| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 479.0M +17.7% | 407.0M +51.9% | 268.0M +20.2% | 223.1M +0.0% | 223.1M |
| Cost of Revenue | 169.9M +32.6% | 128.1M +47.3% | 87.0M +19.6% | 72.7M +0.0% | 72.7M |
| Gross Profit | 309.1M +10.8% | 278.9M +54.0% | 181.0M +20.4% | 150.4M +0.0% | 150.4M |
| Operating Expenses | 188.4M +45.8% | 129.2M +26.4% | 102.3M +14.1% | 89.6M +0.0% | 89.6M |
| R&D | 114.5M +45.9% | 78.5M +35.5% | 57.9M +10.4% | 52.4M +0.0% | 52.4M |
| SG&A | 73.9M +45.5% | 50.8M +14.5% | 44.3M +19.2% | 37.2M +0.0% | 37.2M |
| Operating Income | 120.7M -19.3% | 149.6M +89.9% | 78.8M +29.7% | 60.7M +0.0% | 60.7M |
| EBITDA | 140.9M -9.9% | 156.4M +83.2% | 85.4M +28.9% | 66.2M +0.0% | 66.2M |
| Net Income | 129.4M -17.6% | 157.1M +90.2% | 82.6M +30.3% | 63.4M +0.0% | 63.4M |
| EPS (Basic) | $0.70 -18.6% | $0.86 +83.0% | $0.47 +27.0% | $0.37 +0.0% | $0.37 |
| EPS (Diluted) | $0.67 -18.3% | $0.82 +86.4% | $0.44 +29.4% | $0.34 +0.0% | $0.34 |
| Shares (Diluted) | 194.4M +1.2% | 192.0M +2.3% | 187.7M +1.7% | 184.6M +0.0% | 184.6M |