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Q4 FY25
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Q2 FY26
Q3 FY26
Q4 FY26
Q1 FY27
Q2 FY27
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Q2 FY27
Jul 4 – Oct 2, 2026
reported Oct 29, 2026
Revenue $1.37B
+12% year over year
Gross profit $1.04B
76% margin
Operating profit $0.51B
37% margin
Net profit $0.29B
21% margin
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The numbers behind the diagram
All figures in billions of U.S. dollars, for Q2 FY27 (period ends Oct 2, 2026).
Item Value Share of revenue Year over year
Revenue
1.37
100%
+12%
Cost of revenue −0.33 24%
Gross profit 1.04 76% margin −2pp
R&D −0.11 8% +0pp
Sales & marketing −0.30 22% −3pp
G&A −0.07 5% +0pp
Other −0.06 4% +0pp
Operating profit 0.51 37% margin +1pp
Interest & other costs −0.12
Tax −0.10
Net profit 0.29
21% margin +10pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q1 FY27 (period ends Jul 3, 2026).
Item Value Share of revenue Year over year
Revenue
1.34
100%
+6%
Cost of revenue −0.31 23%
Gross profit 1.03 77% margin −2pp
R&D −0.12 9% +0pp
Sales & marketing −0.30 22% −1pp
G&A −0.08 6% +0pp
Other −0.09 7%
Operating profit 0.44 33% margin −2pp
Interest & other costs −0.12
Tax −0.11
Net profit 0.22
16% margin +5pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q4 FY26 (period ends Apr 3, 2026).
Item Value Share of revenue Year over year
Revenue
1.28
100%
+27%
Cost of revenue −0.28 22%
Gross profit 1.01 78% margin −2pp
R&D −0.10 8% +0pp
Sales & marketing −0.10 8%
Operating profit 0.80 63% margin +21pp
Interest & other costs −0.13
Tax −0.16
Net profit 0.51
40% margin +26pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q3 FY26 (period ends Jan 2, 2026).
Item Value Share of revenue Year over year
Revenue
1.24
100%
+26%
Cyber safety platform
0.82
66%
Trust-Based solutions
0.42
34%
Cost of revenue −0.27 22%
Gross profit 0.97 78% margin −2pp
R&D −0.10 8% −1pp
Sales & marketing −0.31 25% +6pp
G&A −0.07 5% −5pp
Other −0.07 5% +0pp
Operating profit 0.43 35% margin −3pp
Interest & other costs −0.12
Tax −0.12
Net profit 0.19
15% margin −1pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q2 FY26 (period ends Oct 3, 2025).
Item Value Share of revenue Year over year
Revenue
1.22
100%
+25%
Cyber safety platform
0.81
67%
Trust-Based solutions
0.41
33%
Cost of revenue −0.27 22%
Gross profit 0.95 78% margin −2pp
R&D −0.10 8% +0pp
Sales & marketing −0.30 24% +5pp
G&A −0.06 5% −2pp
Other −0.06 5% +0pp
Operating profit 0.44 36% margin −5pp
Interest & other costs −0.21
Tax −0.10
Net profit 0.13
11% margin −6pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jul 4, 2025).
Item Value Share of revenue Year over year
Revenue
1.26
100%
+30%
Americas
0.88
70%
+38%
EMEA
0.27
21%
+15%
APJ
0.11
9%
+15%
Cost of revenue −0.27 21%
Gross profit 0.99 79% margin −2pp
R&D −0.11 9% +0pp
Sales & marketing −0.30 23% +5pp
G&A −0.07 6% +0pp
Other −0.06 5% +0pp
Operating profit 0.45 35% margin −8pp
Interest & other costs −0.15
Tax −0.17
Net profit 0.14
11% margin −8pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
All figures in billions of U.S. dollars, for Q4 FY25 (period ends Mar 28, 2025).
Item Value Share of revenue Year over year
Revenue
1.01
100%
+5%
Core consumer security
0.62
62%
+1%
Life lock identity
0.38
37%
+12%
Legacy
0.01
1%
−20%
Cost of revenue −0.20 20%
Gross profit 0.81 80% margin +0pp
R&D −0.08 8% +0pp
Sales & marketing −0.20 19% +1pp
G&A −0.07 7% +2pp
Other −0.05 5% +0pp
Operating profit 0.42 41% margin +0pp
Interest & other costs −0.13
Tax −0.15
Net profit 0.14
14% margin +0pp
Figures are rounded to the precision shown, so a column can differ slightly from its own total.
Quarter by quarter
Every set of results we hold, newest first. Open one on its own page. The arrow beside a quarter shows it in the diagram above.
Quarter
Period
Reported
Revenue
Year over year
Operating margin
Net profit
Net margin
Q2 FY27
Jul 4 – Oct 2, 2026
Oct 29, 2026
$1.37B
+12%
37%
$0.29B
21%
Q1 FY27
Apr 4 – Jul 3, 2026
Aug 7, 2026
$1.34B
+6%
33%
$0.22B
16%
Q4 FY26
Jan 3 – Apr 3, 2026
May 21, 2026
$1.28B
+27%
63%
$0.51B
40%
Q3 FY26
Oct 4, 2025 – Jan 2, 2026
Feb 6, 2026
$1.24B
+26%
35%
$0.19B
15%
Q2 FY26
Jul 5 – Oct 3, 2025
Nov 7, 2025
$1.22B
+25%
36%
$0.13B
11%
Q1 FY26
Mar 29 – Jul 4, 2025
Aug 13, 2025
$1.26B
+30%
35%
$0.14B
11%
Q4 FY25
Dec 28, 2024 – Mar 28, 2025
May 15, 2025
$1.01B
+5%
41%
$0.14B
14%
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