Hollow marker is the consensus estimate; filled is the reported figure, colored by beat or miss.
Outlined bar is the consensus estimate; solid is reported.
Periods without a consensus estimate or a reported figure show a dash.
| Period | EPS estimate | EPS actual | EPS surprise % | Revenue estimate | Revenue actual | Revenue surprise % |
|---|---|---|---|---|---|---|
| Q2 26 | $0.06 | $0.19 | +216.7% | — | $508M | — |
| Q1 26 | $0.09 | $0.12 | +33.3% | — | $558M | — |
| Q4 25 | $0.06 | $0.06 | 0.0% | — | $446M | — |
| Q3 25 | $0.09 | $0.09 | 0.0% | — | $504M | — |
| Q2 25 | $0.11 | $0.13 | +18.2% | — | $506M | — |
| Q1 25 | $0.08 | $0.08 | 0.0% | — | $438M | — |
| Q4 24 | $0.11 | $0.13 | +18.2% | — | $490M | — |
| Q3 24 | $0.1 | $0.1 | 0.0% | — | $486M | — |
| Q2 24 | $0.08 | $0.09 | +12.5% | — | $439M | — |
| Q1 24 | -$0.06 | -$0.07 | -16.7% | — | $239M | — |
| Q4 23 | $0.27 | $0.28 | +3.7% | — | $637M | — |
| Q3 23 | $0.17 | $0.22 | +29.4% | — | $530M | — |
| Q2 23 | $0.12 | $0.17 | +41.7% | — | $454M | — |
| Q1 23 | $0.12 | $0.14 | +16.7% | — | $458M | — |
| Q4 22 | $0.17 | $0.27 | +58.8% | — | $565M | — |
| Q3 22 | $0.12 | $0.15 | +25.0% | — | $450M | — |
Reported per-share earnings by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.
Reported revenue by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.
Periods without a consensus estimate or a reported figure show a dash.
| Period | EPS estimate | EPS actual | EPS surprise % | Revenue estimate | Revenue actual | Revenue surprise % |
|---|---|---|---|---|---|---|
| FY25 | — | -$0.48 | — | — | $1.9B | — |
| FY24 | — | -$3.82 | — | — | $1.7B | — |
| FY23 | — | -$0.03 | — | — | $2.1B | — |
| FY22 | — | -$0.11 | — | — | $1.9B | — |
| FY21 | — | -$0.09 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | $879M | $967M | $1.4B | $1.9B | $2.1B | $1.7B | $1.9B |
| YoY change | — | +10% | +43.3% | +34.8% | +11.2% | -20.4% | +14.5% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q3 23 | Q4 23 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | 879M | 967M | 1.4B | 1.9B | 2.1B | 1.7B | 1.9B |
| Cost of revenue | 456M | 591M | 731M | 947M | 1B | 913M | 990M |
| Gross profit | 423M | 376M | 655M | 922M | 1B | 741M | 904M |
| Gross margin | 48.1% | 38.9% | 47.3% | 49.3% | 50.4% | 44.8% | 47.7% |
| Research & development | 384M | 440M | 544M | 789M | 889M | 1.1B | 1.2B |
| Selling, general & administrative | 125M | 149M | 168M | 170M | 191M | 188M | 193M |
| Operating expenses | 509M | 589M | 712M | 959M | 1.1B | 1.3B | 1.3B |
| Operating income | -86M | -213M | -57M | -37M | -33M | -530M | -440M |
| Operating margin | -9.78% | -22% | -4.11% | -1.98% | -1.59% | -32% | -23.2% |
| Non-operating income, net | -4M | -5M | -3M | 11M | — | -2.7B | — |
| Pretax income | -325M | -212M | -57M | -32M | 16M | -3.2B | -377M |
| Income tax | 3M | -16M | 18M | 50M | 43M | -73M | 15M |
| Net income | -328M | -196M | -75M | -82M | -27M | -3.1B | -392M |
| Net margin | -37.3% | -20.3% | -5.41% | -4.39% | -1.3% | -186.8% | -20.7% |
| EBITDA | 252M | 251M | 469M | 559M | 529M | 38M | 77M |
