ALPHAFORGE RESEARCH · COMPANY FILE · SOFTWARE & INTERNET

$RBRK

Rubrik, Inc. · NYSE · SIC 7372 · CIK 1943896 · revision 5 as of 2026-09-19

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Business

Rubrik sells subscriptions for cyber recovery, data protection and related security products. It serves customers through channel partners and increasingly hosted services, with newer identity and AI-agent security offerings. ARR measures annualized active contracts; recognized revenue follows contract and delivery terms. Advance billing, capitalized sales commissions, software development and equity compensation all affect the cash produced by growth.

Three drivers

  1. Subscription ARR growth and conversion into recognized sales
  2. Hosting costs, sales efficiency and material-right runoff
  3. Advance collections, capitalized software and share withholding

Thesis

Our view

Subscription ARR reached $1,660.903M and revenue rose 38%, supporting a higher annual outlook. The model still distinguishes ARR from earned revenue and from cash. The reported 14% ARR contribution margin combines an ending ARR stock with trailing-year adjusted costs; it is not a quarterly profit margin. H1 company FCF was $139.285M, but cash after financing-classified award withholding was $86.007M before acquisitions.

What changes it

Track ARR additions, conversion timing, material-right revenue, deferred-revenue funding and the cash cost of capitalized software. Require clear monetization evidence before assigning incremental revenue to newly announced AI products.

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
2024-10-31
2025Q4
2025-01-31
2026Q1
2025-04-30
2026Q2
2025-07-31
2026Q3
2025-10-31
2026Q4
2026-01-31
2027Q1
2026-04-30
2027Q2
2026-07-31
Revenue ($M)236.21258.1†2278.53309.94350.21377.7†2387.13427.34
Gross profit ($M)180.05199.6†6218.07246.38282.05308.0†6311.87335.18
Operating income ($M)-124.89-116.1†10-93.111-94.512-75.59-82.4†10-52.611-71.912
Net income ($M)-130.913-114.9†14-102.115-95.916-63.813-87.0†14-41.915-61.816
EPS, diluted ($)-0.7117-0.5318-0.4919-0.3217-0.2118-0.3019
Diluted shares (M)183.620191.621194.922198.420203.721206.122
Cash ($M)103.923186.324284.025322.726307.127380.228429.429416.228
Long-term debt ($M)317.030322.331322.831
Cash from operations ($M)23.1†3283.6†3339.73464.7†3585.5†3293.0†3381.73476.8†35
Capex ($M)5.1†365.6†372.9383.5†394.7†3618.5†374.3385.6†39
Free cash flow ($M)18.0†4078.0†4136.8†4261.2†4380.7†4074.5†4177.4†4271.2†43

† 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
2027Q3430.02026-09-19Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2027Q4444.72026-09-19Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2028Q1477.02026-09-19Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.
2028Q2506.52026-09-19Desk base scenario. Revenue basis: Revenue ($M). Calculated from the operating-model inputs below; not consensus or company guidance.

Subscription ARR conversion, software investment and compensation cash

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

Roll subscription ARR forward from July using explicit net additions. Calibrate fixed Q3/Q4 recognition factors from the company revenue and year-end ARR midpoints, then vary ARR delivery independently. Add separately assumed other revenue and material-right recognition, not backlog or ARR itself. Forecast GAAP gross profit and spending, then bridge operating loss through SBC, noncash charges, commissions and deferred-revenue collections to CFO. Deduct PP&E, then capitalized software, then financing-classified share withholding as distinct cash measures.

Reported anchors and guidance

MeasurePeriodValueBasis
July subscription ARR2027Q21,660.90reported. Annualized active subscriptions; assumes renewal of contracts expiring in the next twelve months. Source · 2026-09-01
Year-end subscription ARR outlook midpointFY20271,882.50derived. Calculated midpoint of the company range; not an additional company forecast.
Q3 revenue outlook midpoint2027Q3430.00derived. Calculated midpoint of the company range; not an additional company forecast.
FY2027 revenue outlook midpointFY20271,689.00derived. Calculated midpoint of the company range; not an additional company forecast.
FY2027 company FCF outlook midpointFY2027328.00derived. Calculated midpoint of the company range; not an additional company forecast.
Reported ARR contribution marginTTM July 202614.0%reported. Uses point-in-time ARR less trailing-year adjusted costs; do not multiply this by quarterly recognized revenue. Source · 2026-08-27
Q2 material-right revenue2027Q24.70reported. Company rounded amount; prior-year Q2 was $14.2M. Source · 2026-08-27
H1 company FCFH1 FY2027139.28derived. Includes capitalized internal-use software cash spending.
H1 cash after share withholdingH1 FY202786.01derived. Financing-classified cash taxes on settled awards; not the same as SBC expense.
H1 softwareH1 FY20279.37reported. Reported consolidated amount, converted from thousands to millions. Source · 2026-09-01
July cash and short-term investments2027Q21,747.65reported. Reported consolidated amount, converted from thousands to millions. Source · 2026-09-01
Convertible note principal due June 203020301,150.00reported. Principal obligation, not net carrying amount or current cash spending. Source · 2026-09-01
FY2027 ending ARRFY20271,882.50derived. Ending stock, not a sum of quarterly ARR levels.
FY2028 ending ARRFY20282,447.25derived. Next-year ending ARR stock.

Downside scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E purchases ($M)Revenue ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit ($M)GAAP operating income ($M)Company FCF less share withholding ($M)
2027Q345.4939.496.00425.357.0032.49327.52-80.482.49
2027Q451.2044.706.50433.627.5037.20333.89-91.112.20
2028Q148.2041.207.00456.818.0033.20351.75-88.25-6.80
2028Q244.1436.647.50475.578.5028.14366.19-91.81-6.86
FY2027255.23232.8522.381,673.3023.87208.981,308.32-296.1390.70
FY2028214.68183.6831.001,945.9235.00148.681,498.36-372.64-11.32

Base scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E purchases ($M)Revenue ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit ($M)GAAP operating income ($M)Company FCF less share withholding ($M)
2027Q393.6087.606.00430.007.0080.60344.00-62.0055.60
2027Q4122.16115.666.50444.677.50108.16355.74-59.2678.16
2028Q1102.4395.437.00476.998.0087.43381.59-48.4152.43
2028Q2105.6998.197.50506.518.5089.69405.21-44.7959.69
FY2027374.30351.9222.381,689.0023.87328.051,346.64-245.80219.77
FY2028530.72499.7231.002,094.0635.00464.721,675.25-149.75324.72

