Stock Analysis

For the first six months, revenue reached USD 524.2 million compared with USD 387.7 million a year earlier. Chief executive Dr David Wang highlighted that revenue and shipments both increased 36 per cent year on year.

Second-quarter revenue was USD 96.1 million, compared with USD 85.7 million a year earlier and USD 104.8 million in the first quarter. Six-month revenue was USD 200.9 million, with six-month adjusted EBITDA of USD 118.7 million andGAAPNet Incomeof USD 40.1 million. Chief executive Paul …

Revenue was $4,021.9 million, up 40% from $2,880.3 million a year earlier and up from $3,623.5 million in the second quarter. Revenue has risen sequentially in each of the last three quarters, from $2,880.3 million to $3,160.3 million, $3,623.5 million and now $4,021.9 million.

Subscription revenue grew 17%, which indicates growth was driven mainly by recurring sources rather than one-off items. Reported growth also benefited from currency, as the gap between 16% reported and 14% constant-currency growth shows.

Semiconductor Equipment revenue, the highest to date according to the release, rose 33 per cent to USD 278.3 million. Data Center Computing revenue climbed 35 per cent to USD 191.5 million, although it eased from USD 194.2 million in the first quarter. Industrial and …

Total net revenue was USD 93.4 million, up 17.7 per cent from USD 79.3 million. Recurring revenue, made up of subscription and maintenance, was USD 62.2 million, or 66.6 per cent of revenue, against USD 51.0 million and 64.3 per cent a year earlier. …

Revenue for the quarter ended 30 June 2026 was $24.1 million, up 46 per cent from $16.5 million a year earlier. Revenue for the first six months was $47.1 million.