| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $2.6B1 | +112.5% | – |
| Net income | $-626.0M | -115.9% | $-1.4B |
| Op income | $-49.0M | -357.9% | $-193.0M |
| EPS (dil.) | $-1.14 | -90.0% | – |
| EPS (basic) | $-1.14 | -90.0% | – |
| Op margin | -2.0% | -4.0pp | |
| Net margin | -24.3% | -0.4pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| power | at least 8 gigawatts | by 2030 | directional | New |
| contribution_margins | 5 to 10 percentage points above those added in recent quarters | Q3 2026 | tight_range | New |
| managed_inference_ARR | at least 250 million | end of 2026 | directional | New |
| revenue | 3.45 to 3.6 billion | Q3 2026 | tight_range | New |
| adjusted_operating_income | 200 to 260 million | Q3 2026 | tight_range | New |
| interest_expense | 860 to 940 million | Q3 2026 | tight_range | New |
| CapEx | 11.5 to 13.5 billion | Q3 2026 | tight_range | New |
| revenue | 12.4 to 13.2 billion | FY2026 | tight_range | Raised |
| adjusted_operating_income | 960 million to 1.15 billion | FY2026 | tight_range | Raised |
| CapEx | 35 to 39 billion | FY2026 | tight_range | Raised |
| annualized_run_rate_revenue | 18.5 to 19.5 billion | end of 2026 | tight_range | Raised |
| power | greater than 8 gigawatts | end of 2030 | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $2.1B1 | +111.6% |
| Net income | $-740.0M | -134.9% |
| Op income | $-144.0M | -433.3% |
| EPS (dil.) | $-1.40 | +6.0% |
| EPS (basic) | $-1.40 | 0.0% |
| Op margin | -6.9% | -4.2pp |
| Net margin | -35.6% | -3.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $1.6B | +110.4% | $5.1B |
| Net income | $-452.0M | -786.3% | $-1.2B |
| Op income | $-89.0M | -178.8% | $-46.0M |
| EPS (dil.) | $-0.89 | -161.8% | $-2.81 |
| EPS (basic) | $-0.89 | -161.8% | $-2.75 |
| Op margin | -6.0% | -21.0pp | |
| Net margin | -29.0% | -22.0pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $1.4B | +133.7% | $3.6B |
| Net income | $-110.1M | -69.4% | $-715.3M |
| Op income | $51.9M | -55.7% | $43.6M |
| EPS (dil.) | $-0.22 | +87.9% | $-1.87 |
| EPS (basic) | $-0.22 | +87.9% | $-1.81 |
| Op margin | 4.0% | -16.0pp | |
| Net margin | -8.0% | +54.0pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-08-12 | – | 47 | 84 |
| 8-K | 2026-08-11 | Q2 2026 | 10 | 0 |
| 8-K | 2026-08-10 | – | 2 | 0 |
| 8-K | 2026-06-18 | – | 3 | 0 |
| 8-K | 2026-06-10 | – | 1 | 0 |
| 8-K | 2026-05-18 | – | 2 | 0 |
| 10-Q | 2026-05-08 | – | 46 | 89 |
| 8-K | 2026-05-07 | Q1 2026 | 11 | 0 |
| 8-K | 2026-04-21 | – | 3 | 0 |
| 8-K | 2026-04-14 | – | 2 | 0 |
Showing the latest 10 of 30 — the full set is in the API.