| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $696.1M1 | +35.9% |
| Net income | $-170.0M | -237.0% |
| Op income | $37.8M | – |
| EPS (dil.) | $-0.48 | -220.0% |
| EPS (basic) | $-0.48 | -220.0% |
| Gross margin | 71.8% | -3.1pp |
| Op margin | -29.6% | -16.5pp |
| Net margin | -24.4% | -14.6pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $639.8M1 | +33.5% |
| Net income | $-22.9M | +40.4% |
| Op income | $40.6M | – |
| EPS (dil.) | $-0.07 | +36.4% |
| EPS (basic) | $-0.07 | +36.4% |
| Gross margin | 71.2% | -4.7pp |
| Op margin | -9.7% | +1.4pp |
| Net margin | -3.6% | +4.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $614.5M | +33.6% | $2.2B |
| Net income | $-12.1M | -6.0% | $-102.3M |
| Op income | – | – | – |
| EPS (dil.) | $-0.03 | -25.0% | $-0.29 |
| EPS (basic) | – | – | – |
| Gross margin | 73.6% | -2.8pp | |
| Op margin | -8.0% | -0.5pp | |
| Net margin | -2.0% | +0.8pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $562.0M | +30.7% | $1.6B |
| Net income | $-1.3M | – | $-90.2M |
| Op income | $-37.5M | – | $-158.0M |
| EPS (dil.) | $0.00 | – | $-0.26 |
| EPS (basic) | $0.00 | – | $-0.26 |
| Gross margin | 74.0% | -3.7pp | |
| Op margin | -6.7% | +0.5pp | |
| Net margin | -0.2% | +3.3pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-08-13 | – | 3 | 0 |
| 8-K | 2026-08-06 | Q2 2026 | 9 | 0 |
| 10-Q | 2026-08-06 | – | 41 | 50 |
| 8-K/A | 2026-07-01 | – | 3 | 0 |
| 8-K | 2026-06-30 | – | 3 | 0 |
| DEF 14A | 2026-06-09 | – | 12 | 0 |
| 10-Q | 2026-05-08 | – | 39 | 35 |
| 8-K | 2026-05-07 | Q1 2026 | 11 | 0 |
| 8-K | 2026-05-07 | Q1 2026 | 10 | 0 |
| 10-K/A | 2026-04-29 | – | 3 | 0 |
Showing the latest 10 of 62 — the full set is in the API.