / downside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2027q2_software
2027Q2 / downside3.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q2_fcf
2027Q2 / downside44.25
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2027q2_cfo, downside_2027q2_capex).
CFO less PP&E and software
downside_2027q2_company_fcf
2027Q2 / downside40.75
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2027q2_fcf, downside_2027q2_software).
Share of announced purchase cash in quarter
downside_2027q2_deal_timing
2027Q2 / downside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2027q2_deal_cash
2027Q2 / downside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2027q2_deal_timing).
Cash taxes on net-settled awards
downside_2027q2_withholding
2027Q2 / downside15.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2027q2_capital_uses
2027Q2 / downside15.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2027q2_deal_cash, downside_2027q2_withholding).
Cash after software, awards and acquisition
downside_2027q2_cash_after_deal
2027Q2 / downside25.75
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2027q2_company_fcf, downside_2027q2_capital_uses).
Annual revenue quarter share
downside_2027q3_weight
2027Q3 / downside26.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
downside_2027q3_core
2027Q3 / downside247.62
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(downside_fy27_core, downside_2027q3_weight).
Cylinder revenue
downside_2027q3_cylinder
2027Q3 / downside7.80
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(downside_fy27_cylinder, downside_2027q3_weight).
Consolidated revenue
downside_2027q3_revenue
2027Q3 / downside255.42
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(downside_2027q3_core, downside_2027q3_cylinder).
core adjusted operating margin
downside_2027q3_core_op_margin
2027Q3 / downside25.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
downside_2027q3_core_adjusted_op
2027Q3 / downside61.90
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q3_core, downside_2027q3_core_op_margin).
cylinder adjusted operating margin
downside_2027q3_cylinder_op_margin
2027Q3 / downside-10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
downside_2027q3_cylinder_adjusted_op
2027Q3 / downside-0.78
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q3_cylinder, downside_2027q3_cylinder_op_margin).
Non-GAAP operating income
downside_2027q3_adjusted_operating_income
2027Q3 / downside61.12
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(downside_2027q3_core_adjusted_op, downside_2027q3_cylinder_adjusted_op).
core GAAP gross margin
downside_2027q3_core_gross_margin
2027Q3 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2027q3_core_gross
2027Q3 / downside203.05
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q3_core, downside_2027q3_core_gross_margin).
cylinder GAAP gross margin
downside_2027q3_cylinder_gross_margin
2027Q3 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2027q3_cylinder_gross
2027Q3 / downside4.29
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q3_cylinder, downside_2027q3_cylinder_gross_margin).
GAAP gross profit proxy
downside_2027q3_gross_profit
2027Q3 / downside207.34
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2027q3_core_gross, downside_2027q3_cylinder_gross).
Total stock compensation expense
downside_2027q3_sbc
2027Q3 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2027q3_amort
2027Q3 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2027q3_sbc_payroll
2027Q3 / downside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2027q3_acquisition_costs
2027Q3 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2027q3_gaap_adjustments
2027Q3 / downside40.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2027q3_sbc, downside_2027q3_amort, downside_2027q3_sbc_payroll, downside_2027q3_acquisition_costs).
GAAP operating income
downside_2027q3_operating_income
2027Q3 / downside20.92
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2027q3_adjusted_operating_income, downside_2027q3_gaap_adjustments).
Investment income
downside_2027q3_interest
2027Q3 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2027q3_pretax
2027Q3 / downside23.92
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2027q3_operating_income, downside_2027q3_interest).
Cash tax / pretax income
downside_2027q3_tax_rate
2027Q3 / downside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2027q3_cash_tax
2027Q3 / downside3.59
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2027q3_pretax, downside_2027q3_tax_rate).
After-tax earnings reference
downside_2027q3_after_tax
2027Q3 / downside20.34
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2027q3_pretax, downside_2027q3_cash_tax).
Other depreciation
downside_2027q3_depreciation
2027Q3 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2027q3_commission_amort
2027Q3 / downside28.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2027q3_before_commissions
2027Q3 / downside86.34
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2027q3_after_tax, downside_2027q3_sbc, downside_2027q3_amort, downside_2027q3_depreciation, downside_2027q3_commission_amort).
Commission cash / sales
downside_2027q3_commission_rate
2027Q3 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2027q3_commission_cash
2027Q3 / downside35.76
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2027q3_revenue, downside_2027q3_commission_rate).
Billings / recognized revenue
downside_2027q3_billing_ratio
2027Q3 / downside110.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2027q3_billings
2027Q3 / downside280.96
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2027q3_revenue, downside_2027q3_billing_ratio).
Deferred revenue funding from operations
downside_2027q3_deferred_funding
2027Q3 / downside25.54
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2027q3_billings, downside_2027q3_revenue).
Cash earnings plus advance-billing funding
downside_2027q3_cash_before_uses
2027Q3 / downside111.88
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2027q3_before_commissions, downside_2027q3_deferred_funding).
Receivables and other operating cash use
downside_2027q3_receivables_other
2027Q3 / downside30.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2027q3_cash_uses
2027Q3 / downside65.76
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2027q3_commission_cash, downside_2027q3_receivables_other).
Operating cash flow
downside_2027q3_cfo
2027Q3 / downside46.12
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2027q3_cash_before_uses, downside_2027q3_cash_uses).
Gross PP&E purchases
downside_2027q3_capex
2027Q3 / downside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2027q3_software
2027Q3 / downside4.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q3_fcf
2027Q3 / downside43.12
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2027q3_cfo, downside_2027q3_capex).
CFO less PP&E and software
downside_2027q3_company_fcf
2027Q3 / downside39.12
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2027q3_fcf, downside_2027q3_software).
Share of announced purchase cash in quarter
downside_2027q3_deal_timing
2027Q3 / downside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2027q3_deal_cash
2027Q3 / downside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2027q3_deal_timing).
Cash taxes on net-settled awards
downside_2027q3_withholding
2027Q3 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2027q3_capital_uses
2027Q3 / downside16.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2027q3_deal_cash, downside_2027q3_withholding).
Cash after software, awards and acquisition
downside_2027q3_cash_after_deal
2027Q3 / downside23.12
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2027q3_company_fcf, downside_2027q3_capital_uses).
Annual revenue quarter share
downside_2027q4_weight
2027Q4 / downside28.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
downside_2027q4_core
2027Q4 / downside266.67
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(downside_fy27_core, downside_2027q4_weight).
Cylinder revenue
downside_2027q4_cylinder
2027Q4 / downside8.40
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(downside_fy27_cylinder, downside_2027q4_weight).
Consolidated revenue
downside_2027q4_revenue
2027Q4 / downside275.07
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(downside_2027q4_core, downside_2027q4_cylinder).
core adjusted operating margin
downside_2027q4_core_op_margin
2027Q4 / downside25.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
downside_2027q4_core_adjusted_op
2027Q4 / downside66.67
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q4_core, downside_2027q4_core_op_margin).
cylinder adjusted operating margin
downside_2027q4_cylinder_op_margin
2027Q4 / downside-10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
downside_2027q4_cylinder_adjusted_op
2027Q4 / downside-0.84
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(downside_2027q4_cylinder, downside_2027q4_cylinder_op_margin).
Non-GAAP operating income
downside_2027q4_adjusted_operating_income
2027Q4 / downside65.83
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(downside_2027q4_core_adjusted_op, downside_2027q4_cylinder_adjusted_op).
core GAAP gross margin
downside_2027q4_core_gross_margin
2027Q4 / downside82.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
downside_2027q4_core_gross
2027Q4 / downside218.67
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q4_core, downside_2027q4_core_gross_margin).
cylinder GAAP gross margin
downside_2027q4_cylinder_gross_margin
2027Q4 / downside55.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
downside_2027q4_cylinder_gross
2027Q4 / downside4.62
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(downside_2027q4_cylinder, downside_2027q4_cylinder_gross_margin).
GAAP gross profit proxy
downside_2027q4_gross_profit
2027Q4 / downside223.29
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(downside_2027q4_core_gross, downside_2027q4_cylinder_gross).
Total stock compensation expense
downside_2027q4_sbc
2027Q4 / downside38.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
downside_2027q4_amort
2027Q4 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
downside_2027q4_sbc_payroll
2027Q4 / downside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
downside_2027q4_acquisition_costs
2027Q4 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
downside_2027q4_gaap_adjustments
2027Q4 / downside43.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(downside_2027q4_sbc, downside_2027q4_amort, downside_2027q4_sbc_payroll, downside_2027q4_acquisition_costs).
GAAP operating income
downside_2027q4_operating_income
2027Q4 / downside22.63
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(downside_2027q4_adjusted_operating_income, downside_2027q4_gaap_adjustments).
Investment income
downside_2027q4_interest
2027Q4 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
downside_2027q4_pretax
2027Q4 / downside25.63
USD_millions
derived: Desk recurring investment income. Formula: sum(downside_2027q4_operating_income, downside_2027q4_interest).
Cash tax / pretax income
downside_2027q4_tax_rate
2027Q4 / downside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
downside_2027q4_cash_tax
2027Q4 / downside3.84
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(downside_2027q4_pretax, downside_2027q4_tax_rate).
After-tax earnings reference
downside_2027q4_after_tax
2027Q4 / downside21.78
USD_millions
derived: Simplified tax timing. Formula: subtract(downside_2027q4_pretax, downside_2027q4_cash_tax).
Other depreciation
downside_2027q4_depreciation
2027Q4 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
downside_2027q4_commission_amort
2027Q4 / downside30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
downside_2027q4_before_commissions
2027Q4 / downside92.78
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(downside_2027q4_after_tax, downside_2027q4_sbc, downside_2027q4_amort, downside_2027q4_depreciation, downside_2027q4_commission_amort).
Commission cash / sales
downside_2027q4_commission_rate
2027Q4 / downside14.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
downside_2027q4_commission_cash
2027Q4 / downside38.51
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(downside_2027q4_revenue, downside_2027q4_commission_rate).
Billings / recognized revenue
downside_2027q4_billing_ratio
2027Q4 / downside90.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
downside_2027q4_billings
2027Q4 / downside247.56
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(downside_2027q4_revenue, downside_2027q4_billing_ratio).
Deferred revenue funding from operations
downside_2027q4_deferred_funding
2027Q4 / downside-27.51
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(downside_2027q4_billings, downside_2027q4_revenue).
Cash earnings plus advance-billing funding
downside_2027q4_cash_before_uses
2027Q4 / downside65.28
USD_millions
derived: Collection timing is handled separately. Formula: sum(downside_2027q4_before_commissions, downside_2027q4_deferred_funding).
Receivables and other operating cash use
downside_2027q4_receivables_other
2027Q4 / downside5.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
downside_2027q4_cash_uses
2027Q4 / downside43.51
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(downside_2027q4_commission_cash, downside_2027q4_receivables_other).
Operating cash flow
downside_2027q4_cfo
2027Q4 / downside21.77
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(downside_2027q4_cash_before_uses, downside_2027q4_cash_uses).
Gross PP&E purchases
downside_2027q4_capex
2027Q4 / downside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
downside_2027q4_software
2027Q4 / downside4.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q4_fcf
2027Q4 / downside18.77
USD_millions
derived: Generic historical cash measure. Formula: subtract(downside_2027q4_cfo, downside_2027q4_capex).
CFO less PP&E and software
downside_2027q4_company_fcf
2027Q4 / downside14.27
USD_millions
derived: Current-period company FCF definition. Formula: subtract(downside_2027q4_fcf, downside_2027q4_software).
Share of announced purchase cash in quarter
downside_2027q4_deal_timing
2027Q4 / downside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
downside_2027q4_deal_cash
2027Q4 / downside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, downside_2027q4_deal_timing).
Cash taxes on net-settled awards
downside_2027q4_withholding
2027Q4 / downside17.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
downside_2027q4_capital_uses
2027Q4 / downside17.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(downside_2027q4_deal_cash, downside_2027q4_withholding).
Cash after software, awards and acquisition
downside_2027q4_cash_after_deal
2027Q4 / downside-2.73
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(downside_2027q4_company_fcf, downside_2027q4_capital_uses).
Consolidated revenue ($M)
downside_fy2026_revenue
FY2026 / downside815.10
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, downside_2026q3_revenue, downside_2026q4_revenue).
Cylinder revenue assumption ($M)
downside_fy2026_cylinder
FY2026 / downside8.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cylinder, downside_2026q3_cylinder, downside_2026q4_cylinder).
GAAP gross profit proxy ($M)
downside_fy2026_gross_profit
FY2026 / downside680.40
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, downside_2026q3_gross_profit, downside_2026q4_gross_profit).
