Contracts already committed, not just traded today. Puts against calls, sized by expiry.
86
▲ 65%
Oct 16
27d
▲ 12%
82
1,351
▼ 0%
Dec 18
90d
▼ 0%
837
putscalls
Earnings history
implied in pale · realized in full ink
1/1reports moved further than the options market had pricedtypically ±38.9% realized vs ±11.2% priced
Q2 FY26±11.2%
▼ −38.89%×3.47
2-quarter memory
Intraday
▼ −4.55% since 7 AM
105.427 AM11 AM1 PM5 PMprepost
107108109110111prev105.43105.95
High 111.06 at 7:45 am ET, low 105.42 at 4:00 pm ET.
Event sensitivity
release-day history · not a forecast
CPROFcorporate profits1.7×up 3 of 6±7.2% vs ±4.2% · 6
GDPgross domestic product1.4×up 6 of 9±5.9% vs ±4.2% · 9
PCEpersonal income & outlays1.4×up 7 of 9±5.7% vs ±4.2% · 9
PPIproducer prices0.8×up 6 of 9±3.4% vs ±4.2% · 9
CPIconsumer prices0.8×up 2 of 9±3.2% vs ±4.2% · 9
NFPjobs report0.7×up 3 of 9±2.9% vs ±4.2% · 9
FOMCrate decision0.6×up 2 of 6±2.7% vs ±4.2% · 6
Past release days against BLLN’s ordinary ±4.2% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
BLLN kept 7.36% of Q2 FY2026 revenue as profit. Revenue +0.98% on Q1 FY2026, +64.40% on Q2 FY2025.
Revenue
$109M▲ +0.98% q/q
Gross profit
$77M▼ −2.51% q/q
70.45% margin
Cost of revenue
$32M▲ +10.41% q/q
Operating income
$6M▼ −69.14% q/q
5.03% margin
Operating expenses
$72M▲ +16.88% q/q
SG&A $54M
R&D $17M
Pre-tax income
$8M▼ −59.38% q/q
Net income
$8M▼ −55.18% q/q
7.36% margin
Other income
$2M▲ +198.52% q/q
Tax benefit
$536,000
Revenue$109M
Gross profit$77M70.45%
Operating income$6M5.03%
Pre-tax income$8M
Net income$8M7.36%
Cost of revenue
$32M · 29.55%
Operating expenses
$72M · 65.42%
Tax benefit joins
$536,000 · 0.49%
Other income joins
$2M · 1.84%
Standardized lines from BLLN’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.