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First call on the ledger
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Where they stand
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from an 800M+ base, after Q3 guidance beat consensus by 23 percent
“We're confident that we can grow our business in excess of 100 percent this year”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
enterprise controller ramp; 2027-28 look fantastic on all fronts
“it was zero a year ago and exiting this year we expect that to be 5 to 10 percent of our business”
Nasdaq since this was said: ▲ +2.8% · 25,374 → 26,082 · as of 2026-09-10
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