Non-GAAP operating income ($M)
downside_fy2026_adjusted_operating_income
FY2026 / downside204.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_adjusted_operating_income, downside_2026q3_adjusted_operating_income, downside_2026q4_adjusted_operating_income).
GAAP operating income ($M)
downside_fy2026_operating_income
FY2026 / downside110.43
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, downside_2026q3_operating_income, downside_2026q4_operating_income).
Operating cash flow ($M)
downside_fy2026_cfo
FY2026 / downside194.73
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, downside_2026q3_cfo, downside_2026q4_cfo).
PP&E cash purchases ($M)
downside_fy2026_capex
FY2026 / downside4.21
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, downside_2026q3_capex, downside_2026q4_capex).
Capitalized software cash ($M)
downside_fy2026_software
FY2026 / downside7.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, downside_2026q3_software, downside_2026q4_software).
CFO less PP&E ($M)
downside_fy2026_fcf
FY2026 / downside190.53
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, downside_2026q3_fcf, downside_2026q4_fcf).
CFO less PP&E and software ($M)
downside_fy2026_company_fcf
FY2026 / downside182.85
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, downside_2026q3_company_fcf, downside_2026q4_company_fcf).
Cash after software, awards and acquisition ($M)
downside_fy2026_cash_after_deal
FY2026 / downside33.06
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_deal, downside_2026q3_cash_after_deal, downside_2026q4_cash_after_deal).
Consolidated revenue ($M)
downside_fy2027_revenue
FY2027 / downside982.38
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_revenue, downside_2027q2_revenue, downside_2027q3_revenue, downside_2027q4_revenue).
Cylinder revenue assumption ($M)
downside_fy2027_cylinder
FY2027 / downside30.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_cylinder, downside_2027q2_cylinder, downside_2027q3_cylinder, downside_2027q4_cylinder).
GAAP gross profit proxy ($M)
downside_fy2027_gross_profit
FY2027 / downside797.45
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_gross_profit, downside_2027q2_gross_profit, downside_2027q3_gross_profit, downside_2027q4_gross_profit).
Non-GAAP operating income ($M)
downside_fy2027_adjusted_operating_income
FY2027 / downside235.09
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_adjusted_operating_income, downside_2027q2_adjusted_operating_income, downside_2027q3_adjusted_operating_income, downside_2027q4_adjusted_operating_income).
GAAP operating income ($M)
downside_fy2027_operating_income
FY2027 / downside80.29
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_operating_income, downside_2027q2_operating_income, downside_2027q3_operating_income, downside_2027q4_operating_income).
Operating cash flow ($M)
downside_fy2027_cfo
FY2027 / downside155.74
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_cfo, downside_2027q2_cfo, downside_2027q3_cfo, downside_2027q4_cfo).
PP&E cash purchases ($M)
downside_fy2027_capex
FY2027 / downside12.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_capex, downside_2027q2_capex, downside_2027q3_capex, downside_2027q4_capex).
Capitalized software cash ($M)
downside_fy2027_software
FY2027 / downside15.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_software, downside_2027q2_software, downside_2027q3_software, downside_2027q4_software).
CFO less PP&E ($M)
downside_fy2027_fcf
FY2027 / downside143.74
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_fcf, downside_2027q2_fcf, downside_2027q3_fcf, downside_2027q4_fcf).
CFO less PP&E and software ($M)
downside_fy2027_company_fcf
FY2027 / downside128.74
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_company_fcf, downside_2027q2_company_fcf, downside_2027q3_company_fcf, downside_2027q4_company_fcf).
Cash after software, awards and acquisition ($M)
downside_fy2027_cash_after_deal
FY2027 / downside66.74
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2027q1_cash_after_deal, downside_2027q2_cash_after_deal, downside_2027q3_cash_after_deal, downside_2027q4_cash_after_deal).
FY2026 delivery versus August reference
base_delivery
FY2026 / base100.0%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 opfactor versus August reference
base_opfactor
FY2026 / base100.0%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 revenue
base_fy26_revenue_target
FY2026 / base858.00
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_revenue_guide, base_delivery).
H2 revenue
base_h2_revenue
H2 2026 / base462.88
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(base_fy26_revenue_target, h1_revenue).
FY2026 adjusted_operating_income
base_fy26_adjusted_operating_income_target
FY2026 / base240.00
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_adjusted_guide, base_opfactor).
H2 adjusted_operating_income
base_h2_adjusted_operating_income
H2 2026 / base132.32
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(base_fy26_adjusted_operating_income_target, h1_adjusted_operating_income).
FY2026 Cylinder contribution
base_fy26_cylinder
FY2026 / base12.00
USD_millions
assumption: Desk post-close sales allocation already included within annual consolidated revenue.
FY2026 legacy-business sales
base_fy26_core
FY2026 / base846.00
USD_millions
derived: No acquired revenue added twice. Formula: subtract(base_fy26_revenue_target, base_fy26_cylinder).
FY2027 legacy growth multiplier
base_core_growth
FY2027 / base132.0%
ratio
assumption: Desk engagement and customer expansion assumption.
FY2027 legacy revenue
base_fy27_core
FY2027 / base1,116.72
USD_millions
derived: Legacy growth separate from acquired business. Formula: multiply(base_fy26_core, base_core_growth).
FY2027 Cylinder revenue
base_fy27_cylinder
FY2027 / base50.00
USD_millions
assumption: Desk assumption; no standalone revenue guidance disclosed.
Cylinder revenue
base_2026q3_cylinder
2026Q3 / base3.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
base_2026q3_revenue
2026Q3 / base224.00
USD_millions
derived: August Q3 guidance reference times sensitivity. Formula: multiply(q3_revenue_guide, base_delivery).
Legacy revenue
base_2026q3_core
2026Q3 / base221.00
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(base_2026q3_revenue, base_2026q3_cylinder).
Non-GAAP operating income
base_2026q3_adjusted_operating_income
2026Q3 / base62.00
USD_millions
derived: August Q3 adjusted operating reference. Formula: multiply(q3_adjusted_guide, base_opfactor).
core GAAP gross margin
base_2026q3_core_gross_margin
2026Q3 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2026q3_core_gross
2026Q3 / base190.06
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2026q3_core, base_2026q3_core_gross_margin).
cylinder GAAP gross margin
base_2026q3_cylinder_gross_margin
2026Q3 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2026q3_cylinder_gross
2026Q3 / base1.95
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2026q3_cylinder, base_2026q3_cylinder_gross_margin).
GAAP gross profit proxy
base_2026q3_gross_profit
2026Q3 / base192.01
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2026q3_core_gross, base_2026q3_cylinder_gross).
Total stock compensation expense
base_2026q3_sbc
2026Q3 / base23.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2026q3_amort
2026Q3 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2026q3_sbc_payroll
2026Q3 / base1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2026q3_acquisition_costs
2026Q3 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2026q3_gaap_adjustments
2026Q3 / base27.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2026q3_sbc, base_2026q3_amort, base_2026q3_sbc_payroll, base_2026q3_acquisition_costs).
GAAP operating income
base_2026q3_operating_income
2026Q3 / base34.30
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2026q3_adjusted_operating_income, base_2026q3_gaap_adjustments).
Investment income
base_2026q3_interest
2026Q3 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2026q3_pretax
2026Q3 / base37.30
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2026q3_operating_income, base_2026q3_interest).
Cash tax / pretax income
base_2026q3_tax_rate
2026Q3 / base5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2026q3_cash_tax
2026Q3 / base1.86
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2026q3_pretax, base_2026q3_tax_rate).
After-tax earnings reference
base_2026q3_after_tax
2026Q3 / base35.43
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2026q3_pretax, base_2026q3_cash_tax).
Other depreciation
base_2026q3_depreciation
2026Q3 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2026q3_commission_amort
2026Q3 / base20.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2026q3_before_commissions
2026Q3 / base80.44
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2026q3_after_tax, base_2026q3_sbc, base_2026q3_amort, base_2026q3_depreciation, base_2026q3_commission_amort).
Commission cash / sales
base_2026q3_commission_rate
2026Q3 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2026q3_commission_cash
2026Q3 / base28.00
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2026q3_revenue, base_2026q3_commission_rate).
Billings / recognized revenue
base_2026q3_billing_ratio
2026Q3 / base118.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2026q3_billings
2026Q3 / base264.32
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2026q3_revenue, base_2026q3_billing_ratio).
Deferred revenue funding from operations
base_2026q3_deferred_funding
2026Q3 / base40.32
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2026q3_billings, base_2026q3_revenue).
Cash earnings plus advance-billing funding
base_2026q3_cash_before_uses
2026Q3 / base120.75
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2026q3_before_commissions, base_2026q3_deferred_funding).
Receivables and other operating cash use
base_2026q3_receivables_other
2026Q3 / base20.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2026q3_cash_uses
2026Q3 / base48.00
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2026q3_commission_cash, base_2026q3_receivables_other).
Operating cash flow
base_2026q3_cfo
2026Q3 / base72.75
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2026q3_cash_before_uses, base_2026q3_cash_uses).
Gross PP&E purchases
base_2026q3_capex
2026Q3 / base2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2026q3_software
2026Q3 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2026q3_fcf
2026Q3 / base70.75
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2026q3_cfo, base_2026q3_capex).
CFO less PP&E and software
base_2026q3_company_fcf
2026Q3 / base68.75
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2026q3_fcf, base_2026q3_software).
Share of announced purchase cash in quarter
base_2026q3_deal_timing
2026Q3 / base100.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2026q3_deal_cash
2026Q3 / base105.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2026q3_deal_timing).
Cash taxes on net-settled awards
base_2026q3_withholding
2026Q3 / base12.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2026q3_capital_uses
2026Q3 / base117.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2026q3_deal_cash, base_2026q3_withholding).
Cash after software, awards and acquisition
base_2026q3_cash_after_deal
2026Q3 / base-48.25
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2026q3_company_fcf, base_2026q3_capital_uses).
Cylinder revenue
base_2026q4_cylinder
2026Q4 / base9.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
base_2026q4_revenue
2026Q4 / base238.88
USD_millions
derived: Annual total scenario less actual H1 and forecast Q3. Formula: subtract(base_h2_revenue, base_2026q3_revenue).
Legacy revenue
base_2026q4_core
2026Q4 / base229.88
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(base_2026q4_revenue, base_2026q4_cylinder).
Non-GAAP operating income
base_2026q4_adjusted_operating_income
2026Q4 / base70.32
USD_millions
derived: Remaining annual adjusted operating result. Formula: subtract(base_h2_adjusted_operating_income, base_2026q3_adjusted_operating_income).
core GAAP gross margin
base_2026q4_core_gross_margin
2026Q4 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2026q4_core_gross
2026Q4 / base197.69
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2026q4_core, base_2026q4_core_gross_margin).
cylinder GAAP gross margin
base_2026q4_cylinder_gross_margin
2026Q4 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2026q4_cylinder_gross
2026Q4 / base5.85
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2026q4_cylinder, base_2026q4_cylinder_gross_margin).
GAAP gross profit proxy
base_2026q4_gross_profit
2026Q4 / base203.54
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2026q4_core_gross, base_2026q4_cylinder_gross).
Total stock compensation expense
base_2026q4_sbc
2026Q4 / base25.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2026q4_amort
2026Q4 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2026q4_sbc_payroll
2026Q4 / base1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2026q4_acquisition_costs
2026Q4 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2026q4_gaap_adjustments
2026Q4 / base28.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2026q4_sbc, base_2026q4_amort, base_2026q4_sbc_payroll, base_2026q4_acquisition_costs).
GAAP operating income
base_2026q4_operating_income
2026Q4 / base41.62
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2026q4_adjusted_operating_income, base_2026q4_gaap_adjustments).
Investment income
base_2026q4_interest
2026Q4 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2026q4_pretax
2026Q4 / base44.62
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2026q4_operating_income, base_2026q4_interest).
Cash tax / pretax income
base_2026q4_tax_rate
2026Q4 / base5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2026q4_cash_tax
2026Q4 / base2.23
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2026q4_pretax, base_2026q4_tax_rate).
After-tax earnings reference
base_2026q4_after_tax
2026Q4 / base42.39
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2026q4_pretax, base_2026q4_cash_tax).
Other depreciation
base_2026q4_depreciation
2026Q4 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2026q4_commission_amort
2026Q4 / base22.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2026q4_before_commissions
2026Q4 / base91.39
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2026q4_after_tax, base_2026q4_sbc, base_2026q4_amort, base_2026q4_depreciation, base_2026q4_commission_amort).
Commission cash / sales
base_2026q4_commission_rate
2026Q4 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2026q4_commission_cash
2026Q4 / base29.86
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2026q4_revenue, base_2026q4_commission_rate).
Billings / recognized revenue
base_2026q4_billing_ratio
2026Q4 / base90.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2026q4_billings
2026Q4 / base214.99
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2026q4_revenue, base_2026q4_billing_ratio).
Deferred revenue funding from operations
base_2026q4_deferred_funding
2026Q4 / base-23.89
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2026q4_billings, base_2026q4_revenue).
Cash earnings plus advance-billing funding
base_2026q4_cash_before_uses
2026Q4 / base67.51
