| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 150.8 | 206.7 | 280.0 | 349.9 | 428.5 | 531.8 | 600.0 | +12.8% | |
| Cost of revenue | 28.5 | 41.8 | 62.3 | 77.0 | 98.3 | 123.5 | 132.8 | +7.6% | |
| Gross profit | 122.4 | 164.9 | 217.8 | 272.8 | 330.2 | 408.4 | 467.1 | +14.4% | |
| Research & development | 41.1 | 79.6 | 121.2 | 134.6 | 160.9 | 195.1 | 210.2 | +7.7% | |
| Selling, general & administrative | 95.5 | 153.6 | 186.4 | 212.1 | 255.2 | 300.4 | — | — | |
| Selling & marketing | 60.9 | 97.0 | 130.8 | 149.1 | 186.0 | 219.3 | — | — | |
| Operating expenses | 136.6 | 233.2 | 307.6 | 348.1 | 419.3 | 498.3 | 536.2 | +7.6% | |
| Operating income | (14.2) | (68.4) | (89.8) | (75.3) | (89.1) | (89.9) | (69.1) | +23.2% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 2.0 | 0.7 | 5.1 | 21.0 | 25.3 | 25.8 | — | — | |
| Other income / expense | 2.0 | 0.7 | 5.1 | 20.7 | 23.3 | 23.9 | — | — | |
| Pre-tax income | (12.1) | (67.6) | (84.7) | (54.5) | (65.8) | (66.0) | (40.7) | +38.3% | |
| Income tax | (2.7) | (3.4) | 5.4 | 6.7 | 3.4 | 5.8 | 3.3 | −42.1% | |
| Net income | (9.4) | (64.2) | (90.2) | (61.3) | (69.2) | (71.8) | (44.1) | +38.6% | |
| 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) | (0.20) | (0.68) | (0.91) | (0.59) | (0.63) | (0.62) | (0.37) | +40.8% | |
| EPS, diluted (per share) | (0.20) | (0.68) | (0.91) | (0.59) | (0.63) | (0.62) | (0.37) | +40.8% | |
| EBITDA | (10.5) | (58.9) | (70.1) | (39.2) | (44.4) | (41.5) | (39.6) | +4.6% | |
| Depreciation & amortization | 3.7 | 8.7 | 14.7 | 15.3 | 21.5 | 24.5 | 22.3 | −8.8% | |
| Weighted average shares (shares) | 46,488,000 | 94,783,000 | 99,243,894 | 103,318,000 | 109,691,000 | 116,201,000 | — | — | |
| Weighted average diluted shares (shares) | 46,488,000 | 94,783,000 | 99,243,894 | 103,318,000 | 109,691,000 | 116,201,000 | — | — | |
| Gross margin | 81.1% | 79.8% | 77.8% | 78.0% | 77.1% | 76.8% | 77.9% | +1.1 pts | |
| Operating margin | −9.4% | −33.1% | −32.1% | −21.5% | −20.8% | −16.9% | −11.5% | +5.4 pts | |
| Net margin | −6.2% | −31.1% | −32.2% | −17.5% | −16.2% | −13.5% | −7.3% | +6.2 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.
