| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5 | 1.9 | 2.2 | 2.4 | 2.7 | 3.2 | 3.5 | +8.2% | |
| Cost of revenue | 0.4 | 0.5 | 0.6 | 0.7 | 0.7 | 0.8 | 0.9 | +10.7% | |
| Gross profit | 1.1 | 1.3 | 1.5 | 1.7 | 2.0 | 2.4 | 2.6 | +7.4% | |
| Research & development | 0.3 | 0.4 | 0.5 | 0.6 | 0.7 | 0.8 | 0.8 | +7.1% | |
| Selling, general & administrative | 0.4 | 0.5 | 0.6 | 0.6 | 0.7 | 0.7 | — | — | |
| Selling & marketing | 0.2 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | — | — | |
| Operating expenses | 0.7 | 0.8 | 1.1 | 1.3 | 1.4 | 1.5 | 1.6 | +4.0% | |
| Operating income | 0.4 | 0.5 | 0.5 | 0.4 | 0.7 | 0.9 | 1.0 | +12.9% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.0 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.1 | 0.2 | 0.2 | 0.3 | — | — | |
| Pre-tax income | 0.4 | 0.5 | 0.5 | 0.6 | 0.9 | 1.2 | 1.3 | +11.1% | |
| Income tax | 0.0 | 0.1 | 0.0 | 0.1 | 0.2 | 0.3 | 0.3 | +9.5% | |
| Net income | 0.4 | 0.4 | 0.5 | 0.5 | 0.7 | 0.9 | 1.0 | +11.6% | |
| 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) | 2.52 | 2.79 | 3.14 | 3.27 | 4.41 | 5.55 | 6.21 | +11.8% | |
| EPS, diluted (per share) | 2.36 | 2.63 | 3.00 | 3.22 | 4.32 | 5.44 | 6.08 | +11.8% | |
| EBITDA | 0.4 | 0.5 | 0.5 | 0.6 | 1.0 | 1.2 | 1.1 | −12.6% | |
| Depreciation & amortization | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | — | — | |
| Weighted average shares (shares) | 150,666,000 | 153,251,000 | 155,385,000 | 160,532,000 | 161,879,000 | 163,667,000 | — | — | |
| Weighted average diluted shares (shares) | 160,732,000 | 162,277,000 | 162,437,000 | 163,486,000 | 165,232,000 | 166,995,000 | — | — | |
| Gross margin | 72.1% | 72.8% | 71.7% | 71.3% | 74.5% | 75.5% | 75.0% | −0.6 pts | |
| Operating margin | 25.8% | 27.3% | 21.3% | 18.2% | 25.2% | 28.7% | 29.9% | +1.2 pts | |
| Net margin | 25.9% | 23.1% | 22.6% | 22.2% | 26.0% | 28.4% | 29.3% | +0.9 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.
