Quarter ended March: $751.1M revenue, up 130.4% — first quarter above 100% growth as a public company. Product $653.3M, service $61.9M. Gross margin 31.5%, operating margin 17.3%, adjusted EBITDA $143M. Operating cash flow positive $73.6M, first time in a seasonally weak Q1. Cash $2.52B. Guidance raised to $3.4-$3.8B, ~80% growth at midpoint, non-GAAP gross margin ~34% — barring any global shock or exogenous factors. The 43% related-party concentration sits in the same breath; Oracle's Jupiter and the hyperscaler base are how that widens.