US leasing and balance-sheet discipline support the outlook, while elevated international churn remains the key offset [20][25][31].
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-04-29 |
| Length | 32 minutes |
| EPS | $3.01 |
| EPS consensus | $2.71 |
| Revenue | $703.4M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.