| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.1 | 19.0 | 22.3 | 25.5 | 26.0 | 27.7 | 28.9 | +4.3% | |
| Cost of revenue | 0.4 | 0.5 | 1.5 | 6.7 | 6.4 | 3.8 | 3.8 | +0.0% | |
| Gross profit | 11.7 | 18.5 | 20.8 | 18.8 | 19.6 | 23.9 | 26.7 | +11.8% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 4.3 | 5.9 | 6.4 | 6.7 | 6.4 | 6.9 | — | — | |
| Selling & marketing | 0.3 | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | — | — | |
| Operating expenses | 7.4 | 10.8 | 11.4 | 12.5 | 11.9 | 12.5 | — | — | |
| Operating income | 4.3 | 7.7 | 9.4 | 6.4 | 7.7 | 11.5 | 15.5 | +35.1% | |
| Interest expense | 0.4 | 0.5 | 1.5 | 6.7 | 6.4 | 3.8 | — | — | |
| Interest income | 6.5 | 8.5 | 12.2 | 16.1 | 15.5 | 15.5 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Pre-tax income | 4.3 | 7.7 | 9.4 | 6.4 | 7.7 | 11.5 | 13.8 | +20.6% | |
| Income tax | 1.0 | 1.9 | 2.2 | 1.3 | 1.8 | 2.6 | 3.2 | +21.6% | |
| Net income | 3.3 | 5.9 | 7.2 | 5.1 | 5.9 | 8.9 | 1.8 | −79.7% | |
| 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) | 2.13 | 2.84 | 3.52 | 2.55 | 3.00 | 4.68 | 5.88 | +25.7% | |
| EPS, diluted (per share) | 2.12 | 2.83 | 3.50 | 2.54 | 2.99 | 4.66 | 5.86 | +25.8% | |
| EBITDA | 4.9 | 8.9 | 10.6 | 7.7 | 9.1 | 12.8 | 16.8 | +31.2% | |
| Depreciation & amortization | 0.6 | 1.2 | 1.2 | 1.3 | 1.4 | 1.4 | — | — | |
| Weighted average shares (shares) | 1,429,000,000 | 1,887,000,000 | 1,885,000,000 | 1,824,000,000 | 1,828,000,000 | 1,772,000,000 | — | — | |
| Weighted average diluted shares (shares) | 1,435,000,000 | 1,897,000,000 | 1,894,000,000 | 1,831,000,000 | 1,834,000,000 | 1,777,000,000 | — | — | |
| Gross margin | 96.5% | 97.5% | 93.1% | 73.8% | 75.4% | 86.4% | 92.6% | +6.2 pts | |
| Operating margin | 35.5% | 40.6% | 42.1% | 25.0% | 29.6% | 41.4% | 53.6% | +12.2 pts | |
| Net margin | 27.2% | 30.8% | 32.2% | 19.9% | 22.9% | 32.0% | 6.2% | −25.7 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-09-30 and uses four consecutive reported quarters.
