| USD millions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|
| Revenue | 28.8 | 68.6 | 132.4 | 181.6 | 235.8 | 212.2 | −10.0% | |
| Cost of revenue | 4.2 | 18.2 | 49.6 | 57.8 | 37.0 | 35.5 | −3.9% | |
| Gross profit | 24.6 | 50.4 | 82.8 | 123.8 | 198.8 | 176.6 | −11.1% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 1.8 | 2.5 | 2.9 | 4.3 | 3.8 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 2.3 | 4.6 | 5.7 | (8.9) | 27.1 | 92.3 | +241.2% | |
| Operating income | 22.3 | 45.8 | 77.1 | 132.7 | 171.7 | (54.8) | −131.9% | |
| Interest expense | 4.2 | 18.2 | 49.6 | 57.8 | 76.4 | 79.3 | +3.9% | |
| Interest income | 18.8 | 74.8 | 160.4 | 211.6 | 220.9 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | (76.4) | — | — | |
| Pre-tax income | 22.3 | 45.8 | 77.1 | 132.7 | 95.4 | 75.3 | −21.0% | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.7 | 1.7 | 0.8 | −52.5% | |
| Net income | 22.3 | 45.8 | 77.1 | 131.9 | 93.7 | 74.5 | −20.5% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | 0.34 | 0.70 | 1.19 | 2.07 | 1.33 | 1.43 | +7.6% | |
| EPS, diluted (per share) | 0.34 | 0.70 | 1.19 | 2.07 | 1.33 | 1.43 | +7.6% | |
| EBITDA | 22.3 | 45.8 | 77.1 | 132.7 | 171.7 | 155.0 | −9.7% | |
| Depreciation & amortization | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Weighted average shares (shares) | 65,021,643 | 65,021,643 | 65,021,643 | 63,762,377 | 70,255,235 | — | — | |
| Weighted average diluted shares (shares) | 65,021,643 | 65,021,643 | 65,021,643 | 63,762,377 | 70,255,235 | — | — | |
| Gross margin | 85.4% | 73.5% | 62.5% | 68.2% | 84.3% | 83.3% | −1.0 pts | |
| Operating margin | 77.5% | 66.7% | 58.2% | 73.1% | 72.8% | −25.8% | −98.6 pts | |
| Net margin | 77.5% | 66.7% | 58.2% | 72.7% | 39.7% | 35.1% | −4.6 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.
