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Key events, in time order
After-hours shares fell 17% as chief revenue officer announced retirement in 2027
Q3 revenue and EPS beat estimates, revenue up 20.2% YoY, company raises 2026 guidance
Analyst cites rising contract values and AI/security demand; stock jumps 15%
Insider and institutional selling add pressure after investor day pullback
Record Q2 revenue of $183M (+23% YoY), security revenue +43%, record 65.8% gross margin, FY26 guidance raised to $732M-$746M.
Q2 营收达创纪录的 $183.3M，同比增长 23%，超出指引上限 $176M。
Related — this ticker is not the subject
Cloud data-center switch demand drove the beat; Q4 revenue guidance of about $3.9B-$4.0B also tops estimates
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Graded daily on value C, growth B-, profitability C, momentum C+, revisions B. Sector-relative, identical for every user.
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