Oracle construction, Google approval, and pipeline execution support upside beyond the 6%-8% EPS plan [5][10].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-28 |
| Length | 48 minutes |
| EPS | $1.32 |
| EPS consensus | $1.14 |
| Revenue | $5.1B |
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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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.