| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 575.0M +23.3% | 466.3M +55.2% | 300.5M -0.9% | 303.2M +1.6% | 298.6M |
| Cost of Revenue | 285.4M +164.5% | 107.9M +317.2% | 25.9M +3.3% | 25.1M +30.8% | 19.2M |
| Gross Profit | 289.5M -19.2% | 358.4M +30.5% | 274.6M -1.3% | 278.1M -0.5% | 279.4M |
| Operating Expenses | 401.9M +47.7% | 272.1M +230.7% | 82.3M -5.8% | 87.3M -1.2% | 88.3M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 173.0M -10.9% | 194.3M -11.0% | 218.2M +1.1% | 215.9M +2.7% | 210.2M |
| EBITDA | 173.0M -10.9% | 194.3M -12.1% | 221.0M +1.2% | 218.5M +3.9% | 210.2M |
| Net Income | 115.9M -6.6% | 124.1M -19.9% | 154.8M +9.5% | 141.4M -0.2% | 141.8M |
| EPS (Basic) | $0.85 -5.6% | $0.90 -19.6% | $1.12 +7.7% | $1.04 +1.0% | $1.03 |
| EPS (Diluted) | $0.85 -4.5% | $0.89 -19.8% | $1.11 +7.8% | $1.03 +1.0% | $1.02 |
| Shares (Diluted) | 136.3M -1.6% | 138.5M -0.5% | 139.2M +0.9% | 137.9M -0.3% | 138.4M |