“Products revenue increased $8.0 million, or 22%, during the three months ended March 31, 2026 compared to the same period of 2025, as a result of an increase in demand from our enterprise customers in the Americas and EMEA regions.”
“Research and development operating expenses increased $3.1 million, or 19.6%, in the three months ended March 31, 2026 , compared to the same period in 2025, primarily due to an increase in personnel costs.”
“The increase was primarily a result of an increase in demand from our service provider and enterprise customers in the Americas region and an increase in demand from our service provider customers in the EMEA region, partially offset by decreases in demand from service provider and enterprise customers in the APJ region and enterprise customers in the EMEA region.”