| V |
Report |
Net revenue |
IN-LINE |
pred ~$11.30B vs. cons $11.27B |
MEDIUM |
| V |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.20 vs. cons $3.18 |
MEDIUM |
| V |
Report |
Value-added-services revenue |
BEAT |
pred ~$3.73B vs. cons $3.66B |
MEDIUM |
| V |
Guide |
FY26 adjusted net-revenue growth |
LOWER |
guide ~12.0% vs. cons 12.5% (FY26) |
MEDIUM |
| V |
Guide |
FY26 adjusted EPS growth |
LOWER |
guide ~12.0% vs. cons 12.7% (FY26) |
MEDIUM |
| V |
Guide |
Fiscal 4Q adjusted net-revenue growth |
LOWER |
guide ~12.0% vs. cons 12.7% (2026Q4) |
MEDIUM |
| V |
Guide |
Fiscal 4Q adjusted operating-expense growth |
BETTER |
guide ~10.5% vs. cons 11.5% (2026Q4) |
LOW |
| V |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| V |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A modest VAS beat is unlikely to offset in-line ~$11.30B revenue versus $11.27B consensus and ~$3.20 EPS versus $3.18 consensus if FY26 revenue growth is held near 12.0% versus 12.5% expected; the lower 2026Q4 revenue setup drives out-period estimate cuts and extends the initial -2.8% residual toward -4.5%. |
MEDIUM |