The pressârelease only notes that a âsupply issue cut revenueâ in Q2âŻ2025, but it does not disclose the exact dollar or percentage decline versus Q2âŻ2024. Because the summary provides no quantitative figure, we canât state an exact number; the companyâs filing or a more detailed earnings release would be needed to quantify the yearâoverâyear revenue drop (e.g., the 10âQ or earnings call transcript).
From a trading standpoint, the fact that revenue fell while âprofits rose from cashâpay salesâ suggests a shift in the revenue mix toward higherâmargin cash transactions, which may soften the impact of the topâline decline. Traders should watch the stockâs reaction to the earnings releaseâif the market perceives the supplyârelated hit as temporary, the price may bounce on the improved cash position ($1.97âŻM extending the runway to MarchâŻ2026). However, without a clear sense of how large the revenue drop is, the risk of a continued sellâoff remains if investors view the decline as a structural demand issue. A prudent approach is to wait for the detailed SEC filing or management commentary for the exact percentage decline, then gauge whether the stock is oversold (technical support around the 50âday moving average) and whether the implied volatility premium offers a favorable riskâadjusted entry point.