| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 16.7 | 26.9 | 27.0 | 60.9 | 130.5 | 215.9 | 303.0 | +40.3% | |
| Cost of revenue | 6.3 | 9.4 | 11.6 | 16.6 | 32.6 | 62.5 | 76.7 | +22.8% | |
| Gross profit | 10.4 | 17.5 | 15.4 | 44.3 | 97.9 | 153.5 | 226.2 | +47.4% | |
| Research & development | 3.9 | 5.3 | 7.3 | 8.7 | 12.9 | 18.5 | 23.6 | +27.5% | |
| Selling, general & administrative | 1.9 | 2.2 | 2.4 | 2.7 | 3.5 | 4.6 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 5.9 | 7.4 | 11.1 | 11.3 | 16.4 | 23.1 | 28.7 | +24.2% | |
| Operating income | 4.5 | 10.0 | 4.2 | 33.0 | 81.5 | 130.4 | 197.6 | +51.5% | |
| Interest expense | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.5 | +78.8% | |
| Interest income | 0.1 | 0.0 | 0.3 | 0.9 | 1.8 | 2.3 | 2.2 | −3.1% | |
| Other income / expense | (0.1) | (0.1) | (0.0) | 0.8 | 2.6 | 11.1 | — | — | |
| Pre-tax income | 4.4 | 9.9 | 4.2 | 33.8 | 84.0 | 141.5 | 229.7 | +62.4% | |
| Income tax | 0.1 | 0.2 | (0.2) | 4.1 | 11.1 | 21.4 | 36.9 | +72.4% | |
| Net income | 4.3 | 9.8 | 4.4 | 29.8 | 72.9 | 120.1 | 192.9 | +60.6% | |
| 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) | 0.18 | 0.39 | 0.18 | 1.21 | 2.97 | 4.93 | — | — | |
| EPS, diluted (per share) | 0.17 | 0.38 | 0.17 | 1.19 | 2.94 | 4.90 | — | — | |
| EBITDA | 5.7 | 11.4 | 6.0 | 35.6 | 86.1 | 144.6 | 201.3 | +39.2% | |
| Depreciation & amortization | 1.1 | 1.2 | 1.5 | 1.5 | 1.9 | 2.8 | 3.7 | +29.7% | |
| Weighted average shares (shares) | 24,680,000,000 | 24,960,000,000 | 24,870,000,000 | 24,690,000,000 | 24,555,000,000 | 24,359,000,000 | — | — | |
| Weighted average diluted shares (shares) | 25,120,000,000 | 25,350,000,000 | 25,070,000,000 | 24,940,000,000 | 24,804,000,000 | 24,514,000,000 | — | — | |
| Gross margin | 62.3% | 64.9% | 56.9% | 72.7% | 75.0% | 71.1% | 74.7% | +3.6 pts | |
| Operating margin | 27.2% | 37.3% | 15.7% | 54.1% | 62.4% | 60.4% | 65.2% | +4.8 pts | |
| Net margin | 26.0% | 36.2% | 16.2% | 48.8% | 55.8% | 55.6% | 63.7% | +8.1 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-26 and uses four consecutive reported quarters.
