CFOs on the record, week 23 of 2026

“Q2 consolidated revenue grew 48% year-over-year to a record $22.2 billion. Adjusted EBITDA increased 52% year-over-year to a record $15.2 billion, representing 69% of revenue”

“In Q3 we expect consolidated revenue growth to increase 84% year-over-year to $29.4 billion, with non-GAAP operating margin stable at 67% reflecting our strong operating leverage.”

“We delivered strong fiscal second quarter results, marked by significant year-over-year revenue growth, adjusted gross margin expansion, and nearly fourfold growth in adjusted earnings per share”

“Our demonstrated ability to drive operating leverage gives us confidence in continued earnings expansion and long-term value creation for customers and shareholders.”

“We drove high profitability and cash generation this quarter through continued operational discipline as well as executing ahead of schedule against Juniper Networks and Catalyst cost synergies”

“Based on our performance, we are raising our fiscal 2026 guidance and introducing a fiscal 2027 financial growth framework.”

“We are pleased to have delivered results ahead of expectations on both revenue and EPS”

“As we look to FY27, we are entering the year with strong momentum, a resilient operating foundation, and a clear path to deliver durable growth.”

“We are executing ahead of our M&A integration plans and improving profitability across our businesses, which keeps us firmly on track to achieve 40% adjusted free cash flow margin in FY28”

“Our first quarter results exceeded guidance on all metrics, reflecting another quarter of broad-based growth and profitability”

“We’re pleased with the raised fiscal 2027 guidance and energized by the large and growing opportunity ahead.”