| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.6 | 3.3 | 4.4 | 5.3 | 6.0 | 6.8 | 7.5 | +10.7% | |
| Cost of revenue | 0.6 | 0.8 | 1.1 | 1.2 | 1.2 | 1.3 | 1.5 | +14.4% | |
| Gross profit | 2.0 | 2.6 | 3.3 | 4.1 | 4.8 | 5.5 | 6.0 | +9.8% | |
| Research & development | 0.3 | 0.4 | 0.5 | 0.6 | 0.7 | 0.8 | 0.8 | +3.8% | |
| Selling, general & administrative | 1.2 | 1.5 | 1.9 | 2.2 | 2.3 | 2.6 | — | — | |
| Selling & marketing | 1.1 | 1.3 | 1.7 | 2.0 | 2.0 | 2.3 | — | — | |
| Operating expenses | 1.5 | 1.9 | 2.4 | 2.8 | 3.0 | 3.4 | 3.6 | +5.3% | |
| Operating income | 0.5 | 0.7 | 1.0 | 1.2 | 1.8 | 2.1 | 2.4 | +17.3% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | −10.4% | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.2 | — | — | |
| Other income / expense | 0.0 | (0.0) | (0.1) | 0.1 | 0.2 | 0.2 | — | — | |
| Pre-tax income | 0.5 | 0.6 | 0.9 | 1.3 | 2.0 | 2.3 | 2.6 | +14.4% | |
| Income tax | 0.1 | 0.0 | 0.0 | 0.1 | 0.3 | 0.4 | 0.5 | +14.4% | |
| Net income | 0.5 | 0.6 | 0.9 | 1.1 | 1.7 | 1.9 | 2.1 | +14.4% | |
| 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) | 0.60 | 0.74 | 1.08 | 1.47 | 2.28 | 2.44 | 2.86 | +17.3% | |
| EPS, diluted (per share) | 0.58 | 0.73 | 1.06 | 1.46 | 2.26 | 2.43 | 2.84 | +16.7% | |
| EBITDA | 0.6 | 0.7 | 1.1 | 1.5 | 2.2 | 2.5 | 2.8 | +12.6% | |
| Depreciation & amortization | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | +66.6% | |
| Weighted average shares (shares) | 821,000,000 | 816,000,000 | 791,400,000 | 778,600,000 | 764,400,000 | 743,100,000 | — | — | |
| Weighted average diluted shares (shares) | 838,500,000 | 835,500,000 | 805,300,000 | 788,200,000 | 771,900,000 | 748,000,000 | — | — | |
| Gross margin | 78.0% | 76.6% | 75.4% | 76.7% | 80.6% | 80.8% | 80.2% | −0.6 pts | |
| Operating margin | 20.5% | 19.5% | 21.9% | 23.4% | 30.3% | 30.6% | 32.4% | +1.8 pts | |
| Net margin | 18.8% | 18.2% | 19.4% | 21.6% | 29.3% | 27.3% | 28.2% | +0.9 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.
