| USD millions | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|
| Revenue | 166.9 | 279.3 | 457.2 | 708.9 | +55.0% | |
| Cost of revenue | 18.7 | 21.6 | 97.6 | 100.7 | +3.2% | |
| Gross profit | 148.2 | 257.7 | 359.6 | 533.3 | +48.3% | |
| Research & development | 49.2 | 62.7 | 0.0 | 47.0 | — | |
| Selling, general & administrative | 71.2 | 110.4 | 208.1 | — | — | |
| Selling & marketing | 52.8 | 55.7 | 76.1 | — | — | |
| Operating expenses | 197.6 | 248.5 | 193.5 | 469.1 | +142.5% | |
| Operating income | (49.4) | 9.2 | 166.2 | 218.3 | +31.4% | |
| Interest expense | 49.2 | 56.4 | 48.9 | — | — | |
| Interest income | 48.2 | 48.2 | 74.8 | 84.4 | +12.8% | |
| Other income / expense | (2.9) | 12.9 | (52.5) | — | — | |
| Pre-tax income | (52.3) | 22.1 | 113.7 | 200.8 | +76.6% | |
| Income tax | 0.1 | 2.2 | (20.6) | (36.6) | −77.6% | |
| Net income | (47.9) | 17.2 | 133.9 | 237.1 | +77.1% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (0.12) | 0.04 | 0.54 | 1.13 | +108.6% | |
| EPS, diluted (per share) | (0.12) | 0.04 | 0.44 | 0.98 | +121.9% | |
| EBITDA | 16.2 | 95.6 | 178.8 | 269.2 | +50.5% | |
| Depreciation & amortization | 19.4 | 17.1 | 16.3 | — | — | |
| Weighted average shares (shares) | 207,143,640 | 207,143,640 | 228,870,518 | — | — | |
| Weighted average diluted shares (shares) | 207,143,640 | 207,143,640 | 283,604,000 | — | — | |
| Gross margin | 88.8% | 92.3% | 78.7% | 75.2% | −3.4 pts | |
| Operating margin | −29.6% | 3.3% | 36.3% | 30.8% | −5.5 pts | |
| Net margin | −28.7% | 6.2% | 29.3% | 33.5% | +4.2 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.
