AI REVENUE WARS ● 2026-10-30

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Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

All observations (19)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-07-01→2026-09-30filed revenue$894.96M+53.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$804.90M+61.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$663.41M+69.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$2.20B+69.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$725.61M+69.7%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-02-06) minus nine-month year-to-date revenue (10-Q filed 2025-10-31). Q4 is not filed as a three-month figure.
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$584.91M+67.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$499.63M+77.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$392.36M+61.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$1.30B+61.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$427.71M+71.3%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-02-13) minus nine-month year-to-date revenue (10-Q filed 2024-10-30). Q4 is not filed as a three-month figure.
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$348.35M+67.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$281.18M+53.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$242.96M+48.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$804.03M+20.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$249.75M—verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-02-13) minus nine-month year-to-date revenue (10-Q filed 2024-10-30). Q4 is not filed as a three-month figure.
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$207.51M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$183.03M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$163.74M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$666.70M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K