Evolv Technology (EVLV) Q2 FY26 earnings call

Evolv Technology delivered strong Q2 FY26 results, driven by robust new customer acquisition and expanded platform adoption, leading to significant revenue growth and improved profitability. The company raised its full-year outlook, confident in its long-term Rule of 50 objectives, despite facing near-term gross margin pressures from product mix shifts and elevated supply chain costs. Management highlighted the strength of its hardware-enabled subscription model and growing RPO.