| USD billions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7 | 2.2 | 2.8 | 2.8 | 3.2 | 3.7 | 4.3 | +16.4% | |
| Cost of revenue | 0.5 | 0.7 | 0.9 | 0.8 | 1.0 | 1.1 | 1.3 | +18.9% | |
| Gross profit | 1.1 | 1.5 | 1.9 | 2.0 | 2.2 | 2.6 | 3.0 | +15.3% | |
| Research & development | 0.5 | 0.6 | 0.7 | 0.7 | 0.8 | 1.0 | 1.1 | +9.2% | |
| Selling, general & administrative | 0.9 | 1.0 | 1.1 | 1.2 | 1.3 | 1.4 | — | — | |
| Selling & marketing | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | — | — | |
| Operating expenses | 1.4 | 1.6 | 1.8 | 2.0 | 2.1 | 2.5 | 2.7 | +11.6% | |
| Operating income | (0.3) | (0.1) | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | +95.3% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | −68.9% | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | −11.1% | |
| Other income / expense | (0.0) | (0.0) | 0.0 | 0.0 | 0.1 | 0.1 | — | — | |
| Pre-tax income | (0.3) | (0.1) | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | +24.5% | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | −28.1% | |
| Net income | (0.3) | (0.1) | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | +34.6% | |
| 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) | (1.05) | (0.50) | 0.24 | 0.20 | 0.33 | 0.49 | — | — | |
| EPS, diluted (per share) | (1.05) | (0.50) | 0.23 | 0.19 | 0.31 | 0.47 | — | — | |
| EBITDA | (0.2) | (0.0) | 0.2 | 0.2 | 0.3 | 0.4 | 0.4 | −0.4% | |
| Depreciation & amortization | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | +4.0% | |
| Weighted average shares (shares) | 267,824,000 | 285,882,000 | 299,478,000 | 311,831,000 | 325,774,000 | 330,458,000 | — | — | |
| Weighted average diluted shares (shares) | 267,824,000 | 285,882,000 | 339,184,000 | 332,568,000 | 342,704,000 | 346,074,000 | — | — | |
| Gross margin | 68.2% | 67.5% | 68.9% | 71.4% | 69.8% | 70.4% | 69.7% | −0.6 pts | |
| Operating margin | −15.5% | −4.5% | 3.0% | 1.9% | 2.7% | 3.1% | 5.3% | +2.1 pts | |
| Net margin | −16.7% | −6.6% | 2.7% | 2.2% | 3.4% | 5.1% | 5.9% | +0.8 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-08-02 and uses four consecutive reported quarters.
