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bko • today at 1:22 PM • 2 replies • view on HN

The S-1 is already out of date. Q3 revenue is $16.8b compared to $11.6b in Q2 (reflected in the S1).

I get why revenue blew up from say from Q4 2025 to Q1 2026, but this was surprising. 45% QoQ growth. When does it stop?


Replies

kurthr • today at 1:34 PM

Wait, it fell from 140% growth to 45% growth and that's a good thing? If they fall to 15% growth in Q4, will that be even better? Where are we supposed to be on the adoption curve?

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baq • today at 1:34 PM

Now, hence IPO.

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