| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 437.0M +7.4% | 407.0M +51.9% | 268.0M +20.2% | 223.1M +31.2% | 170.0M |
| Cost of Revenue | 138.9M +8.4% | 128.1M +47.3% | 87.0M +19.6% | 72.7M +30.2% | 55.8M |
| Gross Profit | 298.1M +6.9% | 278.9M +54.0% | 181.0M +20.4% | 150.4M +31.7% | 114.2M |
| Operating Expenses | 142.2M +10.0% | 129.2M +26.4% | 102.3M +14.1% | 89.6M +11.5% | 80.4M |
| R&D | 90.5M +15.4% | 78.5M +35.5% | 57.9M +10.4% | 52.4M +8.2% | 48.5M |
| SG&A | 51.7M +1.8% | 50.8M +14.5% | 44.3M +19.2% | 37.2M +16.4% | 31.9M |
| Operating Income | 155.8M +4.2% | 149.6M +89.9% | 78.8M +29.7% | 60.7M +79.8% | 33.8M |
| EBITDA | 172.1M +10.1% | 156.4M +83.2% | 85.4M +28.9% | 66.2M +59.7% | 41.4M |
| Net Income | 169.1M +7.6% | 157.1M +90.2% | 82.6M +30.3% | 63.4M +73.3% | 36.6M |
| EPS (Basic) | $0.92 +7.0% | $0.86 +83.0% | $0.47 +27.0% | $0.37 +76.2% | $0.21 |
| EPS (Diluted) | $0.90 +9.8% | $0.82 +86.4% | $0.44 +29.4% | $0.34 +100.0% | $0.17 |
| Shares (Diluted) | 188.7M -1.7% | 192.0M +2.3% | 187.7M +1.7% | 184.6M -12.3% | 210.5M |