Their inventory keeps soaring though...
Q2 EPS $3.25 ex-items vs FactSet $2.94 [11 est, $2.91-3.01] (462.3)
Reports Q2:
Revenue $461.0M vs FactSet $430.6M [11 est, $429.5-435M]
Q3 Guidance:
Revenue $480-500M vs FactSet $458.0M [11 est, $435-478M]
Non-GAAP gross margin between 58.7% and 59.3%, which excludes an estimated impact of stock-based compensation expenses of 0.3%.
Non-GAAP R&D and SG&A expenses between $94.7M and $96.7M, which excludes estimated stock-based compensation expenses in the range of $41.5M to $43.5M.