| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B +19.7% | 1.2B -32.7% | 1.8B +4.2% | 1.7B +24.2% | 1.4B |
| Cost of Revenue | 1.1B +137.4% | 484.0M -61.7% | 1.3B +7.1% | 1.2B +18.9% | 993.0M |
| Gross Profit | 272.0M -61.3% | 703.0M +40.6% | 500.0M -2.5% | 513.0M +38.3% | 371.0M |
| Operating Expenses | 1.5B +79.1% | 823.0M -47.3% | 1.6B +2.8% | 1.5B +20.1% | 1.3B |
| R&D | — | — | — | — | — |
| SG&A | 77.0M +28.3% | 60.0M -91.8% | 735.0M +830.4% | 79.0M +2.6% | 77.0M |
| Operating Income | -53000000 -114.6% | 364.0M +80.2% | 202.0M +16.8% | 173.0M +76.5% | 98.0M |
| EBITDA | 130.0M -76.2% | 546.0M +41.8% | 385.0M +6.6% | 361.0M +37.8% | 262.0M |
| Net Income | -75000000 -130.1% | 249.0M +91.5% | 130.0M +8.3% | 120.0M +185.7% | 42.0M |
| EPS (Basic) | $-0.62 -133.9% | $1.83 +94.7% | $0.94 +9.3% | $0.86 +230.8% | $0.26 |
| EPS (Diluted) | $-0.62 -134.8% | $1.78 +85.4% | $0.96 +12.9% | $0.85 +226.9% | $0.26 |
| Shares (Diluted) | 130.0M -6.5% | 139.0M +7.8% | 129.0M -7.2% | 139.0M +3.7% | 134.0M |