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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 03/31/2026FY2026 Q1
Revenue
7,097M USD
YoY +46.6%
Operating Income
565M USD
YoY +23.9%
Net Income
428M USD
YoY +6.2%
EPS
0.7$
YoY +2.9%

Revenue

$7.1B
FY2024 Q2$7.5B
$7.5B
Q2
FY2024 Q3$11.9B
$11.9B
Q3
FY2024 Q4$16.8B
$16.8B
Q4
FY2025 Q1$4.8B
$4.8B
Q1
FY2025 Q2$10.1B
$10.1B
Q2
FY2025 Q3$16.1B
$16.1B
Q3
FY2025 Q4$22.9B
$22.9B
Q4
FY2026 Q1$7.1B
$7.1B
Q1
Actual
+$2.3B (+46.6%)

Net Income

$427.9M
FY2024 Q2$56.2M
$56.2M
Q2
FY2024 Q3$209.6M
$209.6M
Q3
FY2024 Q4$446.9M
$446.9M
Q4
FY2025 Q1$403.1M
$403.1M
Q1
FY2025 Q2$817.3M
$817.3M
Q2
FY2025 Q3$1.2B
$1.2B
Q3
FY2025 Q4$1.6B
$1.6B
Q4
FY2026 Q1$427.9M
$427.9M
Q1
Actual
+$24.9M (+6.2%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020MISS
Actual:$4.4B
Est:$4.8B
FY2020MISS
$4.4B
FY2021BEAT
Actual:$10B
Est:$9.7B
FY2021BEAT
$10B
FY2022BEAT
Actual:$12.4B
Est:$12B
FY2022BEAT
$12.4B
FY2023MISS
Actual:$13.1B
Est:$14.5B
FY2023MISS
$13.1B
FY2024BEAT
Actual:$16.8B
Est:$16.6B
FY2024BEAT
$16.8B
FY2025BEAT
Actual:$22.9B
Est:$22.6B
FY2025BEAT
$22.9B

Analyst Estimates