Upside scenario

PeriodOperating cash flow ($M)CFO less PP&E ($M)PP&E purchases ($M)Revenue ($M)Capitalized software cash ($M)CFO less PP&E and software ($M)GAAP gross profit ($M)GAAP operating income ($M)Company FCF less share withholding ($M)
2027Q3114.52108.526.00433.597.00101.52351.21-58.7973.52
2027Q4148.03141.536.50452.107.50134.03366.20-56.80100.03
2028Q1129.17122.177.00492.018.00114.17398.53-46.4774.17
2028Q2137.67130.177.50532.438.50121.67431.26-33.7485.67
FY2027421.09398.7122.381,700.0223.87374.841,364.32-240.13259.56
FY2028686.31655.3131.002,222.3435.00620.311,800.10-99.90454.31
All inputs and formulas — reproduce this model
Input / calculationPeriod / caseValue / unitEvidence or assumption
H1 revenue
h1_revenue
H1 FY2027 / shared814.33
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 gross profit
h1_gross_profit
H1 FY2027 / shared646.91
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 operating income
h1_operating_income
H1 FY2027 / shared-124.54
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 cfo
h1_cfo
H1 FY2027 / shared158.53
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 capex
h1_capex
H1 FY2027 / shared9.88
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 software
h1_software
H1 FY2027 / shared9.37
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 sbc
h1_sbc
H1 FY2027 / shared174.39
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 commission amort
h1_commission_amort
H1 FY2027 / shared59.47
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 commission cash
h1_commission_cash
H1 FY2027 / shared69.10
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 deferred funding
h1_deferred_funding
H1 FY2027 / shared84.47
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 withholding
h1_withholding
H1 FY2027 / shared53.28
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 acquisition cash
h1_acquisition_cash
H1 FY2027 / shared24.19
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
H1 CFO less PP&E
h1_fcf
H1 FY2027 / shared148.66
USD_millions
derived: Generic cash after PP&E; software investment is shown separately. Formula: subtract(h1_cfo, h1_capex).
H1 company FCF
h1_company_fcf
H1 FY2027 / shared139.28
USD_millions
derived: Includes capitalized internal-use software cash spending. Formula: subtract(h1_fcf, h1_software).
H1 cash after share withholding
h1_cash_after_withholding
H1 FY2027 / shared86.01
USD_millions
derived: Financing-classified cash taxes on settled awards; not the same as SBC expense. Formula: subtract(h1_company_fcf, h1_withholding).
July subscription ARR
july_arr
2027Q2 / shared1,660.90
USD_millions
reported: Annualized active subscriptions; assumes renewal of contracts expiring in the next twelve months. Primary source · 2026-09-01
July cash and short-term investments
liquidity
2027Q2 / shared1,747.65
USD_millions
reported: Reported consolidated amount, converted from thousands to millions. Primary source · 2026-09-01
Convertible note principal due June 2030
note_principal
2030 / shared1,150.00
USD_millions
reported: Principal obligation, not net carrying amount or current cash spending. Primary source · 2026-09-01
Q2 material-right revenue
q2_rights
2027Q2 / shared4.70
USD_millions
reported: Company rounded amount; prior-year Q2 was $14.2M. Primary source · 2026-08-27
Reported ARR contribution margin
arr_contribution_margin
TTM July 2026 / shared14.0%
ratio
reported: Uses point-in-time ARR less trailing-year adjusted costs; do not multiply this by quarterly recognized revenue. Primary source · 2026-08-27
Year-end subscription ARR outlook low
fy27_arr_guide_low
FY2027 / shared1,880.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
Year-end subscription ARR outlook high
fy27_arr_guide_high
FY2027 / shared1,885.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
Midpoint divisor
two
Model / shared200.0%
ratio
assumption: Arithmetic constant.
Year-end subscription ARR outlook endpoint sum
fy27_arr_guide_sum
FY2027 / shared3,765.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(fy27_arr_guide_low, fy27_arr_guide_high).
Year-end subscription ARR outlook midpoint
fy27_arr_guide
FY2027 / shared1,882.50
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(fy27_arr_guide_sum, two).
FY2027 revenue outlook low
fy27_revenue_guide_low
FY2027 / shared1,685.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
FY2027 revenue outlook high
fy27_revenue_guide_high
FY2027 / shared1,693.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
FY2027 revenue outlook endpoint sum
fy27_revenue_guide_sum
FY2027 / shared3,378.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(fy27_revenue_guide_low, fy27_revenue_guide_high).
FY2027 revenue outlook midpoint
fy27_revenue_guide
FY2027 / shared1,689.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(fy27_revenue_guide_sum, two).
Q3 revenue outlook low
q3_revenue_guide_low
2027Q3 / shared429.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
Q3 revenue outlook high
q3_revenue_guide_high
2027Q3 / shared431.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
Q3 revenue outlook endpoint sum
q3_revenue_guide_sum
2027Q3 / shared860.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(q3_revenue_guide_low, q3_revenue_guide_high).
Q3 revenue outlook midpoint
q3_revenue_guide
2027Q3 / shared430.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(q3_revenue_guide_sum, two).
FY2027 company FCF outlook low
fy27_fcf_guide_low
FY2027 / shared323.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
FY2027 company FCF outlook high
fy27_fcf_guide_high
FY2027 / shared333.00
USD_millions
management guidance: Company guidance; not a desk forecast. Primary source · 2026-08-27
FY2027 company FCF outlook endpoint sum
fy27_fcf_guide_sum
FY2027 / shared656.00
USD_millions
derived: Arithmetic intermediate. Formula: sum(fy27_fcf_guide_low, fy27_fcf_guide_high).
FY2027 company FCF outlook midpoint
fy27_fcf_guide
FY2027 / shared328.00
USD_millions
derived: Calculated midpoint of the company range; not an additional company forecast. Formula: divide(fy27_fcf_guide_sum, two).
Annual to quarterly divisor
quarter
Model / shared400.0%
ratio
assumption: Arithmetic conversion.
Share of H2 net ARR addition in Q3
q3_add_share
2027Q3 / shared40.0%
ratio
assumption: Desk calibration phasing, not a management quarterly ARR target.
H2 ARR addition at outlook midpoint
h2_arr_reference
H2 FY2027 / shared221.60
USD_millions
derived: Year-end stock less July stock. Formula: subtract(fy27_arr_guide, july_arr).
Q3 calibrated ARR addition
q3_arr_add_reference
2027Q3 / shared88.64
USD_millions
derived: Desk phasing of the guided year-end increase. Formula: multiply(h2_arr_reference, q3_add_share).
Q3 calibrated ending ARR
q3_arr_end_reference
2027Q3 / shared1,749.54
USD_millions
derived: Reference used only to calibrate conversion factors. Formula: sum(july_arr, q3_arr_add_reference).
H2 revenue at guide midpoint
h2_revenue_reference
H2 FY2027 / shared874.67
USD_millions
derived: Full year less known H1. Formula: subtract(fy27_revenue_guide, h1_revenue).
Q4 implied revenue
q4_revenue_reference
2027Q4 / shared444.67
USD_millions
derived: Implied by annual and Q3 guidance midpoints, not separate company guidance. Formula: subtract(h2_revenue_reference, q3_revenue_guide).
Beginning plus ending reference ARR
q3_calibration_arr_sum
Model / shared3,410.44
USD_millions
derived: Arithmetic average numerator. Formula: sum(july_arr, q3_arr_end_reference).
Average reference ARR
q3_calibration_arr_average
Model / shared1,705.22
USD_millions
derived: Two-point average. Formula: divide(q3_calibration_arr_sum, two).
Quarter-equivalent average ARR
q3_calibration_quarter_arr
Model / shared426.31
USD_millions
derived: Average annualized stock divided by four. Formula: divide(q3_calibration_arr_average, quarter).
Other sales excluding material rights
q3_calibration_other
Model / shared18.00
USD_millions
assumption: Desk calibration amount, not a reported category total.
Material-right revenue
q3_calibration_rights
Model / shared4.00
USD_millions
assumption: Desk runoff assumption, not recurring cash bookings.
Other and material-right revenue
q3_calibration_noncore
Model / shared22.00
USD_millions
derived: Separate from average-ARR core conversion. Formula: sum(q3_calibration_other, q3_calibration_rights).
Core revenue reference
q3_calibration_core
Model / shared408.00
USD_millions
derived: Total guidance-implied revenue less explicit noncore assumptions. Formula: subtract(q3_revenue_guide, q3_calibration_noncore).
Fixed ARR-to-revenue conversion factor
q3_calibration_yield
Model / shared95.7%
ratio
derived: Dimensionless calibration fixed when scenario ARR changes. Formula: divide(q3_calibration_core, q3_calibration_quarter_arr).
Beginning plus ending reference ARR
q4_calibration_arr_sum
Model / shared3,632.04
USD_millions
derived: Arithmetic average numerator. Formula: sum(q3_arr_end_reference, fy27_arr_guide).
Average reference ARR
q4_calibration_arr_average
Model / shared1,816.02
USD_millions
derived: Two-point average. Formula: divide(q4_calibration_arr_sum, two).
Quarter-equivalent average ARR
q4_calibration_quarter_arr
Model / shared454.01
USD_millions
derived: Average annualized stock divided by four. Formula: divide(q4_calibration_arr_average, quarter).
Other sales excluding material rights
q4_calibration_other
Model / shared18.00
USD_millions
assumption: Desk calibration amount, not a reported category total.
Material-right revenue
q4_calibration_rights
Model / shared3.00
USD_millions
assumption: Desk runoff assumption, not recurring cash bookings.
Other and material-right revenue
q4_calibration_noncore
Model / shared21.00
USD_millions
derived: Separate from average-ARR core conversion. Formula: sum(q4_calibration_other, q4_calibration_rights).
Core revenue reference
q4_calibration_core
Model / shared423.67
USD_millions
derived: Total guidance-implied revenue less explicit noncore assumptions. Formula: subtract(q4_revenue_reference, q4_calibration_noncore).
Fixed ARR-to-revenue conversion factor
q4_calibration_yield
Model / shared93.3%
ratio
derived: Dimensionless calibration fixed when scenario ARR changes. Formula: divide(q4_calibration_core, q4_calibration_quarter_arr).
H2 net ARR addition versus reference
downside_arr_delivery
H2 FY2027 / downside75.0%
ratio
assumption: Desk customer acquisition and expansion sensitivity.
H2 net ARR addition
downside_h2_arr_add
H2 FY2027 / downside166.20
USD_millions
derived: Net additions after churn; not a second revenue stream. Formula: multiply(h2_arr_reference, downside_arr_delivery).
FY2027 ending ARR
downside_fy27_arr_end
FY2027 / downside1,827.10
USD_millions
derived: Ending stock, not a sum of quarterly ARR levels. Formula: sum(july_arr, downside_h2_arr_add).
FY2028 ending ARR growth multiplier
downside_arr_growth
FY2028 / downside120.0%
ratio
assumption: Desk assumption beyond management guidance.
FY2028 ending ARR
downside_fy28_arr_end
FY2028 / downside2,192.52
USD_millions
derived: Next-year ending ARR stock. Formula: multiply(downside_fy27_arr_end, downside_arr_growth).
FY2028 net ARR addition
downside_fy28_arr_add
FY2028 / downside365.42
USD_millions
derived: Net stock increase allocated over four quarters. Formula: subtract(downside_fy28_arr_end, downside_fy27_arr_end).
Share of period net ARR addition
downside_2027q3_arr_add_weight
2027Q3 / downside40.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2027q3_arr_add
2027Q3 / downside66.48
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_h2_arr_add, downside_2027q3_arr_add_weight).
Quarter ending ARR
downside_2027q3_arr_end
2027Q3 / downside1,727.38
USD_millions
derived: ARR stock rollforward. Formula: sum(july_arr, downside_2027q3_arr_add).
Beginning plus ending ARR
downside_2027q3_arr_sum
2027Q3 / downside3,388.29
USD_millions
derived: Average numerator. Formula: sum(july_arr, downside_2027q3_arr_end).
Average ARR
downside_2027q3_arr_average
2027Q3 / downside1,694.14
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2027q3_arr_sum, two).
Quarter-equivalent ARR
downside_2027q3_quarter_arr
2027Q3 / downside423.54
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2027q3_arr_average, quarter).
Core revenue recognized from ARR proxy
downside_2027q3_core_revenue
2027Q3 / downside405.35
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2027q3_quarter_arr, q3_calibration_yield).
Other revenue excluding material rights
downside_2027q3_other
2027Q3 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2027q3_rights
2027Q3 / downside4.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2027q3_revenue
2027Q3 / downside425.35
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2027q3_core_revenue, downside_2027q3_other, downside_2027q3_rights).
GAAP gross margin
downside_2027q3_gross_margin
2027Q3 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2027q3_gross_profit
2027Q3 / downside327.52
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2027q3_revenue, downside_2027q3_gross_margin).
GAAP operating expenses
downside_2027q3_opex
2027Q3 / downside408.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2027q3_operating_income
2027Q3 / downside-80.48
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2027q3_gross_profit, downside_2027q3_opex).
Total expensed stock compensation
downside_2027q3_sbc
2027Q3 / downside95.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2027q3_da
2027Q3 / downside14.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2027q3_net_interest_cash_tax
2027Q3 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2027q3_commission_amort
2027Q3 / downside32.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2027q3_cash_before_commissions
2027Q3 / downside69.52
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2027q3_operating_income, downside_2027q3_sbc, downside_2027q3_da, downside_2027q3_net_interest_cash_tax, downside_2027q3_commission_amort).
Capitalized commissions / revenue
downside_2027q3_commission_rate
2027Q3 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2027q3_commission_cash
2027Q3 / downside34.03
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2027q3_revenue, downside_2027q3_commission_rate).
Cash after commission investment
downside_2027q3_cash_after_commissions
2027Q3 / downside35.49
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2027q3_cash_before_commissions, downside_2027q3_commission_cash).
Net billing and other working-capital funding
downside_2027q3_net_billing_funding
2027Q3 / downside10.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2027q3_cfo
2027Q3 / downside45.49
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2027q3_cash_after_commissions, downside_2027q3_net_billing_funding).
PP&E cash purchases
downside_2027q3_capex
2027Q3 / downside6.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2027q3_software
2027Q3 / downside7.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q3_fcf
2027Q3 / downside39.49
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2027q3_cfo, downside_2027q3_capex).
Company-definition FCF
downside_2027q3_company_fcf
2027Q3 / downside32.49
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2027q3_fcf, downside_2027q3_software).
Cash taxes on net-settled equity awards
downside_2027q3_withholding
2027Q3 / downside30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2027q3_cash_after_withholding
2027Q3 / downside2.49
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2027q3_company_fcf, downside_2027q3_withholding).
Share of period net ARR addition
downside_2027q4_arr_add_weight
2027Q4 / downside60.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2027q4_arr_add
2027Q4 / downside99.72
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_h2_arr_add, downside_2027q4_arr_add_weight).
Quarter ending ARR
downside_2027q4_arr_end
2027Q4 / downside1,827.10
USD_millions
derived: ARR stock rollforward. Formula: sum(downside_2027q3_arr_end, downside_2027q4_arr_add).
Beginning plus ending ARR
downside_2027q4_arr_sum
2027Q4 / downside3,554.48
USD_millions
derived: Average numerator. Formula: sum(downside_2027q3_arr_end, downside_2027q4_arr_end).
Average ARR
downside_2027q4_arr_average
2027Q4 / downside1,777.24
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2027q4_arr_sum, two).
Quarter-equivalent ARR
downside_2027q4_quarter_arr
2027Q4 / downside444.31
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2027q4_arr_average, quarter).
Core revenue recognized from ARR proxy
downside_2027q4_core_revenue
2027Q4 / downside414.62
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2027q4_quarter_arr, q4_calibration_yield).
Other revenue excluding material rights
downside_2027q4_other
2027Q4 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2027q4_rights
2027Q4 / downside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2027q4_revenue
2027Q4 / downside433.62
