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Armis and Veza expand the platform into security; acquisition amortization and higher delivery costs squeeze GAAP profitability.
Net new ACV strength lifts FY2026 subscription outlook; U.S. Federal demand and higher on-premise mix pull revenue from Q3 into Q2.
Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.
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Company data: Wikidata Q7455653
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