Q2 FY2026 EarningsQ2 FY26 results significantly missed consensus across all key metrics: revenue of $105M fell 30.7% short of the $151.5M estimate, while non-GAAP EPS loss of $(0.21) was much deeper than the expected $(0.04). Hardware revenue plummeted 39.9% YoY due to weak sell-through (down 38%), overshadowing a record 69% subscriber attach rate. Operating results were pressured by a $15M component charge, though partially offset by $19M in tariff refunds, leading to a negative Adjusted EBITDA of $29.5M.