“We remain on track to deliver our previously stated goal of $100 billion in ARR by the end of this year, defined as annualized revenue based on the month of December.”

Reaffirms the target first set on the Q2 2026 call; resolves on December 2026 revenue annualized (roughly $8.33B in the month). Q3 2026 revenue was $14.6B, up 161% year over year, with the Super Intelligence segment at $7.6B.