| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $11.5B | +50.1% |
| Net income | $2.3B | +163.4% |
| Op income | $2.0B | – |
| EPS (dil.) | $1.38 | – |
| EPS (basic) | $1.40 | +159.3% |
| Gross margin | 54.0% | +14.0pp |
| Op margin | 17.0% | +19.0pp |
| Net margin | 19.9% | +8.6pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | $13 billion, plus or minus 300 million | Q3 2026 | tight_range | New |
| gross_margin | approximately 56% | Q3 2026 | point | New |
| operating_expenses | approximately 3.65 billion | Q3 2026 | point | New |
| tax_rate | 13% | Q3 2026 | point | New |
| revenue | grow more than 80% year-over-year | second half of 2026 | directional | New |
| revenue | grow substantially | Q3 2026 | directional | New |
| revenue | higher than that | Q4 2026 | directional | New |
| revenue | grow greater than 40% | through 2030 | directional | New |
| revenue | grow by over 70% year over year | 2027 | directional | New |
| revenue | more than double | 2027 | directional | New |
| revenue | well over 100% | 2027 | directional | New |
| revenue | more than 70% | 2027 | directional | New |
| revenue | well over 100% | 2027 | directional | New |
| revenue | grow substantially ahead of the market | FY2027 | directional | New |
| revenue | grow substantially | 2027 | directional | New |
| revenue | well over 100% | 2027 | directional | New |
| revenue | continue growing Helios quarter by quarter | next couple of quarters | directional | New |
| revenue | start becoming available in Q4 | Q4 2026 | directional | New |
| revenue | extend into 2027 | 2027 | directional | New |
| OpEx | increase less than the top line revenue growth | next few years | directional | New |
| EPS | significantly higher than $20 | strategic time frame | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $10.3B1 | +37.8% |
| Net income | $1.4B | +95.1% |
| Op income | $1.5B | +83.1% |
| EPS (dil.) | $0.84 | – |
| EPS (basic) | $0.85 | +93.1% |
| Gross margin | 53.0% | +3.0pp |
| Op margin | 14.0% | +3.0pp |
| Net margin | 13.7% | +4.0pp |
| Q4 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q3 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q2 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-08-19 | – | 3 | 0 |
| 8-K | 2026-08-17 | – | 3 | 0 |
| 10-Q | 2026-08-05 | – | 37 | 41 |
| 8-K | 2026-08-04 | – | 11 | 0 |
| 8-K | 2026-07-01 | – | 1 | 0 |
| 8-K | 2026-05-15 | – | 4 | 0 |
| 10-Q | 2026-05-06 | – | 40 | 43 |
| 8-K | 2026-05-05 | – | 10 | 0 |
| DEF 14A | 2026-03-27 | – | 33 | 0 |
| 8-K | 2026-02-24 | – | 2 | 0 |
Showing the latest 10 of 84 — the full set is in the API.