| Q2 FY27 | YoY | 6M FY27 | |
|---|---|---|---|
| Revenue | $1.5B1 | +35.1% | $2.9B |
| Net income | $-191.7M | +35.7% | $-487.3M |
| Op income | $-263.0M | +22.7% | $-589.1M |
| EPS (dil.) | $-0.55 | +38.2% | – |
| EPS (basic) | $-0.55 | -38.2% | – |
| Gross margin | 67.0% | -1.0pp | |
| Op margin | -17.0% | +13.0pp | |
| Net margin | -12.4% | +13.6pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| product_revenue | $6.07 billion | FY2027 | point | Raised |
| product_revenue | $1.588 billion to $1.593 billion | Q3 FY2027 | tight_range | New |
| non_GAAP_operating_margin | 13.5% to 14.5% | FY2027 | tight_range | Raised |
| non_GAAP_operating_margin | 15.5% | Q3 FY2027 | point | New |
| non_GAAP_adjusted_free_cash_flow_margin | 23% | FY2027 | point | Maintained |
| product_revenue | 36% year-over-year growth | FY2027 | directional | Raised |
| Q1 FY27 | YoY | |
|---|---|---|
| Revenue | $1.4B1 | +33.5% |
| Net income | $-295.6M | +31.3% |
| Op income | $-326.2M | +27.1% |
| EPS (dil.) | $-0.86 | +33.3% |
| EPS (basic) | $-0.86 | -33.3% |
| Gross margin | 67.0% | 0.0pp |
| Op margin | -23.0% | +20.0pp |
| Net margin | -21.3% | +20.0pp |
| Q4 FY26 | YoY | FY26 | |
|---|---|---|---|
| Revenue | $1.3B | +30.0% | $4.7B |
| Net income | – | – | – |
| Op income | $-318.2M | +17.7% | $-1.4B |
| EPS (dil.) | $-0.90 | +9.1% | – |
| EPS (basic) | – | – | – |
| Gross margin | 66.8% | +0.6pp | |
| Op margin | -24.8% | +14.4pp | |
| Net margin | -24.1% | +9.1pp |
| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $1.2B | +28.8% | $3.4B |
| Net income | $-294.0M | +9.3% | $-1.0B |
| Op income | $-329.5M | +9.8% | $-1.1B |
| EPS (dil.) | $-0.87 | +11.2% | $-3.04 |
| EPS (basic) | $-0.87 | -11.2% | $-3.04 |
| Gross margin | 67.8% | +1.8pp | |
| Op margin | -27.2% | +11.6pp | |
| Net margin | -24.0% | +10.5pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-09-04 | – | 47 | 66 |
| 8-K | 2026-09-02 | – | 9 | 0 |
| 8-K | 2026-07-16 | – | 1 | 0 |
| 8-K | 2026-06-30 | – | 1 | 0 |
| 10-Q | 2026-05-29 | – | 47 | 59 |
| 8-K | 2026-05-27 | – | 9 | 0 |
| DEF 14A | 2026-05-18 | – | 12 | 0 |
| 10-K | 2026-03-20 | FY | 62 | 88 |
| 8-K | 2026-02-25 | Q4 2026 | 9 | 0 |
| 8-K | 2026-02-02 | – | 1 | 0 |
Showing the latest 10 of 54 — the full set is in the API.