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2027q4_core_revenue, downside_2027q4_other, downside_2027q4_rights).
GAAP gross margin
downside_2027q4_gross_margin
2027Q4 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2027q4_gross_profit
2027Q4 / downside333.89
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2027q4_revenue, downside_2027q4_gross_margin).
GAAP operating expenses
downside_2027q4_opex
2027Q4 / downside425.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2027q4_operating_income
2027Q4 / downside-91.11
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2027q4_gross_profit, downside_2027q4_opex).
Total expensed stock compensation
downside_2027q4_sbc
2027Q4 / downside100.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2027q4_da
2027Q4 / downside15.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2027q4_net_interest_cash_tax
2027Q4 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2027q4_commission_amort
2027Q4 / downside33.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2027q4_cash_before_commissions
2027Q4 / downside65.89
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2027q4_operating_income, downside_2027q4_sbc, downside_2027q4_da, downside_2027q4_net_interest_cash_tax, downside_2027q4_commission_amort).
Capitalized commissions / revenue
downside_2027q4_commission_rate
2027Q4 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2027q4_commission_cash
2027Q4 / downside34.69
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2027q4_revenue, downside_2027q4_commission_rate).
Cash after commission investment
downside_2027q4_cash_after_commissions
2027Q4 / downside31.20
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2027q4_cash_before_commissions, downside_2027q4_commission_cash).
Net billing and other working-capital funding
downside_2027q4_net_billing_funding
2027Q4 / downside20.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2027q4_cfo
2027Q4 / downside51.20
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2027q4_cash_after_commissions, downside_2027q4_net_billing_funding).
PP&E cash purchases
downside_2027q4_capex
2027Q4 / downside6.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2027q4_software
2027Q4 / downside7.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2027q4_fcf
2027Q4 / downside44.70
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2027q4_cfo, downside_2027q4_capex).
Company-definition FCF
downside_2027q4_company_fcf
2027Q4 / downside37.20
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2027q4_fcf, downside_2027q4_software).
Cash taxes on net-settled equity awards
downside_2027q4_withholding
2027Q4 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2027q4_cash_after_withholding
2027Q4 / downside2.20
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2027q4_company_fcf, downside_2027q4_withholding).
Share of period net ARR addition
downside_2028q1_arr_add_weight
2028Q1 / downside22.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2028q1_arr_add
2028Q1 / downside80.39
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_fy28_arr_add, downside_2028q1_arr_add_weight).
Quarter ending ARR
downside_2028q1_arr_end
2028Q1 / downside1,907.49
USD_millions
derived: ARR stock rollforward. Formula: sum(downside_2027q4_arr_end, downside_2028q1_arr_add).
Beginning plus ending ARR
downside_2028q1_arr_sum
2028Q1 / downside3,734.59
USD_millions
derived: Average numerator. Formula: sum(downside_2027q4_arr_end, downside_2028q1_arr_end).
Average ARR
downside_2028q1_arr_average
2028Q1 / downside1,867.30
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2028q1_arr_sum, two).
Quarter-equivalent ARR
downside_2028q1_quarter_arr
2028Q1 / downside466.82
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2028q1_arr_average, quarter).
ARR-to-core revenue conversion
downside_2028q1_recognition
2028Q1 / downside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
downside_2028q1_core_revenue
2028Q1 / downside438.81
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2028q1_quarter_arr, downside_2028q1_recognition).
Other revenue excluding material rights
downside_2028q1_other
2028Q1 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2028q1_rights
2028Q1 / downside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2028q1_revenue
2028Q1 / downside456.81
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2028q1_core_revenue, downside_2028q1_other, downside_2028q1_rights).
GAAP gross margin
downside_2028q1_gross_margin
2028Q1 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2028q1_gross_profit
2028Q1 / downside351.75
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2028q1_revenue, downside_2028q1_gross_margin).
GAAP operating expenses
downside_2028q1_opex
2028Q1 / downside440.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2028q1_operating_income
2028Q1 / downside-88.25
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2028q1_gross_profit, downside_2028q1_opex).
Total expensed stock compensation
downside_2028q1_sbc
2028Q1 / downside104.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2028q1_da
2028Q1 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2028q1_net_interest_cash_tax
2028Q1 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2028q1_commission_amort
2028Q1 / downside34.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2028q1_cash_before_commissions
2028Q1 / downside74.75
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2028q1_operating_income, downside_2028q1_sbc, downside_2028q1_da, downside_2028q1_net_interest_cash_tax, downside_2028q1_commission_amort).
Capitalized commissions / revenue
downside_2028q1_commission_rate
2028Q1 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2028q1_commission_cash
2028Q1 / downside36.55
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2028q1_revenue, downside_2028q1_commission_rate).
Cash after commission investment
downside_2028q1_cash_after_commissions
2028Q1 / downside38.20
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2028q1_cash_before_commissions, downside_2028q1_commission_cash).
Net billing and other working-capital funding
downside_2028q1_net_billing_funding
2028Q1 / downside10.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2028q1_cfo
2028Q1 / downside48.20
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2028q1_cash_after_commissions, downside_2028q1_net_billing_funding).
PP&E cash purchases
downside_2028q1_capex
2028Q1 / downside7.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2028q1_software
2028Q1 / downside8.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2028q1_fcf
2028Q1 / downside41.20
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2028q1_cfo, downside_2028q1_capex).
Company-definition FCF
downside_2028q1_company_fcf
2028Q1 / downside33.20
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2028q1_fcf, downside_2028q1_software).
Cash taxes on net-settled equity awards
downside_2028q1_withholding
2028Q1 / downside40.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2028q1_cash_after_withholding
2028Q1 / downside-6.80
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2028q1_company_fcf, downside_2028q1_withholding).
Share of period net ARR addition
downside_2028q2_arr_add_weight
2028Q2 / downside24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2028q2_arr_add
2028Q2 / downside87.70
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_fy28_arr_add, downside_2028q2_arr_add_weight).
Quarter ending ARR
downside_2028q2_arr_end
2028Q2 / downside1,995.19
USD_millions
derived: ARR stock rollforward. Formula: sum(downside_2028q1_arr_end, downside_2028q2_arr_add).
Beginning plus ending ARR
downside_2028q2_arr_sum
2028Q2 / downside3,902.69
USD_millions
derived: Average numerator. Formula: sum(downside_2028q1_arr_end, downside_2028q2_arr_end).
Average ARR
downside_2028q2_arr_average
2028Q2 / downside1,951.34
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2028q2_arr_sum, two).
Quarter-equivalent ARR
downside_2028q2_quarter_arr
2028Q2 / downside487.84
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2028q2_arr_average, quarter).
ARR-to-core revenue conversion
downside_2028q2_recognition
2028Q2 / downside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
downside_2028q2_core_revenue
2028Q2 / downside458.57
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2028q2_quarter_arr, downside_2028q2_recognition).
Other revenue excluding material rights
downside_2028q2_other
2028Q2 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2028q2_rights
2028Q2 / downside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2028q2_revenue
2028Q2 / downside475.57
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2028q2_core_revenue, downside_2028q2_other, downside_2028q2_rights).
GAAP gross margin
downside_2028q2_gross_margin
2028Q2 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2028q2_gross_profit
2028Q2 / downside366.19
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2028q2_revenue, downside_2028q2_gross_margin).
GAAP operating expenses
downside_2028q2_opex
2028Q2 / downside458.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2028q2_operating_income
2028Q2 / downside-91.81
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2028q2_gross_profit, downside_2028q2_opex).
Total expensed stock compensation
downside_2028q2_sbc
2028Q2 / downside108.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2028q2_da
2028Q2 / downside17.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2028q2_net_interest_cash_tax
2028Q2 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2028q2_commission_amort
2028Q2 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2028q2_cash_before_commissions
2028Q2 / downside77.19
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2028q2_operating_income, downside_2028q2_sbc, downside_2028q2_da, downside_2028q2_net_interest_cash_tax, downside_2028q2_commission_amort).
Capitalized commissions / revenue
downside_2028q2_commission_rate
2028Q2 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2028q2_commission_cash
2028Q2 / downside38.05
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2028q2_revenue, downside_2028q2_commission_rate).
Cash after commission investment
downside_2028q2_cash_after_commissions
2028Q2 / downside39.14
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2028q2_cash_before_commissions, downside_2028q2_commission_cash).
Net billing and other working-capital funding
downside_2028q2_net_billing_funding
2028Q2 / downside5.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2028q2_cfo
2028Q2 / downside44.14
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2028q2_cash_after_commissions, downside_2028q2_net_billing_funding).
PP&E cash purchases
downside_2028q2_capex
2028Q2 / downside7.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2028q2_software
2028Q2 / downside8.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2028q2_fcf
2028Q2 / downside36.64
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2028q2_cfo, downside_2028q2_capex).
Company-definition FCF
downside_2028q2_company_fcf
2028Q2 / downside28.14
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2028q2_fcf, downside_2028q2_software).
Cash taxes on net-settled equity awards
downside_2028q2_withholding
2028Q2 / downside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2028q2_cash_after_withholding
2028Q2 / downside-6.86
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2028q2_company_fcf, downside_2028q2_withholding).
Share of period net ARR addition
downside_2028q3_arr_add_weight
2028Q3 / downside24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2028q3_arr_add
2028Q3 / downside87.70
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_fy28_arr_add, downside_2028q3_arr_add_weight).
Quarter ending ARR
downside_2028q3_arr_end
2028Q3 / downside2,082.89
USD_millions
derived: ARR stock rollforward. Formula: sum(downside_2028q2_arr_end, downside_2028q3_arr_add).
Beginning plus ending ARR
downside_2028q3_arr_sum
2028Q3 / downside4,078.09
USD_millions
derived: Average numerator. Formula: sum(downside_2028q2_arr_end, downside_2028q3_arr_end).
Average ARR
downside_2028q3_arr_average
2028Q3 / downside2,039.04
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2028q3_arr_sum, two).
Quarter-equivalent ARR
downside_2028q3_quarter_arr
2028Q3 / downside509.76
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2028q3_arr_average, quarter).
ARR-to-core revenue conversion
downside_2028q3_recognition
2028Q3 / downside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
downside_2028q3_core_revenue
2028Q3 / downside479.18
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2028q3_quarter_arr, downside_2028q3_recognition).
Other revenue excluding material rights
downside_2028q3_other
2028Q3 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2028q3_rights
2028Q3 / downside0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2028q3_revenue
2028Q3 / downside495.18
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2028q3_core_revenue, downside_2028q3_other, downside_2028q3_rights).
GAAP gross margin
downside_2028q3_gross_margin
2028Q3 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2028q3_gross_profit
2028Q3 / downside381.29
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2028q3_revenue, downside_2028q3_gross_margin).
GAAP operating expenses
downside_2028q3_opex
2028Q3 / downside478.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2028q3_operating_income
2028Q3 / downside-96.71
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2028q3_gross_profit, downside_2028q3_opex).
Total expensed stock compensation
downside_2028q3_sbc
2028Q3 / downside112.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2028q3_da
2028Q3 / downside18.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2028q3_net_interest_cash_tax
2028Q3 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2028q3_commission_amort
2028Q3 / downside36.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2028q3_cash_before_commissions
2028Q3 / downside78.29
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2028q3_operating_income, downside_2028q3_sbc, downside_2028q3_da, downside_2028q3_net_interest_cash_tax, downside_2028q3_commission_amort).
Capitalized commissions / revenue
downside_2028q3_commission_rate
2028Q3 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2028q3_commission_cash
2028Q3 / downside39.61
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2028q3_revenue, downside_2028q3_commission_rate).
Cash after commission investment
downside_2028q3_cash_after_commissions
2028Q3 / downside38.67
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2028q3_cash_before_commissions, downside_2028q3_commission_cash).
Net billing and other working-capital funding
downside_2028q3_net_billing_funding
2028Q3 / downside15.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2028q3_cfo
2028Q3 / downside53.67
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2028q3_cash_after_commissions, downside_2028q3_net_billing_funding).
PP&E cash purchases
downside_2028q3_capex
2028Q3 / downside8.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2028q3_software
2028Q3 / downside9.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2028q3_fcf
2028Q3 / downside45.67
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2028q3_cfo, downside_2028q3_capex).
Company-definition FCF
downside_2028q3_company_fcf
2028Q3 / downside36.67
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2028q3_fcf, downside_2028q3_software).
Cash taxes on net-settled equity awards
downside_2028q3_withholding
2028Q3 / downside40.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2028q3_cash_after_withholding
2028Q3 / downside-3.33
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2028q3_company_fcf, downside_2028q3_withholding).
Share of period net ARR addition
downside_2028q4_arr_add_weight
2028Q4 / downside30.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
downside_2028q4_arr_add
2028Q4 / downside109.63
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(downside_fy28_arr_add, downside_2028q4_arr_add_weight).
Quarter ending ARR
downside_2028q4_arr_end
2028Q4 / downside2,192.52
USD_millions
derived: ARR stock rollforward. Formula: sum(downside_2028q3_arr_end, downside_2028q4_arr_add).
Beginning plus ending ARR
downside_2028q4_arr_sum
2028Q4 / downside4,275.42
USD_millions
derived: Average numerator. Formula: sum(downside_2028q3_arr_end, downside_2028q4_arr_end).
Average ARR
downside_2028q4_arr_average
2028Q4 / downside2,137.71
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(downside_2028q4_arr_sum, two).
Quarter-equivalent ARR
downside_2028q4_quarter_arr
2028Q4 / downside534.43
USD_millions
derived: Annualized ARR divided by four. Formula: divide(downside_2028q4_arr_average, quarter).
ARR-to-core revenue conversion
downside_2028q4_recognition
2028Q4 / downside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
downside_2028q4_core_revenue
