| USD millions | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|
| Revenue | 292.7 | 390.4 | 587.9 | 720.1 | +22.5% | |
| Cost of revenue | 98.6 | 89.8 | 118.6 | 111.7 | −5.8% | |
| Gross profit | 194.2 | 300.6 | 469.3 | 608.4 | +29.6% | |
| Research & development | 110.1 | 100.8 | 368.1 | 129.1 | −64.9% | |
| Selling, general & administrative | 214.6 | 227.5 | 639.4 | — | — | |
| Selling & marketing | 147.6 | 165.1 | 313.9 | — | — | |
| Operating expenses | 324.7 | 332.5 | 1,015.7 | 514.7 | −49.3% | |
| Operating income | (130.5) | (31.9) | (546.4) | 93.7 | +117.1% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.0 | 0.0 | 0.0 | — | — | |
| Other income / expense | 22.0 | 20.7 | 19.1 | — | — | |
| Pre-tax income | (108.5) | (11.3) | (527.3) | 111.0 | +121.0% | |
| Income tax | (0.4) | 0.7 | 1.0 | 1.9 | +88.6% | |
| Net income | (108.1) | (11.9) | (528.3) | 109.1 | +120.6% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (1.39) | (0.15) | (5.36) | 1.35 | +125.2% | |
| EPS, diluted (per share) | (1.39) | (0.15) | (5.19) | 1.30 | +125.1% | |
| EBITDA | (128.4) | (22.1) | (535.9) | 98.4 | +118.4% | |
| Depreciation & amortization | 2.1 | 2.4 | 5.1 | 4.7 | −8.0% | |
| Weighted average shares (shares) | 78,015,947 | 78,016,000 | 79,190,855 | — | — | |
| Weighted average diluted shares (shares) | 78,015,947 | 78,016,000 | 81,695,500 | — | — | |
| Gross margin | 66.3% | 77.0% | 79.8% | 84.5% | +4.7 pts | |
| Operating margin | −44.6% | −8.2% | −92.9% | 13.0% | +106.0 pts | |
| Net margin | −36.9% | −3.1% | −89.9% | 15.1% | +105.0 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.
