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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 02/28/2026FY2026 Q1
Revenue
1,077M USD
YoY -22.6%
Operating Income
33M USD
YoY -74.7%
Net Income
33M USD
YoY -69.5%
EPS
0.53$
YoY -65.1%

Revenue

$1.1B
FY2024 Q2$3.2B
$3.2B
Q2
FY2024 Q3$4.9B
$4.9B
Q3
FY2024 Q4$6.9B
$6.9B
Q4
FY2025 Q1$1.4B
$1.4B
Q1
FY2025 Q2$2.9B
$2.9B
Q2
FY2025 Q3$4.5B
$4.5B
Q3
FY2025 Q4$6.2B
$6.2B
Q4
FY2026 Q1$1.1B
$1.1B
Q1
Actual
$-314.8M (-22.6%)

Net Income

$33.4M
FY2024 Q2$307.1M
$307.1M
Q2
FY2024 Q3$464.4M
$464.4M
Q3
FY2024 Q4$655M
$655M
Q4
FY2025 Q1$109.6M
$109.6M
Q1
FY2025 Q2$217.4M
$217.4M
Q2
FY2025 Q3$327.3M
$327.3M
Q3
FY2025 Q4$428.8M
$428.8M
Q4
FY2026 Q1$33.4M
$33.4M
Q1
Actual
$-76.1M (-69.5%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020BEAT
Actual:$4.2B
Est:$4.1B
FY2020BEAT
$4.2B
FY2021MISS
Actual:$5.7B
Est:$5.8B
FY2021MISS
$5.7B
FY2022MISS
Actual:$6.9B
Est:$6.9B
FY2022MISS
$6.9B
FY2023MISS
Actual:$6.4B
Est:$6.5B
FY2023MISS
$6.4B
FY2024BEAT
Actual:$6.9B
Est:$6.9B
FY2024BEAT
$6.9B
FY2025BEAT
Actual:$6.2B
Est:$6.2B
FY2025BEAT
$6.2B

Analyst Estimates