| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 7/12 | 2 high, 3 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 8/12 | 2 high, 5 medium flags | 3 | 0 | Call sheet → |
| Q4'25 | February 10, 2026 | 8/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Pending | Free cash flow comfortable with consensus estimates Maintained FCF expectations despite restructuring costs |
| Q1'26 | Pending | Pool of funds to continue growing as percentage of bookings No specific metrics disclosed this quarter, concerning |
| Q1'26 | Delivered | Continue growth in quota-carrying sales capacity Confirmed acceleration in hiring despite restructuring |
| Q1'26 | Exceeded | Network CapEx 12-15% for 2026 Q1 came in at 9%, now guiding 14-15% for full year |
| Q1'26 | Delivered | Revenue weighted 46% in first half of fiscal year 2026 Q1 represents ~23% of midpoint guidance, on track for promise |
| Q1'26 | Pending | 2026 will see real progress on Act 4 revenue to long tail Reiterated as top 6 priority for 2026, but timeline remained vague |
| Q4'25 | Pending | $5B revenue by Q4 2028 On track with new milestone of $3B by Q4 2026 disclosed |
| Q4'25 | Delivered | Continued large customer growth momentum Added record 96 million-dollar customers in 2025, consistent 23% large customer growth |
| Q4'25 | Exceeded | Strong free cash flow generation $99.4M (16% margin) vs $75M (13% margin) in Q3 |
| Q4'25 | Delivered | Network CapEx around 13% for full year 2025 Came in at expected levels despite increased AI workload |
| Q4'25 | Exceeded | Sales productivity improvements continuing Hit all-time productivity record, surpassing 2021 peak they highlighted as previous high |
| Q4'25 | Delivered | Revenue growth reaccelerating over 2025 Delivered three consecutive quarters of growth acceleration: 28%, 31%, 34% |
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