| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 26.6 | 37.4 | 44.4 | 45.8 | 54.1 | 58.7 | 61.3 | +4.4% | |
| Cost of revenue | 5.3 | 12.4 | 12.4 | 8.3 | 10.2 | 10.6 | 15.0 | +41.2% | |
| Gross profit | 21.3 | 25.0 | 32.0 | 37.5 | 43.9 | 48.1 | 46.3 | −3.7% | |
| Research & development | 6.0 | 9.7 | 9.8 | 10.9 | 13.6 | 14.2 | 14.4 | +1.4% | |
| Selling, general & administrative | 11.9 | 15.6 | 18.0 | 18.2 | 20.2 | 20.5 | — | — | |
| Selling & marketing | 11.9 | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | — | — | |
| Operating expenses | 16.2 | 23.9 | 28.2 | 29.4 | 33.9 | 34.4 | 32.5 | −5.5% | |
| Operating income | 5.2 | 1.1 | 3.8 | 8.2 | 10.0 | 13.7 | 13.9 | +0.8% | |
| Interest expense | 1.3 | 1.3 | 1.3 | 1.6 | 1.7 | 1.7 | 1.7 | +3.0% | |
| Interest income | 0.1 | 0.0 | 0.1 | 0.3 | 0.3 | 0.4 | 0.4 | +3.7% | |
| Other income / expense | (1.2) | (1.3) | (1.3) | (1.3) | (1.3) | (1.3) | — | — | |
| Pre-tax income | 3.9 | (0.3) | 2.5 | 6.9 | 8.7 | 12.4 | 12.6 | +1.4% | |
| Income tax | 0.8 | (0.4) | (0.8) | 0.9 | 1.7 | 2.2 | 2.1 | −1.8% | |
| Net income | 3.2 | 0.1 | 3.3 | 6.0 | 7.0 | 10.3 | 10.4 | +1.8% | |
| 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) | 4.88 | 0.16 | 4.24 | 7.62 | 9.08 | 13.20 | 8.72 | −33.9% | |
| EPS, diluted (per share) | 4.88 | 0.16 | 4.22 | 7.62 | 9.00 | 13.08 | 8.65 | −33.9% | |
| EBITDA | 8.1 | 5.1 | 9.1 | 13.4 | 15.4 | 19.8 | 20.3 | +2.2% | |
| Depreciation & amortization | 2.9 | 4.1 | 5.3 | 4.9 | 5.1 | 5.7 | 6.1 | +6.4% | |
| Weighted average shares (shares) | 656,000,000 | 709,000,000 | 774,000,000 | 781,000,000 | 775,000,000 | 775,000,000 | — | — | |
| Weighted average diluted shares (shares) | 656,500,000 | 713,500,000 | 780,000,000 | 781,000,000 | 781,500,000 | 781,000,000 | — | — | |
| Gross margin | 80.1% | 66.8% | 72.1% | 82.0% | 81.1% | 81.9% | 75.5% | −6.4 pts | |
| Operating margin | 19.4% | 2.8% | 8.5% | 17.9% | 18.5% | 23.4% | 22.6% | −0.8 pts | |
| Net margin | 12.0% | 0.3% | 7.4% | 13.0% | 13.0% | 17.5% | 17.0% | −0.4 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.
