| Metric | Oct 30, 2024 FY24 Q3 | Feb 19, 2025 FY24 Q4 | May 7, 2025 FY25 Q1 | Aug 6, 2025 FY25 Q2 | Nov 5, 2025 FY25 Q3 | Feb 18, 2026 FY25 Q4 | May 6, 2026 FY26 Q1 | Aug 5, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2028 | ||||||||
| Revenue | — | — | — | — | — | New“$2.6b” | — | — |
| Adjusted EBITDA | — | — | — | — | — | New“$575m” | — | — |
| Adjusted EBITDA Margin | — | — | — | — | — | New“20%” | — | — |
| Rev CAGR + Adj EBITDA Margin | — | — | — | — | — | New“40%+” | — | — |
| For FY2026 | ||||||||
| 1Q 2026 Revenue | — | — | — | — | — | New“$436m - $438m” | — | — |
| 1Q 2026 Revenue YoY growth | — | — | — | — | — | New“21%” | — | — |
| 2Q 2026 Revenue, 17-18% YoY growth | — | — | — | — | — | — | New“$483m - $485m” | — |
| 3Q 2026 Revenue | — | — | — | — | — | — | — | New“$505m - $507m” |
| 3Q 2026 Revenue, 20-21% YoY growth | — | — | — | — | — | — | — | New“$505m - $507m” |
| New products revenue contribution | — | — | — | — | — | New“more than double” | — | — |
| Revenue | — | — | — | — | — | New“$436m - $438m” | Raised“$1.960b - $1.975b” | Lowered“$505m - $507m” |
| Revenue | — | — | — | — | — | New“$1.94b - $1.96b” | — | Raised“$1.978b - $1.988b” |
| Revenue, 20% to 21% YoY growth | — | — | — | — | — | — | New“$1.960b - $1.975b” | — |
| Revenue, 21% to 22% YoY growth | — | — | — | — | — | — | — | New“$1.978b - $1.988b” |
| 1Q 2026 Adjusted EBITDA | — | — | — | — | — | New“$82m - $84m” | — | — |
| 2Q 2026 Adjusted EBITDA | — | — | — | — | — | — | New“$86m - $88m” | — |
| 3Q 2026 Adj. EBITDA margin | — | — | — | — | — | — | — | New“18-19%” |
| 3Q 2026 Adj. EBITDA, 18-19% Adj. EBITDA margin | — | — | — | — | — | — | — | New“$92m - $94m” |
| Adj. EBITDA margin | — | — | — | — | — | — | — | New“21%” |
| Adj. EBITDA, 21% Adj. EBITDA margin | — | — | — | — | — | — | — | New“$410m - $415m” |
| Adjusted EBITDA | — | — | — | — | — | New“$340m - $360m” | Raised“$370m - $385m” | — |
| GAAP net income | — | — | — | — | — | New“positive” | — | — |
| For FY2025 | ||||||||
| 4Q 2025 Revenue | — | — | — | — | New“$426m - $428m” | — | — | — |
| Revenue | — | — | — | — | New“$1.619b - $1.621b” | — | — | — |
| Revenue | — | — | — | — | New“$426m - $428m” | — | — | — |
| Revenue YoY growth | — | — | — | — | New“21% to 22%” | — | — | — |
| Total revenue | — | New“$1.565 billion to $1.580 billion” | Raised“$1.574 billion to $1.587 billion” | Raised“$1.61 billion to $1.62 billion” | — | — | — | — |
| Total revenue | — | — | — | New“$411 million to $413 million” | — | — | — | — |
| Total revenue | — | — | New“$383 million to $385 million” | — | — | — | — | — |
| Total revenue | — | New“$345 million to $348 million” | — | — | — | — | — | — |
| Total revenue growth rate | — | New“24% to 25% year over year” | — | Raised“27% to 28%” | — | — | — | — |
| Total revenue growth rate | — | — | — | New“22% to 23%” | — | — | — | — |
| Total revenue growth rate | — | — | New“25% to 26%” | — | — | — | — | — |
| Total revenue growth rate | — | New“28% to 29% year over year” | — | — | — | — | — | — |
| 4Q 2025 Adjusted EBITDA | — | — | — | — | New“$50m - $52m” | — | — | — |
| Adjusted EBITDA | — | — | — | — | New“$234m - $236m” | — | — | — |
| Adjusted EBITDA | — | New“$180 million to $200 million” | Raised“$195 million to $210 million” | Raised“$225 million to $230 million” | — | — | — | — |
| Adjusted EBITDA | — | — | — | New“$53 million to $55 million” | — | — | — | — |
| Adjusted EBITDA | — | — | New“$45 million to $47 million” | — | — | — | — | — |
| Adjusted EBITDA | — | New“$36 million to $40 million” | — | — | — | — | — | — |
| GAAP net income | — | — | — | — | New“positive” | — | — | — |
| GAAP net income | — | New“to be positive” | Reiterated“to be positive” | Reiterated“to be positive” | — | — | — | — |
| GAAP net income | — | — | — | New“A modest GAAP net income” | — | — | — | — |
| GAAP net income (loss) | — | — | New“A GAAP net loss position” | — | — | — | — | — |
| GAAP net loss position | — | New“A GAAP net loss position” | — | — | — | — | — | — |
| For FY2024 | ||||||||
| Total revenue | New“$1.250 billion to $1.254 billion” | — | — | — | — | — | — | — |
| Total revenue | New“$338 million to $342 million” | — | — | — | — | — | — | — |
| Total revenue growth rate | New“32% to 33% year over year” | — | — | — | — | — | — | — |
| Total revenue growth rate | New“28% to 29% year over year” | — | — | — | — | — | — | — |
| Adjusted EBITDA | New“$108 million to $112 million” | — | — | — | — | — | — | — |
| Adjusted EBITDA | New“$17 million to $21 million” | — | — | — | — | — | — | — |
| GAAP net income (loss) position | New“remain in a GAAP net loss position” | — | — | — | — | — | — | — |
| GAAP net income (loss) position | New“a GAAP net loss position” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| New products revenue as % of total revenue | — | — | — | — | — | New“5-10%” | — | — |
| Incremental Adjusted EBITDA margins | — | — | — | — | — | New“~30%” | — | — |
| Share repurchase program | — | — | — | New“up to an aggregate of $200 million of its outstanding common stock” | — | — | — | — |