| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.3 | 5.5 | 6.9 | 8.0 | 9.2 | 11.5 | 11.5 | +0.0% | |
| Cost of revenue | 1.3 | 1.7 | 1.9 | 2.1 | 2.5 | 3.4 | 3.4 | +0.0% | |
| Gross profit | 3.0 | 3.8 | 5.0 | 6.0 | 6.8 | 8.1 | 8.1 | +0.0% | |
| Research & development | 1.1 | 1.4 | 1.6 | 1.8 | 2.0 | 2.6 | 2.6 | +0.0% | |
| Selling, general & administrative | 2.1 | 2.6 | 3.0 | 3.5 | 3.5 | — | — | — | |
| Selling & marketing | 1.8 | 2.1 | 2.5 | 2.8 | 3.1 | — | — | — | |
| Operating expenses | 3.3 | 4.0 | 4.6 | 5.3 | 5.5 | 7.4 | 7.4 | +0.0% | |
| Operating income | (0.3) | (0.2) | 0.4 | 0.7 | 1.2 | 0.7 | 0.7 | +0.0% | |
| Interest expense | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.0 | 0.0 | 0.2 | 0.3 | 0.4 | — | — | — | |
| Other income / expense | (0.2) | (0.0) | 0.2 | 0.3 | 0.4 | — | — | — | |
| Pre-tax income | (0.5) | (0.2) | 0.6 | 1.0 | 1.6 | 0.5 | 0.5 | +0.0% | |
| Income tax | 0.0 | 0.1 | 0.1 | (1.6) | 0.5 | 0.2 | 0.2 | +0.0% | |
| Net income | (0.5) | (0.3) | 0.4 | 2.6 | 1.1 | 0.3 | 0.3 | +0.0% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | — | |
| EPS, basic (per share) | (0.86) | (0.45) | 0.73 | 4.04 | 1.71 | 0.41 | 0.53 | +30.4% | |
| EPS, diluted (per share) | (0.86) | (0.45) | 0.64 | 3.64 | 1.60 | 0.40 | 0.51 | +28.7% | |
| EBITDA | (0.0) | 0.1 | 0.9 | 1.3 | 1.9 | 1.6 | 1.7 | +6.6% | |
| Depreciation & amortization | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.9 | 0.9 | +0.0% | |
| Weighted average shares (shares) | 578,399,988 | 590,999,988 | 606,400,000 | 638,400,000 | 662,500,000 | 749,000,000 | — | — | |
| Weighted average diluted shares (shares) | 578,399,988 | 590,999,988 | 684,600,000 | 708,000,000 | 709,300,000 | 764,000,000 | — | — | |
| Gross margin | 70.0% | 68.8% | 72.3% | 74.3% | 73.4% | 70.4% | 70.4% | +0.0 pts | |
| Operating margin | −7.1% | −3.4% | 5.6% | 8.5% | 13.5% | 6.1% | 6.1% | +0.0 pts | |
| Net margin | −11.7% | −4.9% | 6.4% | 32.1% | 12.3% | 2.7% | 2.7% | +0.0 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.
