Q2 2026 Earnings Highlights
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- Revenue: $582.3 million, up 454% YoY (beating consensus estimates of ~$573.9 million).
- Adjusted EBITDA: $236.2 million (41% EBITDA margin), up from a loss of $21.0 million in Q2 2025.
Q3 2026 Analyst Expectations: Consensus Revenue Target: ~$951.55 million.Consensus EPS Estimate: -$1.41 per share (reflecting heavy capital investments into infrastructure buildouts).
Q4 2026 Analyst Revenue Consensus: ~$1.445 billion.
Backlog & Contracts: Total contracted backlog stands at approximately $40 billion, backed by multi-year agreements with major hyperscalers.
