Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ken Wong | Oppenheimer | 11 | 0% |
| Vikram Kesavabhotla | Robert W. Baird | 11 | 0% |
| Trevor Young | Barclays | 9 | 33% |
| Mark Zgutowicz | Benchmark | 8 | 0% |
| Elizabeth Porter | Morgan Stanley | 8 | 0% |
| Naved Khan | B. Riley Securities | 8 | 0% |
| Ella Smith | JPMorgan | 8 | 0% |
| Ygal Arounian | Citigroup | 7 | 14% |
| John Byun | Jefferies | 7 | 0% |
| Josh Beck | Raymond James | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Benchmark | 2 | 11 | 0% |
| Oppenheimer | 1 | 11 | 0% |
| Robert W. Baird | 1 | 11 | 0% |
| Morgan Stanley | 2 |
| 10 |
| 0% |
| B. Riley Securities | 2 | 9 | 0% |
| Barclays | 1 | 9 | 33% |
| Citigroup | 2 | 9 | 11% |
| Raymond James | 2 | 8 | 0% |
Revenue grew 6% with ARPU expanding to $246, up 9%, as Airo AI Builder scaled to $10 million+ annualized bookings within weeks of beta launch. A&C segment grew 12% approaching 40% of total business, and Airo Care launched across 50+ markets in 20 languages with strong resolution improvements. Free cash flow grew 15% to $474 million, and management reaffirmed FY2026 guidance at $5.195-$5.275 billion revenue with approximately $1.8 billion FCF.
Revenue Growth | Cloud & AI | Product Launch | Demand | Pricing | Subscriber Growth | Competitive Dynamics | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 1 | 9 | 6 | 3 | 6 | 1 | 2 |
| 2025Q1 | 5 | 3 | 6 | 7 | 6 | 2 | 2 | 1 |
| 2025Q2 | 7 | 6 | 6 | 2 | 4 | 2 | 4 | 1 |
| 2025Q3 | 5 | 11 | 3 | 4 | 1 | 2 | 3 | 1 |
| 2025Q4 | 6 | 8 | 4 | 4 | 5 | 4 | 3 | 2 |
| 2026Q1 | 6 | 8 | 5 | 7 | 4 | 3 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 7 | 5 | 6 | 6 |
| Cloud & AI | 1 | 3 | 6 | 11 | 8 | 8 |
| Product Launch | 9 | 6 | 6 | 3 | 4 | 5 |
| Demand | 6 | 7 | 2 | 4 | 4 | 7 |
| Pricing | 3 | 6 | 4 | 1 | 5 | 4 |
| Subscriber Growth | 6 | 2 | 2 | 2 | 4 | 3 |
| Competitive Dynamics | 1 | 2 | 4 | 3 | 3 | 4 |
| Margin | 2 | 1 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GDDY GoDaddy | 7 | +6.1% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |