"Total Revenue -- $115.6 million in revenue for the fiscal third quarter ended Sept. 30, 2025, up 13% year-over-year. Non-GAAP Operating Margin -- 11.9% non-GAAP operating margin, marking a quarterly record and representing an increase of nearly 460 basis points year-over-year. Subscription Revenue -- $114.7 million in subscription revenue for the fiscal third quarter ended Sept. 30, 2025, up 13% compared to the prior-year period."
"Remaining Performance Obligations (RPO) -- $357.1 million in total RPO as of the fiscal third quarter ended Sept. 30, 2025, up 15% year-over-year; current RPO to be recognized over the next twelve months is $258.5 million, up 17% year-over-year. Large Customer Segment -- The number of customers with over $50,000 in ARR grew 21% year-over-year, and this group now comprises nearly half of total revenue."
Fiscal third-quarter revenue totaled $115.6 million, a 13% year-over-year increase, with subscription revenue of $114.7 million also up 13%. Non-GAAP operating margin reached a quarterly record of 11.9%, improving by nearly 460 basis points year-over-year, and non-GAAP free cash flow was $10.3 million. Total remaining performance obligations were $357.1 million, up 15% year-over-year, with $258.5 million current RPO for the next twelve months, up 17%. Customers with over $50,000 in ARR grew 21% and now represent nearly half of revenue. Annual contract value rose 15%, NewsWhip drove higher initial ACVs and pipeline contribution, and proprietary AI agent and MCP protocol launches are expected to expand product utility. Full-year revenue guidance was raised to $454.9–$455.7 million.
Read at The Motley Fool
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