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Research revision history

Published versions are immutable. Source dates and review dates remain separate. Follow updates with Atom.

RevisionPublishedReason and evidence
142026-09-26T11:16:23.206627+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
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132026-09-25T11:16:17.465503+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
JSON | CSV | What changed | Forecast versus results
122026-09-24T11:16:47.806427+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
JSON | CSV | What changed | Forecast versus results
112026-09-23T11:16:20.234530+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
JSON | CSV | What changed | Forecast versus results
102026-09-22T11:16:25.267589+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
JSON | CSV | What changed | Forecast versus results
92026-09-21T14:10:18.949014+00:00September 21: confirms closed $1.15B convertible financing and full option exercise; updates capped-call cost and estimated financing available, settlement risks and credit-amendment checkpoint. Recompiled all scenarios; operating forecasts and historical financial values are unchanged.
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82026-09-20T15:37:34.491194+00:00Reviewed September 20: incorporates the Senate surveillance-camera inquiry and announced September 23 hearing as specific privacy and procurement checkpoints. Quarterly history, operating scenarios and conditional financing treatment are unchanged.
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72026-09-19T16:41:07.985581+00:00First segment growth and cash scenarios and durable thesis. Corrects the earlier financing interpretation: zero coupon is not zero economic cost, and the filing cannot establish why the share price moved.
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62026-09-19T11:17:59.894224+00:00No authored change reason recorded.
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52026-09-19T00:38:15.963005+00:00No authored change reason recorded.
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42026-09-18T20:56:50.579234+00:00No authored change reason recorded.
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32026-09-18T17:15:58.640798+00:00No authored change reason recorded.
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22026-09-18T03:14:06.412408+00:00No authored change reason recorded.
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12026-09-18T01:12:27.816899+00:00No authored change reason recorded.
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