"Total Revenue -- $562 million, up 31% year over year for Q3 2025, with U.S. revenue comprising 58% (up 31%), EMEA at 27% (up 26% year over year), and APAC at 15% (up 43% year over year). Large Customers -- 4,009 customers spending over $100,000 annually as of Q3 2025, a 23% increase year over year, now contributing 73% of revenue, up from 67% in the third quarter last year."
"Dollar-Based Net Retention -- 119%, increasing 5 percentage points sequentially in the third quarter and 9 percentage points year over year (Q3 2025, non-GAAP), indicating improved customer expansion and consumption trends. Remaining Performance Obligations (RPO) -- $2.143 billion, representing an increase of 8% sequentially and 43% year over year, with current RPO representing 64% of the total. Gross Margin -- 75.3% non-GAAP gross margin for Q3 2025, within the long-term target of 75%-77% (non-GAAP),"
Total revenue was $562 million, up 31% year over year in Q3 2025, with U.S. revenue at 58%, EMEA at 27%, and APAC at 15%. Customers spending over $100,000 annually totaled 4,009, a 23% increase year over year, and accounted for 73% of revenue. Dollar-based net retention was 119% (non-GAAP), rising sequentially and year over year, reflecting stronger expansion and consumption. Remaining performance obligations reached $2.143 billion, up 43% year over year, with current RPO at 64% of the total. Non-GAAP gross margin was 75.3% and non-GAAP operating income was $85.9 million (15.3% margin). Free cash flow was $75 million (13% of revenue), and management expressed comfort with consensus free cash flow estimates for 2025.
Read at Aol
Unable to calculate read time
Collection
[
|
...
]