2028Q4 / downside502.36
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(downside_2028q4_quarter_arr, downside_2028q4_recognition).
Other revenue excluding material rights
downside_2028q4_other
2028Q4 / downside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
downside_2028q4_rights
2028Q4 / downside0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
downside_2028q4_revenue
2028Q4 / downside518.36
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(downside_2028q4_core_revenue, downside_2028q4_other, downside_2028q4_rights).
GAAP gross margin
downside_2028q4_gross_margin
2028Q4 / downside77.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
downside_2028q4_gross_profit
2028Q4 / downside399.14
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(downside_2028q4_revenue, downside_2028q4_gross_margin).
GAAP operating expenses
downside_2028q4_opex
2028Q4 / downside495.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
downside_2028q4_operating_income
2028Q4 / downside-95.86
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(downside_2028q4_gross_profit, downside_2028q4_opex).
Total expensed stock compensation
downside_2028q4_sbc
2028Q4 / downside116.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
downside_2028q4_da
2028Q4 / downside19.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
downside_2028q4_net_interest_cash_tax
2028Q4 / downside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
downside_2028q4_commission_amort
2028Q4 / downside37.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
downside_2028q4_cash_before_commissions
2028Q4 / downside85.14
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(downside_2028q4_operating_income, downside_2028q4_sbc, downside_2028q4_da, downside_2028q4_net_interest_cash_tax, downside_2028q4_commission_amort).
Capitalized commissions / revenue
downside_2028q4_commission_rate
2028Q4 / downside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
downside_2028q4_commission_cash
2028Q4 / downside41.47
USD_millions
derived: Separate from noncash amortization. Formula: multiply(downside_2028q4_revenue, downside_2028q4_commission_rate).
Cash after commission investment
downside_2028q4_cash_after_commissions
2028Q4 / downside43.67
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(downside_2028q4_cash_before_commissions, downside_2028q4_commission_cash).
Net billing and other working-capital funding
downside_2028q4_net_billing_funding
2028Q4 / downside25.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
downside_2028q4_cfo
2028Q4 / downside68.67
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(downside_2028q4_cash_after_commissions, downside_2028q4_net_billing_funding).
PP&E cash purchases
downside_2028q4_capex
2028Q4 / downside8.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
downside_2028q4_software
2028Q4 / downside9.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
downside_2028q4_fcf
2028Q4 / downside60.17
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(downside_2028q4_cfo, downside_2028q4_capex).
Company-definition FCF
downside_2028q4_company_fcf
2028Q4 / downside50.67
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(downside_2028q4_fcf, downside_2028q4_software).
Cash taxes on net-settled equity awards
downside_2028q4_withholding
2028Q4 / downside45.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
downside_2028q4_cash_after_withholding
2028Q4 / downside5.67
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(downside_2028q4_company_fcf, downside_2028q4_withholding).
Revenue ($M)
downside_fy2027_revenue
FY2027 / downside1,673.30
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, downside_2027q3_revenue, downside_2027q4_revenue).
GAAP gross profit ($M)
downside_fy2027_gross_profit
FY2027 / downside1,308.32
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, downside_2027q3_gross_profit, downside_2027q4_gross_profit).
GAAP operating income ($M)
downside_fy2027_operating_income
FY2027 / downside-296.13
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, downside_2027q3_operating_income, downside_2027q4_operating_income).
Operating cash flow ($M)
downside_fy2027_cfo
FY2027 / downside255.23
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, downside_2027q3_cfo, downside_2027q4_cfo).
PP&E purchases ($M)
downside_fy2027_capex
FY2027 / downside22.38
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, downside_2027q3_capex, downside_2027q4_capex).
Capitalized software cash ($M)
downside_fy2027_software
FY2027 / downside23.87
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, downside_2027q3_software, downside_2027q4_software).
CFO less PP&E ($M)
downside_fy2027_fcf
FY2027 / downside232.85
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, downside_2027q3_fcf, downside_2027q4_fcf).
CFO less PP&E and software ($M)
downside_fy2027_company_fcf
FY2027 / downside208.98
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, downside_2027q3_company_fcf, downside_2027q4_company_fcf).
Company FCF less share withholding ($M)
downside_fy2027_cash_after_withholding
FY2027 / downside90.70
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_withholding, downside_2027q3_cash_after_withholding, downside_2027q4_cash_after_withholding).
Revenue ($M)
downside_fy2028_revenue
FY2028 / downside1,945.92
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_revenue, downside_2028q2_revenue, downside_2028q3_revenue, downside_2028q4_revenue).
GAAP gross profit ($M)
downside_fy2028_gross_profit
FY2028 / downside1,498.36
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_gross_profit, downside_2028q2_gross_profit, downside_2028q3_gross_profit, downside_2028q4_gross_profit).
GAAP operating income ($M)
downside_fy2028_operating_income
FY2028 / downside-372.64
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_operating_income, downside_2028q2_operating_income, downside_2028q3_operating_income, downside_2028q4_operating_income).
Operating cash flow ($M)
downside_fy2028_cfo
FY2028 / downside214.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_cfo, downside_2028q2_cfo, downside_2028q3_cfo, downside_2028q4_cfo).
PP&E purchases ($M)
downside_fy2028_capex
FY2028 / downside31.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_capex, downside_2028q2_capex, downside_2028q3_capex, downside_2028q4_capex).
Capitalized software cash ($M)
downside_fy2028_software
FY2028 / downside35.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_software, downside_2028q2_software, downside_2028q3_software, downside_2028q4_software).
CFO less PP&E ($M)
downside_fy2028_fcf
FY2028 / downside183.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_fcf, downside_2028q2_fcf, downside_2028q3_fcf, downside_2028q4_fcf).
CFO less PP&E and software ($M)
downside_fy2028_company_fcf
FY2028 / downside148.68
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_company_fcf, downside_2028q2_company_fcf, downside_2028q3_company_fcf, downside_2028q4_company_fcf).
Company FCF less share withholding ($M)
downside_fy2028_cash_after_withholding
FY2028 / downside-11.32
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(downside_2028q1_cash_after_withholding, downside_2028q2_cash_after_withholding, downside_2028q3_cash_after_withholding, downside_2028q4_cash_after_withholding).
H2 net ARR addition versus reference
base_arr_delivery
H2 FY2027 / base100.0%
ratio
assumption: Desk customer acquisition and expansion sensitivity.
H2 net ARR addition
base_h2_arr_add
H2 FY2027 / base221.60
USD_millions
derived: Net additions after churn; not a second revenue stream. Formula: multiply(h2_arr_reference, base_arr_delivery).
FY2027 ending ARR
base_fy27_arr_end
FY2027 / base1,882.50
USD_millions
derived: Ending stock, not a sum of quarterly ARR levels. Formula: sum(july_arr, base_h2_arr_add).
FY2028 ending ARR growth multiplier
base_arr_growth
FY2028 / base130.0%
ratio
assumption: Desk assumption beyond management guidance.
FY2028 ending ARR
base_fy28_arr_end
FY2028 / base2,447.25
USD_millions
derived: Next-year ending ARR stock. Formula: multiply(base_fy27_arr_end, base_arr_growth).
FY2028 net ARR addition
base_fy28_arr_add
FY2028 / base564.75
USD_millions
derived: Net stock increase allocated over four quarters. Formula: subtract(base_fy28_arr_end, base_fy27_arr_end).
Share of period net ARR addition
base_2027q3_arr_add_weight
2027Q3 / base40.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2027q3_arr_add
2027Q3 / base88.64
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_h2_arr_add, base_2027q3_arr_add_weight).
Quarter ending ARR
base_2027q3_arr_end
2027Q3 / base1,749.54
USD_millions
derived: ARR stock rollforward. Formula: sum(july_arr, base_2027q3_arr_add).
Beginning plus ending ARR
base_2027q3_arr_sum
2027Q3 / base3,410.44
USD_millions
derived: Average numerator. Formula: sum(july_arr, base_2027q3_arr_end).
Average ARR
base_2027q3_arr_average
2027Q3 / base1,705.22
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2027q3_arr_sum, two).
Quarter-equivalent ARR
base_2027q3_quarter_arr
2027Q3 / base426.31
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2027q3_arr_average, quarter).
Core revenue recognized from ARR proxy
base_2027q3_core_revenue
2027Q3 / base408.00
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2027q3_quarter_arr, q3_calibration_yield).
Other revenue excluding material rights
base_2027q3_other
2027Q3 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2027q3_rights
2027Q3 / base4.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2027q3_revenue
2027Q3 / base430.00
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2027q3_core_revenue, base_2027q3_other, base_2027q3_rights).
GAAP gross margin
base_2027q3_gross_margin
2027Q3 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2027q3_gross_profit
2027Q3 / base344.00
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2027q3_revenue, base_2027q3_gross_margin).
GAAP operating expenses
base_2027q3_opex
2027Q3 / base406.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2027q3_operating_income
2027Q3 / base-62.00
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2027q3_gross_profit, base_2027q3_opex).
Total expensed stock compensation
base_2027q3_sbc
2027Q3 / base95.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2027q3_da
2027Q3 / base14.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2027q3_net_interest_cash_tax
2027Q3 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2027q3_commission_amort
2027Q3 / base32.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2027q3_cash_before_commissions
2027Q3 / base88.00
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2027q3_operating_income, base_2027q3_sbc, base_2027q3_da, base_2027q3_net_interest_cash_tax, base_2027q3_commission_amort).
Capitalized commissions / revenue
base_2027q3_commission_rate
2027Q3 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2027q3_commission_cash
2027Q3 / base34.40
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2027q3_revenue, base_2027q3_commission_rate).
Cash after commission investment
base_2027q3_cash_after_commissions
2027Q3 / base53.60
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2027q3_cash_before_commissions, base_2027q3_commission_cash).
Net billing and other working-capital funding
base_2027q3_net_billing_funding
2027Q3 / base40.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2027q3_cfo
2027Q3 / base93.60
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2027q3_cash_after_commissions, base_2027q3_net_billing_funding).
PP&E cash purchases
base_2027q3_capex
2027Q3 / base6.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2027q3_software
2027Q3 / base7.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q3_fcf
2027Q3 / base87.60
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2027q3_cfo, base_2027q3_capex).
Company-definition FCF
base_2027q3_company_fcf
2027Q3 / base80.60
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2027q3_fcf, base_2027q3_software).
Cash taxes on net-settled equity awards
base_2027q3_withholding
2027Q3 / base25.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2027q3_cash_after_withholding
2027Q3 / base55.60
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2027q3_company_fcf, base_2027q3_withholding).
Share of period net ARR addition
base_2027q4_arr_add_weight
2027Q4 / base60.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2027q4_arr_add
2027Q4 / base132.96
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_h2_arr_add, base_2027q4_arr_add_weight).
Quarter ending ARR
base_2027q4_arr_end
2027Q4 / base1,882.50
USD_millions
derived: ARR stock rollforward. Formula: sum(base_2027q3_arr_end, base_2027q4_arr_add).
Beginning plus ending ARR
base_2027q4_arr_sum
2027Q4 / base3,632.04
USD_millions
derived: Average numerator. Formula: sum(base_2027q3_arr_end, base_2027q4_arr_end).
Average ARR
base_2027q4_arr_average
2027Q4 / base1,816.02
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2027q4_arr_sum, two).
Quarter-equivalent ARR
base_2027q4_quarter_arr
2027Q4 / base454.01
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2027q4_arr_average, quarter).
Core revenue recognized from ARR proxy
base_2027q4_core_revenue
2027Q4 / base423.67
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2027q4_quarter_arr, q4_calibration_yield).
Other revenue excluding material rights
base_2027q4_other
2027Q4 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2027q4_rights
2027Q4 / base3.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2027q4_revenue
2027Q4 / base444.67
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2027q4_core_revenue, base_2027q4_other, base_2027q4_rights).
GAAP gross margin
base_2027q4_gross_margin
2027Q4 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2027q4_gross_profit
2027Q4 / base355.74
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2027q4_revenue, base_2027q4_gross_margin).
GAAP operating expenses
base_2027q4_opex
2027Q4 / base415.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2027q4_operating_income
2027Q4 / base-59.26
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2027q4_gross_profit, base_2027q4_opex).
Total expensed stock compensation
base_2027q4_sbc
2027Q4 / base100.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2027q4_da
2027Q4 / base15.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2027q4_net_interest_cash_tax
2027Q4 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2027q4_commission_amort
2027Q4 / base33.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2027q4_cash_before_commissions
2027Q4 / base97.74
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2027q4_operating_income, base_2027q4_sbc, base_2027q4_da, base_2027q4_net_interest_cash_tax, base_2027q4_commission_amort).
Capitalized commissions / revenue
base_2027q4_commission_rate
2027Q4 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2027q4_commission_cash
2027Q4 / base35.57
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2027q4_revenue, base_2027q4_commission_rate).
Cash after commission investment
base_2027q4_cash_after_commissions
2027Q4 / base62.16
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2027q4_cash_before_commissions, base_2027q4_commission_cash).
Net billing and other working-capital funding
base_2027q4_net_billing_funding
2027Q4 / base60.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2027q4_cfo
2027Q4 / base122.16
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2027q4_cash_after_commissions, base_2027q4_net_billing_funding).
PP&E cash purchases
base_2027q4_capex
2027Q4 / base6.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2027q4_software
2027Q4 / base7.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2027q4_fcf
2027Q4 / base115.66
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2027q4_cfo, base_2027q4_capex).
Company-definition FCF
base_2027q4_company_fcf
2027Q4 / base108.16
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2027q4_fcf, base_2027q4_software).
Cash taxes on net-settled equity awards
base_2027q4_withholding
2027Q4 / base30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2027q4_cash_after_withholding
2027Q4 / base78.16
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2027q4_company_fcf, base_2027q4_withholding).
Share of period net ARR addition
base_2028q1_arr_add_weight
2028Q1 / base22.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2028q1_arr_add
2028Q1 / base124.25
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_fy28_arr_add, base_2028q1_arr_add_weight).
Quarter ending ARR
base_2028q1_arr_end
2028Q1 / base2,006.74
USD_millions
derived: ARR stock rollforward. Formula: sum(base_2027q4_arr_end, base_2028q1_arr_add).
Beginning plus ending ARR
base_2028q1_arr_sum
2028Q1 / base3,889.24
USD_millions
derived: Average numerator. Formula: sum(base_2027q4_arr_end, base_2028q1_arr_end).
Average ARR
base_2028q1_arr_average
2028Q1 / base1,944.62
