| USD billions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.4 | 4.8 | 6.0 | 8.0 | 8.2 | 8.8 | 9.4 | +6.5% | |
| Cost of revenue | 1.2 | 1.2 | 1.5 | 2.0 | 2.1 | 3.6 | 5.9 | +67.1% | |
| Gross profit | 3.3 | 3.5 | 4.5 | 6.0 | 6.1 | 5.2 | 3.4 | −34.6% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.5 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 1.1 | 0.3 | 1.0 | 2.3 | 1.7 | 1.7 | — | — | |
| Operating income | 2.1 | 3.2 | 3.5 | 3.7 | 4.4 | 3.5 | 4.4 | +23.8% | |
| Interest expense | 0.3 | 0.3 | 0.3 | 0.6 | 0.8 | 1.0 | — | — | |
| Interest income | 0.0 | 0.0 | 0.0 | (0.0) | (0.0) | 0.0 | — | — | |
| Other income / expense | (0.4) | 0.1 | 0.2 | (0.2) | (0.3) | 0.2 | — | — | |
| Pre-tax income | 1.7 | 3.3 | 3.7 | 3.5 | 4.1 | 3.8 | 4.9 | +29.1% | |
| Income tax | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.3 | +65.1% | |
| Net income | 1.5 | 2.9 | 3.4 | 3.1 | 3.7 | 3.4 | 4.3 | +24.9% | |
| 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) | 1.97 | 3.86 | 4.15 | 3.30 | 4.03 | 3.57 | 4.55 | +27.5% | |
| EPS, diluted (per share) | 1.95 | 3.84 | 4.13 | 3.29 | 4.01 | 3.54 | 4.53 | +28.0% | |
| EBITDA | 3.6 | 5.2 | 5.8 | 6.6 | 7.5 | 7.2 | 7.7 | +6.9% | |
| Depreciation & amortization | 1.6 | 1.6 | 1.8 | 2.5 | 2.6 | 2.6 | — | — | |
| Weighted average shares (shares) | 749,060,000 | 760,312,000 | 808,910,000 | 947,706,000 | 926,172,000 | 938,407,382 | — | — | |
| Weighted average diluted shares (shares) | 775,151,000 | 785,711,000 | 834,843,000 | 951,791,000 | 953,590,000 | 958,019,000 | — | — | |
| Gross margin | 73.6% | 73.8% | 74.7% | 74.9% | 74.9% | 59.6% | 36.6% | −23.0 pts | |
| Operating margin | 47.7% | 67.4% | 58.0% | 46.2% | 53.8% | 40.2% | 46.8% | +6.5 pts | |
| Net margin | 33.4% | 61.8% | 56.3% | 38.1% | 45.5% | 38.8% | 45.5% | +6.7 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-09-30 and uses four consecutive reported quarters.
