Revenue$235.6MQ2-2026 | SEC structured dataSource detailHide detail
Capital expenditures$38.5MQ2-2026 | SEC structured dataSource detailHide detail
Net income$66.6MQ2-2026 | SEC structured dataSource detailHide detail
Source-reviewed points36Latest: Wavelength revenue as a distinct lineSource detailHide detail
Wavelength revenue as a distinct line | Q2-2026: $14.8M
Wavelength-enabled locations | Q2-2026: 1,137
On-net buildings | Q2-2026: 3,627
Carrier-neutral data center nodes | Q2-2026: 1,781
Wavelength revenue as a distinct line | Q1-2026: $13.6M
Wavelength-enabled locations | Q1-2026: 1,107
On-net buildings | Q1-2026: 3,605
Carrier-neutral data center nodes | Q1-2026: 1,744
Wavelength revenue as a distinct line | Q4-2025: $12.1M
Wavelength-enabled locations | Q4-2025: 1,068
SEC structured data
SEC Structured Data Trend Charts
Points render directly from data.sec.gov company-facts provenance and carry the filing tag used for extraction.
Revenue
Source trail for rendered points
Revenue · Q1-2023: $153.6M
Revenue · Q2-2023: $239.8M
Revenue · Q3-2023: $275.4M
Revenue · Q1-2024: $266.2M
Revenue · Q2-2024: $260.4M
Revenue · Q3-2024: $257.2M
Revenue · Q2-2025: $246.2M
Revenue · Q3-2025: $241.9M
Revenue · Q4-2025: $207.2M
Revenue · Q1-2026: $239.2M
Revenue · Q2-2026: $235.6M
Capital expenditures
Source trail for rendered points
Capital expenditures · Q3-2021: $22M
Capital expenditures · Q4-2021: -$16.1M
Capital expenditures · Q1-2022: $18.1M
Capital expenditures · Q3-2022: $24M
Capital expenditures · Q1-2023: $23.2M
Capital expenditures · Q2-2023: $37.4M
Capital expenditures · Q3-2023: $25.4M
Capital expenditures · Q1-2024: $40.9M
Capital expenditures · Q1-2025: $58.1M
Capital expenditures · Q3-2025: $36.3M
Capital expenditures · Q1-2026: $46.2M
Capital expenditures · Q2-2026: $38.5M
Net income
Source trail for rendered points
Net income · Q2-2024: -$32.3M
Net income · Q3-2024: -$63.1M
Net income · Q1-2025: -$52M
Net income · Q2-2025: -$57.8M
Net income · Q3-2025: -$41.5M
Net income · Q1-2026: -$39.5M
Net income · Q2-2026: $66.6M
Source-reviewed history
Source-Reviewed Operating Series
Carrier-neutral data center nodes
Measures embeddedness in the interconnection ecosystem.
Total Carrier Neutral Data Center Nodes
| Period | Measure | Value |
|---|
| Q2-2024 | Total Carrier Neutral Data Center Nodes | 1,602 |
| Q3-2024 | Total Carrier Neutral Data Center Nodes | 1,627 |
| Q4-2024 | Total Carrier Neutral Data Center Nodes | 1,646 |
| Q1-2025 | Total Carrier Neutral Data Center Nodes | 1,668 |
| Q2-2025 | Total Carrier Neutral Data Center Nodes | 1,675 |
| Q3-2025 | Total Carrier Neutral Data Center Nodes | 1,686 |
| Q4-2025 | Total Carrier Neutral Data Center Nodes | 1,715 |
| Q1-2026 | Total Carrier Neutral Data Center Nodes | 1,744 |
| Q2-2026 | Total Carrier Neutral Data Center Nodes | 1,781 |
Source trail for rendered points
Total Carrier Neutral Data Center Nodes · Q2-2024: 1,602
Quote