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2028q1_arr_sum, two).
Quarter-equivalent ARR
base_2028q1_quarter_arr
2028Q1 / base486.16
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2028q1_arr_average, quarter).
ARR-to-core revenue conversion
base_2028q1_recognition
2028Q1 / base94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
base_2028q1_core_revenue
2028Q1 / base456.99
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2028q1_quarter_arr, base_2028q1_recognition).
Other revenue excluding material rights
base_2028q1_other
2028Q1 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2028q1_rights
2028Q1 / base2.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2028q1_revenue
2028Q1 / base476.99
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2028q1_core_revenue, base_2028q1_other, base_2028q1_rights).
GAAP gross margin
base_2028q1_gross_margin
2028Q1 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2028q1_gross_profit
2028Q1 / base381.59
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2028q1_revenue, base_2028q1_gross_margin).
GAAP operating expenses
base_2028q1_opex
2028Q1 / base430.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2028q1_operating_income
2028Q1 / base-48.41
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2028q1_gross_profit, base_2028q1_opex).
Total expensed stock compensation
base_2028q1_sbc
2028Q1 / base105.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2028q1_da
2028Q1 / base16.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2028q1_net_interest_cash_tax
2028Q1 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2028q1_commission_amort
2028Q1 / base34.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2028q1_cash_before_commissions
2028Q1 / base115.59
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2028q1_operating_income, base_2028q1_sbc, base_2028q1_da, base_2028q1_net_interest_cash_tax, base_2028q1_commission_amort).
Capitalized commissions / revenue
base_2028q1_commission_rate
2028Q1 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2028q1_commission_cash
2028Q1 / base38.16
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2028q1_revenue, base_2028q1_commission_rate).
Cash after commission investment
base_2028q1_cash_after_commissions
2028Q1 / base77.43
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2028q1_cash_before_commissions, base_2028q1_commission_cash).
Net billing and other working-capital funding
base_2028q1_net_billing_funding
2028Q1 / base25.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2028q1_cfo
2028Q1 / base102.43
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2028q1_cash_after_commissions, base_2028q1_net_billing_funding).
PP&E cash purchases
base_2028q1_capex
2028Q1 / base7.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2028q1_software
2028Q1 / base8.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2028q1_fcf
2028Q1 / base95.43
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2028q1_cfo, base_2028q1_capex).
Company-definition FCF
base_2028q1_company_fcf
2028Q1 / base87.43
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2028q1_fcf, base_2028q1_software).
Cash taxes on net-settled equity awards
base_2028q1_withholding
2028Q1 / base35.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2028q1_cash_after_withholding
2028Q1 / base52.43
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2028q1_company_fcf, base_2028q1_withholding).
Share of period net ARR addition
base_2028q2_arr_add_weight
2028Q2 / base24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2028q2_arr_add
2028Q2 / base135.54
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_fy28_arr_add, base_2028q2_arr_add_weight).
Quarter ending ARR
base_2028q2_arr_end
2028Q2 / base2,142.28
USD_millions
derived: ARR stock rollforward. Formula: sum(base_2028q1_arr_end, base_2028q2_arr_add).
Beginning plus ending ARR
base_2028q2_arr_sum
2028Q2 / base4,149.03
USD_millions
derived: Average numerator. Formula: sum(base_2028q1_arr_end, base_2028q2_arr_end).
Average ARR
base_2028q2_arr_average
2028Q2 / base2,074.51
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2028q2_arr_sum, two).
Quarter-equivalent ARR
base_2028q2_quarter_arr
2028Q2 / base518.63
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2028q2_arr_average, quarter).
ARR-to-core revenue conversion
base_2028q2_recognition
2028Q2 / base94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
base_2028q2_core_revenue
2028Q2 / base487.51
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2028q2_quarter_arr, base_2028q2_recognition).
Other revenue excluding material rights
base_2028q2_other
2028Q2 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2028q2_rights
2028Q2 / base1.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2028q2_revenue
2028Q2 / base506.51
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2028q2_core_revenue, base_2028q2_other, base_2028q2_rights).
GAAP gross margin
base_2028q2_gross_margin
2028Q2 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2028q2_gross_profit
2028Q2 / base405.21
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2028q2_revenue, base_2028q2_gross_margin).
GAAP operating expenses
base_2028q2_opex
2028Q2 / base450.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2028q2_operating_income
2028Q2 / base-44.79
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2028q2_gross_profit, base_2028q2_opex).
Total expensed stock compensation
base_2028q2_sbc
2028Q2 / base110.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2028q2_da
2028Q2 / base17.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2028q2_net_interest_cash_tax
2028Q2 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2028q2_commission_amort
2028Q2 / base35.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2028q2_cash_before_commissions
2028Q2 / base126.21
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2028q2_operating_income, base_2028q2_sbc, base_2028q2_da, base_2028q2_net_interest_cash_tax, base_2028q2_commission_amort).
Capitalized commissions / revenue
base_2028q2_commission_rate
2028Q2 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2028q2_commission_cash
2028Q2 / base40.52
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2028q2_revenue, base_2028q2_commission_rate).
Cash after commission investment
base_2028q2_cash_after_commissions
2028Q2 / base85.69
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2028q2_cash_before_commissions, base_2028q2_commission_cash).
Net billing and other working-capital funding
base_2028q2_net_billing_funding
2028Q2 / base20.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2028q2_cfo
2028Q2 / base105.69
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2028q2_cash_after_commissions, base_2028q2_net_billing_funding).
PP&E cash purchases
base_2028q2_capex
2028Q2 / base7.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2028q2_software
2028Q2 / base8.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2028q2_fcf
2028Q2 / base98.19
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2028q2_cfo, base_2028q2_capex).
Company-definition FCF
base_2028q2_company_fcf
2028Q2 / base89.69
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2028q2_fcf, base_2028q2_software).
Cash taxes on net-settled equity awards
base_2028q2_withholding
2028Q2 / base30.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2028q2_cash_after_withholding
2028Q2 / base59.69
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2028q2_company_fcf, base_2028q2_withholding).
Share of period net ARR addition
base_2028q3_arr_add_weight
2028Q3 / base24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2028q3_arr_add
2028Q3 / base135.54
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_fy28_arr_add, base_2028q3_arr_add_weight).
Quarter ending ARR
base_2028q3_arr_end
2028Q3 / base2,277.82
USD_millions
derived: ARR stock rollforward. Formula: sum(base_2028q2_arr_end, base_2028q3_arr_add).
Beginning plus ending ARR
base_2028q3_arr_sum
2028Q3 / base4,420.11
USD_millions
derived: Average numerator. Formula: sum(base_2028q2_arr_end, base_2028q3_arr_end).
Average ARR
base_2028q3_arr_average
2028Q3 / base2,210.05
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2028q3_arr_sum, two).
Quarter-equivalent ARR
base_2028q3_quarter_arr
2028Q3 / base552.51
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2028q3_arr_average, quarter).
ARR-to-core revenue conversion
base_2028q3_recognition
2028Q3 / base94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
base_2028q3_core_revenue
2028Q3 / base519.36
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2028q3_quarter_arr, base_2028q3_recognition).
Other revenue excluding material rights
base_2028q3_other
2028Q3 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2028q3_rights
2028Q3 / base0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2028q3_revenue
2028Q3 / base537.36
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2028q3_core_revenue, base_2028q3_other, base_2028q3_rights).
GAAP gross margin
base_2028q3_gross_margin
2028Q3 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2028q3_gross_profit
2028Q3 / base429.89
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2028q3_revenue, base_2028q3_gross_margin).
GAAP operating expenses
base_2028q3_opex
2028Q3 / base465.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2028q3_operating_income
2028Q3 / base-35.11
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2028q3_gross_profit, base_2028q3_opex).
Total expensed stock compensation
base_2028q3_sbc
2028Q3 / base115.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2028q3_da
2028Q3 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2028q3_net_interest_cash_tax
2028Q3 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2028q3_commission_amort
2028Q3 / base36.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2028q3_cash_before_commissions
2028Q3 / base142.89
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2028q3_operating_income, base_2028q3_sbc, base_2028q3_da, base_2028q3_net_interest_cash_tax, base_2028q3_commission_amort).
Capitalized commissions / revenue
base_2028q3_commission_rate
2028Q3 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2028q3_commission_cash
2028Q3 / base42.99
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2028q3_revenue, base_2028q3_commission_rate).
Cash after commission investment
base_2028q3_cash_after_commissions
2028Q3 / base99.90
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2028q3_cash_before_commissions, base_2028q3_commission_cash).
Net billing and other working-capital funding
base_2028q3_net_billing_funding
2028Q3 / base40.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2028q3_cfo
2028Q3 / base139.90
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2028q3_cash_after_commissions, base_2028q3_net_billing_funding).
PP&E cash purchases
base_2028q3_capex
2028Q3 / base8.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2028q3_software
2028Q3 / base9.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2028q3_fcf
2028Q3 / base131.90
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2028q3_cfo, base_2028q3_capex).
Company-definition FCF
base_2028q3_company_fcf
2028Q3 / base122.90
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2028q3_fcf, base_2028q3_software).
Cash taxes on net-settled equity awards
base_2028q3_withholding
2028Q3 / base35.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2028q3_cash_after_withholding
2028Q3 / base87.90
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2028q3_company_fcf, base_2028q3_withholding).
Share of period net ARR addition
base_2028q4_arr_add_weight
2028Q4 / base30.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
base_2028q4_arr_add
2028Q4 / base169.42
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(base_fy28_arr_add, base_2028q4_arr_add_weight).
Quarter ending ARR
base_2028q4_arr_end
2028Q4 / base2,447.25
USD_millions
derived: ARR stock rollforward. Formula: sum(base_2028q3_arr_end, base_2028q4_arr_add).
Beginning plus ending ARR
base_2028q4_arr_sum
2028Q4 / base4,725.07
USD_millions
derived: Average numerator. Formula: sum(base_2028q3_arr_end, base_2028q4_arr_end).
Average ARR
base_2028q4_arr_average
2028Q4 / base2,362.54
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(base_2028q4_arr_sum, two).
Quarter-equivalent ARR
base_2028q4_quarter_arr
2028Q4 / base590.63
USD_millions
derived: Annualized ARR divided by four. Formula: divide(base_2028q4_arr_average, quarter).
ARR-to-core revenue conversion
base_2028q4_recognition
2028Q4 / base94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
base_2028q4_core_revenue
2028Q4 / base555.20
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(base_2028q4_quarter_arr, base_2028q4_recognition).
Other revenue excluding material rights
base_2028q4_other
2028Q4 / base18.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
base_2028q4_rights
2028Q4 / base0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
base_2028q4_revenue
2028Q4 / base573.20
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(base_2028q4_core_revenue, base_2028q4_other, base_2028q4_rights).
GAAP gross margin
base_2028q4_gross_margin
2028Q4 / base80.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
base_2028q4_gross_profit
2028Q4 / base458.56
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(base_2028q4_revenue, base_2028q4_gross_margin).
GAAP operating expenses
base_2028q4_opex
2028Q4 / base480.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
base_2028q4_operating_income
2028Q4 / base-21.44
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(base_2028q4_gross_profit, base_2028q4_opex).
Total expensed stock compensation
base_2028q4_sbc
2028Q4 / base120.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
base_2028q4_da
2028Q4 / base19.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
base_2028q4_net_interest_cash_tax
2028Q4 / base9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
base_2028q4_commission_amort
2028Q4 / base37.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
base_2028q4_cash_before_commissions
2028Q4 / base163.56
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(base_2028q4_operating_income, base_2028q4_sbc, base_2028q4_da, base_2028q4_net_interest_cash_tax, base_2028q4_commission_amort).
Capitalized commissions / revenue
base_2028q4_commission_rate
2028Q4 / base8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
base_2028q4_commission_cash
2028Q4 / base45.86
USD_millions
derived: Separate from noncash amortization. Formula: multiply(base_2028q4_revenue, base_2028q4_commission_rate).
Cash after commission investment
base_2028q4_cash_after_commissions
2028Q4 / base117.70
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(base_2028q4_cash_before_commissions, base_2028q4_commission_cash).
Net billing and other working-capital funding
base_2028q4_net_billing_funding
2028Q4 / base65.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
base_2028q4_cfo
2028Q4 / base182.70
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(base_2028q4_cash_after_commissions, base_2028q4_net_billing_funding).
PP&E cash purchases
base_2028q4_capex
2028Q4 / base8.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
base_2028q4_software
2028Q4 / base9.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
base_2028q4_fcf
2028Q4 / base174.20
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(base_2028q4_cfo, base_2028q4_capex).
Company-definition FCF
base_2028q4_company_fcf
2028Q4 / base164.70
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(base_2028q4_fcf, base_2028q4_software).
Cash taxes on net-settled equity awards
base_2028q4_withholding
2028Q4 / base40.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
base_2028q4_cash_after_withholding
2028Q4 / base124.70
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(base_2028q4_company_fcf, base_2028q4_withholding).
Revenue ($M)
base_fy2027_revenue
FY2027 / base1,689.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, base_2027q3_revenue, base_2027q4_revenue).
GAAP gross profit ($M)
base_fy2027_gross_profit
FY2027 / base1,346.64
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, base_2027q3_gross_profit, base_2027q4_gross_profit).
GAAP operating income ($M)
base_fy2027_operating_income
FY2027 / base-245.80
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, base_2027q3_operating_income, base_2027q4_operating_income).
Operating cash flow ($M)
base_fy2027_cfo
FY2027 / base374.30
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, base_2027q3_cfo, base_2027q4_cfo).
PP&E purchases ($M)
base_fy2027_capex
FY2027 / base22.38
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, base_2027q3_capex, base_2027q4_capex).
Capitalized software cash ($M)
base_fy2027_software
FY2027 / base23.87
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, base_2027q3_software, base_2027q4_software).
CFO less PP&E ($M)