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2026q4_before_commissions, base_2026q4_deferred_funding).
Receivables and other operating cash use
base_2026q4_receivables_other
2026Q4 / base-10.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2026q4_cash_uses
2026Q4 / base19.86
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2026q4_commission_cash, base_2026q4_receivables_other).
Operating cash flow
base_2026q4_cfo
2026Q4 / base47.65
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2026q4_cash_before_uses, base_2026q4_cash_uses).
Gross PP&E purchases
base_2026q4_capex
2026Q4 / base2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2026q4_software
2026Q4 / base2.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2026q4_fcf
2026Q4 / base45.65
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2026q4_cfo, base_2026q4_capex).
CFO less PP&E and software
base_2026q4_company_fcf
2026Q4 / base43.15
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2026q4_fcf, base_2026q4_software).
Share of announced purchase cash in quarter
base_2026q4_deal_timing
2026Q4 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2026q4_deal_cash
2026Q4 / base0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2026q4_deal_timing).
Cash taxes on net-settled awards
base_2026q4_withholding
2026Q4 / base13.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2026q4_capital_uses
2026Q4 / base13.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2026q4_deal_cash, base_2026q4_withholding).
Cash after software, awards and acquisition
base_2026q4_cash_after_deal
2026Q4 / base30.15
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2026q4_company_fcf, base_2026q4_capital_uses).
Annual revenue quarter share
base_2027q1_weight
2027Q1 / base22.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
base_2027q1_core
2027Q1 / base245.68
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(base_fy27_core, base_2027q1_weight).
Cylinder revenue
base_2027q1_cylinder
2027Q1 / base11.00
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(base_fy27_cylinder, base_2027q1_weight).
Consolidated revenue
base_2027q1_revenue
2027Q1 / base256.68
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(base_2027q1_core, base_2027q1_cylinder).
core adjusted operating margin
base_2027q1_core_op_margin
2027Q1 / base30.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
base_2027q1_core_adjusted_op
2027Q1 / base73.70
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q1_core, base_2027q1_core_op_margin).
cylinder adjusted operating margin
base_2027q1_cylinder_op_margin
2027Q1 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
base_2027q1_cylinder_adjusted_op
2027Q1 / base0.00
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q1_cylinder, base_2027q1_cylinder_op_margin).
Non-GAAP operating income
base_2027q1_adjusted_operating_income
2027Q1 / base73.70
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(base_2027q1_core_adjusted_op, base_2027q1_cylinder_adjusted_op).
core GAAP gross margin
base_2027q1_core_gross_margin
2027Q1 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2027q1_core_gross
2027Q1 / base211.28
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q1_core, base_2027q1_core_gross_margin).
cylinder GAAP gross margin
base_2027q1_cylinder_gross_margin
2027Q1 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2027q1_cylinder_gross
2027Q1 / base7.15
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q1_cylinder, base_2027q1_cylinder_gross_margin).
GAAP gross profit proxy
base_2027q1_gross_profit
2027Q1 / base218.43
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2027q1_core_gross, base_2027q1_cylinder_gross).
Total stock compensation expense
base_2027q1_sbc
2027Q1 / base28.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2027q1_amort
2027Q1 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2027q1_sbc_payroll
2027Q1 / base2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2027q1_acquisition_costs
2027Q1 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2027q1_gaap_adjustments
2027Q1 / base33.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2027q1_sbc, base_2027q1_amort, base_2027q1_sbc_payroll, base_2027q1_acquisition_costs).
GAAP operating income
base_2027q1_operating_income
2027Q1 / base40.50
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2027q1_adjusted_operating_income, base_2027q1_gaap_adjustments).
Investment income
base_2027q1_interest
2027Q1 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2027q1_pretax
2027Q1 / base43.50
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2027q1_operating_income, base_2027q1_interest).
Cash tax / pretax income
base_2027q1_tax_rate
2027Q1 / base15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2027q1_cash_tax
2027Q1 / base6.53
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2027q1_pretax, base_2027q1_tax_rate).
After-tax earnings reference
base_2027q1_after_tax
2027Q1 / base36.98
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2027q1_pretax, base_2027q1_cash_tax).
Other depreciation
base_2027q1_depreciation
2027Q1 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2027q1_commission_amort
2027Q1 / base24.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2027q1_before_commissions
2027Q1 / base91.98
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2027q1_after_tax, base_2027q1_sbc, base_2027q1_amort, base_2027q1_depreciation, base_2027q1_commission_amort).
Commission cash / sales
base_2027q1_commission_rate
2027Q1 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2027q1_commission_cash
2027Q1 / base32.08
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2027q1_revenue, base_2027q1_commission_rate).
Billings / recognized revenue
base_2027q1_billing_ratio
2027Q1 / base120.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2027q1_billings
2027Q1 / base308.01
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2027q1_revenue, base_2027q1_billing_ratio).
Deferred revenue funding from operations
base_2027q1_deferred_funding
2027Q1 / base51.34
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2027q1_billings, base_2027q1_revenue).
Cash earnings plus advance-billing funding
base_2027q1_cash_before_uses
2027Q1 / base143.31
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2027q1_before_commissions, base_2027q1_deferred_funding).
Receivables and other operating cash use
base_2027q1_receivables_other
2027Q1 / base30.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2027q1_cash_uses
2027Q1 / base62.08
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2027q1_commission_cash, base_2027q1_receivables_other).
Operating cash flow
base_2027q1_cfo
2027Q1 / base81.23
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2027q1_cash_before_uses, base_2027q1_cash_uses).
Gross PP&E purchases
base_2027q1_capex
2027Q1 / base3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2027q1_software
2027Q1 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q1_fcf
2027Q1 / base78.23
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2027q1_cfo, base_2027q1_capex).
CFO less PP&E and software
base_2027q1_company_fcf
2027Q1 / base75.23
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2027q1_fcf, base_2027q1_software).
Share of announced purchase cash in quarter
base_2027q1_deal_timing
2027Q1 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2027q1_deal_cash
2027Q1 / base0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2027q1_deal_timing).
Cash taxes on net-settled awards
base_2027q1_withholding
2027Q1 / base14.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2027q1_capital_uses
2027Q1 / base14.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2027q1_deal_cash, base_2027q1_withholding).
Cash after software, awards and acquisition
base_2027q1_cash_after_deal
2027Q1 / base61.23
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2027q1_company_fcf, base_2027q1_capital_uses).
Annual revenue quarter share
base_2027q2_weight
2027Q2 / base24.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
base_2027q2_core
2027Q2 / base268.01
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(base_fy27_core, base_2027q2_weight).
Cylinder revenue
base_2027q2_cylinder
2027Q2 / base12.00
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(base_fy27_cylinder, base_2027q2_weight).
Consolidated revenue
base_2027q2_revenue
2027Q2 / base280.01
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(base_2027q2_core, base_2027q2_cylinder).
core adjusted operating margin
base_2027q2_core_op_margin
2027Q2 / base30.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
base_2027q2_core_adjusted_op
2027Q2 / base80.40
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q2_core, base_2027q2_core_op_margin).
cylinder adjusted operating margin
base_2027q2_cylinder_op_margin
2027Q2 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
base_2027q2_cylinder_adjusted_op
2027Q2 / base0.00
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q2_cylinder, base_2027q2_cylinder_op_margin).
Non-GAAP operating income
base_2027q2_adjusted_operating_income
2027Q2 / base80.40
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(base_2027q2_core_adjusted_op, base_2027q2_cylinder_adjusted_op).
core GAAP gross margin
base_2027q2_core_gross_margin
2027Q2 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2027q2_core_gross
2027Q2 / base230.49
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q2_core, base_2027q2_core_gross_margin).
cylinder GAAP gross margin
base_2027q2_cylinder_gross_margin
2027Q2 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2027q2_cylinder_gross
2027Q2 / base7.80
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q2_cylinder, base_2027q2_cylinder_gross_margin).
GAAP gross profit proxy
base_2027q2_gross_profit
2027Q2 / base238.29
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2027q2_core_gross, base_2027q2_cylinder_gross).
Total stock compensation expense
base_2027q2_sbc
2027Q2 / base31.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2027q2_amort
2027Q2 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2027q2_sbc_payroll
2027Q2 / base2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2027q2_acquisition_costs
2027Q2 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2027q2_gaap_adjustments
2027Q2 / base36.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2027q2_sbc, base_2027q2_amort, base_2027q2_sbc_payroll, base_2027q2_acquisition_costs).
GAAP operating income
base_2027q2_operating_income
2027Q2 / base44.20
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2027q2_adjusted_operating_income, base_2027q2_gaap_adjustments).
Investment income
base_2027q2_interest
2027Q2 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2027q2_pretax
2027Q2 / base47.20
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2027q2_operating_income, base_2027q2_interest).
Cash tax / pretax income
base_2027q2_tax_rate
2027Q2 / base15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2027q2_cash_tax
2027Q2 / base7.08
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2027q2_pretax, base_2027q2_tax_rate).
After-tax earnings reference
base_2027q2_after_tax
2027Q2 / base40.12
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2027q2_pretax, base_2027q2_cash_tax).
Other depreciation
base_2027q2_depreciation
2027Q2 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2027q2_commission_amort
2027Q2 / base26.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2027q2_before_commissions
2027Q2 / base100.12
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2027q2_after_tax, base_2027q2_sbc, base_2027q2_amort, base_2027q2_depreciation, base_2027q2_commission_amort).
Commission cash / sales
base_2027q2_commission_rate
2027Q2 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2027q2_commission_cash
2027Q2 / base35.00
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2027q2_revenue, base_2027q2_commission_rate).
Billings / recognized revenue
base_2027q2_billing_ratio
2027Q2 / base125.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2027q2_billings
2027Q2 / base350.02
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2027q2_revenue, base_2027q2_billing_ratio).
Deferred revenue funding from operations
base_2027q2_deferred_funding
2027Q2 / base70.00
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2027q2_billings, base_2027q2_revenue).
Cash earnings plus advance-billing funding
base_2027q2_cash_before_uses
2027Q2 / base170.13
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2027q2_before_commissions, base_2027q2_deferred_funding).
Receivables and other operating cash use
base_2027q2_receivables_other
2027Q2 / base35.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2027q2_cash_uses
2027Q2 / base70.00
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2027q2_commission_cash, base_2027q2_receivables_other).
Operating cash flow
base_2027q2_cfo
2027Q2 / base100.12
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2027q2_cash_before_uses, base_2027q2_cash_uses).
Gross PP&E purchases
base_2027q2_capex
2027Q2 / base3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2027q2_software
2027Q2 / base3.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q2_fcf
2027Q2 / base97.12
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2027q2_cfo, base_2027q2_capex).
CFO less PP&E and software
base_2027q2_company_fcf
2027Q2 / base93.62
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2027q2_fcf, base_2027q2_software).
Share of announced purchase cash in quarter
base_2027q2_deal_timing
2027Q2 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2027q2_deal_cash
2027Q2 / base0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2027q2_deal_timing).
Cash taxes on net-settled awards
base_2027q2_withholding
2027Q2 / base15.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2027q2_capital_uses
2027Q2 / base15.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2027q2_deal_cash, base_2027q2_withholding).
Cash after software, awards and acquisition
base_2027q2_cash_after_deal
2027Q2 / base78.62
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2027q2_company_fcf, base_2027q2_capital_uses).
Annual revenue quarter share
base_2027q3_weight
2027Q3 / base26.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
base_2027q3_core
2027Q3 / base290.35
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(base_fy27_core, base_2027q3_weight).
Cylinder revenue
base_2027q3_cylinder
2027Q3 / base13.00
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(base_fy27_cylinder, base_2027q3_weight).
Consolidated revenue
base_2027q3_revenue
2027Q3 / base303.35
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(base_2027q3_core, base_2027q3_cylinder).
core adjusted operating margin
base_2027q3_core_op_margin
2027Q3 / base30.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
base_2027q3_core_adjusted_op
2027Q3 / base87.10
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q3_core, base_2027q3_core_op_margin).
cylinder adjusted operating margin
base_2027q3_cylinder_op_margin
2027Q3 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
base_2027q3_cylinder_adjusted_op
2027Q3 / base0.00
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q3_cylinder, base_2027q3_cylinder_op_margin).
Non-GAAP operating income
base_2027q3_adjusted_operating_income
2027Q3 / base87.10
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(base_2027q3_core_adjusted_op, base_2027q3_cylinder_adjusted_op).
core GAAP gross margin
base_2027q3_core_gross_margin
