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$NIXX dropped a Q2 that should put a few short theses in the shredder. Forty-two million dollars in revenue, up 38% year over year, against a consensus sitting at $36M — that's not a beat, that's a statement.
After-hours reaction confirmed the market read it the same way: shares moved 12% on the print. The number that actually matters, though, isn't the topline. It's the operating margin line turning green for the first time.
Positive operating margin is the inflection point analysts have been triangulating toward for three quarters. It means the unit economics argument — long theoretical, long contested — is now empirical.
You can't hand-wave a margin line. Cash at $28M is thin but workable given the margin turn.
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