"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."
Q3 2025 revenue reached $562 million, a 31% year-over-year increase, with U.S. revenue at 58%, EMEA 27%, and APAC 15%. The company had 4,009 customers spending over $100,000 annually, a 23% increase year over year, and those customers contributed 73% of revenue. Dollar-based net retention was 119%, up five percentage points sequentially and nine points year over year, reflecting stronger expansion and consumption. Remaining performance obligations totaled $2.143 billion, up 8% sequentially and 43% year over year, with current RPO at 64%. Non-GAAP gross margin was 75.3%, within the long-term target despite a decline from increased paid customer traffic; operating income was $85.9 million (15.3% non-GAAP) and free cash flow was $75 million (13% of revenue), with management comfortable with consensus free cash flow estimates for 2025. Q4 2025 revenue guidance was $588.5 million to $589.5 million (up 28%).
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