2027Q3 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2027q3_core_gross
2027Q3 / base249.70
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q3_core, base_2027q3_core_gross_margin).
cylinder GAAP gross margin
base_2027q3_cylinder_gross_margin
2027Q3 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2027q3_cylinder_gross
2027Q3 / base8.45
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q3_cylinder, base_2027q3_cylinder_gross_margin).
GAAP gross profit proxy
base_2027q3_gross_profit
2027Q3 / base258.15
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2027q3_core_gross, base_2027q3_cylinder_gross).
Total stock compensation expense
base_2027q3_sbc
2027Q3 / base34.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2027q3_amort
2027Q3 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2027q3_sbc_payroll
2027Q3 / base2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2027q3_acquisition_costs
2027Q3 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2027q3_gaap_adjustments
2027Q3 / base39.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2027q3_sbc, base_2027q3_amort, base_2027q3_sbc_payroll, base_2027q3_acquisition_costs).
GAAP operating income
base_2027q3_operating_income
2027Q3 / base47.90
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2027q3_adjusted_operating_income, base_2027q3_gaap_adjustments).
Investment income
base_2027q3_interest
2027Q3 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2027q3_pretax
2027Q3 / base50.90
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2027q3_operating_income, base_2027q3_interest).
Cash tax / pretax income
base_2027q3_tax_rate
2027Q3 / base15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2027q3_cash_tax
2027Q3 / base7.64
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2027q3_pretax, base_2027q3_tax_rate).
After-tax earnings reference
base_2027q3_after_tax
2027Q3 / base43.27
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2027q3_pretax, base_2027q3_cash_tax).
Other depreciation
base_2027q3_depreciation
2027Q3 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2027q3_commission_amort
2027Q3 / base28.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2027q3_before_commissions
2027Q3 / base108.27
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2027q3_after_tax, base_2027q3_sbc, base_2027q3_amort, base_2027q3_depreciation, base_2027q3_commission_amort).
Commission cash / sales
base_2027q3_commission_rate
2027Q3 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2027q3_commission_cash
2027Q3 / base37.92
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2027q3_revenue, base_2027q3_commission_rate).
Billings / recognized revenue
base_2027q3_billing_ratio
2027Q3 / base115.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2027q3_billings
2027Q3 / base348.85
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2027q3_revenue, base_2027q3_billing_ratio).
Deferred revenue funding from operations
base_2027q3_deferred_funding
2027Q3 / base45.50
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2027q3_billings, base_2027q3_revenue).
Cash earnings plus advance-billing funding
base_2027q3_cash_before_uses
2027Q3 / base153.77
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2027q3_before_commissions, base_2027q3_deferred_funding).
Receivables and other operating cash use
base_2027q3_receivables_other
2027Q3 / base25.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2027q3_cash_uses
2027Q3 / base62.92
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2027q3_commission_cash, base_2027q3_receivables_other).
Operating cash flow
base_2027q3_cfo
2027Q3 / base90.85
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2027q3_cash_before_uses, base_2027q3_cash_uses).
Gross PP&E purchases
base_2027q3_capex
2027Q3 / base3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2027q3_software
2027Q3 / base4.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q3_fcf
2027Q3 / base87.85
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2027q3_cfo, base_2027q3_capex).
CFO less PP&E and software
base_2027q3_company_fcf
2027Q3 / base83.85
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2027q3_fcf, base_2027q3_software).
Share of announced purchase cash in quarter
base_2027q3_deal_timing
2027Q3 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2027q3_deal_cash
2027Q3 / base0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2027q3_deal_timing).
Cash taxes on net-settled awards
base_2027q3_withholding
2027Q3 / base16.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2027q3_capital_uses
2027Q3 / base16.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2027q3_deal_cash, base_2027q3_withholding).
Cash after software, awards and acquisition
base_2027q3_cash_after_deal
2027Q3 / base67.85
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2027q3_company_fcf, base_2027q3_capital_uses).
Annual revenue quarter share
base_2027q4_weight
2027Q4 / base28.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
base_2027q4_core
2027Q4 / base312.68
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(base_fy27_core, base_2027q4_weight).
Cylinder revenue
base_2027q4_cylinder
2027Q4 / base14.00
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(base_fy27_cylinder, base_2027q4_weight).
Consolidated revenue
base_2027q4_revenue
2027Q4 / base326.68
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(base_2027q4_core, base_2027q4_cylinder).
core adjusted operating margin
base_2027q4_core_op_margin
2027Q4 / base30.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
base_2027q4_core_adjusted_op
2027Q4 / base93.80
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q4_core, base_2027q4_core_op_margin).
cylinder adjusted operating margin
base_2027q4_cylinder_op_margin
2027Q4 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
base_2027q4_cylinder_adjusted_op
2027Q4 / base0.00
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(base_2027q4_cylinder, base_2027q4_cylinder_op_margin).
Non-GAAP operating income
base_2027q4_adjusted_operating_income
2027Q4 / base93.80
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(base_2027q4_core_adjusted_op, base_2027q4_cylinder_adjusted_op).
core GAAP gross margin
base_2027q4_core_gross_margin
2027Q4 / base86.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
base_2027q4_core_gross
2027Q4 / base268.91
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q4_core, base_2027q4_core_gross_margin).
cylinder GAAP gross margin
base_2027q4_cylinder_gross_margin
2027Q4 / base65.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
base_2027q4_cylinder_gross
2027Q4 / base9.10
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(base_2027q4_cylinder, base_2027q4_cylinder_gross_margin).
GAAP gross profit proxy
base_2027q4_gross_profit
2027Q4 / base278.01
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(base_2027q4_core_gross, base_2027q4_cylinder_gross).
Total stock compensation expense
base_2027q4_sbc
2027Q4 / base37.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
base_2027q4_amort
2027Q4 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
base_2027q4_sbc_payroll
2027Q4 / base2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
base_2027q4_acquisition_costs
2027Q4 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
base_2027q4_gaap_adjustments
2027Q4 / base42.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(base_2027q4_sbc, base_2027q4_amort, base_2027q4_sbc_payroll, base_2027q4_acquisition_costs).
GAAP operating income
base_2027q4_operating_income
2027Q4 / base51.60
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(base_2027q4_adjusted_operating_income, base_2027q4_gaap_adjustments).
Investment income
base_2027q4_interest
2027Q4 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
base_2027q4_pretax
2027Q4 / base54.60
USD_millions
derived: Desk recurring investment income. Formula: sum(base_2027q4_operating_income, base_2027q4_interest).
Cash tax / pretax income
base_2027q4_tax_rate
2027Q4 / base15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
base_2027q4_cash_tax
2027Q4 / base8.19
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(base_2027q4_pretax, base_2027q4_tax_rate).
After-tax earnings reference
base_2027q4_after_tax
2027Q4 / base46.41
USD_millions
derived: Simplified tax timing. Formula: subtract(base_2027q4_pretax, base_2027q4_cash_tax).
Other depreciation
base_2027q4_depreciation
2027Q4 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
base_2027q4_commission_amort
2027Q4 / base30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
base_2027q4_before_commissions
2027Q4 / base116.41
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(base_2027q4_after_tax, base_2027q4_sbc, base_2027q4_amort, base_2027q4_depreciation, base_2027q4_commission_amort).
Commission cash / sales
base_2027q4_commission_rate
2027Q4 / base12.5%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
base_2027q4_commission_cash
2027Q4 / base40.84
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(base_2027q4_revenue, base_2027q4_commission_rate).
Billings / recognized revenue
base_2027q4_billing_ratio
2027Q4 / base90.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
base_2027q4_billings
2027Q4 / base294.01
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(base_2027q4_revenue, base_2027q4_billing_ratio).
Deferred revenue funding from operations
base_2027q4_deferred_funding
2027Q4 / base-32.67
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(base_2027q4_billings, base_2027q4_revenue).
Cash earnings plus advance-billing funding
base_2027q4_cash_before_uses
2027Q4 / base83.75
USD_millions
derived: Collection timing is handled separately. Formula: sum(base_2027q4_before_commissions, base_2027q4_deferred_funding).
Receivables and other operating cash use
base_2027q4_receivables_other
2027Q4 / base-15.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
base_2027q4_cash_uses
2027Q4 / base25.84
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(base_2027q4_commission_cash, base_2027q4_receivables_other).
Operating cash flow
base_2027q4_cfo
2027Q4 / base57.91
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(base_2027q4_cash_before_uses, base_2027q4_cash_uses).
Gross PP&E purchases
base_2027q4_capex
2027Q4 / base3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
base_2027q4_software
2027Q4 / base4.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q4_fcf
2027Q4 / base54.91
USD_millions
derived: Generic historical cash measure. Formula: subtract(base_2027q4_cfo, base_2027q4_capex).
CFO less PP&E and software
base_2027q4_company_fcf
2027Q4 / base50.41
USD_millions
derived: Current-period company FCF definition. Formula: subtract(base_2027q4_fcf, base_2027q4_software).
Share of announced purchase cash in quarter
base_2027q4_deal_timing
2027Q4 / base0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
base_2027q4_deal_cash
2027Q4 / base0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, base_2027q4_deal_timing).
Cash taxes on net-settled awards
base_2027q4_withholding
2027Q4 / base17.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
base_2027q4_capital_uses
2027Q4 / base17.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(base_2027q4_deal_cash, base_2027q4_withholding).
Cash after software, awards and acquisition
base_2027q4_cash_after_deal
2027Q4 / base33.41
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(base_2027q4_company_fcf, base_2027q4_capital_uses).
Consolidated revenue ($M)
base_fy2026_revenue
FY2026 / base858.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, base_2026q3_revenue, base_2026q4_revenue).
Cylinder revenue assumption ($M)
base_fy2026_cylinder
FY2026 / base12.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cylinder, base_2026q3_cylinder, base_2026q4_cylinder).
GAAP gross profit proxy ($M)
base_fy2026_gross_profit
FY2026 / base733.74
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, base_2026q3_gross_profit, base_2026q4_gross_profit).
Non-GAAP operating income ($M)
base_fy2026_adjusted_operating_income
FY2026 / base240.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_adjusted_operating_income, base_2026q3_adjusted_operating_income, base_2026q4_adjusted_operating_income).
GAAP operating income ($M)
base_fy2026_operating_income
FY2026 / base148.43
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, base_2026q3_operating_income, base_2026q4_operating_income).
Operating cash flow ($M)
base_fy2026_cfo
FY2026 / base264.90
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, base_2026q3_cfo, base_2026q4_cfo).
PP&E cash purchases ($M)
base_fy2026_capex
FY2026 / base4.21
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, base_2026q3_capex, base_2026q4_capex).
Capitalized software cash ($M)
base_fy2026_software
FY2026 / base7.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, base_2026q3_software, base_2026q4_software).
CFO less PP&E ($M)
base_fy2026_fcf
FY2026 / base260.69
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, base_2026q3_fcf, base_2026q4_fcf).
CFO less PP&E and software ($M)
base_fy2026_company_fcf
FY2026 / base253.01
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, base_2026q3_company_fcf, base_2026q4_company_fcf).
Cash after software, awards and acquisition ($M)
base_fy2026_cash_after_deal
FY2026 / base103.22
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_deal, base_2026q3_cash_after_deal, base_2026q4_cash_after_deal).
Consolidated revenue ($M)
base_fy2027_revenue
FY2027 / base1,166.72
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_revenue, base_2027q2_revenue, base_2027q3_revenue, base_2027q4_revenue).
Cylinder revenue assumption ($M)
base_fy2027_cylinder
FY2027 / base50.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_cylinder, base_2027q2_cylinder, base_2027q3_cylinder, base_2027q4_cylinder).
GAAP gross profit proxy ($M)
base_fy2027_gross_profit
FY2027 / base992.88
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_gross_profit, base_2027q2_gross_profit, base_2027q3_gross_profit, base_2027q4_gross_profit).
Non-GAAP operating income ($M)
base_fy2027_adjusted_operating_income
FY2027 / base335.02
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_adjusted_operating_income, base_2027q2_adjusted_operating_income, base_2027q3_adjusted_operating_income, base_2027q4_adjusted_operating_income).
GAAP operating income ($M)
base_fy2027_operating_income
FY2027 / base184.22
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_operating_income, base_2027q2_operating_income, base_2027q3_operating_income, base_2027q4_operating_income).
Operating cash flow ($M)
base_fy2027_cfo
FY2027 / base330.12
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_cfo, base_2027q2_cfo, base_2027q3_cfo, base_2027q4_cfo).
PP&E cash purchases ($M)
base_fy2027_capex
FY2027 / base12.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_capex, base_2027q2_capex, base_2027q3_capex, base_2027q4_capex).
Capitalized software cash ($M)
base_fy2027_software
FY2027 / base15.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_software, base_2027q2_software, base_2027q3_software, base_2027q4_software).
CFO less PP&E ($M)
base_fy2027_fcf
FY2027 / base318.12
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_fcf, base_2027q2_fcf, base_2027q3_fcf, base_2027q4_fcf).
CFO less PP&E and software ($M)
base_fy2027_company_fcf
FY2027 / base303.12
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_company_fcf, base_2027q2_company_fcf, base_2027q3_company_fcf, base_2027q4_company_fcf).
