Revenue grew 25%-26% year-over-year in Q3 FY26 and for the nine months ended April 30, 2026, driven by AI adoption, Zero Trust SASE solutions, and expanded subscriptions from new and existing customers.
Non-GAAP operating margin reached a record 23%, while net loss widened to $59.8 million for the nine months due to increased investments in sales, marketing, and R&D.
Platform expanded to secure users, branches, workloads, IoT/OT devices, and AI agents, with notable acquisitions and partnerships.
Closed record number of $1M+ ARR deals, robust cloud marketplace growth, and strong customer expansion.
Completed three acquisitions (Red Canary, SquareX, SPLXAI) and announced intent to acquire Symmetry Systems to enhance AI and security capabilities.
Q3 FY26 revenue was $850.5M (up 25% YoY); nine-month revenue was $2,454.3M (up 26% YoY).
ARR reached $3.525B, up 25% YoY; net new ARR was $166M, up 24% YoY.
Non-GAAP gross margin was 80.7%-81%; non-GAAP operating income grew 34% to $196M.
Free cash flow margin was 16% for Q3 and 29% for the nine months; free cash flow for nine months was $718.4M.
Ended Q3 with $3.5B in cash and equivalents, $1.7B in debt.
Q4 FY26 revenue expected at $875M-$878M (22% YoY growth), non-GAAP operating profit $206M-$208M.
Full-year FY26 guidance: revenue $3.3295B-$3.3325B (24.6%-24.7% YoY), ARR $3.74B-$3.749B (24% YoY), non-GAAP EPS $4.10-$4.11.
Free cash flow margin for FY26 revised to 22.8%-23.3% due to higher CapEx.
Fiscal 2027 early outlook: ARR and revenue growth of 16%-17%.
CapEx as a percentage of revenue expected to rise to high single digits in FY26 and up to 200 bps in FY27.
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