Deferred revenue, net
Breakdown
Segments
Subscriber drivenView metric
Wholesale capacity servicesView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Wholesale capacity services | $0 | $0 | $286.74M | $324.74M | $472.06M | $671.59M | $805.63M | $836.45M |
| Subscriber driven | $1.53M | $1.45M | $1.43M | $1.35M | $1.25M | $1.23M | $1.3M | $1.2M |
| Total | — | — | $288.17M | $326.09M | $473.31M | $672.83M | $806.93M | $837.65M |