| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $8.9B1 | +3.9% | – |
| Net income | $-570.0M | -1938.7% | $-836.0M |
| Op income | $-556.0M | -473.2% | $-798.0M |
| EPS (dil.) | $-0.32 | -1700.0% | – |
| EPS (basic) | $-0.32 | – | – |
| Gross margin | 28.1% | -1.9pp | |
| Op margin | -6.3% | -7.9pp | |
| Net margin | -6.4% | -6.8pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue_growth | 8% to 9% | Q3 2026 | tight_range | New |
| adjusted_ebitda_margin | 300 to 400 basis points contraction | Q3 2026 | tight_range | New |
| product_commerce_adjusted_ebitda_margin | returning to margin levels approximating those we generated prior to the data incident | mid-2027 | directional | New |
| developing_offerings_adjusted_ebitda_losses | $950 million to $1 billion | full year 2026 | tight_range | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $8.5B1 | +7.5% |
| Net income | $-266.0M | -333.3% |
| Op income | $-242.0M | -257.1% |
| EPS (dil.) | $-0.15 | -350.0% |
| EPS (basic) | $-0.15 | -350.0% |
| Gross margin | 27.0% | -2.3pp |
| Op margin | -2.9% | -4.8pp |
| Net margin | -3.1% | -4.6pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $8.8B | +11.0% | $34.5B |
| Net income | $-26.0M | – | $208.0M |
| Op income | $8.0M | -97.0% | $473.0M |
| EPS (dil.) | $-0.01 | – | – |
| EPS (basic) | $-0.01 | – | – |
| Gross margin | 28.8% | -2.4pp | |
| Op margin | 0.1% | -3.8pp | |
| Net margin | -0.3% | -2.3pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $9.3B | +18.0% | $25.7B |
| Net income | $95.0M | +35.7% | $234.0M |
| Op income | $162.0M | +48.6% | $465.0M |
| EPS (dil.) | $0.05 | +25.0% | $0.13 |
| EPS (basic) | $0.05 | +25.0% | $0.13 |
| Gross margin | 29.4% | +0.5pp | |
| Op margin | 1.8% | +0.4pp | |
| Net margin | 1.0% | +0.1pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-04 | – | 31 | 134 |
| 8-K | 2026-08-04 | Q2 2026 | 11 | 0 |
| 8-K | 2026-06-12 | – | 1 | 0 |
| 8-K | 2026-06-11 | – | 1 | 0 |
| 8-K/A | 2026-05-14 | – | 1 | 0 |
| 10-Q | 2026-05-05 | – | 29 | 45 |
| 8-K | 2026-05-05 | Q1 2026 | 11 | 0 |
| DEF 14A | 2026-04-27 | – | 12 | 0 |
| 8-K | 2026-02-26 | Q4 2025 | 12 | 0 |
| 10-K | 2026-02-26 | – | 54 | 117 |
Showing the latest 10 of 58 — the full set is in the API.