What changed
GAAP EPS of $1.49 beat the $1.42 consensus by $0.07 (+5.2%). Revenue was $1,644M, down 3.7% YoY. FY2026 guidance calls for revenue of $6.2B-$6.5B and adjusted EBITDA of $1.9B-$2.0B.
Why it matters
GAAP EPS of $1.49 beat the $1.42 consensus by $0.07 (+5.2%). Revenue was $1,644M, down 3.7% YoY. FY2026 guidance calls for revenue of $6.2B-$6.5B and adjusted EBITDA of $1.9B-$2.0B.