| GEN |
Report |
Revenue |
BEAT |
pred ~$1.328B vs. cons $1.312B |
MEDIUM |
| GEN |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.71 vs. cons $0.69 |
MEDIUM |
| GEN |
Report |
Non-GAAP operating margin |
IN-LINE |
pred ~50.2% vs. cons 50.0% |
MEDIUM |
| GEN |
Guide |
Revenue guidance |
BETTER |
guide ~$5.425B midpoint vs. cons $5.390B (FY2027) |
MEDIUM |
| GEN |
Guide |
Non-GAAP EPS guidance |
BETTER |
guide ~$2.94 midpoint vs. cons $2.91 (FY2027) |
MEDIUM |
| GEN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| GEN |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
The predicted FY2027 guide implies ~$4.097B of Q2-Q4 revenue versus ~$4.063B previously and ~$2.23 of Q2-Q4 EPS versus ~$2.21 previously, so the Q1 beat is not offset by implicit out-period cuts and estimate revisions should remain positive. |
MEDIUM |