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NET · Infrastructure
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
15 collected · 15 comparable numeric · 2022-12-31 to 2026-06-30
Windows end at the latest collected period, 2026-06-30. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 9,580,000 → collected movements → 11,158,000 calculated · 10,894,000 reported closing. Unexplained difference: -264,000 awards.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2023-01-01–2023-12-31 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
Actual compensation-share delivery: unavailable for this source period.
No matching consolidated share-delivery evidence for this filing and reporting interval. Missing share counts remain unknown.
| Award activity | 2023-12-31 |
|---|---|
| Opening awards | |
| Granted | |
| Vested | |
| Forfeited | |
| Closing awards |
Capitalized internal-use software amortization period
3 yrs
Capitalized internal-use software amortization life 3 years. Excludes acquired technology and externally marketed software.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Before (2024-12-31): 3 yrs · Source · 2025-02-20
Capitalized internal-use global network and product development costs; generally three years straight-line.
After (2025-12-31): 3 yrs · Source · 2026-02-26
Capitalized internal-use software amortization life 3 years. Excludes acquired technology and externally marketed software.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
3 yrs
Capitalized initial contract acquisition commission benefit period 3 years. Renewal treatment may differ.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Before (2024-12-31): 3 yrs · Source · 2025-02-20
Initial contract acquisition commissions: three years. Renewal commissions amortized over renewal contractual term.
After (2025-12-31): 3 yrs · Source · 2026-02-26
Capitalized initial contract acquisition commission benefit period 3 years. Renewal treatment may differ.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-06-30
| Metric | Company definition |
|---|---|
| Dollar-based net retentionOperating KPI | Current-quarter annualized revenue from paying customers present four quarters earlier divided by that cohort’s prior annualized revenue. Includes expansion, contraction and attrition; excludes new customers, professional services and free customers upgrading between periods. 10-Q latest-period filing ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Annualized RevenueOperating KPI | Annualized Revenue is paying-customer revenue in the quarter multiplied by four, including usage charges. Excludes agreements outside ordinary sales channels, registrar-only customers and consumer applications. Used for customer-size thresholds and net retention; it may exceed actual full-year revenue. Paying customers must have generated revenue and had an active contract during the quarter; an active contract means services were provided during that quarter. 10-Q latest-period filing ↗Published 2026-08-06 · Management discussion — key business metrics Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flow and marginNon-GAAP financial measure | Operating cash flow less property and equipment purchases and capitalized internal-use software. Margin is free cash flow divided by revenue. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating income and marginNon-GAAP financial measure | GAAP operating results excluding stock compensation and related employer payroll tax, acquired-intangible amortization, acquisition-related and other expenses, lease impairment, legal reserves/settlements, and restructuring/other charges. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP gross profit and marginNon-GAAP financial measure | Corresponding GAAP measures exclude stock compensation, related employer payroll taxes and acquired-intangible amortization. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP net income and diluted EPSNon-GAAP financial measure | Net income excludes stock compensation/payroll taxes, acquired-intangible amortization, acquisition/other expenses, issuance-cost amortization, lease impairment, legal reserves/settlements and restructuring/other charges, with a non-GAAP income-tax provision. Diluted EPS uses weighted-average shares including dilutive equity plans and convertible notes. Latest-quarter earnings release ↗Published 2026-08-06 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Reviewed the latest-period filing and associated earnings release for operating definitions and the gross-profit, operating-income, net-income/EPS, EBITDA and cash-flow families. Only explicitly defined measures are included; absence does not imply a standardized definition.