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We are building the fastest AI infrastructure in the world. In AI, speed is critical to win. Speed improves user engagement, expands product capabilities, can lower operating costs, and opens new markets. It shortens iteration cycles for engineers, researchers, and professionals across industries, allowing them to be more productive. Speed unlocks new applications and new industries. In technology, “speed unlocking value” is a pattern that has repeated itself over the past 30 years. Our principal executive offices are located in Sunnyvale, California.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
No annual data.
| Line item | Q1 '25 | Q1 '26 |
|---|---|---|
| Revenue | $99.5M | $193.4M |
| Gross profit | $41.6M | $86.2M |
| Operating income | -$28.5M | -$15.0M |
| Net income | -$23.9M | -$14.0M |
| Diluted EPS | -$0.46 | -$0.22 |
| Operating cash flow | -$54.9M | $12.3M |
| Free cash flow | -$153.2M | -$119.6M |
| Gross margin | 41.8% | 44.6% |
| Operating margin | -28.6% | -7.8% |
| Net margin | -24.0% | -7.2% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-30 | Mallick Dhiraj· Chief Operating Officer | Sale | 10,000 | $206.51 | $2.1M | filing |
| 2026-06-30 | Mallick Dhiraj· Chief Operating Officer | C | 10,000 | — | — | filing |
| 2026-06-29 | Benchmark Capital Management Co. VIII, L.L.C. | C | 2,157,802 | $0.00 | $0.00 | filing |
| 2026-06-29 | Feldman Andrew D.· CEO, President | J | 268 | $0.00 | $0.00 | filing |
| 2026-06-29 | Benchmark Capital Management Co. VIII, L.L.C. | J | 2,157,802 | $0.00 | $0.00 | filing |
| 2026-06-29 | Vishria Eric | J | 99,651 | $0.00 | $0.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 11,761 | $173.65 | $2.0M | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 1,200 | $180.50 | $216,600.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 1,100 | $179.67 | $197,637.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 800 | $181.62 | $145,296.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 839 | $172.78 | $144,962.42 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 700 | $180.83 | $126,581.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 700 | $169.07 | $118,349.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 600 | $174.70 | $104,820.00 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 500 | $173.36 | $86,680.00 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 400 | $171.99 | $68,796.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 400 | $167.76 | $67,104.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 400 | $166.62 | $66,648.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 400 | $163.90 | $65,560.00 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 354 | $182.05 | $64,445.70 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 300 | $179.56 | $53,868.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 300 | $171.45 | $51,435.00 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 300 | $169.31 | $50,793.00 | filing |
| 2026-06-26 | Mallick Dhiraj· Chief Operating Officer | Sale | 300 | $165.09 | $49,527.00 | filing |
| 2026-06-26 | Patel Yagnesh· Chief Accounting Officer | Sale | 300 | $163.29 | $48,987.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.