Raises FY26 revenue view to $1.988B-$2.003B from $1.975B-$1.990B. Consensus is for FY26 EPS $1.58 and for revenue $1.96B. The company said, “This guidance is based on foreign exchange rates as of July 31. We now expect foreign exchange to be a tailwind of approximately $34M on ARR and approximately $29M on revenue for FY26 compared to ARR and revenue at constant currency. This represents an incremental tailwind of approximately $13Mto ARR and $12Mto revenue. This guidance also excludes the impact of any share repurchases after June 30.”
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