| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.4 | 6.0 | 8.4 | 9.9 | 11.1 | 12.2 | 13.2 | +7.5% | |
| Cost of revenue | 0.9 | 1.2 | 1.5 | 1.7 | 1.9 | 2.1 | 2.3 | +7.9% | |
| Gross profit | 2.5 | 4.8 | 6.9 | 8.2 | 9.2 | 10.2 | 9.9 | −2.3% | |
| Research & development | 2.8 | 1.4 | 1.5 | 1.7 | 2.1 | 2.4 | 2.5 | +5.6% | |
| Selling, general & administrative | 2.3 | 2.0 | 2.5 | 3.8 | 3.3 | 3.9 | — | — | |
| Selling & marketing | 1.2 | 1.2 | 1.5 | 1.8 | 2.1 | 2.6 | — | — | |
| Operating expenses | 6.1 | 4.4 | 5.1 | 6.7 | 6.7 | 7.6 | 9.8 | +29.3% | |
| Operating income | (3.6) | 0.4 | 1.8 | 1.5 | 2.6 | 2.5 | 2.7 | +7.6% | |
| Interest expense | 0.2 | 0.4 | 0.0 | 0.1 | 0.0 | 0.0 | — | — | |
| Interest income | 0.0 | 0.0 | 0.2 | 0.7 | 0.8 | 0.7 | — | — | |
| Other income / expense | (1.1) | (0.7) | 0.2 | 0.6 | 0.8 | 0.6 | — | — | |
| Pre-tax income | (4.7) | (0.3) | 2.0 | 2.1 | 3.3 | 3.1 | 3.4 | +7.2% | |
| Income tax | (0.1) | 0.1 | 0.1 | (2.7) | 0.7 | 0.6 | 0.7 | +7.3% | |
| Net income | (4.6) | (0.4) | 1.9 | 4.8 | 2.6 | 2.5 | 2.7 | +7.2% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (7.72) | (0.57) | 2.97 | 7.52 | 4.19 | 4.10 | 4.46 | +8.8% | |
| EPS, diluted (per share) | (7.72) | (0.57) | 2.79 | 7.24 | 4.11 | 4.03 | 4.40 | +9.1% | |
| EBITDA | (4.4) | 0.3 | 2.0 | 2.2 | 3.4 | 3.1 | 3.1 | −2.3% | |
| Depreciation & amortization | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.0 | — | — | |
| Weighted average shares (shares) | 594,079,504 | 616,000,000 | 637,000,000 | 637,000,000 | 632,000,000 | 613,000,000 | — | — | |
| Weighted average diluted shares (shares) | 594,079,504 | 616,000,000 | 680,000,000 | 662,000,000 | 645,000,000 | 623,000,000 | — | — | |
| Gross margin | 74.1% | 80.7% | 82.2% | 82.8% | 83.1% | 83.0% | 75.4% | −7.6 pts | |
| Operating margin | −106.3% | 7.2% | 21.5% | 15.3% | 23.0% | 20.8% | 20.8% | +0.0 pts | |
| Net margin | −135.7% | −5.9% | 22.5% | 48.3% | 23.9% | 20.5% | 20.5% | −0.1 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-06-30 and uses four consecutive reported quarters.