base_fy2027_fcf
FY2027 / base351.92
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, base_2027q3_fcf, base_2027q4_fcf).
CFO less PP&E and software ($M)
base_fy2027_company_fcf
FY2027 / base328.05
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, base_2027q3_company_fcf, base_2027q4_company_fcf).
Company FCF less share withholding ($M)
base_fy2027_cash_after_withholding
FY2027 / base219.77
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_withholding, base_2027q3_cash_after_withholding, base_2027q4_cash_after_withholding).
Revenue ($M)
base_fy2028_revenue
FY2028 / base2,094.06
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_revenue, base_2028q2_revenue, base_2028q3_revenue, base_2028q4_revenue).
GAAP gross profit ($M)
base_fy2028_gross_profit
FY2028 / base1,675.25
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_gross_profit, base_2028q2_gross_profit, base_2028q3_gross_profit, base_2028q4_gross_profit).
GAAP operating income ($M)
base_fy2028_operating_income
FY2028 / base-149.75
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_operating_income, base_2028q2_operating_income, base_2028q3_operating_income, base_2028q4_operating_income).
Operating cash flow ($M)
base_fy2028_cfo
FY2028 / base530.72
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_cfo, base_2028q2_cfo, base_2028q3_cfo, base_2028q4_cfo).
PP&E purchases ($M)
base_fy2028_capex
FY2028 / base31.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_capex, base_2028q2_capex, base_2028q3_capex, base_2028q4_capex).
Capitalized software cash ($M)
base_fy2028_software
FY2028 / base35.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_software, base_2028q2_software, base_2028q3_software, base_2028q4_software).
CFO less PP&E ($M)
base_fy2028_fcf
FY2028 / base499.72
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_fcf, base_2028q2_fcf, base_2028q3_fcf, base_2028q4_fcf).
CFO less PP&E and software ($M)
base_fy2028_company_fcf
FY2028 / base464.72
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_company_fcf, base_2028q2_company_fcf, base_2028q3_company_fcf, base_2028q4_company_fcf).
Company FCF less share withholding ($M)
base_fy2028_cash_after_withholding
FY2028 / base324.72
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(base_2028q1_cash_after_withholding, base_2028q2_cash_after_withholding, base_2028q3_cash_after_withholding, base_2028q4_cash_after_withholding).
H2 net ARR addition versus reference
upside_arr_delivery
H2 FY2027 / upside115.0%
ratio
assumption: Desk customer acquisition and expansion sensitivity.
H2 net ARR addition
upside_h2_arr_add
H2 FY2027 / upside254.84
USD_millions
derived: Net additions after churn; not a second revenue stream. Formula: multiply(h2_arr_reference, upside_arr_delivery).
FY2027 ending ARR
upside_fy27_arr_end
FY2027 / upside1,915.74
USD_millions
derived: Ending stock, not a sum of quarterly ARR levels. Formula: sum(july_arr, upside_h2_arr_add).
FY2028 ending ARR growth multiplier
upside_arr_growth
FY2028 / upside140.0%
ratio
assumption: Desk assumption beyond management guidance.
FY2028 ending ARR
upside_fy28_arr_end
FY2028 / upside2,682.04
USD_millions
derived: Next-year ending ARR stock. Formula: multiply(upside_fy27_arr_end, upside_arr_growth).
FY2028 net ARR addition
upside_fy28_arr_add
FY2028 / upside766.30
USD_millions
derived: Net stock increase allocated over four quarters. Formula: subtract(upside_fy28_arr_end, upside_fy27_arr_end).
Share of period net ARR addition
upside_2027q3_arr_add_weight
2027Q3 / upside40.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2027q3_arr_add
2027Q3 / upside101.93
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_h2_arr_add, upside_2027q3_arr_add_weight).
Quarter ending ARR
upside_2027q3_arr_end
2027Q3 / upside1,762.84
USD_millions
derived: ARR stock rollforward. Formula: sum(july_arr, upside_2027q3_arr_add).
Beginning plus ending ARR
upside_2027q3_arr_sum
2027Q3 / upside3,423.74
USD_millions
derived: Average numerator. Formula: sum(july_arr, upside_2027q3_arr_end).
Average ARR
upside_2027q3_arr_average
2027Q3 / upside1,711.87
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2027q3_arr_sum, two).
Quarter-equivalent ARR
upside_2027q3_quarter_arr
2027Q3 / upside427.97
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2027q3_arr_average, quarter).
Core revenue recognized from ARR proxy
upside_2027q3_core_revenue
2027Q3 / upside409.59
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2027q3_quarter_arr, q3_calibration_yield).
Other revenue excluding material rights
upside_2027q3_other
2027Q3 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2027q3_rights
2027Q3 / upside4.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2027q3_revenue
2027Q3 / upside433.59
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2027q3_core_revenue, upside_2027q3_other, upside_2027q3_rights).
GAAP gross margin
upside_2027q3_gross_margin
2027Q3 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2027q3_gross_profit
2027Q3 / upside351.21
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2027q3_revenue, upside_2027q3_gross_margin).
GAAP operating expenses
upside_2027q3_opex
2027Q3 / upside410.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2027q3_operating_income
2027Q3 / upside-58.79
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2027q3_gross_profit, upside_2027q3_opex).
Total expensed stock compensation
upside_2027q3_sbc
2027Q3 / upside98.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2027q3_da
2027Q3 / upside14.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2027q3_net_interest_cash_tax
2027Q3 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2027q3_commission_amort
2027Q3 / upside32.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2027q3_cash_before_commissions
2027Q3 / upside94.21
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2027q3_operating_income, upside_2027q3_sbc, upside_2027q3_da, upside_2027q3_net_interest_cash_tax, upside_2027q3_commission_amort).
Capitalized commissions / revenue
upside_2027q3_commission_rate
2027Q3 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2027q3_commission_cash
2027Q3 / upside34.69
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2027q3_revenue, upside_2027q3_commission_rate).
Cash after commission investment
upside_2027q3_cash_after_commissions
2027Q3 / upside59.52
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2027q3_cash_before_commissions, upside_2027q3_commission_cash).
Net billing and other working-capital funding
upside_2027q3_net_billing_funding
2027Q3 / upside55.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2027q3_cfo
2027Q3 / upside114.52
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2027q3_cash_after_commissions, upside_2027q3_net_billing_funding).
PP&E cash purchases
upside_2027q3_capex
2027Q3 / upside6.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2027q3_software
2027Q3 / upside7.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q3_fcf
2027Q3 / upside108.52
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2027q3_cfo, upside_2027q3_capex).
Company-definition FCF
upside_2027q3_company_fcf
2027Q3 / upside101.52
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2027q3_fcf, upside_2027q3_software).
Cash taxes on net-settled equity awards
upside_2027q3_withholding
2027Q3 / upside28.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2027q3_cash_after_withholding
2027Q3 / upside73.52
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2027q3_company_fcf, upside_2027q3_withholding).
Share of period net ARR addition
upside_2027q4_arr_add_weight
2027Q4 / upside60.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2027q4_arr_add
2027Q4 / upside152.90
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_h2_arr_add, upside_2027q4_arr_add_weight).
Quarter ending ARR
upside_2027q4_arr_end
2027Q4 / upside1,915.74
USD_millions
derived: ARR stock rollforward. Formula: sum(upside_2027q3_arr_end, upside_2027q4_arr_add).
Beginning plus ending ARR
upside_2027q4_arr_sum
2027Q4 / upside3,678.58
USD_millions
derived: Average numerator. Formula: sum(upside_2027q3_arr_end, upside_2027q4_arr_end).
Average ARR
upside_2027q4_arr_average
2027Q4 / upside1,839.29
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2027q4_arr_sum, two).
Quarter-equivalent ARR
upside_2027q4_quarter_arr
2027Q4 / upside459.82
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2027q4_arr_average, quarter).
Core revenue recognized from ARR proxy
upside_2027q4_core_revenue
2027Q4 / upside429.10
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2027q4_quarter_arr, q4_calibration_yield).
Other revenue excluding material rights
upside_2027q4_other
2027Q4 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2027q4_rights
2027Q4 / upside3.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2027q4_revenue
2027Q4 / upside452.10
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2027q4_core_revenue, upside_2027q4_other, upside_2027q4_rights).
GAAP gross margin
upside_2027q4_gross_margin
2027Q4 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2027q4_gross_profit
2027Q4 / upside366.20
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2027q4_revenue, upside_2027q4_gross_margin).
GAAP operating expenses
upside_2027q4_opex
2027Q4 / upside423.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2027q4_operating_income
2027Q4 / upside-56.80
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2027q4_gross_profit, upside_2027q4_opex).
Total expensed stock compensation
upside_2027q4_sbc
2027Q4 / upside104.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2027q4_da
2027Q4 / upside15.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2027q4_net_interest_cash_tax
2027Q4 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2027q4_commission_amort
2027Q4 / upside33.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2027q4_cash_before_commissions
2027Q4 / upside104.20
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2027q4_operating_income, upside_2027q4_sbc, upside_2027q4_da, upside_2027q4_net_interest_cash_tax, upside_2027q4_commission_amort).
Capitalized commissions / revenue
upside_2027q4_commission_rate
2027Q4 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2027q4_commission_cash
2027Q4 / upside36.17
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2027q4_revenue, upside_2027q4_commission_rate).
Cash after commission investment
upside_2027q4_cash_after_commissions
2027Q4 / upside68.03
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2027q4_cash_before_commissions, upside_2027q4_commission_cash).
Net billing and other working-capital funding
upside_2027q4_net_billing_funding
2027Q4 / upside80.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2027q4_cfo
2027Q4 / upside148.03
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2027q4_cash_after_commissions, upside_2027q4_net_billing_funding).
PP&E cash purchases
upside_2027q4_capex
2027Q4 / upside6.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2027q4_software
2027Q4 / upside7.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2027q4_fcf
2027Q4 / upside141.53
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2027q4_cfo, upside_2027q4_capex).
Company-definition FCF
upside_2027q4_company_fcf
2027Q4 / upside134.03
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2027q4_fcf, upside_2027q4_software).
Cash taxes on net-settled equity awards
upside_2027q4_withholding
2027Q4 / upside34.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2027q4_cash_after_withholding
2027Q4 / upside100.03
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2027q4_company_fcf, upside_2027q4_withholding).
Share of period net ARR addition
upside_2028q1_arr_add_weight
2028Q1 / upside22.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2028q1_arr_add
2028Q1 / upside168.59
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_fy28_arr_add, upside_2028q1_arr_add_weight).
Quarter ending ARR
upside_2028q1_arr_end
2028Q1 / upside2,084.32
USD_millions
derived: ARR stock rollforward. Formula: sum(upside_2027q4_arr_end, upside_2028q1_arr_add).
Beginning plus ending ARR
upside_2028q1_arr_sum
2028Q1 / upside4,000.06
USD_millions
derived: Average numerator. Formula: sum(upside_2027q4_arr_end, upside_2028q1_arr_end).
Average ARR
upside_2028q1_arr_average
2028Q1 / upside2,000.03
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2028q1_arr_sum, two).
Quarter-equivalent ARR
upside_2028q1_quarter_arr
2028Q1 / upside500.01
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2028q1_arr_average, quarter).
ARR-to-core revenue conversion
upside_2028q1_recognition
2028Q1 / upside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
upside_2028q1_core_revenue
2028Q1 / upside470.01
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2028q1_quarter_arr, upside_2028q1_recognition).
Other revenue excluding material rights
upside_2028q1_other
2028Q1 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2028q1_rights
2028Q1 / upside2.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2028q1_revenue
2028Q1 / upside492.01
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2028q1_core_revenue, upside_2028q1_other, upside_2028q1_rights).
GAAP gross margin
upside_2028q1_gross_margin
2028Q1 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2028q1_gross_profit
2028Q1 / upside398.53
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2028q1_revenue, upside_2028q1_gross_margin).
GAAP operating expenses
upside_2028q1_opex
2028Q1 / upside445.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2028q1_operating_income
2028Q1 / upside-46.47
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2028q1_gross_profit, upside_2028q1_opex).
Total expensed stock compensation
upside_2028q1_sbc
2028Q1 / upside111.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2028q1_da
2028Q1 / upside16.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2028q1_net_interest_cash_tax
2028Q1 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2028q1_commission_amort
2028Q1 / upside34.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2028q1_cash_before_commissions
2028Q1 / upside123.53
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2028q1_operating_income, upside_2028q1_sbc, upside_2028q1_da, upside_2028q1_net_interest_cash_tax, upside_2028q1_commission_amort).
Capitalized commissions / revenue
upside_2028q1_commission_rate
2028Q1 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2028q1_commission_cash
2028Q1 / upside39.36
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2028q1_revenue, upside_2028q1_commission_rate).
Cash after commission investment
upside_2028q1_cash_after_commissions
2028Q1 / upside84.17
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2028q1_cash_before_commissions, upside_2028q1_commission_cash).
Net billing and other working-capital funding
upside_2028q1_net_billing_funding
2028Q1 / upside45.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2028q1_cfo
2028Q1 / upside129.17
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2028q1_cash_after_commissions, upside_2028q1_net_billing_funding).
PP&E cash purchases
upside_2028q1_capex
2028Q1 / upside7.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2028q1_software
2028Q1 / upside8.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2028q1_fcf
2028Q1 / upside122.17
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2028q1_cfo, upside_2028q1_capex).
Company-definition FCF
upside_2028q1_company_fcf
2028Q1 / upside114.17
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2028q1_fcf, upside_2028q1_software).
Cash taxes on net-settled equity awards
upside_2028q1_withholding
2028Q1 / upside40.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2028q1_cash_after_withholding
2028Q1 / upside74.17
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2028q1_company_fcf, upside_2028q1_withholding).
Share of period net ARR addition
upside_2028q2_arr_add_weight
2028Q2 / upside24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2028q2_arr_add
2028Q2 / upside183.91
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_fy28_arr_add, upside_2028q2_arr_add_weight).
Quarter ending ARR
upside_2028q2_arr_end
2028Q2 / upside2,268.24
USD_millions
derived: ARR stock rollforward. Formula: sum(upside_2028q1_arr_end, upside_2028q2_arr_add).
Beginning plus ending ARR
upside_2028q2_arr_sum
2028Q2 / upside4,352.56
USD_millions
derived: Average numerator. Formula: sum(upside_2028q1_arr_end, upside_2028q2_arr_end).
Average ARR
upside_2028q2_arr_average
2028Q2 / upside2,176.28
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2028q2_arr_sum, two).
Quarter-equivalent ARR
upside_2028q2_quarter_arr
2028Q2 / upside544.07
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2028q2_arr_average, quarter).
ARR-to-core revenue conversion
upside_2028q2_recognition
2028Q2 / upside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
upside_2028q2_core_revenue
2028Q2 / upside511.43
