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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 03/31/2026FY2026 Q1
Revenue
1,513M USD
YoY +35.5%
Operating Income
250M USD
YoY +2151.0%
Net Income
227M USD
YoY +17802.1%
EPS
26.65$
YoY +20400.0%

Revenue

$1.5B
FY2024 Q2$1.7B
$1.7B
Q2
FY2024 Q3$2.7B
$2.7B
Q3
FY2024 Q4$3.8B
$3.8B
Q4
FY2025 Q1$1.1B
$1.1B
Q1
FY2025 Q2$2.4B
$2.4B
Q2
FY2025 Q3$3.8B
$3.8B
Q3
FY2025 Q4$5.3B
$5.3B
Q4
FY2026 Q1$1.5B
$1.5B
Q1
Actual
+$396.2M (+35.5%)

Net Income

$227.4M
FY2024 Q2$-371.6M
$-371.6M
Q2
FY2024 Q3$-492.9M
$-492.9M
Q3
FY2024 Q4$-644.8M
$-644.8M
Q4
FY2025 Q1$1.3M
$1.3M
Q1
FY2025 Q2$95.6M
$95.6M
Q2
FY2025 Q3$220.4M
$220.4M
Q3
FY2025 Q4$286.9M
$286.9M
Q4
FY2026 Q1$227.4M
$227.4M
Q1
Actual
+$226.1M (+17802.1%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020MISS
Actual:$308.9M
Est:$332.5M
FY2020MISS
$308.9M
FY2021MISS
Actual:$1.2B
Est:$1.2B
FY2021MISS
$1.2B
FY2022BEAT
Actual:$1.4B
Est:$1.4B
FY2022BEAT
$1.4B
FY2023MISS
Actual:$2.5B
Est:$3.1B
FY2023MISS
$2.5B
FY2024BEAT
Actual:$3.8B
Est:$3.7B
FY2024BEAT
$3.8B
FY2025BEAT
Actual:$5.3B
Est:$4.7B
FY2025BEAT
$5.3B

Analyst Estimates