| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.7 | 4.1 | 4.4 | 4.5 | 4.7 | 4.9 | 5.0 | +2.6% | |
| Cost of revenue | 0.8 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | +1.3% | |
| Gross profit | 1.8 | 3.0 | 3.3 | 3.4 | 3.5 | 3.7 | 3.9 | +2.9% | |
| Research & development | 0.2 | 0.4 | 0.8 | 0.8 | 0.9 | 0.8 | 0.9 | +6.9% | |
| Selling, general & administrative | 1.0 | 1.6 | 2.3 | 2.1 | 1.9 | 1.8 | — | — | |
| Selling & marketing | 0.7 | 1.1 | 1.7 | 1.5 | 1.4 | 1.4 | — | — | |
| Operating expenses | 1.2 | 2.0 | 3.0 | 2.9 | 2.7 | 2.6 | 2.7 | +1.8% | |
| Operating income | 0.7 | 1.1 | 0.2 | 0.5 | 0.8 | 1.1 | 1.2 | +5.5% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.3 | 0.5 | 1.3 | — | — | |
| Pre-tax income | 0.7 | 1.1 | 0.2 | 0.8 | 1.3 | 2.4 | 4.2 | +72.8% | |
| Income tax | 0.0 | (0.3) | 0.1 | 0.2 | 0.3 | 0.5 | 0.9 | +78.1% | |
| Net income | 0.7 | 1.4 | 0.1 | 0.6 | 1.0 | 1.9 | 3.3 | +71.3% | |
| 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) | 2.37 | 4.64 | 0.35 | 2.12 | 3.28 | 6.32 | 11.04 | +74.7% | |
| EPS, diluted (per share) | 2.25 | 4.50 | 0.34 | 2.07 | 3.21 | 6.18 | 10.80 | +74.8% | |
| EBITDA | 0.7 | 1.1 | 0.3 | 0.9 | 1.4 | 2.6 | 1.3 | −48.5% | |
| Depreciation & amortization | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | −1.8% | |
| Weighted average shares (shares) | 283,853,654 | 296,334,894 | 296,560,501 | 300,748,162 | 307,982,000 | 300,504,000 | — | — | |
| Weighted average diluted shares (shares) | 298,127,669 | 305,826,505 | 304,231,350 | 308,519,897 | 315,070,000 | 307,333,000 | — | — | |
| Gross margin | 69.0% | 74.3% | 74.9% | 76.2% | 75.8% | 77.0% | 77.3% | +0.3 pts | |
| Operating margin | 24.9% | 25.9% | 5.6% | 11.6% | 17.4% | 23.1% | 23.7% | +0.7 pts | |
| Net margin | 25.4% | 33.6% | 2.4% | 14.1% | 21.7% | 39.0% | 65.2% | +26.2 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.
