|
Revenue from Contract with Customer, Excluding Assessed Tax
|
$2,390,214,000
|
+25%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Cost of Revenue
|
$1,915,196,000
|
+16%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Research and Development Expense
|
$215,740,000
|
+24%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Income (Loss)
|
$85,512,000
|
+25%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Income Tax Expense (Benefit)
|
$1,162,000
|
-128%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Earnings Per Share, Basic
|
-0.11
|
+21%
|
Q4 2025
|
Q1 2026
|
USD/shares
|
|
Earnings Per Share, Diluted
|
-0.11
|
+21%
|
Q4 2025
|
Q1 2026
|
USD/shares
|
|
Cash and Cash Equivalents, at Carrying Value
|
$1,819,102,000
|
+101%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accounts Receivable, after Allowance for Credit Loss, Current
|
$107,631,000
|
-20%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Inventory, Net
|
$183,680,000
|
+69%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Assets, Current
|
$2,458,202,000
|
+69%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Property, Plant and Equipment, Net
|
$115,700,000
|
+10%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Right-of-Use Asset
|
$22,082,000
|
+0.72%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Intangible Assets, Net (Excluding Goodwill)
|
$75,376,000
|
+404%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Goodwill
|
$59,871,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Other Assets, Noncurrent
|
$141,386,000
|
+176%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Assets
|
$2,994,058,000
|
+75%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accounts Payable, Current
|
$266,102,000
|
+29%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Contract with Customer, Liability, Current
|
$1,310,702,000
|
+67%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities, Current
|
$1,783,678,000
|
+49%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Contract with Customer, Liability, Noncurrent
|
$188,795,000
|
+146%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Liability, Noncurrent
|
$21,951,000
|
-2.5%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Other Liabilities, Noncurrent
|
$61,374,000
|
+28%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities
|
$2,033,847,000
|
+54%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Accumulated Other Comprehensive Income (Loss), Net of Tax
|
$2,693,000
|
+0.11%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Retained Earnings (Accumulated Deficit)
|
$1,331,181,000
|
-0.28%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Stockholders' Equity Attributable to Parent
|
$663,774,000
|
+238%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest
|
$960,211,000
|
+144%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Liabilities and Equity
|
$2,994,058,000
|
+75%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Share-based Payment Arrangement, Noncash Expense
|
$45,941,000
|
+87%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Increase (Decrease) in Accounts Receivable
|
$79,090,000
|
-17%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Operating Activities
|
$191,540,000
|
-6.6%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Financing Activities
|
$423,146,000
|
|
Q4 2025
|
Q1 2026
|
USD
|
|
Net Cash Provided by (Used in) Investing Activities
|
$40,580,000
|
-60%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Common Stock, Shares, Issued
|
599,767,158
|
|
Q4 2025
|
Q1 2026
|
shares
|
|
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect
|
$574,114,000
|
+227%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents
|
$1,821,307,000
|
+101%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Liability
|
$30,020,000
|
+21%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Depreciation
|
$23,900,000
|
+41%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Comprehensive Income (Loss), Net of Tax, Attributable to Parent
|
$11,157,000
|
+24%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid
|
$35,087,000
|
+13%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Property, Plant and Equipment, Gross
|
$170,957,000
|
+18%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Liability, Current
|
$8,069,000
|
+260%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Two
|
$5,595,000
|
+9.1%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year One
|
$9,395,000
|
+77%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Weighted Average Discount Rate, Percent
|
0.075
|
-1.3%
|
Q4 2025
|
Q1 2026
|
pure
|
|
Lessee, Operating Lease, Liability, Undiscounted Excess Amount
|
$5,067,000
|
-21%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Lessee, Operating Lease, Liability, to be Paid, Year Three
|
$5,473,000
|
+3.3%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Current Income Tax Expense (Benefit)
|
$2,978,000
|
+909%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Operating Lease, Payments
|
$1,700,000
|
+325%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Additional Paid in Capital
|
$1,997,587,000
|
+31%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Amortization of Intangible Assets
|
$17,600,000
|
+443%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Depreciation, Depletion and Amortization
|
$8,704,000
|
+27%
|
Q4 2025
|
Q1 2026
|
USD
|
|
Share-based Payment Arrangement, Expense
|
$192,375,000
|
+78%
|
Q4 2025
|
Q1 2026
|
USD
|