| EPS | -0.41 | -0.25 | -0.09 | -0.11 | -0.03 | -3.82 | -0.48 |
| Diluted EPS | -0.41 | -0.25 | -0.09 | -0.11 | -0.03 | -3.82 | -0.48 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 530M | 637M | 239M | 439M | 486M | 490M | 438M | 506M | 504M | 446M | 558M | 508M |
| Cost of revenue | 258M | 293M | 185M | 230M | 249M | 249M | 231M | 254M | 261M | 244M | 283M | 273M |
| Gross profit | 272M | 344M | 54M | 209M | 237M | 241M | 207M | 252M | 243M | 202M | 275M | 235M |
| Gross margin | 51.3% | 54% | 22.6% | 47.6% | 48.8% | 49.2% | 47.3% | 49.8% | 48.2% | 45.3% | 49.3% | 46.3% |
| Research & development | 218M | 225M | 243M | 256M | 303M | 281M | 275M | 282M | 304M | 290M | 323M | 207M |
| Selling, general & administrative | 46M | 46M | 49M | 47M | 46M | 46M | 49M | 44M | 48M | 52M | 60M | 58M |
| Operating expenses | 264M | 271M | 292M | 303M | 349M | 327M | 324M | 326M | 352M | 342M | 383M | 265M |
| Operating income | 8M | 73M | -238M | -94M | -112M | -86M | -117M | -74M | -109M | -140M | -108M | -30M |
| Operating margin | 1.51% | 11.5% | -99.6% | -21.4% | -23% | -17.6% | -26.7% | -14.6% | -21.6% | -31.4% | -19.4% | -5.91% |
| Non-operating income, net | — | — | — | — | -2.7B | 0 | — | — | — | — | -3.8B | — |
| Pretax income | 23M | 84M | -221M | -81M | -2.8B | -68M | -99M | -61M | -92M | -125M | -3.9B | -17M |
| Income tax | 6M | 21M | -3M | 5M | -78M | 3M | 3M | 6M | 4M | 2M | -64M | 4M |
| Net income | 17M | 63M | -218M | -86M | -2.7B | -71M | -102M | -67M | -96M | -127M | -3.8B | -21M |
| Net margin | 3.21% | 9.89% | -91.2% | -19.6% | -558.6% | -14.5% | -23.3% | -13.2% | -19% | -28.5% | -684.2% | -4.13% |
| EBITDA | 128M | 211M | -113M | 33M | 2.7B | -2.6B | 12M | 55M | 20M | -10M | 3.8B | 106M |
| EPS | 0.02 | 0.08 | -0.27 | -0.11 | -3.35 | -0.09 | -0.13 | -0.08 | -0.12 | -0.16 | -4.68 | -0.03 |
| Diluted EPS | 0.02 | 0.08 | -0.27 | -0.11 | -3.35 | -0.09 | -0.13 | -0.08 | -0.12 | -0.16 | -4.68 | -0.03 |
Annual history by fiscal year; click a table row below to chart a different metric.
Current values are trailing twelve months where available, otherwise the latest fiscal year; unreported figures show a dash.
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | 26.6B | 34.9B | 16.1B | 8.5B | 6.6B |
| Enterprise value | — | — | — | 25.6B | 33.7B | 14.7B | 6.7B | 5.5B |
| Shares outstanding | 795.8M | 795.8M | 795.8M | 759M | 805M | 809M | 813M | 813M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | — | -16.3 |
| P/S | — | — | — | 14.2 | 16.8 | 9.74 | 4.48 | 3.39 |
| P/B | — | — | — | 1.8 | 2.34 | 1.33 | 0.71 | 0.82 |
| EV/EBITDA | — | — | — | 45.8 | 63.6 | 386.6 | 86.4 | -23.1 |
| EV/Sales | — | — | — | 13.7 | 16.2 | 8.88 | 3.51 | 2.71 |
| Earnings yield | — | — | — | — | — | — | — | -6.15% |
| FCF yield | — | — | — | 1.63% | 0.85% | 1.98% | 6.16% | 9.86% |
| PEG | — | — | — | — | — | — | — | 0.26 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 48.1% | 38.9% | 47.3% | 49.3% | 50.4% | 44.8% | 47.7% | 46.3% |
| Operating margin | -9.78% | -22% | -4.11% | -1.98% | -1.59% | -32% | -23.2% | -5.91% |
| Net margin | -37.3% | -20.3% | -5.41% | -4.39% | -1.3% | -186.8% | -20.7% | -201.5% |
