| USD millions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.0 | 7.6 | 7.6 | 27.8 | 59.8 | 95.1 | 106.7 | +12.2% | |
| Cost of revenue | 0.0 | — | 18.3 | 27.5 | 35.6 | 46.3 | 49.2 | +6.4% | |
| Gross profit | 0.0 | (10.7) | (10.7) | 0.4 | 24.2 | 48.9 | 57.5 | +17.7% | |
| Research & development | 18.8 | — | 15.8 | 15.5 | 15.7 | 19.5 | 22.3 | +14.4% | |
| Selling, general & administrative | 13.9 | — | 54.0 | 69.9 | 114.9 | 164.1 | — | — | |
| Selling & marketing | 13.9 | — | 34.9 | 40.7 | 0.0 | 0.0 | — | — | |
| Operating expenses | 32.7 | — | 69.8 | 85.4 | 130.6 | 183.6 | 201.0 | +9.5% | |
| Operating income | (32.7) | — | (80.4) | (85.1) | (106.4) | (134.7) | (143.5) | −6.5% | |
| Interest expense | 1.2 | — | 5.6 | 6.2 | 7.7 | 7.5 | 7.6 | +0.2% | |
| Interest income | 0.0 | — | 0.0 | 0.0 | 3.2 | 8.4 | 8.3 | −0.5% | |
| Other income / expense | (1.2) | — | (3.8) | (9.0) | (7.3) | 3.4 | — | — | |
| Pre-tax income | (33.9) | — | (84.2) | (94.1) | (113.7) | (131.3) | (149.6) | −13.9% | |
| Income tax | 0.2 | — | 0.0 | 0.0 | 0.1 | 0.3 | 0.3 | +5.8% | |
| Net income | (34.1) | (84.2) | (84.2) | (94.1) | (113.8) | (131.6) | (149.9) | −13.9% | |
| Discontinued operations | 0.0 | — | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | — | 0.0 | (0.7) | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (0.69) | (1.75) | (1.75) | (2.04) | (5.13) | (2.43) | (2.67) | −9.7% | |
| EPS, diluted (per share) | (0.69) | (1.75) | (1.75) | (2.04) | (5.13) | (2.43) | (2.67) | −9.7% | |
| EBITDA | (32.3) | (75.6) | (73.7) | (76.3) | (98.0) | (150.0) | (134.2) | +10.6% | |
| Depreciation & amortization | 0.4 | — | 4.9 | 11.6 | 8.0 | (4.4) | 9.3 | +312.3% | |
| Weighted average shares (shares) | 49,533,819 | — | 49,533,819 | 49,533,819 | 49,533,819 | 58,396,698 | — | — | |
| Weighted average diluted shares (shares) | 49,533,819 | — | 49,533,819 | 49,533,819 | 49,533,819 | 58,396,698 | — | — | |
| Gross margin | — | −139.6% | −139.6% | 1.3% | 40.5% | 51.4% | 53.9% | +2.5 pts | |
| Operating margin | — | — | −1,054.0% | −305.8% | −177.8% | −141.6% | −134.5% | +7.2 pts | |
| Net margin | — | −1,104.0% | −1,104.0% | −338.4% | −190.3% | −138.4% | −140.4% | −2.1 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-31 and uses four consecutive reported quarters.
