| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.8B +8.2% | 1.7B | — | 3.1B +75.6% | 1.7B |
| Cost of Revenue | 1.2B +9.4% | 1.1B | 0 -100.0% | 1.9B +64.2% | 1.1B |
| Gross Profit | 639.0M +6.1% | 602.0M | — | 1.2B +97.2% | 606.0M |
| Operating Expenses | 383.0M -7.9% | 416.0M | — | 807.0M +81.8% | 444.0M |
| R&D | 42.0M -10.6% | 47.0M | — | 140.0M +164.2% | 53.0M |
| SG&A | 269.0M +5.5% | 255.0M | — | 387.0M +47.7% | 262.0M |
| Operating Income | 256.0M +37.6% | 186.0M | — | 388.0M +139.5% | 162.0M |
| EBITDA | 414.0M +7.0% | 387.0M +409.6% | -125000000 -121.2% | 591.0M +54.3% | 383.0M |
| Net Income | 147.0M -10.4% | 164.0M | — | -107000000 -252.9% | 70.0M |
| EPS (Basic) | $1.05 -10.3% | $1.17 | — | $-0.87 -307.1% | $0.42 |
| EPS (Diluted) | $1.05 -10.3% | $1.17 | — | $-0.87 -307.1% | $0.42 |
| Shares (Diluted) | 136.8M -0.6% | 137.6M -40.8% | 232.3M +65.9% | 140.0M +0.1% | 139.9M |