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| Metric | FY26Q2 | FY27Q1 | FY27Q2 |
|---|---|---|---|
| Accounts receivable 10-Q FY26Q2 balance sheet | 27,808$M | 40,710$M | 63,059$M |
| Inventory 10-Q FY27Q1 balance sheet | 25,797$M | 31,575$M | |
| Net margin computed (59,688 / 96,221) | 62% | ||
| Quarterly revenue 10-Q FY27Q2 statement of income (comparative) | 46,743$M | 81,615$M | 96,221$M |
| Receivables / quarterly revenue computed (27,808 / 46,743) | 59.5% | 49.9% | 65.5% |
| Supply commitments 10-Q FY27Q2 Note 10 (prior quarter reference) | 119$B | 279$B | |
| Top three direct customers (first half) 10-Q FY27Q2 Note 13 (16+15+13) | 44% |