| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 754.0M +30.0% | 580.0M +26.9% | 457.0M -36.2% | 716.0M -15.6% | 848.0M |
| Cost of Revenue | 221.0M +3.3% | 214.0M +0.5% | 213.0M +1.4% | 210.0M +0.5% | 209.0M |
| Gross Profit | 533.0M +45.6% | 366.0M +50.0% | 244.0M -51.8% | 506.0M -20.8% | 639.0M |
| Operating Expenses | 208.0M +11.2% | 187.0M +28.1% | 146.0M -25.5% | 196.0M -12.5% | 224.0M |
| R&D | — | — | — | — | — |
| SG&A | 0 -100.0% | 4.0M -66.7% | 12.0M +9.1% | 11.0M | 0 |
| Operating Income | 325.0M +81.6% | 179.0M +82.7% | 98.0M -68.4% | 310.0M -25.3% | 415.0M |
| EBITDA | 325.0M +81.6% | 179.0M +82.7% | 98.0M -68.4% | 310.0M -25.3% | 415.0M |
| Net Income | 319.0M +86.5% | 171.0M +85.9% | 92.0M -68.6% | 293.0M -27.5% | 404.0M |
| EPS (Basic) | $0.44 +83.3% | $0.24 +84.6% | $0.13 -68.3% | $0.41 -28.1% | $0.57 |
| EPS (Diluted) | $0.44 +83.3% | $0.24 +84.6% | $0.13 -68.3% | $0.41 -28.1% | $0.57 |
| Shares (Diluted) | 720.0M +0.3% | 718.0M +0.0% | 718.0M +0.3% | 716.0M +1.0% | 709.0M |