Cash after software, awards and acquisition ($M)
base_fy2027_cash_after_deal
FY2027 / base241.12
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2027q1_cash_after_deal, base_2027q2_cash_after_deal, base_2027q3_cash_after_deal, base_2027q4_cash_after_deal).
FY2026 delivery versus August reference
upside_delivery
FY2026 / upside102.5%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 opfactor versus August reference
upside_opfactor
FY2026 / upside108.0%
ratio
assumption: Desk delivery sensitivity, not a post-close management revision.
FY2026 revenue
upside_fy26_revenue_target
FY2026 / upside879.45
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_revenue_guide, upside_delivery).
H2 revenue
upside_h2_revenue
H2 2026 / upside484.33
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(upside_fy26_revenue_target, h1_revenue).
FY2026 adjusted_operating_income
upside_fy26_adjusted_operating_income_target
FY2026 / upside259.20
USD_millions
derived: August midpoint used as scenario reference. Formula: multiply(fy26_adjusted_guide, upside_opfactor).
H2 adjusted_operating_income
upside_h2_adjusted_operating_income
H2 2026 / upside151.52
USD_millions
derived: Annual scenario less H1 actual. Formula: subtract(upside_fy26_adjusted_operating_income_target, h1_adjusted_operating_income).
FY2026 Cylinder contribution
upside_fy26_cylinder
FY2026 / upside16.00
USD_millions
assumption: Desk post-close sales allocation already included within annual consolidated revenue.
FY2026 legacy-business sales
upside_fy26_core
FY2026 / upside863.45
USD_millions
derived: No acquired revenue added twice. Formula: subtract(upside_fy26_revenue_target, upside_fy26_cylinder).
FY2027 legacy growth multiplier
upside_core_growth
FY2027 / upside142.0%
ratio
assumption: Desk engagement and customer expansion assumption.
FY2027 legacy revenue
upside_fy27_core
FY2027 / upside1,226.10
USD_millions
derived: Legacy growth separate from acquired business. Formula: multiply(upside_fy26_core, upside_core_growth).
FY2027 Cylinder revenue
upside_fy27_cylinder
FY2027 / upside70.00
USD_millions
assumption: Desk assumption; no standalone revenue guidance disclosed.
Cylinder revenue
upside_2026q3_cylinder
2026Q3 / upside4.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
upside_2026q3_revenue
2026Q3 / upside229.60
USD_millions
derived: August Q3 guidance reference times sensitivity. Formula: multiply(q3_revenue_guide, upside_delivery).
Legacy revenue
upside_2026q3_core
2026Q3 / upside225.60
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(upside_2026q3_revenue, upside_2026q3_cylinder).
Non-GAAP operating income
upside_2026q3_adjusted_operating_income
2026Q3 / upside66.96
USD_millions
derived: August Q3 adjusted operating reference. Formula: multiply(q3_adjusted_guide, upside_opfactor).
core GAAP gross margin
upside_2026q3_core_gross_margin
2026Q3 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2026q3_core_gross
2026Q3 / upside196.27
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2026q3_core, upside_2026q3_core_gross_margin).
cylinder GAAP gross margin
upside_2026q3_cylinder_gross_margin
2026Q3 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2026q3_cylinder_gross
2026Q3 / upside2.80
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2026q3_cylinder, upside_2026q3_cylinder_gross_margin).
GAAP gross profit proxy
upside_2026q3_gross_profit
2026Q3 / upside199.07
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2026q3_core_gross, upside_2026q3_cylinder_gross).
Total stock compensation expense
upside_2026q3_sbc
2026Q3 / upside25.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2026q3_amort
2026Q3 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2026q3_sbc_payroll
2026Q3 / upside1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2026q3_acquisition_costs
2026Q3 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2026q3_gaap_adjustments
2026Q3 / upside29.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2026q3_sbc, upside_2026q3_amort, upside_2026q3_sbc_payroll, upside_2026q3_acquisition_costs).
GAAP operating income
upside_2026q3_operating_income
2026Q3 / upside37.26
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2026q3_adjusted_operating_income, upside_2026q3_gaap_adjustments).
Investment income
upside_2026q3_interest
2026Q3 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2026q3_pretax
2026Q3 / upside40.26
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2026q3_operating_income, upside_2026q3_interest).
Cash tax / pretax income
upside_2026q3_tax_rate
2026Q3 / upside5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2026q3_cash_tax
2026Q3 / upside2.01
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2026q3_pretax, upside_2026q3_tax_rate).
After-tax earnings reference
upside_2026q3_after_tax
2026Q3 / upside38.25
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2026q3_pretax, upside_2026q3_cash_tax).
Other depreciation
upside_2026q3_depreciation
2026Q3 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2026q3_commission_amort
2026Q3 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2026q3_before_commissions
2026Q3 / upside85.25
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2026q3_after_tax, upside_2026q3_sbc, upside_2026q3_amort, upside_2026q3_depreciation, upside_2026q3_commission_amort).
Commission cash / sales
upside_2026q3_commission_rate
2026Q3 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2026q3_commission_cash
2026Q3 / upside27.55
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2026q3_revenue, upside_2026q3_commission_rate).
Billings / recognized revenue
upside_2026q3_billing_ratio
2026Q3 / upside122.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2026q3_billings
2026Q3 / upside280.11
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2026q3_revenue, upside_2026q3_billing_ratio).
Deferred revenue funding from operations
upside_2026q3_deferred_funding
2026Q3 / upside50.51
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2026q3_billings, upside_2026q3_revenue).
Cash earnings plus advance-billing funding
upside_2026q3_cash_before_uses
2026Q3 / upside135.76
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2026q3_before_commissions, upside_2026q3_deferred_funding).
Receivables and other operating cash use
upside_2026q3_receivables_other
2026Q3 / upside18.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2026q3_cash_uses
2026Q3 / upside45.55
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2026q3_commission_cash, upside_2026q3_receivables_other).
Operating cash flow
upside_2026q3_cfo
2026Q3 / upside90.21
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2026q3_cash_before_uses, upside_2026q3_cash_uses).
Gross PP&E purchases
upside_2026q3_capex
2026Q3 / upside2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2026q3_software
2026Q3 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2026q3_fcf
2026Q3 / upside88.21
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2026q3_cfo, upside_2026q3_capex).
CFO less PP&E and software
upside_2026q3_company_fcf
2026Q3 / upside86.21
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2026q3_fcf, upside_2026q3_software).
Share of announced purchase cash in quarter
upside_2026q3_deal_timing
2026Q3 / upside100.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2026q3_deal_cash
2026Q3 / upside105.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2026q3_deal_timing).
Cash taxes on net-settled awards
upside_2026q3_withholding
2026Q3 / upside12.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2026q3_capital_uses
2026Q3 / upside117.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2026q3_deal_cash, upside_2026q3_withholding).
Cash after software, awards and acquisition
upside_2026q3_cash_after_deal
2026Q3 / upside-30.79
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2026q3_company_fcf, upside_2026q3_capital_uses).
Cylinder revenue
upside_2026q4_cylinder
2026Q4 / upside12.00
USD_millions
assumption: Provisional consolidated contribution following September 1 closing; not disclosed actual acquired revenue.
Consolidated revenue
upside_2026q4_revenue
2026Q4 / upside254.73
USD_millions
derived: Annual total scenario less actual H1 and forecast Q3. Formula: subtract(upside_h2_revenue, upside_2026q3_revenue).
Legacy revenue
upside_2026q4_core
2026Q4 / upside242.73
USD_millions
derived: Cylinder allocation is within total sales. Formula: subtract(upside_2026q4_revenue, upside_2026q4_cylinder).
Non-GAAP operating income
upside_2026q4_adjusted_operating_income
2026Q4 / upside84.56
USD_millions
derived: Remaining annual adjusted operating result. Formula: subtract(upside_h2_adjusted_operating_income, upside_2026q3_adjusted_operating_income).
core GAAP gross margin
upside_2026q4_core_gross_margin
2026Q4 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2026q4_core_gross
2026Q4 / upside211.17
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2026q4_core, upside_2026q4_core_gross_margin).
cylinder GAAP gross margin
upside_2026q4_cylinder_gross_margin
2026Q4 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2026q4_cylinder_gross
2026Q4 / upside8.40
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2026q4_cylinder, upside_2026q4_cylinder_gross_margin).
GAAP gross profit proxy
upside_2026q4_gross_profit
2026Q4 / upside219.57
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2026q4_core_gross, upside_2026q4_cylinder_gross).
Total stock compensation expense
upside_2026q4_sbc
2026Q4 / upside28.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2026q4_amort
2026Q4 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2026q4_sbc_payroll
2026Q4 / upside1.70
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2026q4_acquisition_costs
2026Q4 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2026q4_gaap_adjustments
2026Q4 / upside31.70
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2026q4_sbc, upside_2026q4_amort, upside_2026q4_sbc_payroll, upside_2026q4_acquisition_costs).
GAAP operating income
upside_2026q4_operating_income
2026Q4 / upside52.86
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2026q4_adjusted_operating_income, upside_2026q4_gaap_adjustments).
Investment income
upside_2026q4_interest
2026Q4 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2026q4_pretax
2026Q4 / upside55.86
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2026q4_operating_income, upside_2026q4_interest).
Cash tax / pretax income
upside_2026q4_tax_rate
2026Q4 / upside5.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2026q4_cash_tax
2026Q4 / upside2.79
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2026q4_pretax, upside_2026q4_tax_rate).
After-tax earnings reference
upside_2026q4_after_tax
2026Q4 / upside53.07
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2026q4_pretax, upside_2026q4_cash_tax).
Other depreciation
upside_2026q4_depreciation
2026Q4 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2026q4_commission_amort
2026Q4 / upside22.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2026q4_before_commissions
2026Q4 / upside105.07
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2026q4_after_tax, upside_2026q4_sbc, upside_2026q4_amort, upside_2026q4_depreciation, upside_2026q4_commission_amort).
Commission cash / sales
upside_2026q4_commission_rate
2026Q4 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2026q4_commission_cash
2026Q4 / upside30.57
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2026q4_revenue, upside_2026q4_commission_rate).
Billings / recognized revenue
upside_2026q4_billing_ratio
2026Q4 / upside95.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2026q4_billings
2026Q4 / upside241.99
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2026q4_revenue, upside_2026q4_billing_ratio).
Deferred revenue funding from operations
upside_2026q4_deferred_funding
2026Q4 / upside-12.74
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2026q4_billings, upside_2026q4_revenue).
Cash earnings plus advance-billing funding
upside_2026q4_cash_before_uses
2026Q4 / upside92.33
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2026q4_before_commissions, upside_2026q4_deferred_funding).
Receivables and other operating cash use
upside_2026q4_receivables_other
2026Q4 / upside-15.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2026q4_cash_uses
2026Q4 / upside15.57
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2026q4_commission_cash, upside_2026q4_receivables_other).
Operating cash flow
upside_2026q4_cfo
2026Q4 / upside76.77
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2026q4_cash_before_uses, upside_2026q4_cash_uses).
Gross PP&E purchases
upside_2026q4_capex
2026Q4 / upside2.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2026q4_software
2026Q4 / upside2.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2026q4_fcf
2026Q4 / upside74.77
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2026q4_cfo, upside_2026q4_capex).
CFO less PP&E and software
upside_2026q4_company_fcf
2026Q4 / upside72.27
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2026q4_fcf, upside_2026q4_software).
Share of announced purchase cash in quarter
upside_2026q4_deal_timing
2026Q4 / upside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2026q4_deal_cash
2026Q4 / upside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2026q4_deal_timing).
Cash taxes on net-settled awards
upside_2026q4_withholding
2026Q4 / upside13.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2026q4_capital_uses
2026Q4 / upside13.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2026q4_deal_cash, upside_2026q4_withholding).
Cash after software, awards and acquisition
upside_2026q4_cash_after_deal
2026Q4 / upside59.27
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2026q4_company_fcf, upside_2026q4_capital_uses).
Annual revenue quarter share
upside_2027q1_weight
2027Q1 / upside22.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
upside_2027q1_core
2027Q1 / upside269.74
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(upside_fy27_core, upside_2027q1_weight).
Cylinder revenue
upside_2027q1_cylinder
2027Q1 / upside15.40
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(upside_fy27_cylinder, upside_2027q1_weight).
Consolidated revenue
upside_2027q1_revenue
2027Q1 / upside285.14
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(upside_2027q1_core, upside_2027q1_cylinder).
core adjusted operating margin
upside_2027q1_core_op_margin
2027Q1 / upside33.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
upside_2027q1_core_adjusted_op
2027Q1 / upside89.01
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q1_core, upside_2027q1_core_op_margin).
cylinder adjusted operating margin
upside_2027q1_cylinder_op_margin
2027Q1 / upside10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
upside_2027q1_cylinder_adjusted_op
2027Q1 / upside1.54
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q1_cylinder, upside_2027q1_cylinder_op_margin).
Non-GAAP operating income
upside_2027q1_adjusted_operating_income
2027Q1 / upside90.55
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(upside_2027q1_core_adjusted_op, upside_2027q1_cylinder_adjusted_op).
core GAAP gross margin
upside_2027q1_core_gross_margin
2027Q1 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2027q1_core_gross
2027Q1 / upside234.68
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q1_core, upside_2027q1_core_gross_margin).
