| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $805.0M1 | +61.1% | – |
| Net income | $253.0M | +183.3% | $456.8M |
| Op income | $231.7M | +242.2% | $414.6M |
| EPS (dil.) | $1.25 | +177.8% | – |
| EPS (basic) | $1.31 | +172.9% | – |
| Gross margin | 91.3% | +0.5pp | |
| Op margin | 31.4% | +17.8pp | |
| Net margin | 31.4% | +13.6pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | $860 million to $870 million | Q3 2026 | tight_range | New |
| adjusted_ebitda | $385 million to $395 million | Q3 2026 | tight_range | New |
| stock_based_compensation_as_percentage_of_revenue | low to mid-teens | full year | directional | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $663.4M1 | +69.2% |
| Net income | $204.0M | +679.9% |
| Op income | $182.9M | +4586.4% |
| EPS (dil.) | $1.01 | +676.9% |
| EPS (basic) | $1.07 | +664.3% |
| Gross margin | 91.5% | +1.0pp |
| Op margin | 27.6% | +26.6pp |
| Net margin | 30.8% | +24.1pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $725.6M | +70.0% | $2.2B |
| Net income | $251.6M | +251.3% | $529.7M |
| Op income | $231.8M | +338.4% | $442.0M |
| EPS (dil.) | $1.24 | +244.4% | $2.62 |
| EPS (basic) | $1.32 | +230.0% | $2.84 |
| Gross margin | 91.9% | -0.7pp | |
| Op margin | 32.0% | +19.6pp | |
| Net margin | 34.7% | +18.1pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $585.0M | +68.0% | $1.5B |
| Net income | $162.7M | +444.7% | $278.1M |
| Op income | $138.5M | +1919.8% | $210.2M |
| EPS (dil.) | $0.80 | +400.0% | $1.38 |
| EPS (basic) | $0.87 | +383.3% | $1.50 |
| Gross margin | 91.0% | +0.9pp | |
| Op margin | 23.7% | +21.7pp | |
| Net margin | 27.8% | +19.2pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $500.0M | +78.0% | $892.0M |
| Net income | $89.0M | – | $115.5M |
| Op income | $67.7M | – | $71.6M |
| EPS (dil.) | $0.45 | – | $0.58 |
| EPS (basic) | $0.48 | – | $0.63 |
| Gross margin | 90.8% | +1.3pp | |
| Op margin | 13.5% | +24.6pp | |
| Net margin | 17.9% | +21.5pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $392.4M | +61.0% |
| Net income | $26.2M | – |
| Op income | $3.9M | – |
| EPS (dil.) | $0.13 | – |
| EPS (basic) | $0.14 | – |
| Gross margin | 90.5% | +1.9pp |
| Op margin | 1.0% | +2435.0pp |
| Net margin | 6.7% | +2434.0pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $427.7M | +71.0% | $1.3B |
| Net income | $71.0M | +283.9% | $-484.3M |
| Op income | $52.9M | +1654.1% | $-560.6M |
| EPS (dil.) | $0.36 | – | $-3.33 |
| EPS (basic) | $0.40 | +33.3% | $-3.33 |
| Gross margin | 92.6% | +4.2pp | |
| Op margin | 12.3% | +11.1pp | |
| Net margin | 16.6% | +9.2pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-08-12 | – | 1 | 0 |
| 10-Q | 2026-07-31 | – | 42 | 57 |
| 8-K | 2026-07-30 | Q2 2026 | 10 | 0 |
| 8-K | 2026-06-10 | – | 1 | 0 |
| 10-Q | 2026-05-01 | – | 41 | 52 |
| 8-K | 2026-04-30 | Q1 2026 | 11 | 0 |
| DEF 14A | 2026-04-23 | – | 11 | 0 |
| 10-K | 2026-02-06 | – | 60 | 64 |
| 8-K | 2026-02-05 | Q4 2025 | 12 | 0 |
| 10-Q | 2025-10-31 | – | 25 | 18 |
Showing the latest 10 of 26 — the full set is in the API.