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Review earnings summary, surprise history, and upcoming forecasts.

wallet
Earnings Summary
Updated: 12/31/2025FY2025 Q4
Revenue
1,397M USD
YoY +1239.3%
Operating Income
64M USD
YoY +128.5%
Net Income
20M USD
YoY +225.7%
EPS
0.18$
YoY +250.0%

Revenue

$5.5B
FY2024 Q1$1.8B
$1.8B
Q1
FY2024 Q2$3.1B
$3.1B
Q2
FY2024 Q3$4.8B
$4.8B
Q3
FY2024 Q4$4.7B
$4.7B
Q4
FY2025 Q1$1.4B
$1.4B
Q1
FY2025 Q2$2.7B
$2.7B
Q2
FY2025 Q3$4.1B
$4.1B
Q3
FY2025 Q4$5.5B
$5.5B
Q4
Actual
+$743.6M (+15.8%)

Net Income

$146.2M
FY2024 Q1$96.9M
$96.9M
Q1
FY2024 Q2$174.5M
$174.5M
Q2
FY2024 Q3$230.1M
$230.1M
Q3
FY2024 Q4$214M
$214M
Q4
FY2025 Q1$56.7M
$56.7M
Q1
FY2025 Q2$97.3M
$97.3M
Q2
FY2025 Q3$126M
$126M
Q3
FY2025 Q4$146.2M
$146.2M
Q4
Actual
$-67.8M (-31.7%)

Surprise History

Actual RevenueAnalyst Estimate
FY2020BEAT
Actual:$5.5B
Est:$5.5B
FY2020BEAT
$5.5B
FY2021BEAT
Actual:$6.2B
Est:$6.2B
FY2021BEAT
$6.2B
FY2022MISS
Actual:$6.3B
Est:$6.3B
FY2022MISS
$6.3B
FY2023MISS
Actual:$6.7B
Est:$6.9B
FY2023MISS
$6.7B
FY2024MISS
Actual:$5.2B
Est:$6.8B
FY2024MISS
$5.2B
FY2025BEAT
Actual:$5.5B
Est:$5.4B
FY2025BEAT
$5.5B

Analyst Estimates