| ROE | — | -1.24% | -0.47% | -0.55% | -0.18% | -25.6% | -3.3% | -40.1% |
| ROA | — | -1.19% | -0.45% | -0.53% | -0.17% | -24.6% | -3.14% | -2.26% |
| ROIC | — | -1.35% | -0.37% | -0.27% | 0% | -4.97% | -4.38% | -5.72% |
| Return on tangible assets | — | 1.57% | 0.67% | 0.72% | 0.26% | 43.9% | 6.28% | 129.4% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 5.46 | 4.79 | 3.95 | 5.13 | 6.53 | 6.1 | 4.6 |
| Quick ratio | — | 5.05 | 4.58 | 3.65 | 4.16 | 5.28 | 5.3 | 3.92 |
| Debt / equity | — | — | — | — | — | — | — | 0.01 |
| Net debt / EBITDA | — | — | — | — | — | — | — | -17.6 |
| Interest coverage | — | — | — | -0.33 | — | — | — | — |
| Effective tax rate | 0% | 0% | 0% | 0% | 100% | 0% | 0% | 0% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 1.1 | 1.22 | 1.74 | 2.46 | 2.58 | 2.04 | 2.33 | 2.47 |
| EPS (basic) | -0.41 | -0.25 | -0.09 | -0.11 | -0.03 | -3.82 | -0.48 | -0.48 |
| EPS (diluted) | -0.41 | -0.25 | -0.09 | -0.11 | -0.03 | -3.82 | -0.48 | -4.97 |
| Book value per share | — | 19.9 | 20 | 19.5 | 18.5 | 14.9 | 14.6 | 9.77 |
| FCF per share | 0.32 | 0.23 | 0.57 | 0.57 | 0.37 | 0.39 | 0.64 | 0.47 |
| Cash per share | — | 0.11 | 0.77 | 1.35 | 1.51 | 1.76 | 2.26 | 1.7 |
| Capex per share | 0.06 | 0.11 | 0.18 | 0.15 | 0.12 | 0.1 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 5.01% | 9.41% | 10.3% | 5.94% | 4.71% | 4.9% | — | — |
| Capex / operating cash flow | 16.4% | 33.6% | 23.9% | 20.6% | 25.2% | -3.49% | — | — |
| Payout ratio | — | 0% | 0% | -411% | 0% | 0% | — | 0% |
| Dividend yield | — | — | — | 1.27% | 0% | 0% | — | — |
| — |
| — |
| $1.4B |
| — |
| FY20 | — | -$0.25 | — | — | $967M | — |
| FY19 | — | -$0.41 | — | — | $879M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $530M | $637M | $239M | $439M | $486M | $490M | $438M | $506M | $504M | $446M | $558M | $508M |
| YoY change | +17.8% | +12.7% | -47.8% | -3.3% | -8.3% | -23.1% | +83.3% | +15.3% | +3.7% | -8.98% | +27.4% | +0.4% |
What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.
Click a row to chart it; unreported figures show a dash.
| Period | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|
| Cash & short-term investments | 85M | 616M | 1B | 1.2B | 1.4B | 1.8B |
| Receivables | 93M | 155M | 269M | 357M | 212M | 131M |
| Inventory | 128M | 97M | 113M | 391M | 415M | 327M |
| Total current assets | 1.7B | 2.3B | 1.5B | 2.1B | 2.2B | 2.5B |
| Property, plant & equipment | 187M | 304M | 384M | 132M | 137M | 151M |
| Goodwill & intangibles | 28.9B | 27.9B | 26.8B | 25.9B | 19.6B | 18.7B |
| Total assets | 16.5B | 16.7B | 15.4B | 15.6B | 12.6B | 12.5B |
| Accounts payable | 109M | 160M | 189M | 229M | 190M | 228M |
| Short-term debt | — | — | — | — | — | — |
| Total current liabilities | 310M | 474M | 384M | 403M | 333M | 406M |
| Long-term debt | — | — | — | — | — | — |
| Total liabilities | 620M | 766M | 647M | 653M | 492M | 611M |
| Shareholders' equity | 15.8B | 15.9B | 14.8B | 14.9B | 12.1B | 11.9B |
| Total debt | — | — | — | — | — | — |
| Net debt | — | — | — | — | — | — |
What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.
