Quarterly guidance

Revenue
$1.145 billion to $1.170 billion
Non-GAAP EPS
$1.50 to $1.70
CapEx
$2.445 billion to $2.645 billion

Annual guidance

Full year 2026 revenue
$4.4 billion to $4.465 billion
Full year 2026 non-GAAP EPS
$6.47 to $6.68
Full year 2026 CapEx
$3.462 billion to $3.62 billion

Outlook

2027 CIS revenue
Expected to more than double to $1.1 billion to $1.3 billion.
2027 total revenue growth
Expected to grow 17% to 22% in constant currency over 2026 levels.
2028 total revenue
Expected to surpass $7 billion.
Security revenue growth
Expected to maintain high single-digit growth on a constant currency basis in 2026.