Quarterly guidance

ARR
$6.184 billion to $6.188 billion
Total revenue
$1.523 billion to $1.529 billion
Non-GAAP operating income
$373 million to $376 million
Non-GAAP net income
$325 million to $328 million
Non-GAAP EPS
Approximately $0.31

Annual guidance

ARR
$6.603 billion to $6.612 billion
Net new ARR
$1.350 billion to $1.359 billion
Total revenue
$5.991 billion to $6.011 billion
Non-GAAP operating income
$1.497 billion to $1.508 billion
Non-GAAP net income
$1.303 billion to $1.312 billion
Non-GAAP EPS
$1.25 to $1.26

Outlook

AI Demand
AI adoption is expanding the attack surface, creating a sustainable tailwind for cybersecurity spending as companies seek to secure their AI deployments.
Falcon Flex
The company expects the Falcon Flex go-to-market motion to continue driving platform consolidation and larger, longer-term deals.
Exposure Management
Exposure management is seeing accelerated demand as companies struggle to patch vulnerabilities fast enough against autonomous AI threats.
Partner Ecosystem
The GSI and hyperscaler marketplace partnerships are significant growth drivers, with nearly $400 million in total contract value pipeline from QuoteWerks partners.
Operational Efficiency
Internal investments in automation and AI are yielding operational efficiencies, supporting the company's goal of durable, profitable growth.