cylinder GAAP gross margin
upside_2027q1_cylinder_gross_margin
2027Q1 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2027q1_cylinder_gross
2027Q1 / upside10.78
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q1_cylinder, upside_2027q1_cylinder_gross_margin).
GAAP gross profit proxy
upside_2027q1_gross_profit
2027Q1 / upside245.46
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2027q1_core_gross, upside_2027q1_cylinder_gross).
Total stock compensation expense
upside_2027q1_sbc
2027Q1 / upside32.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2027q1_amort
2027Q1 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2027q1_sbc_payroll
2027Q1 / upside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2027q1_acquisition_costs
2027Q1 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2027q1_gaap_adjustments
2027Q1 / upside37.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2027q1_sbc, upside_2027q1_amort, upside_2027q1_sbc_payroll, upside_2027q1_acquisition_costs).
GAAP operating income
upside_2027q1_operating_income
2027Q1 / upside53.35
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2027q1_adjusted_operating_income, upside_2027q1_gaap_adjustments).
Investment income
upside_2027q1_interest
2027Q1 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2027q1_pretax
2027Q1 / upside56.35
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2027q1_operating_income, upside_2027q1_interest).
Cash tax / pretax income
upside_2027q1_tax_rate
2027Q1 / upside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2027q1_cash_tax
2027Q1 / upside8.45
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2027q1_pretax, upside_2027q1_tax_rate).
After-tax earnings reference
upside_2027q1_after_tax
2027Q1 / upside47.90
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2027q1_pretax, upside_2027q1_cash_tax).
Other depreciation
upside_2027q1_depreciation
2027Q1 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2027q1_commission_amort
2027Q1 / upside24.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2027q1_before_commissions
2027Q1 / upside106.90
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2027q1_after_tax, upside_2027q1_sbc, upside_2027q1_amort, upside_2027q1_depreciation, upside_2027q1_commission_amort).
Commission cash / sales
upside_2027q1_commission_rate
2027Q1 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2027q1_commission_cash
2027Q1 / upside34.22
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2027q1_revenue, upside_2027q1_commission_rate).
Billings / recognized revenue
upside_2027q1_billing_ratio
2027Q1 / upside125.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2027q1_billings
2027Q1 / upside356.43
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2027q1_revenue, upside_2027q1_billing_ratio).
Deferred revenue funding from operations
upside_2027q1_deferred_funding
2027Q1 / upside71.29
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2027q1_billings, upside_2027q1_revenue).
Cash earnings plus advance-billing funding
upside_2027q1_cash_before_uses
2027Q1 / upside178.19
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2027q1_before_commissions, upside_2027q1_deferred_funding).
Receivables and other operating cash use
upside_2027q1_receivables_other
2027Q1 / upside30.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2027q1_cash_uses
2027Q1 / upside64.22
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2027q1_commission_cash, upside_2027q1_receivables_other).
Operating cash flow
upside_2027q1_cfo
2027Q1 / upside113.97
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2027q1_cash_before_uses, upside_2027q1_cash_uses).
Gross PP&E purchases
upside_2027q1_capex
2027Q1 / upside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2027q1_software
2027Q1 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q1_fcf
2027Q1 / upside110.97
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2027q1_cfo, upside_2027q1_capex).
CFO less PP&E and software
upside_2027q1_company_fcf
2027Q1 / upside107.97
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2027q1_fcf, upside_2027q1_software).
Share of announced purchase cash in quarter
upside_2027q1_deal_timing
2027Q1 / upside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2027q1_deal_cash
2027Q1 / upside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2027q1_deal_timing).
Cash taxes on net-settled awards
upside_2027q1_withholding
2027Q1 / upside14.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2027q1_capital_uses
2027Q1 / upside14.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2027q1_deal_cash, upside_2027q1_withholding).
Cash after software, awards and acquisition
upside_2027q1_cash_after_deal
2027Q1 / upside93.97
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2027q1_company_fcf, upside_2027q1_capital_uses).
Annual revenue quarter share
upside_2027q2_weight
2027Q2 / upside24.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
upside_2027q2_core
2027Q2 / upside294.26
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(upside_fy27_core, upside_2027q2_weight).
Cylinder revenue
upside_2027q2_cylinder
2027Q2 / upside16.80
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(upside_fy27_cylinder, upside_2027q2_weight).
Consolidated revenue
upside_2027q2_revenue
2027Q2 / upside311.06
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(upside_2027q2_core, upside_2027q2_cylinder).
core adjusted operating margin
upside_2027q2_core_op_margin
2027Q2 / upside33.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
upside_2027q2_core_adjusted_op
2027Q2 / upside97.11
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q2_core, upside_2027q2_core_op_margin).
cylinder adjusted operating margin
upside_2027q2_cylinder_op_margin
2027Q2 / upside10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
upside_2027q2_cylinder_adjusted_op
2027Q2 / upside1.68
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q2_cylinder, upside_2027q2_cylinder_op_margin).
Non-GAAP operating income
upside_2027q2_adjusted_operating_income
2027Q2 / upside98.79
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(upside_2027q2_core_adjusted_op, upside_2027q2_cylinder_adjusted_op).
core GAAP gross margin
upside_2027q2_core_gross_margin
2027Q2 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2027q2_core_gross
2027Q2 / upside256.01
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q2_core, upside_2027q2_core_gross_margin).
cylinder GAAP gross margin
upside_2027q2_cylinder_gross_margin
2027Q2 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2027q2_cylinder_gross
2027Q2 / upside11.76
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q2_cylinder, upside_2027q2_cylinder_gross_margin).
GAAP gross profit proxy
upside_2027q2_gross_profit
2027Q2 / upside267.77
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2027q2_core_gross, upside_2027q2_cylinder_gross).
Total stock compensation expense
upside_2027q2_sbc
2027Q2 / upside36.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2027q2_amort
2027Q2 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2027q2_sbc_payroll
2027Q2 / upside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2027q2_acquisition_costs
2027Q2 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2027q2_gaap_adjustments
2027Q2 / upside41.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2027q2_sbc, upside_2027q2_amort, upside_2027q2_sbc_payroll, upside_2027q2_acquisition_costs).
GAAP operating income
upside_2027q2_operating_income
2027Q2 / upside57.59
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2027q2_adjusted_operating_income, upside_2027q2_gaap_adjustments).
Investment income
upside_2027q2_interest
2027Q2 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2027q2_pretax
2027Q2 / upside60.59
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2027q2_operating_income, upside_2027q2_interest).
Cash tax / pretax income
upside_2027q2_tax_rate
2027Q2 / upside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2027q2_cash_tax
2027Q2 / upside9.09
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2027q2_pretax, upside_2027q2_tax_rate).
After-tax earnings reference
upside_2027q2_after_tax
2027Q2 / upside51.50
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2027q2_pretax, upside_2027q2_cash_tax).
Other depreciation
upside_2027q2_depreciation
2027Q2 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2027q2_commission_amort
2027Q2 / upside26.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2027q2_before_commissions
2027Q2 / upside116.50
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2027q2_after_tax, upside_2027q2_sbc, upside_2027q2_amort, upside_2027q2_depreciation, upside_2027q2_commission_amort).
Commission cash / sales
upside_2027q2_commission_rate
2027Q2 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2027q2_commission_cash
2027Q2 / upside37.33
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2027q2_revenue, upside_2027q2_commission_rate).
Billings / recognized revenue
upside_2027q2_billing_ratio
2027Q2 / upside130.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2027q2_billings
2027Q2 / upside404.38
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2027q2_revenue, upside_2027q2_billing_ratio).
Deferred revenue funding from operations
upside_2027q2_deferred_funding
2027Q2 / upside93.32
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2027q2_billings, upside_2027q2_revenue).
Cash earnings plus advance-billing funding
upside_2027q2_cash_before_uses
2027Q2 / upside209.82
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2027q2_before_commissions, upside_2027q2_deferred_funding).
Receivables and other operating cash use
upside_2027q2_receivables_other
2027Q2 / upside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2027q2_cash_uses
2027Q2 / upside72.33
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2027q2_commission_cash, upside_2027q2_receivables_other).
Operating cash flow
upside_2027q2_cfo
2027Q2 / upside137.49
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2027q2_cash_before_uses, upside_2027q2_cash_uses).
Gross PP&E purchases
upside_2027q2_capex
2027Q2 / upside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2027q2_software
2027Q2 / upside3.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q2_fcf
2027Q2 / upside134.49
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2027q2_cfo, upside_2027q2_capex).
CFO less PP&E and software
upside_2027q2_company_fcf
2027Q2 / upside130.99
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2027q2_fcf, upside_2027q2_software).
Share of announced purchase cash in quarter
upside_2027q2_deal_timing
2027Q2 / upside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2027q2_deal_cash
2027Q2 / upside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2027q2_deal_timing).
Cash taxes on net-settled awards
upside_2027q2_withholding
2027Q2 / upside15.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2027q2_capital_uses
2027Q2 / upside15.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2027q2_deal_cash, upside_2027q2_withholding).
Cash after software, awards and acquisition
upside_2027q2_cash_after_deal
2027Q2 / upside115.99
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2027q2_company_fcf, upside_2027q2_capital_uses).
Annual revenue quarter share
upside_2027q3_weight
2027Q3 / upside26.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
upside_2027q3_core
2027Q3 / upside318.79
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(upside_fy27_core, upside_2027q3_weight).
Cylinder revenue
upside_2027q3_cylinder
2027Q3 / upside18.20
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(upside_fy27_cylinder, upside_2027q3_weight).
Consolidated revenue
upside_2027q3_revenue
2027Q3 / upside336.99
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(upside_2027q3_core, upside_2027q3_cylinder).
core adjusted operating margin
upside_2027q3_core_op_margin
2027Q3 / upside33.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
upside_2027q3_core_adjusted_op
2027Q3 / upside105.20
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q3_core, upside_2027q3_core_op_margin).
cylinder adjusted operating margin
upside_2027q3_cylinder_op_margin
2027Q3 / upside10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
upside_2027q3_cylinder_adjusted_op
2027Q3 / upside1.82
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q3_cylinder, upside_2027q3_cylinder_op_margin).
Non-GAAP operating income
upside_2027q3_adjusted_operating_income
2027Q3 / upside107.02
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(upside_2027q3_core_adjusted_op, upside_2027q3_cylinder_adjusted_op).
core GAAP gross margin
upside_2027q3_core_gross_margin
2027Q3 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2027q3_core_gross
2027Q3 / upside277.34
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q3_core, upside_2027q3_core_gross_margin).
cylinder GAAP gross margin
upside_2027q3_cylinder_gross_margin
2027Q3 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2027q3_cylinder_gross
2027Q3 / upside12.74
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q3_cylinder, upside_2027q3_cylinder_gross_margin).
GAAP gross profit proxy
upside_2027q3_gross_profit
2027Q3 / upside290.08
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2027q3_core_gross, upside_2027q3_cylinder_gross).
Total stock compensation expense
upside_2027q3_sbc
2027Q3 / upside40.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2027q3_amort
2027Q3 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2027q3_sbc_payroll
2027Q3 / upside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2027q3_acquisition_costs
2027Q3 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2027q3_gaap_adjustments
2027Q3 / upside45.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2027q3_sbc, upside_2027q3_amort, upside_2027q3_sbc_payroll, upside_2027q3_acquisition_costs).
GAAP operating income
upside_2027q3_operating_income
2027Q3 / upside61.82
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2027q3_adjusted_operating_income, upside_2027q3_gaap_adjustments).
Investment income
upside_2027q3_interest
2027Q3 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2027q3_pretax
2027Q3 / upside64.82
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2027q3_operating_income, upside_2027q3_interest).
Cash tax / pretax income
upside_2027q3_tax_rate
2027Q3 / upside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2027q3_cash_tax
2027Q3 / upside9.72
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2027q3_pretax, upside_2027q3_tax_rate).
After-tax earnings reference
upside_2027q3_after_tax
2027Q3 / upside55.10
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2027q3_pretax, upside_2027q3_cash_tax).
Other depreciation
upside_2027q3_depreciation
2027Q3 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2027q3_commission_amort
2027Q3 / upside28.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2027q3_before_commissions
2027Q3 / upside126.10
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2027q3_after_tax, upside_2027q3_sbc, upside_2027q3_amort, upside_2027q3_depreciation, upside_2027q3_commission_amort).
Commission cash / sales
upside_2027q3_commission_rate
2027Q3 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2027q3_commission_cash
2027Q3 / upside40.44
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2027q3_revenue, upside_2027q3_commission_rate).
