$14.97

+0.47 (+3.24%)

Weekly Expected Move ±13.3%

$11 $13 $15 $17 $19

NYSE · Technology · Software - Application · Alpha Radar Sell · Power 33 · $1.2B mcap · 10M float · 7.81% daily turnover · Short 71% of daily vol

Revenue

$434M +28.6% ▲

Gross Profit

$169M +29.0% ▲

Operating Income

-$77M +8.7% ▲

Net Income

-$96M -6.7% ▼

EPS (Diluted)

$-1.20 +3.2% ▲

EBITDA

-$68M +9.5% ▲

View Full Income Statement

Line Item	FY2023	FY2024	FY2025
Revenue	$249M	$338M	$434M
YoY Growth	+0.0%	+35.7%	+28.6%
Cost of Revenue	$149M	$207M	$266M
Gross Profit	$99M	$131M	$169M
Gross Margin	39.9%	38.8%	38.8%
R&D Expenses	$96M	$89M	$92M
SG&A Expenses	$118M	$126M	$153M
Operating Expenses	$214M	$215M	$245M
Operating Income	-$114M	-$84M	-$77M
Operating Margin	-46.0%	-24.8%	-17.6%
Interest Expense	$653K	$4M	$7M
Income Before Tax	-$115M	-$89M	-$94M
Tax Expense	$2M	$2M	$3M
Net Income	-$117M	-$90M	-$96M
Net Margin	-46.9%	-26.7%	-22.2%
EPS (Diluted)	$-1.62	$-1.24	$-1.20
EBITDA	-$106M	-$75M	-$68M
Shares Outstanding	72M	72M	80M

Line Item	FY2024 Q2	FY2024 Q3	FY2024 Q4	FY2025 Q1	FY2025 Q2	FY2025 Q3	FY2025 Q4	FY2026 Q1
Revenue	$83M	$83M	$92M	$103M	$107M	$110M	$119M	$127M
Cost of Revenue	$52M	$52M	$56M	$62M	$65M	$68M	$72M	$78M
Gross Profit	$31M	$31M	$36M	$41M	$42M	$42M	$47M	$49M
Gross Margin	37.5%	37.0%	39.5%	39.7%	39.2%	38.2%	39.5%	38.6%
R&D Expenses	$22M	$22M	$21M	$22M	$23M	$23M	$25M	$25M
SG&A Expenses	$31M	$29M	$31M	$36M	$35M	$37M	$49M	$48M
Operating Expenses	$53M	$51M	$52M	$58M	$58M	$60M	$71M	$72M
Operating Income	-$22M	-$21M	-$16M	-$17M	-$16M	-$18M	-$24M	-$23M
Operating Margin	-26.1%	-24.7%	-17.6%	-16.2%	-15.0%	-16.2%	-20.5%	-18.2%
Interest Expense	$945K	$945K	$2M	$2M	$2M	$2M	$371K	$229K
Income Before Tax	-$24M	-$21M	-$19M	-$18M	-$20M	-$36M	-$22M	-$20M
Tax Expense	$639K	$399K	$309K	$822K	$872K	$490K	$387K	$557K
Net Income	-$24M	-$21M	-$19M	-$19M	-$21M	-$37M	-$22M	-$20M
Net Margin	-29.0%	-25.6%	-20.5%	-18.2%	-19.8%	-33.6%	-18.4%	-15.8%
EPS (Diluted)	$-1.93	$-0.27	$-0.24	$-1.47	$-0.27	$-0.46	$-0.24	$-0.25
EBITDA	-$19M	-$18M	-$13M	-$14M	-$14M	-$32M	-$19M	-$21M
Shares Outstanding	80M	80M	80M	72M	72M	80M	80M	80M

VIA NYSE