| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.4 | 2.9 | 4.2 | 7.8 | 9.3 | 10.2 | 7.4 | −28.0% | |
| Cost of revenue | 0.6 | 0.6 | 0.8 | 0.9 | 1.0 | 1.0 | 0.5 | −50.0% | |
| Gross profit | 1.8 | 2.3 | 3.4 | 6.9 | 8.3 | 9.2 | 11.2 | +22.4% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 0.3 | 0.2 | 0.2 | 0.3 | 0.4 | 0.3 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | 0.4 | — | — | |
| Operating income | 1.5 | 2.0 | 3.1 | 6.5 | 7.8 | 8.8 | 10.2 | +16.1% | |
| Interest expense | 0.3 | 0.2 | 1.0 | 3.4 | 4.2 | 4.2 | — | — | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.2 | — | — | |
| Other income / expense | (0.2) | (0.2) | (1.1) | (3.5) | (4.1) | (4.0) | — | — | |
| Pre-tax income | 1.3 | 1.8 | 2.0 | 3.1 | 3.7 | 4.8 | 5.5 | +16.1% | |
| Income tax | 0.1 | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | 0.5 | +16.4% | |
| Net income | 0.2 | 0.3 | 0.4 | 0.6 | 0.8 | 1.0 | 1.2 | +19.6% | |
| 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) | 0.61 | 0.82 | 0.95 | 1.43 | 1.75 | 2.23 | 2.63 | +18.0% | |
| EPS, diluted (per share) | 0.61 | 0.81 | 0.94 | 1.42 | 1.73 | 2.22 | 2.60 | +17.3% | |
| EBITDA | 1.6 | 2.1 | 3.1 | 6.6 | 8.0 | 9.1 | — | — | |
| Depreciation & amortization | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | — | — | |
| Weighted average shares (shares) | 319,756,000 | 376,672,000 | 401,840,000 | 419,860,000 | 432,448,000 | 445,374,664 | — | — | |
| Weighted average diluted shares (shares) | 322,556,000 | 380,040,000 | 405,200,000 | 423,388,000 | 436,012,000 | 447,865,539 | — | — | |
| Gross margin | 74.5% | 78.4% | 81.4% | 88.3% | 89.0% | 89.8% | 152.6% | +62.9 pts | |
| Operating margin | 60.8% | 68.6% | 74.6% | 83.8% | 84.2% | 86.0% | 138.7% | +52.7 pts | |
| Net margin | 8.1% | 10.5% | 9.1% | 7.7% | 8.1% | 9.6% | 16.0% | +6.4 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-09-30 and uses four consecutive reported quarters.