Billings / recognized revenue
upside_2027q3_billing_ratio
2027Q3 / upside120.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2027q3_billings
2027Q3 / upside404.38
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2027q3_revenue, upside_2027q3_billing_ratio).
Deferred revenue funding from operations
upside_2027q3_deferred_funding
2027Q3 / upside67.40
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2027q3_billings, upside_2027q3_revenue).
Cash earnings plus advance-billing funding
upside_2027q3_cash_before_uses
2027Q3 / upside193.49
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2027q3_before_commissions, upside_2027q3_deferred_funding).
Receivables and other operating cash use
upside_2027q3_receivables_other
2027Q3 / upside25.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2027q3_cash_uses
2027Q3 / upside65.44
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2027q3_commission_cash, upside_2027q3_receivables_other).
Operating cash flow
upside_2027q3_cfo
2027Q3 / upside128.06
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2027q3_cash_before_uses, upside_2027q3_cash_uses).
Gross PP&E purchases
upside_2027q3_capex
2027Q3 / upside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2027q3_software
2027Q3 / upside4.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q3_fcf
2027Q3 / upside125.06
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2027q3_cfo, upside_2027q3_capex).
CFO less PP&E and software
upside_2027q3_company_fcf
2027Q3 / upside121.06
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2027q3_fcf, upside_2027q3_software).
Share of announced purchase cash in quarter
upside_2027q3_deal_timing
2027Q3 / upside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2027q3_deal_cash
2027Q3 / upside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2027q3_deal_timing).
Cash taxes on net-settled awards
upside_2027q3_withholding
2027Q3 / upside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2027q3_capital_uses
2027Q3 / upside16.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2027q3_deal_cash, upside_2027q3_withholding).
Cash after software, awards and acquisition
upside_2027q3_cash_after_deal
2027Q3 / upside105.06
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2027q3_company_fcf, upside_2027q3_capital_uses).
Annual revenue quarter share
upside_2027q4_weight
2027Q4 / upside28.0%
ratio
assumption: Desk assumption, not company guidance.
Legacy revenue
upside_2027q4_core
2027Q4 / upside343.31
USD_millions
derived: Legacy annual growth with explicit phasing. Formula: multiply(upside_fy27_core, upside_2027q4_weight).
Cylinder revenue
upside_2027q4_cylinder
2027Q4 / upside19.60
USD_millions
derived: Acquired business phasing, no external standalone forecast implied. Formula: multiply(upside_fy27_cylinder, upside_2027q4_weight).
Consolidated revenue
upside_2027q4_revenue
2027Q4 / upside362.91
USD_millions
derived: Legacy and acquired sales are mutually exclusive. Formula: sum(upside_2027q4_core, upside_2027q4_cylinder).
core adjusted operating margin
upside_2027q4_core_op_margin
2027Q4 / upside33.0%
ratio
assumption: Desk assumption, not company guidance.
core adjusted operating income
upside_2027q4_core_adjusted_op
2027Q4 / upside113.29
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q4_core, upside_2027q4_core_op_margin).
cylinder adjusted operating margin
upside_2027q4_cylinder_op_margin
2027Q4 / upside10.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder adjusted operating income
upside_2027q4_cylinder_adjusted_op
2027Q4 / upside1.96
USD_millions
derived: Desk contribution after allocated operating costs. Formula: multiply(upside_2027q4_cylinder, upside_2027q4_cylinder_op_margin).
Non-GAAP operating income
upside_2027q4_adjusted_operating_income
2027Q4 / upside115.25
USD_millions
derived: No extra synergy revenue or unallocated profit added. Formula: sum(upside_2027q4_core_adjusted_op, upside_2027q4_cylinder_adjusted_op).
core GAAP gross margin
upside_2027q4_core_gross_margin
2027Q4 / upside87.0%
ratio
assumption: Desk assumption, not company guidance.
core gross profit
upside_2027q4_core_gross
2027Q4 / upside298.68
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q4_core, upside_2027q4_core_gross_margin).
cylinder GAAP gross margin
upside_2027q4_cylinder_gross_margin
2027Q4 / upside70.0%
ratio
assumption: Desk assumption, not company guidance.
cylinder gross profit
upside_2027q4_cylinder_gross
2027Q4 / upside13.72
USD_millions
derived: Includes cost-of-revenue SBC; acquired margin is provisional. Formula: multiply(upside_2027q4_cylinder, upside_2027q4_cylinder_gross_margin).
GAAP gross profit proxy
upside_2027q4_gross_profit
2027Q4 / upside312.40
USD_millions
derived: Sum of business contributions, not a disclosed segment margin forecast. Formula: sum(upside_2027q4_core_gross, upside_2027q4_cylinder_gross).
Total stock compensation expense
upside_2027q4_sbc
2027Q4 / upside44.00
USD_millions
assumption: Desk assumption, not company guidance.
Acquired intangible amortization
upside_2027q4_amort
2027Q4 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Employer payroll taxes on equity awards
upside_2027q4_sbc_payroll
2027Q4 / upside2.20
USD_millions
assumption: Desk assumption, not company guidance.
Acquisition and integration operating costs
upside_2027q4_acquisition_costs
2027Q4 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP reconciling expenses
upside_2027q4_gaap_adjustments
2027Q4 / upside49.20
USD_millions
derived: Payroll and transaction expenses can consume cash even when excluded from adjusted profit. Formula: sum(upside_2027q4_sbc, upside_2027q4_amort, upside_2027q4_sbc_payroll, upside_2027q4_acquisition_costs).
GAAP operating income
upside_2027q4_operating_income
2027Q4 / upside66.05
USD_millions
derived: No repeated IPO vesting charge, but ordinary compensation remains. Formula: subtract(upside_2027q4_adjusted_operating_income, upside_2027q4_gaap_adjustments).
Investment income
upside_2027q4_interest
2027Q4 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Pretax income reference
upside_2027q4_pretax
2027Q4 / upside69.05
USD_millions
derived: Desk recurring investment income. Formula: sum(upside_2027q4_operating_income, upside_2027q4_interest).
Cash tax / pretax income
upside_2027q4_tax_rate
2027Q4 / upside15.0%
ratio
assumption: Desk assumption, not company guidance.
Cash tax allowance
upside_2027q4_cash_tax
2027Q4 / upside10.36
USD_millions
derived: Normalized desk cash-tax allowance; not GAAP EPS guidance. Formula: multiply(upside_2027q4_pretax, upside_2027q4_tax_rate).
After-tax earnings reference
upside_2027q4_after_tax
2027Q4 / upside58.69
USD_millions
derived: Simplified tax timing. Formula: subtract(upside_2027q4_pretax, upside_2027q4_cash_tax).
Other depreciation
upside_2027q4_depreciation
2027Q4 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Deferred commission amortization
upside_2027q4_commission_amort
2027Q4 / upside30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash earnings plus noncash costs
upside_2027q4_before_commissions
2027Q4 / upside135.69
USD_millions
derived: Only noncash costs are added back; payroll/acquisition expense stays in cash. Formula: sum(upside_2027q4_after_tax, upside_2027q4_sbc, upside_2027q4_amort, upside_2027q4_depreciation, upside_2027q4_commission_amort).
Commission cash / sales
upside_2027q4_commission_rate
2027Q4 / upside12.0%
ratio
assumption: Desk assumption, not company guidance.
New capitalized commission cash
upside_2027q4_commission_cash
2027Q4 / upside43.55
USD_millions
derived: Upfront commission investment distinct from amortization. Formula: multiply(upside_2027q4_revenue, upside_2027q4_commission_rate).
Billings / recognized revenue
upside_2027q4_billing_ratio
2027Q4 / upside95.0%
ratio
assumption: Desk assumption, not company guidance.
Operating billings
upside_2027q4_billings
2027Q4 / upside344.76
USD_millions
derived: Desk timing of invoiced member services, excluding acquired opening balances. Formula: multiply(upside_2027q4_revenue, upside_2027q4_billing_ratio).
Deferred revenue funding from operations
upside_2027q4_deferred_funding
2027Q4 / upside-18.15
USD_millions
derived: Billings less recognized services; not a second revenue source. Formula: subtract(upside_2027q4_billings, upside_2027q4_revenue).
Cash earnings plus advance-billing funding
upside_2027q4_cash_before_uses
2027Q4 / upside117.55
USD_millions
derived: Collection timing is handled separately. Formula: sum(upside_2027q4_before_commissions, upside_2027q4_deferred_funding).
Receivables and other operating cash use
upside_2027q4_receivables_other
2027Q4 / upside-20.00
USD_millions
assumption: Desk assumption, not company guidance.
Commission and collection cash use
upside_2027q4_cash_uses
2027Q4 / upside23.55
USD_millions
derived: No purchase-accounting deferred revenue included as cash funding. Formula: sum(upside_2027q4_commission_cash, upside_2027q4_receivables_other).
Operating cash flow
upside_2027q4_cfo
2027Q4 / upside94.00
USD_millions
derived: Operating cash excludes acquisition price and share withholding. Formula: subtract(upside_2027q4_cash_before_uses, upside_2027q4_cash_uses).
Gross PP&E purchases
upside_2027q4_capex
2027Q4 / upside3.00
USD_millions
assumption: Includes provisional office fit-out spending; no immediate deduction of the whole lease commitment or unearned allowance.
Capitalized internal-use software cash
upside_2027q4_software
2027Q4 / upside4.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q4_fcf
2027Q4 / upside91.00
USD_millions
derived: Generic historical cash measure. Formula: subtract(upside_2027q4_cfo, upside_2027q4_capex).
CFO less PP&E and software
upside_2027q4_company_fcf
2027Q4 / upside86.50
USD_millions
derived: Current-period company FCF definition. Formula: subtract(upside_2027q4_fcf, upside_2027q4_software).
Share of announced purchase cash in quarter
upside_2027q4_deal_timing
2027Q4 / upside0.0%
ratio
assumption: Desk assumption, not company guidance.
Cylinder acquisition cash assumption
upside_2027q4_deal_cash
2027Q4 / upside0.00
USD_millions
derived: September closing confirmed; announced price used pending final closing cash reporting. Formula: multiply(cylinder_announced_price, upside_2027q4_deal_timing).
Cash taxes on net-settled awards
upside_2027q4_withholding
2027Q4 / upside17.00
USD_millions
assumption: Desk assumption, not company guidance.
Award withholding and acquisition cash
upside_2027q4_capital_uses
2027Q4 / upside17.00
USD_millions
derived: Separate financing/investing outflows; excludes discretionary buybacks. Formula: sum(upside_2027q4_deal_cash, upside_2027q4_withholding).
Cash after software, awards and acquisition
upside_2027q4_cash_after_deal
2027Q4 / upside69.50
USD_millions
derived: Not total change in cash; financing, securities trades and buybacks excluded. Formula: subtract(upside_2027q4_company_fcf, upside_2027q4_capital_uses).
Consolidated revenue ($M)
upside_fy2026_revenue
FY2026 / upside879.45
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, upside_2026q3_revenue, upside_2026q4_revenue).
Cylinder revenue assumption ($M)
upside_fy2026_cylinder
FY2026 / upside16.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cylinder, upside_2026q3_cylinder, upside_2026q4_cylinder).
GAAP gross profit proxy ($M)
upside_fy2026_gross_profit
FY2026 / upside756.83
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, upside_2026q3_gross_profit, upside_2026q4_gross_profit).
Non-GAAP operating income ($M)
upside_fy2026_adjusted_operating_income
FY2026 / upside259.20
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_adjusted_operating_income, upside_2026q3_adjusted_operating_income, upside_2026q4_adjusted_operating_income).
GAAP operating income ($M)
upside_fy2026_operating_income
FY2026 / upside162.63
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, upside_2026q3_operating_income, upside_2026q4_operating_income).
Operating cash flow ($M)
upside_fy2026_cfo
FY2026 / upside311.47
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, upside_2026q3_cfo, upside_2026q4_cfo).
PP&E cash purchases ($M)
upside_fy2026_capex
FY2026 / upside4.21
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, upside_2026q3_capex, upside_2026q4_capex).
Capitalized software cash ($M)
upside_fy2026_software
FY2026 / upside7.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, upside_2026q3_software, upside_2026q4_software).
CFO less PP&E ($M)
upside_fy2026_fcf
FY2026 / upside307.26
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, upside_2026q3_fcf, upside_2026q4_fcf).
CFO less PP&E and software ($M)
upside_fy2026_company_fcf
FY2026 / upside299.59
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, upside_2026q3_company_fcf, upside_2026q4_company_fcf).
Cash after software, awards and acquisition ($M)
upside_fy2026_cash_after_deal
FY2026 / upside149.80
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_deal, upside_2026q3_cash_after_deal, upside_2026q4_cash_after_deal).
Consolidated revenue ($M)
upside_fy2027_revenue
FY2027 / upside1,296.10
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_revenue, upside_2027q2_revenue, upside_2027q3_revenue, upside_2027q4_revenue).
Cylinder revenue assumption ($M)
upside_fy2027_cylinder
FY2027 / upside70.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_cylinder, upside_2027q2_cylinder, upside_2027q3_cylinder, upside_2027q4_cylinder).
GAAP gross profit proxy ($M)
upside_fy2027_gross_profit
FY2027 / upside1,115.71
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_gross_profit, upside_2027q2_gross_profit, upside_2027q3_gross_profit, upside_2027q4_gross_profit).
Non-GAAP operating income ($M)
upside_fy2027_adjusted_operating_income
FY2027 / upside411.61
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_adjusted_operating_income, upside_2027q2_adjusted_operating_income, upside_2027q3_adjusted_operating_income, upside_2027q4_adjusted_operating_income).
GAAP operating income ($M)
upside_fy2027_operating_income
FY2027 / upside238.81
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_operating_income, upside_2027q2_operating_income, upside_2027q3_operating_income, upside_2027q4_operating_income).
Operating cash flow ($M)
upside_fy2027_cfo
FY2027 / upside473.52
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_cfo, upside_2027q2_cfo, upside_2027q3_cfo, upside_2027q4_cfo).
PP&E cash purchases ($M)
upside_fy2027_capex
FY2027 / upside12.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_capex, upside_2027q2_capex, upside_2027q3_capex, upside_2027q4_capex).
Capitalized software cash ($M)
upside_fy2027_software
FY2027 / upside15.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_software, upside_2027q2_software, upside_2027q3_software, upside_2027q4_software).
CFO less PP&E ($M)
upside_fy2027_fcf
FY2027 / upside461.52
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_fcf, upside_2027q2_fcf, upside_2027q3_fcf, upside_2027q4_fcf).
CFO less PP&E and software ($M)
upside_fy2027_company_fcf
FY2027 / upside446.52
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_company_fcf, upside_2027q2_company_fcf, upside_2027q3_company_fcf, upside_2027q4_company_fcf).
Cash after software, awards and acquisition ($M)
upside_fy2027_cash_after_deal
FY2027 / upside384.52
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2027q1_cash_after_deal, upside_2027q2_cash_after_deal, upside_2027q3_cash_after_deal, upside_2027q4_cash_after_deal).

