Aug 7, 2026 · 51 min · 14 segments
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points…
93% or?
93%.
Oh, Steve also put out a video on Saturday saying, I think Pounder will do 93% growth.
They did 93% growth.
I mean, this was the single best quarter I've seen in the history of software.
Last quarter from Pounder said the same thing, but they one-upped themselves.
Top line numbers, 93% year-over-year growth, $1.94 billion.
Gap net income, $1 billion, 300% year-over-year, 55% margins on that, $9.2 billion in cash.
They raised the fiscal year guide from 70% to 82% year-over-year growth for the full year, which is just incredible.
Adjusted free cash flow of $1.2 billion, 63%.
They're going to do as much free cash flow this year as they did in revenue over the past four years at $4.5 billion.
What was your take on this quarter? Stock, by the way, up 30% for the first time in a year in a single day, which was incredible.
And what price did I get bullish again on the record? I think 109-ish.
109.
109, yeah.
This is a top five quarter I have seen from any company on an operational level.
You can make a lot of arguments about a lot of things.
The one thing you can't make an argument about is that this is one of the best operating quarters that any company has ever dropped in the history of earnings reports.
There was not a single blemish.
And people want to start talking to me about customer accounts.
And people want to start talking to me about total book value.
The TBV.
TCV.
93% or?
93%.
Oh, Steve also put out a video on Saturday saying, I think Pounder will do 93% growth.
They did 93% growth.
I mean, this was the single best quarter I've seen in the history of software.
Last quarter from Pounder said the same thing, but they one-upped themselves.
Top line numbers, 93% year-over-year growth, $1.94 billion.
Gap net income, $1 billion, 300% year-over-year, 55% margins on that, $9.2 billion in cash.
They raised the fiscal year guide from 70% to 82% year-over-year growth for the full year, which is just incredible.
Adjusted free cash flow of $1.2 billion, 63%.
They're going to do as much free cash flow this year as they did in revenue over the past four years at $4.5 billion.
What was your take on this quarter? Stock, by the way, up 30% for the first time in a year in a single day, which was incredible.
And what price did I get bullish again on the record? I think 109-ish.
109.
109, yeah.
This is a top five quarter I have seen from any company on an operational level.
You can make a lot of arguments about a lot of things.
The one thing you can't make an argument about is that this is one of the best operating quarters that any company has ever dropped in the history of earnings reports.
There was not a single blemish.
And people want to start talking to me about customer accounts.
And people want to start talking to me about total book value.
The TBV.
TCV.
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