FOMCrate decision1.2×up 4 of 10±3.7% vs ±3.1% · 10
CPROFcorporate profits1.0×up 6 of 9±3.2% vs ±3.1% · 9
GDPgross domestic product1.0×up 10 of 13±3.0% vs ±3.1% · 13
CPIconsumer prices0.7×up 4 of 9±2.2% vs ±3.1% · 9
PCEpersonal income & outlays0.7×up 9 of 13±2.1% vs ±3.1% · 13
Past release days against CHYM’s ordinary ±3.1% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Intraday
▼ −1.17% since 5 AM
30.075 AM11 AM1 PM4 PMpre
30.230.630.8prev30.3130.44
High 30.80 at 5:00 am ET, low 30.07 at 3:15 pm ET.
Positioning
3 expiries · as of the Sep 19 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
143
▲ 39%
Oct 16
27d
▲ 218%
388
1,773
▲ 25%
Dec 18
90d
▲ 8%
8,449
12,719
▼ 2%
Jan 15
118d
▲ 7%
29,452
putscalls
Earnings history
implied in pale · realized in full ink
1/1reports moved further than the options market had pricedtypically ±20.6% realized vs ±11.4% priced
Q2 FY26±11.4%
▲ +20.56%×1.80
3-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
CHYM kept 4.16% of Q2 FY2026 revenue as profit. Revenue +3.46% on Q1 FY2026, +26.81% on Q2 FY2025.
Revenue
$670M▲ +3.46% q/q
Gross profit
$595M▲ +2.51% q/q
88.82% margin
Cost of revenue
$75M▲ +11.66% q/q
Operating income
$21M▼ −53.81% q/q
3.18% margin
Operating expenses
$574M▲ +7.38% q/q
Other operating $213M
Marketing $164M
R&D $112M
Other operating $84M
Pre-tax income
$28M▼ −47.95% q/q
Net income
$28M▼ −47.90% q/q
4.16% margin
Tax
$213,000▼ −53.19% q/q
Other income
$7M▼ −13.00% q/q
Revenue$670M
Gross profit$595M88.82%
Operating income$21M3.18%
Pre-tax income$28M
Net income$28M4.16%
Cost of revenue
$75M · 11.18%
Operating expenses
$574M · 85.63%
Tax
$213,000 · 0.03%
Other income joins
$7M · 1.01%
Standardized lines from CHYM’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.