A $2.8 billion commitment base supports expected low-teens revenue growth in 2027, but requires substantial upfront investment [3].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-08-06 |
| Length | 59 minutes |
| EPS | $0.64 |
| EPS consensus | $0.90 |
| Revenue | $1.1B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q1 FY26
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