| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 670.3M -19.6% | 833.9M +13.6% | 733.9M -11.6% | 830.3M +21.5% | 683.5M |
| Cost of Revenue | 269.2M -1.7% | 273.9M -2.1% | 279.8M -1.7% | 284.6M +1.7% | 279.9M |
| Gross Profit | 401.1M -28.4% | 560.0M +23.3% | 454.1M -16.8% | 545.7M +35.2% | 403.6M |
| Operating Expenses | 195.0M +14.0% | 171.1M +9.1% | 156.9M -13.0% | 180.4M +7.9% | 167.2M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 80.5M -79.9% | 400.4M +26.7% | 316.0M +70.1% | 185.8M +112.0% | 87.6M |
| EBITDA | 80.5M -79.9% | 400.4M +25.3% | 319.6M +72.0% | 185.8M +112.0% | 87.6M |
| Net Income | 58.5M -81.0% | 308.0M +32.1% | 233.2M +71.6% | 135.8M +90.6% | 71.3M |
| EPS (Basic) | $0.29 -81.4% | $1.56 +36.8% | $1.14 +78.1% | $0.64 +100.0% | $0.32 |
| EPS (Diluted) | $0.29 -81.2% | $1.54 +37.5% | $1.12 +77.8% | $0.63 +96.9% | $0.32 |
| Shares (Diluted) | 190.4M -3.8% | 197.9M -3.4% | 204.8M -2.7% | 210.6M -1.2% | 213.2M |