“Total carrier neutral data center nodes | 1,586 | 1,602 | 1,627 | 1,646 | 1,668 | 1,675 | 1,686 | 1,715”
Total Carrier Neutral Data Center Nodes · Q3-2024: 1,627
Quote
“Total carrier neutral data center nodes | 1,586 | 1,602 | 1,627 | 1,646 | 1,668 | 1,675 | 1,686 | 1,715”
Total Carrier Neutral Data Center Nodes · Q4-2024: 1,646
Quote
“Total carrier neutral data center nodes | 1,586 | 1,602 | 1,627 | 1,646 | 1,668 | 1,675 | 1,686 | 1,715”
Total Carrier Neutral Data Center Nodes · Q1-2025: 1,668
Quote
“Total carrier neutral data center nodes | 1,668 | 1,675 | 1,686 | 1,715 | 1,744”
Total Carrier Neutral Data Center Nodes · Q2-2025: 1,675
Quote
“Total carrier neutral data center nodes | 1,668 | 1,675 | 1,686 | 1,715 | 1,744”
Total Carrier Neutral Data Center Nodes · Q3-2025: 1,686
Quote
“Total carrier neutral data center nodes | 1,668 | 1,675 | 1,686 | 1,715 | 1,744”
Total Carrier Neutral Data Center Nodes · Q4-2025: 1,715
Quote
“Total carrier neutral data center nodes | 1,668 | 1,675 | 1,686 | 1,715 | 1,744”
Total Carrier Neutral Data Center Nodes · Q1-2026: 1,744
Quote
“Total carrier neutral data center nodes | 1,668 | 1,675 | 1,686 | 1,715 | 1,744”
Total Carrier Neutral Data Center Nodes · Q2-2026: 1,781
Quote
“Total carrier neutral data center nodes 1,668 1,675 1,686 1,715 1,744 1,781”
On-net buildings
Cleanest addressable-market growth metric in enterprise wireline.
Total On Net Buildings
| Period | Measure | Value |
|---|
| Q2-2024 | Total On Net Buildings | 3,386 |
| Q3-2024 | Total On Net Buildings | 3,424 |
| Q4-2024 | Total On Net Buildings | 3,453 |
| Q1-2025 | Total On Net Buildings | 3,500 |
| Q2-2025 | Total On Net Buildings | 3,529 |
| Q3-2025 | Total On Net Buildings | 3,537 |
| Q4-2025 | Total On Net Buildings | 3,579 |
| Q1-2026 | Total On Net Buildings | 3,605 |
| Q2-2026 | Total On Net Buildings | 3,627 |
Source trail for rendered points
Total On Net Buildings · Q2-2024: 3,386
Quote
“Total on-net buildings | 3,321 | 3,386 | 3,424 | 3,453 | 3,500 | 3,529 | 3,537 | 3,579”
Total On Net Buildings · Q3-2024: 3,424
Quote
“Total on-net buildings | 3,321 | 3,386 | 3,424 | 3,453 | 3,500 | 3,529 | 3,537 | 3,579”
Total On Net Buildings · Q4-2024: 3,453
Quote
“Total on-net buildings | 3,321 | 3,386 | 3,424 | 3,453 | 3,500 | 3,529 | 3,537 | 3,579”
Total On Net Buildings · Q1-2025: 3,500
Quote
“Total on-net buildings | 3,500 | 3,529 | 3,537 | 3,579 | 3,605”
Total On Net Buildings · Q2-2025: 3,529
Quote
“Total on-net buildings | 3,500 | 3,529 | 3,537 | 3,579 | 3,605”
Total On Net Buildings · Q3-2025: 3,537
Quote
“Total on-net buildings | 3,500 | 3,529 | 3,537 | 3,579 | 3,605”
Total On Net Buildings · Q4-2025: 3,579
Quote
“Total on-net buildings | 3,500 | 3,529 | 3,537 | 3,579 | 3,605”
Total On Net Buildings · Q1-2026: 3,605
Quote
“Total on-net buildings | 3,500 | 3,529 | 3,537 | 3,579 | 3,605”
Total On Net Buildings · Q2-2026: 3,627
Quote
“Total on-net buildings 3,500 3,529 3,537 3,579 3,605 3,627”
Wavelength-enabled locations
Leading indicator for enterprise and AI optical demand.
