| USD millions | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|
| Revenue | 79.9 | 115.8 | 396.3 | 852.5 | 1,201.9 | +41.0% | |
| Cost of revenue | 21.2 | 36.0 | 93.6 | 207.3 | 298.9 | +44.2% | |
| Gross profit | 58.7 | 79.8 | 302.7 | 645.3 | 903.0 | +39.9% | |
| Research & development | 73.7 | 73.4 | 200.8 | 304.0 | 434.3 | +42.8% | |
| Selling, general & administrative | 45.2 | 35.9 | 217.9 | 167.8 | — | — | |
| Selling & marketing | 24.4 | 20.0 | 123.7 | 79.8 | — | — | |
| Operating expenses | 118.9 | 109.3 | 418.8 | 471.8 | 629.6 | +33.4% | |
| Operating income | (60.2) | (29.5) | (116.1) | 173.4 | 273.4 | +57.7% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 2.6 | 6.5 | 34.3 | 44.7 | — | — | |
| Other income / expense | 2.6 | 6.5 | 34.3 | 44.7 | — | — | |
| Pre-tax income | (57.6) | (22.9) | (81.8) | 218.2 | 322.0 | +47.6% | |
| Income tax | 0.8 | 3.3 | 1.6 | (1.0) | (47.5) | −4739.8% | |
| Net income | (58.3) | (26.3) | (83.4) | 219.1 | 369.5 | +68.6% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (0.45) | (0.17) | (0.64) | 1.32 | 2.17 | +64.0% | |
| EPS, diluted (per share) | (0.45) | (0.17) | (0.64) | 1.22 | 2.02 | +65.4% | |
| EBITDA | (56.8) | (21.2) | (78.6) | 225.0 | 297.0 | +32.0% | |
| Depreciation & amortization | 0.8 | 1.8 | 3.2 | 6.8 | 12.0 | +75.1% | |
| Weighted average shares (shares) | 130,452,000 | 152,503,000 | 131,262,000 | 166,408,000 | — | — | |
| Weighted average diluted shares (shares) | 130,452,000 | 152,503,000 | 131,262,000 | 179,551,000 | — | — | |
| Gross margin | 73.5% | 68.9% | 76.4% | 75.7% | 75.1% | −0.6 pts | |
| Operating margin | −75.4% | −25.5% | −29.3% | 20.3% | 22.8% | +2.4 pts | |
| Net margin | −73.0% | −22.7% | −21.1% | 25.7% | 30.7% | +5.0 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.
