PLIB

The guidance, more than the quarter itself, is likely to set the tone for the shares, with the fourth-quarter revenue outlook clearing consensus by close to $200 million. A beat of this scale from one of the most closely followed AI software names offers support to the broader AI spending trade, with Apple also due to report. The read-through for US tech futures and enterprise software peers is constructive, though any initial after-hours move may be tested once management discusses demand for 2027 on the call.

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