| Q4 FY26 | YoY | FY26 | |
|---|---|---|---|
| Revenue | $898.2M1 | +24.9% | $3.4B |
| Net income | $-3.4M | +80.8% | $-63.2M |
| Op income | – | – | $-133.3M |
| EPS (dil.) | $-0.02 | +81.8% | – |
| EPS (basic) | $-0.02 | – | – |
| Gross margin | 77.0% | +1.0pp | |
| Op margin | -2.0% | +2.0pp | |
| Net margin | -0.4% | +2.1pp |
| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $850.5M1 | +25.4% | $2.5B |
| Net income | $-13.9M | -236.6% | $-59.8M |
| Op income | $-29.6M | -16.6% | $-117.8M |
| EPS (dil.) | $-0.09 | -200.0% | – |
| EPS (basic) | $-0.09 | -200.0% | – |
| Gross margin | 77.0% | +0.3pp | |
| Op margin | -3.0% | +0.2pp | |
| Net margin | -1.6% | -1.0pp |
| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $815.8M | +26.0% | – |
| Net income | $-34.3M | – | $-45.9M |
| Op income | $-51.8M | – | $-88.1M |
| EPS (dil.) | $-0.21 | – | – |
| EPS (basic) | $-0.21 | – | – |
| Gross margin | 77.0% | 0.0pp | |
| Op margin | -6.0% | 0.0pp | |
| Net margin | -4.2% | -3.0pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $788.1M | +25.8% |
| Net income | $-11.6M | +3.6% |
| Op income | $-36.4M | -18.6% |
| EPS (dil.) | $-0.07 | +12.5% |
| EPS (basic) | $-0.07 | +12.5% |
| Gross margin | 76.5% | -0.9pp |
| Op margin | -4.6% | +0.3pp |
| Net margin | -1.5% | +0.5pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-09-24 | – | 3 | 0 |
| 8-K | 2026-09-03 | Q4 2026 | 9 | 0 |
| 10-K | 2026-09-03 | – | 64 | 93 |
| 8-K | 2026-05-26 | – | 10 | 0 |
| 10-Q | 2026-05-26 | – | 41 | 99 |
| 8-K | 2026-04-16 | – | 1 | 0 |
| 8-K | 2026-02-26 | Q2 2026 | 8 | 0 |
| 10-Q | 2026-02-26 | – | 34 | 107 |
| 8-K | 2026-01-15 | – | 1 | 0 |
| 10-Q | 2025-11-25 | – | 24 | 28 |
Showing the latest 10 of 53 — the full set is in the API.