In short: Q1 rev +31% to $479M; ARR crossed $2B (+30%); third consecutive GAAP-profitable quarter (helped by a $30M Motive arbitration award); $1M+ ARR +62%. "Operational AI" / "bits to atoms" — Connected Asset Maintenance, Waste/Ground Intelligence for frontline automation. But shares −3% AH as the Q2 guide ($482–484M) implied a decel to 23–24% growth (from 31%). Raised FY27 guide to ~$2.01B.
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