Revenue: $380.1 (+63.5% YoY, 12.6% sequentially vs. 11.5% in Q2, beat of 4.1%)
Subscription revenue: $357 M (+67.2% YoY, 13.0% sequentially vs. 12.3% in Q2)
Guidance: $412.3 (8.5% sequentially)
ARR: $1.514 B (+66.9% YoY, 12.61% sequentially vs. 12.61% in Q2)
GM: 76% (flat YoY)
FCF Margin: 32.5% YoY
Op Margin: 13.3% (highest ever)
Customers increased to 14,687 (+12.3% sequentially, slowest sequential growth in the past 8 quarters)
NRR: > 120
I think it was a solid report. Strong top and bottom-line growth with solid operating leverage, and showing some acceleration in subscription revenue and overall revenue.
My only concern is the slight drop in customer adds sequentially, but 1,607 is still close to the 1,660 add in Q2.