Guidance0
Current guidance was classified as maintained.
Low confidenceSEC filings and exhibits only
Earnings filing (8-K) · Latest 10-Q filings
Last updated: Nov 5, 2026 at 8:11 PM UTC
Earnings filing (8-K) · Latest 10-Q filings
Last updated: Nov 5, 2026 at 8:11 PM UTC
ACCOUNTING RISK · CLEAR
No auditor changes, restatements, late filings, or listing notices in the last 12 months.
from SEC filings · 2026-10-09
Thesis change
Unchanged
Legacy analysis
Legacy analysis: only the dimensions classifiable by the pre-v1 pipeline are shown.
- Legacy analysis: scored by the pre-v1 pipeline; deep evidence has not been re-verified.
- 5 thesis dimension(s) lack comparable evidence
Reported facts
GAAP facts are reported by the company. Comparable figures are EarnIQ arithmetic using only quantified adjustments disclosed in the linked SEC exhibit.
Reported EPS and revenue have not yet been extracted from the filing.
1. Three decisive changes
Largest quantified changes versus the company's own history.
+46.9%
Operating income — year over year
$373.5M vs $254.3M a year ago · quarter ended Jun 30, 2026 · from 10-Q XBRL filings.
+27.4%
Revenue — year over year
$2.0B vs $1.6B a year ago · quarter ended Jun 30, 2026 · from 10-Q XBRL filings.
2. Was it already expected?
Consensus classifications require timestamped pre-report snapshots and eight-quarter surprise history.
| Item | Actual | Expected | Gap | Class |
|---|---|---|---|---|
| Consensus comparison coming soon. | ||||
3. Management consistency
Only attributable, measurable and dated commitments are counted. Delivery record: Not available.
| Promise | Target | Outcome | Status | Evidence |
|---|---|---|---|---|
| No measurable, dated management promises have been verified for this record. | ||||
4. What matters next
One deciding measurable condition plus up to two supporting checkpoints.
The deciding condition
Revenue within $8B–$8B
StrengthensRevenue above $8B
InvalidatesRevenue below $8B
Management reaffirmed full year 2026 guidance with midpoint expectations of ~$8B in revenue and ~$3B in Adjusted EBITDA.
5. Risks that changed
New or materially worsened items only; unchanged boilerplate is omitted.
No new or materially worsened risk has been source-verified.
From 10-K filings · EDGAR
0
new risk disclosures added
26
old ones removed
FY2025 10-K vs prior year, boilerplate filtered out — these are idiosyncratic changes, and tone is slightly more negative.
6. Evidence drawer
Source location, short anchor and visible arithmetic for every verified claim.
DC1 10-Q / 10-K XBRL filings (US-GAAP, via EDGAR)
Operating income · quarter ended 2026-06-30Operating income: +46.9% year over year
(373,528,000 − 254,294,000) ÷ 254,294,000 = +46.9% YoYDC2 10-Q / 10-K XBRL filings (US-GAAP, via EDGAR)
Revenue · quarter ended 2026-06-30Revenue: +27.4% year over year
(2,029,062,000 − 1,592,529,000) ÷ 1,592,529,000 = +27.4% YoYWN1 8-K Exhibit 99.1 (earnings release, via EDGAR)
Guidance disclosed for Q4 FY2026Revenue within $8B–$8B
Strengthens: Revenue above $8B · Invalidates: Revenue below $8B