In short: First profitable Q1 ever, but the net-new-ARR question. Q1 FY27 rev +17% to $418M ($21M beat), non-GAAP EPS $0.15 (missed by a penny); GAAP op income $28M. ARR +11% to $1.9B ($49M net-new). AI in 16 of top-20 deals (AI-expansion deals 6x larger); Maestro/Maestro Case orchestration wins; buybacks. But net-new ARR ($49-70M for three quarters) needs a step change or the agentic thesis "stays a margin story vs a growth story."
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