| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 54.2 | 71.6 | 98.0 | 126.9 | 184.6 | 237.1 | 231.3 | −2.4% | |
| Cost of revenue | 10.4 | 4.6 | 11.7 | 30.3 | 78.5 | 48.1 | — | — | |
| Gross profit | 43.8 | 67.0 | 86.3 | 96.6 | 106.1 | 189.0 | — | — | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 22.8 | 35.5 | 38.0 | 40.1 | 51.3 | 63.8 | — | — | |
| Selling & marketing | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 37.0 | 52.8 | 64.3 | 59.7 | 97.8 | 101.0 | — | — | |
| Operating income | 6.8 | 14.2 | 22.0 | 36.9 | 8.3 | 88.0 | 85.2 | −3.2% | |
| Interest expense | 5.9 | 3.4 | 5.8 | 29.4 | 56.8 | 56.9 | 14.2 | −75.0% | |
| Interest income | 51.8 | 67.8 | 93.6 | 123.5 | 179.8 | 226.0 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Pre-tax income | 6.8 | 14.2 | 22.0 | 36.9 | 8.3 | 88.0 | 83.1 | −5.5% | |
| Income tax | 2.0 | 3.5 | 5.9 | 10.9 | 2.8 | 24.9 | 22.9 | −7.9% | |
| Net income | 4.7 | 10.7 | 16.1 | 25.9 | 5.4 | 63.1 | 60.2 | −4.5% | |
| 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) | 0.50 | 0.74 | 0.90 | 1.42 | 0.22 | 1.95 | 1.86 | −4.8% | |
| EPS, diluted (per share) | 0.49 | 0.72 | 0.88 | 1.39 | 0.22 | 1.93 | 1.84 | −4.6% | |
| EBITDA | 8.2 | 15.9 | 24.0 | 38.8 | 11.9 | 93.6 | — | — | |
| Depreciation & amortization | 1.5 | 1.7 | 2.0 | 1.9 | 3.6 | 5.6 | 2.3 | −58.5% | |
| Weighted average shares (shares) | 9,480,736 | 14,405,000 | 17,822,000 | 18,246,000 | 24,247,064 | 32,746,110 | — | — | |
| Weighted average diluted shares (shares) | 9,700,403 | 14,913,000 | 18,228,000 | 18,657,000 | 24,623,397 | 32,746,110 | — | — | |
| Gross margin | 80.8% | 93.6% | 88.0% | 76.1% | 57.5% | 79.7% | — | — | |
| Operating margin | 12.5% | 19.8% | 22.4% | 29.0% | 4.5% | 37.1% | 36.8% | −0.3 pts | |
| Net margin | 8.7% | 15.0% | 16.4% | 20.4% | 2.9% | 26.6% | 26.0% | −0.6 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.
