| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.0 | 0.0 | 50.0 | 270.6 | 385.7 | 638.5 | 776.6 | +21.6% | |
| Cost of revenue | 0.0 | 0.0 | 5.2 | 26.1 | 33.3 | 47.5 | 60.1 | +26.6% | |
| Gross profit | 0.0 | 0.0 | 44.8 | 244.5 | 352.4 | 591.0 | 716.5 | +21.2% | |
| Research & development | 70.2 | 58.1 | 57.9 | 97.9 | 187.1 | 183.3 | 187.9 | +2.5% | |
| Selling, general & administrative | 28.9 | 66.6 | 159.3 | 323.1 | 411.4 | 570.6 | — | — | |
| Selling & marketing | 0.0 | (0.0) | 0.0 | 100.3 | 101.2 | 0.0 | — | — | |
| Operating expenses | 99.1 | 124.7 | 224.6 | 476.4 | 633.0 | 760.3 | 947.9 | +24.7% | |
| Operating income | (99.1) | (124.7) | (179.8) | (231.8) | (280.6) | (169.2) | (186.1) | −9.9% | |
| Interest expense | 2.6 | 5.7 | 7.3 | 6.5 | 6.6 | 6.6 | (8.6) | −231.1% | |
| Interest income | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 9.4 | 6.0 | −36.5% | |
| Other income / expense | (3.8) | (5.7) | (7.3) | (6.5) | (6.6) | (14.5) | — | — | |
| Pre-tax income | (102.9) | (130.4) | (187.1) | (238.3) | (287.1) | (183.7) | (191.1) | −4.0% | |
| Income tax | 0.0 | 0.0 | 0.0 | 1.0 | 0.1 | (0.5) | 0.6 | +205.3% | |
| Net income | (102.9) | (130.4) | (187.1) | (239.2) | (287.2) | (183.2) | (191.6) | −4.6% | |
| 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) | (2.83) | (3.47) | (4.60) | (5.27) | (5.99) | (3.68) | (3.75) | −2.0% | |
| EPS, diluted (per share) | (2.83) | (3.47) | (4.60) | (5.27) | (5.99) | (3.68) | (3.75) | −2.0% | |
| EBITDA | (100.3) | (124.6) | (175.4) | (225.0) | (272.6) | (168.1) | (183.4) | −9.1% | |
| Depreciation & amortization | 0.1 | 0.1 | 4.4 | 6.8 | 8.0 | 9.1 | 2.7 | −70.8% | |
| Weighted average shares (shares) | 37,206,928 | 37,618,599 | 40,655,941 | 45,425,212 | 47,914,000 | 49,747,178 | — | — | |
| Weighted average diluted shares (shares) | 37,206,928 | 37,618,599 | 40,655,941 | 45,425,212 | 47,914,000 | 49,747,178 | — | — | |
| Gross margin | — | — | 89.6% | 90.4% | 91.4% | 92.6% | 92.3% | −0.3 pts | |
| Operating margin | — | — | −359.3% | −85.7% | −72.7% | −26.5% | −24.0% | +2.5 pts | |
| Net margin | — | — | −374.0% | −88.4% | −74.5% | −28.7% | −24.7% | +4.0 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.
