2026 Q4FY26 Earnings Slides

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arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
03
The slide presents ARR, Free cash flow, and Non-GAAP margin expansion as the primary highlights.summarize
Open slide detailBeat · Problem
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prioritize
Open slide detailBeat · Problem
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prioritize
Open slide detailBeat · Problem
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The slide uses a dark, branded background with a developer-focused aesthetic.illustrate_case
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
The diagram uses a concentric circle/hub-and-spoke visual metaphor to represent the platform architecture.present_solution
Open slide detailBeat · Market Size
11
present_framework
Open slide detailBeat · Market Size
12
The slide uses a dark, branded background with a subtle airplane wing graphic.illustrate_case
Open slide detailBeat · Market Size
13
The slide uses two prominent metrics to demonstrate the product's enterprise-grade market leadership.summarize
Open slide detailBeat · Market Size
14
The slide uses a dark, branded background with a photo overlay. It highlights two specific value propositions for the client.illustrate_case
15
The slide uses a dark, branded background with a car image overlay.illustrate_case
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The visual uses a hexagonal grid pattern, likely representing modularity or interconnectedness of the software lifecycle.front_matter
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transition
Open slide detailBeat · Financials
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other
Open slide detailBeat · Financials
19
The slide presents six key performance indicators including revenue, growth, and margin metrics.summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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The slide uses a dark theme with bar charts to visualize customer growth trends.quantify_impact
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
21
The slide presents six key financial metrics including revenue, growth, and margin figures.summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
22
The chart shows a steady upward trend in revenue from $655M in Q4-FY24 to $1,042M in Q4-FY26.quantify_impact
Open slide detailBeat · Financials
23
The slide tracks financial efficiency metrics over time, specifically gross margin stability and the breakdown of operating expenses (S&M, R&D, G&A).quantify_impact
Open slide detailBeat · Financials
24
The chart highlights a consistent upward trend in operating margins over the specified fiscal quarters.quantify_impact
Open slide detailBeat · Financials
25
The chart highlights the most recent quarter (Q4-FY26) in a distinct color.quantify_impact
Open slide detailBeat · Financials
26
present_solution
Open slide detailBeat · Financials
27
The slide includes a footnote regarding the weighted average shares outstanding used for non-GAAP net income per share calculations.summarize
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state_next_steps
Open slide detailBeat · The Ask
30
The table includes adjustments for stock-based compensation, amortization of acquired intangibles, and restructuring charges.analyze_data
31
The table adjusts for stock-based compensation and restructuring charges to arrive at Non-GAAP figures.analyze_data
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Fiscal year ends January 31. Numbers are rounded for presentation purposes.analyze_data
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Fiscal year ends January 31. Numbers are rounded for presentation purposes.analyze_data
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Fiscal year ends January 31. Numbers are rounded for presentation purposes.analyze_data
35
Fiscal year ends January 31. Numbers are rounded for presentation purposes.analyze_data
36
The slide includes a disclaimer about fiscal year end and rounding.analyze_data
37
summarize