The record starts accreting with the next priced report.
2-quarter memory
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
80
▲ 3%
Sep 18
2d
▲ 0%
290
30
0%
Oct 16
30d
0%
3
67
0%
Dec 18
93d
▲ 4%
290
putscalls
Intraday
No intraday reading yet this session.
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
SSD kept 18.93% of Q2 FY2026 revenue as profit. Revenue +14.14% on Q1 FY2026, +6.34% on Q2 FY2025.
Revenue
$671M▲ +14.14% q/q
Gross profit
$318M▲ +19.67% q/q
47.42% margin
Cost of revenue
$353M▲ +9.57% q/q
Operating income
$169M▲ +47.56% q/q
25.20% margin
Operating expenses
$149M▼ −1.46% q/q
SG&A $84M
Marketing $53M
R&D $18M
Pre-tax income
$171M▲ +46.94% q/q
Net income
$127M▲ +44.01% q/q
18.93% margin
Tax
$44M▲ +56.15% q/q
Other income
$2M▲ +4.76% q/q
Revenue$671M
Gross profit$318M47.42%
Operating income$169M25.20%
Pre-tax income$171M
Net income$127M18.93%
Cost of revenue
$353M · 52.58%
Operating expenses
$149M · 22.21%
Tax
$44M · 6.53%
Other income joins
$2M · 0.26%
Standardized lines from SSD’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
FOMCrate decision1.2×up 12 of 24±1.7% vs ±1.5% · 24
NFPjobs report1.0×up 4 of 8±1.4% vs ±1.5% · 8
CPIconsumer prices0.9×up 3 of 9±1.4% vs ±1.5% · 9
PPIproducer prices0.7×up 6 of 9±1.1% vs ±1.5% · 9
CPROFcorporate profits0.7×up 5 of 10±1.0% vs ±1.5% · 10
GDPgross domestic product0.7×up 6 of 17±1.0% vs ±1.5% · 17
PCEpersonal income & outlays0.5×up 5 of 17±0.8% vs ±1.5% · 17
How SSD has moved on past release days against its ordinary ±1.5% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.