Model boundaries

Engagement growth, advance billing and a completed acquisition

Research reviewed 2026-09-19

How much of member growth remains cash after service delivery, commissions and expansion?

H1 revenue of $395.124M produced $72.509M GAAP and $107.676M non-GAAP operating income. Billings of $510.735M exceeded revenue by $115.611M, while receivables consumed $60.984M and new deferred commissions $49.079M. CFO of $144.496M less $0.206M PP&E and $3.178M software produced $141.112M company FCF. Another $19.791M award withholding leaves $121.321M before $131.491M buybacks. June unrestricted cash and marketable securities were $474.133M, with $1.441M restricted separately. Cylinder closed September 1 following an announced $105M cash agreement; final purchase accounting remains unreported. The August office lease commits approximately $86M base rent over its term, with up to $17.9M tenant improvements and a $2.8M letter of credit. Available repurchase authorization of $300M is not completed spending.

The competing explanation

A fast engagement ramp can pull billings forward without sustaining the same cash conversion later. Client guarantees, acquisition integration, care costs and competing benefit priorities can pressure growth. Adjusted margins can improve while compensation and expansion consume the cash.

Risks to track

Next checkpoints

Data coverage and open work

This review: First sourced care-platform scenarios including the September Cylinder close, advance-billing bridge and August office lease.

What the memory says

State as of the 2026-09-18 close: in a 120-day uptrend, above its 200-day, near the 52-week high, with a clear path above, heavy volume, closed mid-range, and some peers moving

300 similar days

Vs the market, in pointsLowMiddleHighShare up
1 session-4.3-0.0+4.350%
5 sessions-7.4+0.3+8.353%
10 sessions-9.9+0.2+13.651%

Historical distributions of what followed similar states, measured before today's news. Not a forecast; no side.

Notes on this name

No published notes on this name yet.

Scorecard: 0 notes scored

Next report: 2026-11-04 (source: estimated from 10-Q filed 2026-08-06 plus 90 days)

Provenance

  1. [1] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  2. [2] derived: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  3. [3] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  4. [4] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  5. [5] reported: GrossProfit, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  6. [6] derived: GrossProfit, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  7. [7] reported: GrossProfit, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  8. [8] reported: GrossProfit, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  9. [9] reported: OperatingIncomeLoss, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  10. [10] derived: OperatingIncomeLoss, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  11. [11] reported: OperatingIncomeLoss, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  12. [12] reported: OperatingIncomeLoss, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  13. [13] reported: NetIncomeLoss, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  14. [14] derived: NetIncomeLoss, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  15. [15] reported: NetIncomeLoss, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  16. [16] reported: NetIncomeLoss, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  17. [17] reported: EarningsPerShareDiluted, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  18. [18] reported: EarningsPerShareDiluted, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  19. [19] reported: EarningsPerShareDiluted, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  20. [20] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  21. [21] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  22. [22] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  23. [23] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  24. [24] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  25. [25] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  26. [26] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  27. [27] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  28. [28] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  29. [29] reported: NetCashProvidedByUsedInOperatingActivities, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  30. [30] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  31. [31] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  32. [32] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  33. [33] reported: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  34. [34] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  35. [35] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001193125-25-272353, 10-Q filed 2025-11-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  36. [36] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-013808, 10-K filed 2026-03-03; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  37. [37] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-032224, 10-Q filed 2026-05-07; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json
  38. [38] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001628280-26-054327, 10-Q filed 2026-08-06; retrieved 2026-09-19T20:45:30+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001673743.json

What the author read

Compiled 2026-09-19T20:45:31.008789+00:00 · authored e2fb732abe5d · generated 549ac6b0d988 · JSON

Daily notes · Scorecard