| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.6 | 2.8 | 3.3 | 3.8 | 3.9 | 5.0 | 5.1 | +1.6% | |
| Cost of revenue | 0.4 | 0.4 | 0.6 | 0.7 | 0.8 | 1.3 | 1.1 | −13.7% | |
| Gross profit | 2.2 | 2.4 | 2.7 | 3.1 | 3.2 | 3.7 | 4.0 | +6.9% | |
| Research & development | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | +2.2% | |
| Selling, general & administrative | 0.8 | 1.0 | 1.0 | 1.3 | 1.0 | 1.3 | — | — | |
| Selling & marketing | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | 1.2 | — | — | |
| Operating expenses | 1.3 | 1.4 | 1.5 | 2.0 | 1.5 | 1.6 | 1.8 | +19.0% | |
| Operating income | 0.9 | 1.0 | 1.2 | 1.1 | 1.6 | 2.2 | 2.1 | −1.8% | |
| Interest expense | 0.1 | 0.1 | 0.4 | 0.7 | 0.6 | 0.6 | 0.5 | −5.6% | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other income / expense | (0.0) | 0.0 | (0.4) | (0.7) | (0.6) | (0.6) | — | — | |
| Pre-tax income | 0.9 | 1.0 | 0.8 | 0.4 | 1.0 | 1.5 | 1.5 | +1.5% | |
| Income tax | 0.2 | 0.2 | (0.6) | (0.2) | 0.4 | 0.5 | 0.5 | −10.6% | |
| Net income | 0.6 | 0.8 | 1.3 | 0.6 | 0.6 | 1.0 | 1.1 | +8.2% | |
| Discontinued operations | (0.1) | 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) | 0.94 | 1.44 | 2.20 | 0.95 | 1.04 | 1.59 | — | — | |
| EPS, diluted (per share) | 0.92 | 1.41 | 2.16 | 0.95 | 1.03 | 1.57 | — | — | |
| EBITDA | 1.2 | 1.3 | 1.5 | 1.6 | 2.0 | 1.4 | 2.6 | +81.9% | |
| Depreciation & amortization | 0.2 | 0.2 | 0.3 | 0.5 | 0.4 | 0.5 | 0.5 | +0.0% | |
| Weighted average shares (shares) | 589,000,000 | 581,000,000 | 614,000,000 | 637,000,000 | 617,000,000 | 612,000,000 | — | — | |
| Weighted average diluted shares (shares) | 600,000,000 | 591,000,000 | 624,000,000 | 642,000,000 | 624,000,000 | 619,000,000 | — | — | |
| Gross margin | 85.8% | 85.4% | 82.2% | 80.8% | 80.3% | 74.1% | 78.0% | +3.9 pts | |
| Operating margin | 35.1% | 35.9% | 36.4% | 29.2% | 40.9% | 43.1% | 41.7% | −1.4 pts | |
| Net margin | 21.7% | 29.9% | 40.2% | 16.0% | 16.3% | 19.5% | 20.7% | +1.3 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-03 and uses four consecutive reported quarters.
