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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 12/31/2025FY2025 Q4
Revenue
482M USD
YoY +172.6%
Operating Income
98M USD
YoY +219.9%
Net Income
-34M USD
YoY +65.3%
EPS
-0.05$
YoY +53.9%

Revenue

$1.5B
FY2024 Q1$182.6M
$182.6M
Q1
FY2024 Q2$319.5M
$319.5M
Q2
FY2024 Q3$490M
$490M
Q3
FY2024 Q4$666.7M
$666.7M
Q4
FY2025 Q1$187.6M
$187.6M
Q1
FY2025 Q2$445.6M
$445.6M
Q2
FY2025 Q3$998.4M
$998.4M
Q3
FY2025 Q4$1.5B
$1.5B
Q4
Actual
+$813.3M (+122.0%)

Net Income

$-35.8M
FY2024 Q1$16.8M
$16.8M
Q1
FY2024 Q2$51.3M
$51.3M
Q2
FY2024 Q3$71.3M
$71.3M
Q3
FY2024 Q4$-27.1M
$-27.1M
Q4
FY2025 Q1$-3.6M
$-3.6M
Q1
FY2025 Q2$-10.9M
$-10.9M
Q2
FY2025 Q3$-1.7M
$-1.7M
Q3
FY2025 Q4$-35.8M
$-35.8M
Q4
Actual
$-8.7M (-32.1%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020BEAT
Actual:$614.9M
Est:$605.7M
FY2020BEAT
$614.9M
FY2021BEAT
Actual:$1B
Est:$957.8M
FY2021BEAT
$1B
FY2022BEAT
Actual:$1.4B
Est:$1.4B
FY2022BEAT
$1.4B
FY2023BEAT
Actual:$667.5M
Est:$655.7M
FY2023BEAT
$667.5M
FY2024BEAT
Actual:$666.8M
Est:$666.3M
FY2024BEAT
$666.8M
FY2025MISS
Actual:$1.5B
Est:$1.6B
FY2025MISS
$1.5B

Analyst Estimates