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2028q2_quarter_arr, upside_2028q2_recognition).
Other revenue excluding material rights
upside_2028q2_other
2028Q2 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2028q2_rights
2028Q2 / upside1.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2028q2_revenue
2028Q2 / upside532.43
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2028q2_core_revenue, upside_2028q2_other, upside_2028q2_rights).
GAAP gross margin
upside_2028q2_gross_margin
2028Q2 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2028q2_gross_profit
2028Q2 / upside431.26
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2028q2_revenue, upside_2028q2_gross_margin).
GAAP operating expenses
upside_2028q2_opex
2028Q2 / upside465.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2028q2_operating_income
2028Q2 / upside-33.74
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2028q2_gross_profit, upside_2028q2_opex).
Total expensed stock compensation
upside_2028q2_sbc
2028Q2 / upside118.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2028q2_da
2028Q2 / upside17.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2028q2_net_interest_cash_tax
2028Q2 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2028q2_commission_amort
2028Q2 / upside35.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2028q2_cash_before_commissions
2028Q2 / upside145.26
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2028q2_operating_income, upside_2028q2_sbc, upside_2028q2_da, upside_2028q2_net_interest_cash_tax, upside_2028q2_commission_amort).
Capitalized commissions / revenue
upside_2028q2_commission_rate
2028Q2 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2028q2_commission_cash
2028Q2 / upside42.59
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2028q2_revenue, upside_2028q2_commission_rate).
Cash after commission investment
upside_2028q2_cash_after_commissions
2028Q2 / upside102.67
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2028q2_cash_before_commissions, upside_2028q2_commission_cash).
Net billing and other working-capital funding
upside_2028q2_net_billing_funding
2028Q2 / upside35.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2028q2_cfo
2028Q2 / upside137.67
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2028q2_cash_after_commissions, upside_2028q2_net_billing_funding).
PP&E cash purchases
upside_2028q2_capex
2028Q2 / upside7.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2028q2_software
2028Q2 / upside8.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2028q2_fcf
2028Q2 / upside130.17
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2028q2_cfo, upside_2028q2_capex).
Company-definition FCF
upside_2028q2_company_fcf
2028Q2 / upside121.67
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2028q2_fcf, upside_2028q2_software).
Cash taxes on net-settled equity awards
upside_2028q2_withholding
2028Q2 / upside36.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2028q2_cash_after_withholding
2028Q2 / upside85.67
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2028q2_company_fcf, upside_2028q2_withholding).
Share of period net ARR addition
upside_2028q3_arr_add_weight
2028Q3 / upside24.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2028q3_arr_add
2028Q3 / upside183.91
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_fy28_arr_add, upside_2028q3_arr_add_weight).
Quarter ending ARR
upside_2028q3_arr_end
2028Q3 / upside2,452.15
USD_millions
derived: ARR stock rollforward. Formula: sum(upside_2028q2_arr_end, upside_2028q3_arr_add).
Beginning plus ending ARR
upside_2028q3_arr_sum
2028Q3 / upside4,720.38
USD_millions
derived: Average numerator. Formula: sum(upside_2028q2_arr_end, upside_2028q3_arr_end).
Average ARR
upside_2028q3_arr_average
2028Q3 / upside2,360.19
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2028q3_arr_sum, two).
Quarter-equivalent ARR
upside_2028q3_quarter_arr
2028Q3 / upside590.05
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2028q3_arr_average, quarter).
ARR-to-core revenue conversion
upside_2028q3_recognition
2028Q3 / upside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
upside_2028q3_core_revenue
2028Q3 / upside554.64
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2028q3_quarter_arr, upside_2028q3_recognition).
Other revenue excluding material rights
upside_2028q3_other
2028Q3 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2028q3_rights
2028Q3 / upside0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2028q3_revenue
2028Q3 / upside574.64
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2028q3_core_revenue, upside_2028q3_other, upside_2028q3_rights).
GAAP gross margin
upside_2028q3_gross_margin
2028Q3 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2028q3_gross_profit
2028Q3 / upside465.46
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2028q3_revenue, upside_2028q3_gross_margin).
GAAP operating expenses
upside_2028q3_opex
2028Q3 / upside485.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2028q3_operating_income
2028Q3 / upside-19.54
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2028q3_gross_profit, upside_2028q3_opex).
Total expensed stock compensation
upside_2028q3_sbc
2028Q3 / upside125.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2028q3_da
2028Q3 / upside18.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2028q3_net_interest_cash_tax
2028Q3 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2028q3_commission_amort
2028Q3 / upside36.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2028q3_cash_before_commissions
2028Q3 / upside168.46
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2028q3_operating_income, upside_2028q3_sbc, upside_2028q3_da, upside_2028q3_net_interest_cash_tax, upside_2028q3_commission_amort).
Capitalized commissions / revenue
upside_2028q3_commission_rate
2028Q3 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2028q3_commission_cash
2028Q3 / upside45.97
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2028q3_revenue, upside_2028q3_commission_rate).
Cash after commission investment
upside_2028q3_cash_after_commissions
2028Q3 / upside122.49
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2028q3_cash_before_commissions, upside_2028q3_commission_cash).
Net billing and other working-capital funding
upside_2028q3_net_billing_funding
2028Q3 / upside60.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2028q3_cfo
2028Q3 / upside182.49
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2028q3_cash_after_commissions, upside_2028q3_net_billing_funding).
PP&E cash purchases
upside_2028q3_capex
2028Q3 / upside8.00
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2028q3_software
2028Q3 / upside9.00
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2028q3_fcf
2028Q3 / upside174.49
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2028q3_cfo, upside_2028q3_capex).
Company-definition FCF
upside_2028q3_company_fcf
2028Q3 / upside165.49
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2028q3_fcf, upside_2028q3_software).
Cash taxes on net-settled equity awards
upside_2028q3_withholding
2028Q3 / upside42.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2028q3_cash_after_withholding
2028Q3 / upside123.49
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2028q3_company_fcf, upside_2028q3_withholding).
Share of period net ARR addition
upside_2028q4_arr_add_weight
2028Q4 / upside30.0%
ratio
assumption: Desk assumption, not company guidance.
Net subscription ARR addition
upside_2028q4_arr_add
2028Q4 / upside229.89
USD_millions
derived: New and expansion ARR net of churn; phasing shares sum to one. Formula: multiply(upside_fy28_arr_add, upside_2028q4_arr_add_weight).
Quarter ending ARR
upside_2028q4_arr_end
2028Q4 / upside2,682.04
USD_millions
derived: ARR stock rollforward. Formula: sum(upside_2028q3_arr_end, upside_2028q4_arr_add).
Beginning plus ending ARR
upside_2028q4_arr_sum
2028Q4 / upside5,134.18
USD_millions
derived: Average numerator. Formula: sum(upside_2028q3_arr_end, upside_2028q4_arr_end).
Average ARR
upside_2028q4_arr_average
2028Q4 / upside2,567.09
USD_millions
derived: Two-point average as recognition proxy. Formula: divide(upside_2028q4_arr_sum, two).
Quarter-equivalent ARR
upside_2028q4_quarter_arr
2028Q4 / upside641.77
USD_millions
derived: Annualized ARR divided by four. Formula: divide(upside_2028q4_arr_average, quarter).
ARR-to-core revenue conversion
upside_2028q4_recognition
2028Q4 / upside94.0%
ratio
assumption: Desk mix/timing factor; not an automatic ARR equals revenue assumption.
Core revenue recognized from ARR proxy
upside_2028q4_core_revenue
2028Q4 / upside603.27
USD_millions
derived: ARR timing and conversion independently determine recognized sales. Formula: multiply(upside_2028q4_quarter_arr, upside_2028q4_recognition).
Other revenue excluding material rights
upside_2028q4_other
2028Q4 / upside20.00
USD_millions
assumption: Desk assumption, not company guidance.
Material-right revenue
upside_2028q4_rights
2028Q4 / upside0.00
USD_millions
assumption: Desk assumption, not company guidance.
Total revenue
upside_2028q4_revenue
2028Q4 / upside623.27
USD_millions
derived: No second inclusion of ARR, billings or backlog. Formula: sum(upside_2028q4_core_revenue, upside_2028q4_other, upside_2028q4_rights).
GAAP gross margin
upside_2028q4_gross_margin
2028Q4 / upside81.0%
ratio
assumption: Desk assumption, not company guidance.
GAAP gross profit
upside_2028q4_gross_profit
2028Q4 / upside504.85
USD_millions
derived: Includes hosting, support, SBC and intangible amortization in cost of revenue. Formula: multiply(upside_2028q4_revenue, upside_2028q4_gross_margin).
GAAP operating expenses
upside_2028q4_opex
2028Q4 / upside505.00
USD_millions
assumption: Desk assumption, not company guidance.
GAAP operating income
upside_2028q4_operating_income
2028Q4 / upside-0.15
USD_millions
derived: Expenses include SBC; no duplicate deduction. Formula: subtract(upside_2028q4_gross_profit, upside_2028q4_opex).
Total expensed stock compensation
upside_2028q4_sbc
2028Q4 / upside132.00
USD_millions
assumption: Desk assumption, not company guidance.
Depreciation and amortization
upside_2028q4_da
2028Q4 / upside19.00
USD_millions
assumption: Desk assumption, not company guidance.
Interest income less cash taxes
upside_2028q4_net_interest_cash_tax
2028Q4 / upside9.00
USD_millions
assumption: Desk $15M interest income less $6M cash taxes; excludes noncash convertible discount amortization.
Deferred commission amortization
upside_2028q4_commission_amort
2028Q4 / upside37.00
USD_millions
assumption: Desk assumption, not company guidance.
Operating earnings and cash/noncash bridge
upside_2028q4_cash_before_commissions
2028Q4 / upside196.85
USD_millions
derived: No automatic cash tax benefit from GAAP losses. Formula: sum(upside_2028q4_operating_income, upside_2028q4_sbc, upside_2028q4_da, upside_2028q4_net_interest_cash_tax, upside_2028q4_commission_amort).
Capitalized commissions / revenue
upside_2028q4_commission_rate
2028Q4 / upside8.0%
ratio
assumption: Desk assumption, not company guidance.
New deferred commission cash spending
upside_2028q4_commission_cash
2028Q4 / upside49.86
USD_millions
derived: Separate from noncash amortization. Formula: multiply(upside_2028q4_revenue, upside_2028q4_commission_rate).
Cash after commission investment
upside_2028q4_cash_after_commissions
2028Q4 / upside146.98
USD_millions
derived: Cash commission investment deducted once. Formula: subtract(upside_2028q4_cash_before_commissions, upside_2028q4_commission_cash).
Net billing and other working-capital funding
upside_2028q4_net_billing_funding
2028Q4 / upside90.00
USD_millions
assumption: Positive source/negative use; deferred-revenue collections net of receivables and other operating timing.
Operating cash flow
upside_2028q4_cfo
2028Q4 / upside236.98
USD_millions
derived: CFO can benefit from advance billing before revenue recognition. Formula: sum(upside_2028q4_cash_after_commissions, upside_2028q4_net_billing_funding).
PP&E cash purchases
upside_2028q4_capex
2028Q4 / upside8.50
USD_millions
assumption: Desk assumption, not company guidance.
Capitalized internal-use software cash
upside_2028q4_software
2028Q4 / upside9.50
USD_millions
assumption: Desk assumption, not company guidance.
CFO less PP&E
upside_2028q4_fcf
2028Q4 / upside228.48
USD_millions
derived: Matches the generic historical PP&E-only cash measure. Formula: subtract(upside_2028q4_cfo, upside_2028q4_capex).
Company-definition FCF
upside_2028q4_company_fcf
2028Q4 / upside218.98
USD_millions
derived: Software capitalization is an investing cash cost even though absent from current operating expense. Formula: subtract(upside_2028q4_fcf, upside_2028q4_software).
Cash taxes on net-settled equity awards
upside_2028q4_withholding
2028Q4 / upside48.00
USD_millions
assumption: Desk assumption, not company guidance.
Cash after share withholding
upside_2028q4_cash_after_withholding
2028Q4 / upside170.98
USD_millions
derived: Cash financing outflow; not the same amount as SBC expense. Formula: subtract(upside_2028q4_company_fcf, upside_2028q4_withholding).
Revenue ($M)
upside_fy2027_revenue
FY2027 / upside1,700.02
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_revenue, upside_2027q3_revenue, upside_2027q4_revenue).
GAAP gross profit ($M)
upside_fy2027_gross_profit
FY2027 / upside1,364.32
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_gross_profit, upside_2027q3_gross_profit, upside_2027q4_gross_profit).
GAAP operating income ($M)
upside_fy2027_operating_income
FY2027 / upside-240.13
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_operating_income, upside_2027q3_operating_income, upside_2027q4_operating_income).
Operating cash flow ($M)
upside_fy2027_cfo
FY2027 / upside421.09
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cfo, upside_2027q3_cfo, upside_2027q4_cfo).
PP&E purchases ($M)
upside_fy2027_capex
FY2027 / upside22.38
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_capex, upside_2027q3_capex, upside_2027q4_capex).
Capitalized software cash ($M)
upside_fy2027_software
FY2027 / upside23.87
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_software, upside_2027q3_software, upside_2027q4_software).
CFO less PP&E ($M)
upside_fy2027_fcf
FY2027 / upside398.71
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_fcf, upside_2027q3_fcf, upside_2027q4_fcf).
CFO less PP&E and software ($M)
upside_fy2027_company_fcf
FY2027 / upside374.84
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_company_fcf, upside_2027q3_company_fcf, upside_2027q4_company_fcf).
Company FCF less share withholding ($M)
upside_fy2027_cash_after_withholding
FY2027 / upside259.56
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(h1_cash_after_withholding, upside_2027q3_cash_after_withholding, upside_2027q4_cash_after_withholding).
Revenue ($M)
upside_fy2028_revenue
FY2028 / upside2,222.34
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_revenue, upside_2028q2_revenue, upside_2028q3_revenue, upside_2028q4_revenue).
GAAP gross profit ($M)
upside_fy2028_gross_profit
FY2028 / upside1,800.10
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_gross_profit, upside_2028q2_gross_profit, upside_2028q3_gross_profit, upside_2028q4_gross_profit).
GAAP operating income ($M)
upside_fy2028_operating_income
FY2028 / upside-99.90
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_operating_income, upside_2028q2_operating_income, upside_2028q3_operating_income, upside_2028q4_operating_income).
Operating cash flow ($M)
upside_fy2028_cfo
FY2028 / upside686.31
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_cfo, upside_2028q2_cfo, upside_2028q3_cfo, upside_2028q4_cfo).
PP&E purchases ($M)
upside_fy2028_capex
FY2028 / upside31.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_capex, upside_2028q2_capex, upside_2028q3_capex, upside_2028q4_capex).
Capitalized software cash ($M)
upside_fy2028_software
FY2028 / upside35.00
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_software, upside_2028q2_software, upside_2028q3_software, upside_2028q4_software).
CFO less PP&E ($M)
upside_fy2028_fcf
FY2028 / upside655.31
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_fcf, upside_2028q2_fcf, upside_2028q3_fcf, upside_2028q4_fcf).
CFO less PP&E and software ($M)
upside_fy2028_company_fcf
FY2028 / upside620.31
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_company_fcf, upside_2028q2_company_fcf, upside_2028q3_company_fcf, upside_2028q4_company_fcf).
Company FCF less share withholding ($M)
upside_fy2028_cash_after_withholding
FY2028 / upside454.31
USD_millions
derived: Reported year-to-date amount plus remaining forecast quarters, or sum of four forecast quarters. Formula: sum(upside_2028q1_cash_after_withholding, upside_2028q2_cash_after_withholding, upside_2028q3_cash_after_withholding, upside_2028q4_cash_after_withholding).

