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"GTLB (holding update): Q2 rev $236M +29% YoY beating est 4.1%; op margin 16.8% +970bps; FCF margin 19.7% +1380bps; EPS $0.24 beat 50%. Net new ARR $86M +60%. But Q3 guide $238-239M +23% missed -0.8%; H2 growth slows to ~21% on SMB weakness. Stock -8% post-earnings despite Gartner leader status."
"GTLB (earnings update): $236M rev (+29% YoY) beat est by 4.1%, EPS $0.24 beat by 50%. Net new ARR $86M (+60% YoY), Ultimate 53% of ARR, Dedicated ARR $50M (+92% YoY). But Q3 guide $238-239M missed est by 0.8%, H2 growth slowing to ~21% on SMB weakness & go-to-market changes. Strong profitability metrics improving."
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