| Metric | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|
| Revenue | 85.6M +13.4% | 75.5M -0.8% | 76.1M +26.6% | 60.1M -26.8% | 82.1M |
| Cost of Revenue | 24.8M +2.8% | 24.1M +33.6% | 18.0M +2.2% | 17.7M | 0 |
| Gross Profit | 60.8M +18.4% | 51.4M -11.5% | 58.0M +36.8% | 42.4M -48.3% | 82.1M |
| Operating Expenses | 15.8M -23.1% | 20.5M +28.0% | 16.0M +8.7% | 14.7M -58.5% | 35.5M |
| R&D | — | — | — | — | — |
| SG&A | 1.2M +2.1% | 1.2M -31.8% | 1.8M -11.8% | 2.0M +3.2% | 2.0M |
| Operating Income | 45.0M +45.9% | 30.9M -26.6% | 42.0M +51.7% | 27.7M -40.6% | 46.6M |
| EBITDA | 45.0M +45.9% | 30.9M -26.6% | 42.0M +51.7% | 27.7M -57.8% | 65.7M |
| Net Income | 44.4M +48.9% | 29.8M -28.0% | 41.4M +52.9% | 27.1M -40.9% | 45.9M |
| EPS (Basic) | $0.49 +36.1% | $0.36 -42.9% | $0.63 +46.5% | $0.43 -44.2% | $0.77 |
| EPS (Diluted) | $0.49 +36.1% | $0.36 -42.9% | $0.63 +46.5% | $0.43 -40.3% | $0.72 |
| Shares (Diluted) | 90.5M +8.2% | 83.6M +26.9% | 65.9M +5.4% | 62.6M -2.1% | 63.9M |