| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 230.8 | 254.0 | 437.4 | 613.6 | 770.5 | 900.8 | 1,000.7 | +11.1% | |
| Cost of revenue | 73.7 | 104.9 | 161.1 | 231.5 | 281.2 | 127.8 | 368.5 | +188.2% | |
| Gross profit | 157.1 | 149.0 | 276.4 | 382.1 | 489.3 | 772.9 | 632.2 | −18.2% | |
| Research & development | 32.0 | 47.5 | 66.8 | 74.4 | 73.4 | 72.4 | 72.4 | −0.0% | |
| Selling, general & administrative | 134.5 | 204.1 | 319.9 | 265.9 | 266.3 | 286.8 | — | — | |
| Selling & marketing | 16.4 | 35.2 | 41.7 | 43.5 | 48.8 | 54.4 | — | — | |
| Operating expenses | 176.0 | 264.0 | 405.4 | 362.0 | 366.1 | 586.5 | — | — | |
| Operating income | (18.9) | (114.9) | (129.1) | 20.1 | 123.2 | 186.5 | 251.5 | +34.9% | |
| Interest expense | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Interest income | 0.6 | 0.0 | 6.6 | 29.0 | 32.5 | 24.4 | — | — | |
| Other income / expense | 9.6 | (0.0) | 11.6 | 30.5 | (56.6) | 19.6 | — | — | |
| Pre-tax income | (9.3) | (114.9) | (117.5) | 50.6 | 66.6 | 206.1 | 279.9 | +35.8% | |
| Income tax | 0.0 | 0.2 | (2.1) | 0.7 | (158.6) | 37.9 | 59.5 | +56.8% | |
| Net income | (9.3) | (36.1) | (65.6) | 28.1 | 169.7 | 109.2 | 206.9 | +89.5% | |
| 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) | (0.14) | (1.49) | (1.41) | 0.31 | 1.81 | 1.14 | 1.49 | +31.1% | |
| EPS, diluted (per share) | (0.14) | (1.49) | (1.41) | 0.31 | 1.56 | 1.12 | 1.47 | +31.3% | |
| EBITDA | (9.5) | (102.2) | (98.7) | 72.3 | 93.1 | 240.7 | 295.0 | +22.6% | |
| Depreciation & amortization | 9.4 | 12.4 | 18.8 | 21.6 | 26.5 | 34.6 | 34.8 | +0.6% | |
| Weighted average shares (shares) | 65,427,164 | 77,435,490 | 82,124,870 | 90,602,673 | 93,895,000 | 95,436,323 | — | — | |
| Weighted average diluted shares (shares) | 65,427,164 | 77,435,490 | 82,124,870 | 91,617,045 | 144,511,000 | 97,269,905 | — | — | |
| Gross margin | 68.1% | 58.7% | 63.2% | 62.3% | 63.5% | 85.8% | 63.2% | −22.6 pts | |
| Operating margin | −8.2% | −45.3% | −29.5% | 3.3% | 16.0% | 20.7% | 25.1% | +4.4 pts | |
| Net margin | −4.0% | −14.2% | −15.0% | 4.6% | 22.0% | 12.1% | 20.7% | +8.6 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.
