2026 Q4FY26 Earnings

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table/data: Acquired ARR from SGNL and Seraphic: $5-8M; Net New ARR: 41% H1 / 59% H2; Commission Amortization: $85-95M benefit; Acquisition OpEx: $74-80M; Partner Rebates: ~0.8%; Interest Income: $160-170M; FCF Margin: ~

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