Sources
Mukund Mohan$IOT Revenue for Q1 FY2026 was $366.9M (+31% YoY) and EPS was $0.11 (+266% YoY). Revenue was higher than estimates by 4.4% and EPS was higher than estimates by 120%. Revenue guidance for Q2 FY2026 is $371M–$373M and EPS guidance is $0.06–$0.07. The stock is down 12% on
Kaushik$IOT Q1 EPS $0.11, $0.05 Est Revenue $366.9M, $351.56M Est GUIDANCE: FY2026 EPS $0.39-$0.41, $0.33 Est FY2026 revenue $1.55-1.56B, $1.53B Est
Hardik Shah$IOT | 𝐒𝐚𝐦𝐬𝐚𝐫𝐚 𝐐𝟏 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $366.9M (↑ 31% YoY) | GAAP EPS: ($0.04) | Adjusted EPS: $0.11 👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐀𝐧𝐧𝐮𝐚𝐥 𝐑𝐞𝐜𝐮𝐫𝐫𝐢𝐧𝐠 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 (𝐀𝐑𝐑) reached $1.535B, up 𝟑𝟏% YoY. ➤ 𝟐,𝟔𝟑𝟖 https://t.co/ca2B1RgpM0 https://t.co/tP66g7TpA0




