| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.7 | 4.2 | 4.6 | 5.3 | 6.1 | 7.1 | 9.4 | +33.5% | |
| Cost of revenue | 0.8 | 0.9 | 0.9 | 1.0 | 1.2 | 1.6 | 2.6 | +60.2% | |
| Gross profit | 2.9 | 3.3 | 3.7 | 4.3 | 4.9 | 5.4 | 6.8 | +25.5% | |
| Research & development | 1.3 | 1.5 | 1.6 | 1.8 | 2.1 | 2.5 | 2.9 | +16.2% | |
| Selling, general & administrative | 0.9 | 1.0 | 1.0 | 1.1 | 1.4 | 1.8 | — | — | |
| Selling & marketing | 0.6 | 0.7 | 0.6 | 0.7 | 0.9 | 1.1 | — | — | |
| Operating expenses | 2.3 | 2.6 | 2.6 | 3.0 | 3.5 | 4.5 | 6.0 | +33.2% | |
| Operating income | 0.6 | 0.7 | 1.1 | 1.3 | 1.4 | 0.9 | 0.8 | −12.3% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.6 | +39.7% | |
| Interest income | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 | 0.3 | — | — | |
| Other income / expense | 0.0 | 0.1 | (0.0) | 0.0 | 0.2 | 0.5 | — | — | |
| Pre-tax income | 0.6 | 0.8 | 1.1 | 1.3 | 1.5 | 1.4 | 1.3 | −6.8% | |
| Income tax | (0.0) | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | +298.3% | |
| Net income | 0.7 | 0.8 | 1.0 | 1.2 | 2.3 | 1.3 | 1.1 | −19.2% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | (0.0) | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | 4.40 | 4.96 | 6.44 | 8.08 | 14.78 | 8.13 | 5.76 | −29.2% | |
| EPS, diluted (per share) | 4.27 | 4.81 | 6.29 | 7.92 | 14.51 | 8.04 | 5.72 | −28.8% | |
| EBITDA | 0.9 | 1.0 | 1.3 | 1.6 | 1.8 | 2.5 | 2.4 | −2.0% | |
| Depreciation & amortization | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.7 | 1.6 | +143.6% | |
| Weighted average shares (shares) | 151,135,000 | 152,698,000 | 153,002,000 | 152,146,000 | 153,138,000 | 160,174,000 | — | — | |
| Weighted average diluted shares (shares) | 155,706,000 | 157,340,000 | 156,485,000 | 155,195,000 | 155,944,000 | 161,682,000 | — | — | |
| Gross margin | 78.4% | 79.5% | 80.5% | 80.6% | 79.7% | 77.0% | 72.4% | −4.6 pts | |
| Operating margin | 16.8% | 17.5% | 24.9% | 23.9% | 22.1% | 13.0% | 8.5% | −4.4 pts | |
| Net margin | 18.0% | 18.0% | 21.3% | 23.1% | 36.9% | 18.9% | 11.4% | −7.5 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-31 and uses four consecutive reported quarters.