Wave Enabled Locations
| Period | Measure | Value |
|---|
| Q2-2024 | Wave Enabled Locations | 516 |
| Q3-2024 | Wave Enabled Locations | 657 |
| Q4-2024 | Wave Enabled Locations | 808 |
| Q1-2025 | Wave Enabled Locations | 883 |
| Q2-2025 | Wave Enabled Locations | 938 |
| Q3-2025 | Wave Enabled Locations | 996 |
| Q4-2025 | Wave Enabled Locations | 1,068 |
| Q1-2026 | Wave Enabled Locations | 1,107 |
| Q2-2026 | Wave Enabled Locations | 1,137 |
Source trail for rendered points
Wave Enabled Locations · Q2-2024: 516
Quote
“Wave enabled locations | 295 | 516 | 657 | 808 | 883 | 938 | 996 | 1,068”
Wave Enabled Locations · Q3-2024: 657
Quote
“Wave enabled locations | 295 | 516 | 657 | 808 | 883 | 938 | 996 | 1,068”
Wave Enabled Locations · Q4-2024: 808
Quote
“Wave enabled locations | 295 | 516 | 657 | 808 | 883 | 938 | 996 | 1,068”
Wave Enabled Locations · Q1-2025: 883
Quote
“Wave enabled locations | 883 | 938 | 996 | 1,068 | 1,107”
Wave Enabled Locations · Q2-2025: 938
Quote
“Wave enabled locations | 883 | 938 | 996 | 1,068 | 1,107”
Wave Enabled Locations · Q3-2025: 996
Quote
“Wave enabled locations | 883 | 938 | 996 | 1,068 | 1,107”
Wave Enabled Locations · Q4-2025: 1,068
Quote
“Wave enabled locations | 883 | 938 | 996 | 1,068 | 1,107”
Wave Enabled Locations · Q1-2026: 1,107
Quote
“Wave enabled locations | 883 | 938 | 996 | 1,068 | 1,107”
Wave Enabled Locations · Q2-2026: 1,137
Quote
“Wave enabled locations 883 938 996 1,068 1,107 1,137”
Wavelength revenue as a distinct line
Earliest sign of AI wavelength demand becoming material in the P&L.
Wavelength Revenue
| Period | Measure | Value |
|---|
| Q2-2024 | Wavelength Revenue | $3.6M |
| Q3-2024 | Wavelength Revenue | $5.3M |
| Q4-2024 | Wavelength Revenue | $7M |
| Q1-2025 | Wavelength Revenue | $7.1M |
| Q2-2025 | Wavelength Revenue | $9.1M |
| Q3-2025 | Wavelength Revenue | $10.2M |
| Q4-2025 | Wavelength Revenue | $12.1M |
| Q1-2026 | Wavelength Revenue | $13.6M |
| Q2-2026 | Wavelength Revenue | $14.8M |
Source trail for rendered points
Wavelength Revenue · Q2-2024: $3.6M
Quote
“Wavelength revenue (1) | $ | 3,327 | $ | 3,625 | $ | 5,287 | $ | 6,966 | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097”
Wavelength Revenue · Q3-2024: $5.3M
Quote
“Wavelength revenue (1) | $ | 3,327 | $ | 3,625 | $ | 5,287 | $ | 6,966 | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097”
Wavelength Revenue · Q4-2024: $7M
Quote
“Wavelength revenue (1) | $ | 3,327 | $ | 3,625 | $ | 5,287 | $ | 6,966 | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097”
Wavelength Revenue · Q1-2025: $7.1M
Quote
“Wavelength revenue (1) | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097 | $ | 13,585”
Wavelength Revenue · Q2-2025: $9.1M
Quote
“Wavelength revenue (1) | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097 | $ | 13,585”
Wavelength Revenue · Q3-2025: $10.2M
Quote
“Wavelength revenue (1) | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097 | $ | 13,585”
Wavelength Revenue · Q4-2025: $12.1M
Quote
“Wavelength revenue (1) | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097 | $ | 13,585”
Wavelength Revenue · Q1-2026: $13.6M
Quote
“Wavelength revenue (1) | $ | 7,119 | $ | 9,057 | $ | 10,179 | $ | 12,097 | $ | 13,585”
Wavelength Revenue · Q2-2026: $14.8M
Quote
“Wavelength revenue (1) $7,119 $9,057 $10,179 $12,097 $13,585 $14,831”
Current source layer
Current Source-Backed Data
No current-period source-backed data for this entity.
Source-backed timeline
Entity Signals Feed
No source-backed current-period signals in this feed.
Honest gaps
Excluded and Undisclosed Items
Rejected items exist in the audited workflow when source, quote, or period checks fail; they are excluded from every displayed chart and table.