Strong Q2 earnings beat with 18% YoY revenue growth, 34% B2 Cloud Storage surge, 57% increase in high-value customers, 113% net revenue retention, adjusted EPS 4x Wall Street estimates, raised full-year guidance, and secured major $335M partnership with CoreWeave validating its AI storage positioning.
Strong fundamental catalysts including 76% YOY growth in AI customers, expanding margins (26% adjusted EBITDA), improving unit economics, new enterprise-focused leadership, and clear path to positive free cash flow in H2 2026. Positioned as critical infrastructure provider for AI workloads in decentralized Neocloud ecosystem.
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Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
