| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 35.2 | 62.2 | 211.0 | 244.6 | 436.2 | 601.8 | 769.1 | +27.8% | |
| Cost of revenue | 47.0 | 64.1 | 192.0 | 193.2 | 320.1 | 394.6 | 482.5 | +22.3% | |
| Gross profit | (11.8) | (1.9) | 19.0 | 51.4 | 116.1 | 207.2 | 286.6 | +38.3% | |
| Research & development | 19.1 | 41.8 | 65.2 | 119.1 | 174.4 | 270.7 | 312.4 | +15.4% | |
| Selling, general & administrative | 24.0 | 58.4 | 89.0 | 110.3 | 131.6 | 165.3 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 43.1 | 100.2 | 154.2 | 229.3 | 306.0 | 436.0 | 510.1 | +17.0% | |
| Operating income | (55.0) | (102.1) | (135.2) | (177.9) | (189.8) | (228.8) | (223.5) | +2.3% | |
| Interest expense | 0.0 | 6.1 | 7.8 | 4.2 | 4.0 | 26.5 | — | — | |
| Interest income | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 25.5 | — | — | |
| Other income / expense | 0.4 | (22.8) | 2.3 | (1.0) | 0.4 | 2.9 | — | — | |
| Pre-tax income | (54.5) | (124.8) | (132.9) | (178.9) | (189.4) | (225.9) | (191.7) | +15.1% | |
| Income tax | 0.5 | (7.5) | 3.0 | 3.7 | 0.8 | (27.7) | (26.3) | +5.1% | |
| Net income | (55.0) | (117.3) | (135.9) | (182.6) | (190.2) | (198.2) | (165.5) | +16.5% | |
| 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) | (0.12) | (0.26) | (0.29) | (0.38) | (0.38) | (0.37) | (0.27) | +26.4% | |
| EPS, diluted (per share) | (0.12) | (0.26) | (0.29) | (0.38) | (0.38) | (0.37) | (0.27) | +26.4% | |
| EBITDA | (45.6) | (107.9) | (95.2) | (144.9) | (151.8) | (155.5) | (150.8) | +3.0% | |
| Depreciation & amortization | 9.3 | 10.9 | 29.9 | 29.7 | 33.7 | 43.9 | 62.4 | +42.0% | |
| Weighted average shares (shares) | 447,919,591 | 452,207,440 | 466,214,095 | 481,768,060 | 495,929,861 | 530,664,781 | — | — | |
| Weighted average diluted shares (shares) | 447,919,591 | 452,207,440 | 466,214,095 | 481,768,060 | 495,929,861 | 530,664,781 | — | — | |
| Gross margin | −33.6% | −3.0% | 9.0% | 21.0% | 26.6% | 34.4% | 37.3% | +2.8 pts | |
| Operating margin | −156.3% | −164.0% | −64.1% | −72.7% | −43.5% | −38.0% | −29.1% | +9.0 pts | |
| Net margin | −156.4% | −188.5% | −64.4% | −74.6% | −43.6% | −32.9% | −21.5% | +11.4 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.
