What changed
FQ2 FY2026 (ends Jun) | reported Jul 30:
- Revenue: $805M
- Adj EPS: $1.25 vs $0.97 🟢 ⚠️ one-time
- GAAP op margin: 28.8% (📈 +15.2pp YoY)
Guidance (company):
- FQ3 (ends Sep) revenue: $860M-$870M
Also in play: $GOOGL $META $NFLX $VZ $DIS