$133.54
▼ -0.1% Today
as of Jun 7, 07:07 ET
Last 30 days
Overview
52-week range
$111
$147
62% of range
Avg surprise (last 2)
-10.1%
Avg reaction (last 2)
+1.1%
100% positive
Latest IV / EM
42%
EM ±3.9% · $134 · Jun 12
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Thu May 7, 2026 | Mar/2026 | $0.26 | $0.31 | -16.1% | +8.3% | +0.4% | earnings |
| Thu May 1, 2025 | Mar/2025 | $0.24 | $0.25 | -4.0% | — | +1.7% | earnings |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.68B | — | $4.09B | $3.10B | $2.27B | — | $3.73B | $2.75B |
| Cost of revenue | $581M | — | $549M | $544M | $506M | — | $465M | $506M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $86M | — | $1.62B | $612M | $38M | — | $1.52B | $497M |
| Net income | $160M | — | $1.37B | $642M | $154M | — | $1.37B | $555M |
| EPS (diluted) | — | — | — | — | — | — | — | — |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $7.04B | $6.56B | $7.53B | $7.40B | $7.60B | $6.86B | $7.67B | $7.88B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $23.60B | $18.80B | $19.54B | $23.18B | $21.30B | $17.18B | $18.32B | $22.25B |
| Total assets | $26.83B | $22.21B | $23.06B | $26.99B | $25.06B | $20.96B | $22.17B | $26.32B |
| Long-term debt | $2.48B | $0 | $0 | $0 | $0 | $2.00B | $1.99B | $1.99B |
| Total liabilities | $19.19B | $14.01B | $14.45B | $19.21B | $17.12B | $12.55B | $13.68B | $18.32B |
| Total equity | $7.64B | $8.20B | $8.61B | $7.78B | $7.94B | $8.41B | $8.49B | $8.00B |