| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +29.8% | 1.3B +35.9% | 932.4M +16.6% | 799.9M +3.7% | 771.0M |
| Cost of Revenue | 911.0M +34.2% | 679.0M +87.1% | 362.9M +10.7% | 327.8M +2.1% | 321.0M |
| Gross Profit | 734.0M +24.8% | 588.0M +3.2% | 569.5M +20.6% | 472.1M +4.9% | 450.0M |
| Operating Expenses | 820.0M +29.1% | 635.0M +112.4% | 299.0M +6.8% | 280.0M +6.9% | 262.0M |
| R&D | 122.0M +27.1% | 96.0M +104.7% | 46.9M -12.6% | 53.6M +9.5% | 49.0M |
| SG&A | 405.0M +4.7% | 387.0M +61.2% | 240.0M +12.0% | 214.2M +8.2% | 198.0M |
| Operating Income | -86000000 -83.0% | -47000000 -117.4% | 270.5M +40.8% | 192.1M +2.2% | 188.0M |
| EBITDA | -173000000 -208.1% | 160.0M -50.5% | 323.1M +32.0% | 244.8M +32.3% | 185.0M |
| Net Income | -136000000 -88.9% | -72000000 -132.0% | 225.2M +51.2% | 148.9M +1.3% | 147.0M |
| EPS (Basic) | $-1.39 -59.8% | $-0.87 -123.0% | $3.78 +51.2% | $2.50 +1.2% | $2.47 |
| EPS (Diluted) | $-1.39 -59.8% | $-0.87 -123.1% | $3.76 +50.4% | $2.50 +1.2% | $2.47 |
| Shares (Diluted) | 98.2M +19.6% | 82.1M +37.3% | 59.8M +0.4% | 59.6M -0.1% | 59.7M |