| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.0 | 0.0 | 0.0 | 50.7 | 290.5 | 389.1 | 440.5 | +13.2% | |
| Cost of revenue | 1.9 | 0.0 | 0.0 | 3.1 | 20.1 | 28.8 | 27.9 | −2.9% | |
| Gross profit | (1.9) | 0.0 | 0.0 | 47.6 | 270.5 | 360.4 | 412.6 | +14.5% | |
| Research & development | 17.9 | 27.9 | 42.5 | 46.4 | 53.6 | 58.0 | 59.2 | +2.0% | |
| Selling, general & administrative | 13.2 | 40.4 | 77.7 | 98.4 | 113.7 | 146.7 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 31.1 | 68.3 | 145.2 | 157.3 | 204.8 | 199.1 | 236.4 | +18.8% | |
| Operating income | (33.0) | (68.3) | (145.2) | (109.7) | 65.7 | 161.3 | 197.8 | +22.6% | |
| Interest expense | 0.0 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.8 | 0.2 | 5.2 | 22.6 | 29.7 | 28.2 | — | — | |
| Other income / expense | 0.8 | (1.3) | 5.2 | 122.6 | 29.7 | 28.2 | — | — | |
| Pre-tax income | (32.2) | (69.6) | (140.0) | 12.9 | 95.4 | 189.5 | 226.6 | +19.6% | |
| Income tax | 0.0 | 0.0 | 0.0 | 2.0 | 6.2 | (15.4) | (14.8) | +3.3% | |
| Net income | (32.2) | (69.6) | (140.0) | 10.9 | 89.2 | 204.8 | 241.5 | +17.9% | |
| 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) | (1.71) | (3.13) | (5.49) | 0.40 | 3.12 | 7.08 | 8.27 | +16.8% | |
| EPS, diluted (per share) | (1.71) | (3.13) | (5.49) | 0.39 | 3.00 | 6.84 | 7.98 | +16.7% | |
| EBITDA | (30.3) | (66.2) | (116.8) | (91.3) | 109.9 | 196.0 | 211.6 | +7.9% | |
| Depreciation & amortization | 1.9 | 1.8 | 3.4 | 5.9 | 6.7 | 6.6 | 6.1 | −7.1% | |
| Weighted average shares (shares) | 18,787,161 | 22,196,846 | 25,492,000 | 27,154,000 | 28,592,000 | 28,944,000 | — | — | |
| Weighted average diluted shares (shares) | 18,787,161 | 22,196,846 | 25,492,000 | 27,752,000 | 29,740,000 | 29,951,000 | — | — | |
| Gross margin | — | — | — | 93.9% | 93.1% | 92.6% | 93.7% | +1.1 pts | |
| Operating margin | — | — | — | −216.4% | 22.6% | 41.5% | 44.9% | +3.4 pts | |
| Net margin | — | — | — | 21.6% | 30.7% | 52.6% | 54.8% | +2.2 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.
