| USD millions | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|
| Revenue | 71.7 | 152.6 | 305.1 | 397.4 | +30.3% | |
| Cost of revenue | 54.4 | 71.7 | 96.7 | 114.2 | +18.1% | |
| Gross profit | 17.3 | 80.9 | 208.5 | 283.2 | +35.9% | |
| Research & development | 22.4 | 36.6 | 49.4 | 59.2 | +19.9% | |
| Selling, general & administrative | 64.4 | 91.5 | 143.1 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 86.8 | 128.1 | 192.4 | 239.9 | +24.7% | |
| Operating income | (69.5) | (47.1) | 16.0 | 43.3 | +170.2% | |
| Interest expense | 3.3 | 2.4 | 0.1 | 0.0 | −56.8% | |
| Interest income | 3.5 | 5.8 | 7.8 | 14.1 | +82.3% | |
| Other income / expense | (13.2) | 5.6 | (8.3) | — | — | |
| Pre-tax income | (82.7) | (41.5) | 7.8 | 37.9 | +388.5% | |
| Income tax | 0.0 | 0.0 | 0.3 | 0.2 | −36.4% | |
| Net income | (82.7) | (41.6) | 7.5 | 37.7 | +405.9% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (1.85) | (0.93) | 0.06 | 0.80 | +1150.2% | |
| EPS, diluted (per share) | (1.85) | (0.93) | 0.06 | 0.69 | +977.6% | |
| EBITDA | (72.9) | (27.5) | 19.8 | 52.2 | +164.0% | |
| Depreciation & amortization | 6.5 | 11.7 | 11.9 | 8.2 | −31.3% | |
| Weighted average shares (shares) | 44,720,379 | 44,720,379 | 45,804,755 | — | — | |
| Weighted average diluted shares (shares) | 44,720,379 | 44,720,379 | 45,804,755 | — | — | |
| Gross margin | 24.1% | 53.0% | 68.3% | 71.3% | +2.9 pts | |
| Operating margin | −96.9% | −30.9% | 5.3% | 10.9% | +5.6 pts | |
| Net margin | −115.3% | −27.2% | 2.4% | 9.5% | +7.0 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.