Model boundaries

Recurring growth with ARR, accounting and cash kept distinct

Research reviewed 2026-09-19

How much of subscription growth becomes cash after acquisition costs, software investment and equity settlement?

H1 revenue was $814.328M, GAAP operating loss $124.536M and CFO $158.535M. CFO included $174.386M noncash SBC and $84.475M deferred-revenue funding, while new deferred commissions consumed $69.100M against $59.473M amortization. PP&E of $9.876M and capitalized software of $9.374M produce company FCF of $139.285M; another $53.278M of share withholding reduces cash retained to $86.007M. Q2 material-right revenue was $4.7M versus $14.2M a year earlier, affecting reported growth without matching new demand. July cash and investments totaled $1,747.649M, alongside $1,150M convertible principal due June 2030. The model independently varies ending ARR, revenue conversion, GAAP spending and billing cash; it never treats ARR contribution margin as EBITDA.

The competing explanation

Advance billing can support cash while GAAP losses persist, and the benefit may reverse as contract terms or growth change. Competition and hosting costs can absorb expansion, while capitalized software and stock awards create costs that adjusted operating metrics do not fully show.

Risks to track

Next checkpoints

Data coverage and open work

This review: First sourced ARR conversion model with separate raw/company cash definitions, commissions and equity settlement; no fabricated AI revenue.

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, ordinary volume, closed mid-range, and some peers moving

300 similar days

Vs the market, in pointsLowMiddleHighShare up
1 session-2.2+0.2+1.957%
5 sessions-4.7-0.2+5.048%
10 sessions-8.0-0.9+6.442%

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: 2026-11-30 (source: estimated from 10-Q filed 2026-09-01 plus 90 days)

Provenance

  1. [1] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  2. [2] derived: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  3. [3] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  4. [4] reported: RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  5. [5] reported: GrossProfit, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  6. [6] derived: GrossProfit, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  7. [7] reported: GrossProfit, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  8. [8] reported: GrossProfit, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  9. [9] reported: OperatingIncomeLoss, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  10. [10] derived: OperatingIncomeLoss, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  11. [11] reported: OperatingIncomeLoss, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  12. [12] reported: OperatingIncomeLoss, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  13. [13] reported: NetIncomeLoss, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  14. [14] derived: NetIncomeLoss, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  15. [15] reported: NetIncomeLoss, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  16. [16] reported: NetIncomeLoss, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  17. [17] reported: EarningsPerShareDiluted, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  18. [18] reported: EarningsPerShareDiluted, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  19. [19] reported: EarningsPerShareDiluted, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  20. [20] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  21. [21] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  22. [22] reported: WeightedAverageNumberOfDilutedSharesOutstanding, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  23. [23] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-24-000030, 10-Q filed 2024-12-12; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  24. [24] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  25. [25] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-25-000030, 10-Q filed 2025-06-09; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  26. [26] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-25-000042, 10-Q filed 2025-09-10; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  27. [27] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  28. [28] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  29. [29] reported: CashAndCashEquivalentsAtCarryingValue, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  30. [30] reported: LongTermDebtNoncurrent, accession 0001943896-24-000030, 10-Q filed 2024-12-12; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  31. [31] reported: LongTermDebtNoncurrent, accession 0001943896-25-000030, 10-Q filed 2025-06-09; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  32. [32] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  33. [33] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  34. [34] reported: NetCashProvidedByUsedInOperatingActivities, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  35. [35] derived: NetCashProvidedByUsedInOperatingActivities, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  36. [36] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  37. [37] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  38. [38] reported: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  39. [39] derived: PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  40. [40] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-25-000054, 10-Q filed 2025-12-08; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  41. [41] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000013, 10-K filed 2026-03-19; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  42. [42] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000047, 10-Q filed 2026-06-05; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json
  43. [43] derived: NetCashProvidedByUsedInOperatingActivities - PaymentsToAcquirePropertyPlantAndEquipment, accession 0001943896-26-000060, 10-Q filed 2026-09-01; retrieved 2026-09-19T19:41:03+00:00 from https://data.sec.gov/api/xbrl/companyfacts/CIK0001943896.json

What the author read

Compiled 2026-09-19T19:41:03.959031+00:00 · authored 47bf4c6bf403 · generated df6a22d9b0bf · JSON

Daily notes · Scorecard