$100.39
▼ -7.1% Today
as of Jun 7, 07:12 ET
Last 30 days
Overview
52-week range
$64
$187
30% of range
Avg surprise (last 2)
-173.3%
Avg reaction (last 2)
+0.0%
50% positive
Latest IV / EM
110%
EM ±10.3% · $100 · 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 | $-1.38 | $-1.17 | -17.9% | -130.0% | -6.6% | earnings |
| Tue Sep 30, 2025 | Sep 2025 | $-0.22 | — | — | — | — | financials |
| Mon Jun 30, 2025 | Jun 2025 | $-0.60 | — | — | — | — | financials |
| Wed May 14, 2025 | Mar/2025 | $-0.60 | $-0.14 | -328.6% | — | +6.6% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $-1.82 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $-1.62 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-0.62 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.08B | — | $1.36B | $1.21B | $982M | — | $584M | $395M |
| Cost of revenue | $716M | — | $369M | $313M | $262M | — | $143M | $109M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $-144M | — | $52M | $19M | $-27M | — | $117M | $78M |
| Net income | $-740M | — | $-110M | $-291M | $-315M | — | $-360M | $-323M |
| EPS (diluted) | $-1.40 | — | $-0.22 | $-0.60 | $-1.49 | — | $-1.82 | $-1.62 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $2.24B | $3.13B | $1.89B | $1.15B | $1.28B | $1.36B | $1.36B | $1.03B |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $5.61B | $7.49B | $4.73B | $3.95B | $3.10B | $1.92B | — | — |
| Total assets | $55.57B | $49.30B | $32.91B | $26.24B | $21.86B | $17.83B | — | — |
| Long-term debt | $17.31B | $14.66B | $10.32B | $7.42B | $4.94B | $5.46B | — | — |
| Total liabilities | $50.81B | $45.97B | $29.03B | $22.42B | $18.79B | $16.52B | — | — |
| Total equity | $4.76B | $3.33B | $3.88B | $2.66B | $1.91B | $-414M | $-344M | $-1.04B |