Click a row to chart it; unreported figures show a dash.
| Period | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 1.2B | 1.2B | 1.2B | 1.2B | 1.3B | 1.4B | 1.5B | 1.7B | 1.7B | 1.8B | 1.3B | 1.4B |
| Receivables | 281M | 357M | 120M | 204M | 223M | 212M | 217M | 217M | 201M | 131M | 226M | 208M |
| Inventory | 354M | 391M | 456M | 485M | 457M | 415M | 364M | 325M | 318M | 327M | 303M | 310M |
| Total current assets | 1.9B | 2.1B | 1.9B | 2B | 2.1B | 2.2B | 2.2B | 2.4B | 2.4B | 2.5B | 2B | 2.1B |
| Property, plant & equipment | 426M | 132M | 138M | 137M | 138M | 137M | 133M | 135M | 133M | 151M | 142M | 140M |
| Goodwill & intangibles | 26.1B | 25.9B | 25.7B | 25.5B | 19.8B | 19.6B | 19.4B | 19.2B | 19B | 18.7B | 12.2B | 12B |
| Total assets | 15.5B | 15.6B | 15.3B | 15.3B | 12.6B | 12.6B | 12.5B | 12.6B | 12.5B | 12.5B | 8.7B | 8.8B |
| Accounts payable | 221M | 229M | 166M | 171M | 166M | 190M | 150M | 199M | 211M | 228M | 228M | 251M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | 391M | 403M | 329M | 346M | 362M | 333M | 290M | 347M | 374M | 406M | 419M | 452M |
| Long-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | 632M | 653M | 579M | 588M | 525M | 492M | 449M | 512M | 545M | 611M | 571M | 628M |
| Shareholders' equity | 14.9B | 14.9B | 14.8B | 14.7B | 12.1B | 12.1B | 12B | 12.1B | 11.9B | 11.9B | 8.2B | 8.2B |
| Total debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Net debt | — | — | — | — | — | — | — | — | — | — | — | — |
Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Net income | -328M | -196M | -75M | -82M | -27M | -3.1B | -392M |
| Depreciation & amortization | 338M | 463M | 526M | 567M | 513M | 506M | 517M |
| Stock-based compensation | 76M | 85M | 97M | 174M | 252M | 279M | 277M |
| Change in working capital | -43M | -24M | 60M | -138M | -352M | 87M | 172M |
| Operating cash flow | 269M | 271M | 599M | 540M | 389M | -2.3B | 602M |
| Capital expenditure | -44M | -91M | -143M | -111M | -98M | -81M | — |
| Investing cash flow | -225M | -965M | -157M | 1.2B | -98M | -120M | -12M |
| Dividends paid | — | 0 | 0 | -337M | 0 | 0 | — |
| Share repurchases | — | — | — | — | — | — | -100M |
| Financing cash flow | -59M | 732M | 91M | -1.3B | -100M | -66M | -106M |
| Net change in cash | -15M | 38M | 533M | 410M | 191M | -2.5B | 484M |
| Free cash flow | 256M | 180M | 456M | 435M | 296M | 319M | 523M |
Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.
Click a row to chart it; unreported figures show a dash.
| Period | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 17M | 63M | -218M | -86M | -2.7B | -71M | -102M | — | -96M | -127M | -3.8B | -21M |
| Depreciation & amortization | 120M | 127M | 125M | 127M | 127M | 127M | 129M | — | 129M | 130M | 133M | 136M |
| Stock-based compensation | 63M | 62M | 62M | 62M | 79M | 76M | 65M | — | 72M | 71M | 80M | 88M |
| Change in working capital | -112M | -140M | 75M | -71M | 29M | 78M | 25M | — | 50M | 24M | -29M | -79M |
| Operating cash flow | 84M | 113M | 38M | 27M | -2.6B | 207M | 111M | 213M | 167M | 113M | 75M | 135M |
| Capital expenditure | -17M | -23M | -22M | -24M | -22M | -13M | -14M | — | — | — | — | — |
| Investing cash flow | -17M | -23M | -22M | -42M | -34M | -22M | -25M | — | -1M | 0 | -669M | 1M |
| Dividends paid | 0 | 0 | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | -100M | 0 | — | — |
| Financing cash flow | -17M | -71M | -4M | -7M | -5M | -50M | 3M | — | -100M | -4M | — | — |
| Net change in cash | 50M | 19M | 12M | -22M | -2.6B | 135M | 89M | 213M | 66M | 109M | -594M | 136M |
| Free cash flow | 71M | 86M | 18M | 6M | 104M | 191M | 95M | — | 143M | 86M | 45M | 114M |