Revenue from contracts with customers
Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| East Segment | $2.53B | $2.60B | $3.06B | $4.58B | $2.74B | $3.03B | $3.92B | $6.43B |
| Texas Segment | $2.76B | $3.30B | $2.36B | $2.44B | $2.85B | $3.38B | $2.48B | $2.40B |
| West/Other | $971.50M | $971.50M | $971.50M | $1.07B | — | — | — | $865.00M |
| Vivint Smart Home | $467.00M | $499.00M | — | $494.00M | $504.00M | $532.00M | — | $578.00M |
| Total | $6.66B | $7.22B | $6.82B | $8.59B | $6.74B | $7.64B | $7.75B | $10.26B |