NET Q4 2025 Earnings — Income Statement Breakdown

For its Q4 2025 period (ending 2025-12-31), NET reported revenue of $615M, gross profit of $453M (73.6% gross margin), operating income of −$49M, and net income of −$12M (-2.0% net margin). The flow of revenue into costs and profit is visualized below.

What changed

NET reported a net loss; revenue grew 9.3% quarter over quarter.

ComparisonRevenueNet incomeNet margin
Year over yearNot availableNot availableNot available
Quarter over quarter+9.3%+86.6%+14.1 pp

Consensus estimate data is not available for this report.

NET Q4 2025 Income Statement

NET Q4 2025 income statement. Figures in USD.
Line itemAmount (USD)% of revenue
Revenue$615M100%
Cost of Revenue−$162M26.4%
Gross Profit$453M73.6%
Research & Development−$142M23.1%
Selling, General & Administrative−$360M58.6%
Operating Income−$49M-8.0%
Interest Expense−$3M0.5%
Other Income, net$42M6.8%
Income Tax Expense−$2M0.3%
Net Income−$12M-2.0%

Source: original SEC filing (filed 2026-02-10). Accession 0001477333-26-000008. Data normalized by EarningsFyi.