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 | -$0.04 | -$0.1 | -150.0% | — | $55M | — |
| Q1 26 | -$0.03 | -$0.03 | 0.0% | — | $58.4M | — |
| Q4 25 | -$0.02 | -$0.07 | -250.0% | — | $55.4M | — |
| Q3 25 | $0.01 | -$0.01 | -200.0% | — | $57.6M | — |
| Q2 25 | $0.03 | -$0.02 | -166.7% | — | $59.3M | — |
| Q1 25 | $0.03 | $0.02 | -33.3% | — | $62.7M | — |
| Q4 24 | $0.02 | $0.01 | -50.0% | — | $67.8M | — |
| Q3 24 | -$0.02 | -$0.02 | 0.0% | — | $71.2M | — |
| Q2 24 | $0.04 | -$0.01 | -125.0% | — | $72.6M | — |
| Q1 24 | $0.02 | $0.04 | +100.0% | — | $77.8M | — |
| Q4 23 | -$0.02 | -$0.15 | -650.0% | — | $77.1M | — |
| Q3 23 | -$0.03 | $0.03 | +200.0% | — | $75.9M | — |
| Q2 23 | -$0.04 | -$0.01 | +75.0% | — | $77.8M | — |
| Q1 23 | -$0.02 | -$0.02 | 0.0% | — | $80.1M | — |
| Q4 22 | -$0.03 | -$0.02 | +33.3% | — | $79.4M | — |
| Q3 22 | -$0.01 | $0.02 | +300.0% | — | $72.1M | — |
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 | — | -$0.23 | — | — | $235.1M | — |
| FY24 | — | -$0.22 | — | — | $289.4M | — |
| FY23 | — | -$0.15 | — | — | $310.9M | — |
| FY22 | — | -$0.14 | — | — | $290.3M | — |
| FY21 | — |
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 | $239.4M | $269.9M | $287.4M | $290.3M | $310.9M | $289.4M | $235.1M |
| YoY change | — | +12.7% | +6.5% | +1.01% | +7.09% | -6.9% | -18.8% |
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 | 239.4M | 269.9M | 287.4M | 290.3M | 310.9M | 289.4M | 235.1M |
| Cost of revenue | 80.3M | 91.5M | 91.6M | 85.4M | 77.8M | 72.7M | 57.5M |
| Gross profit | 159.2M | 178.4M | 195.8M | 204.9M | 233.1M | 216.7M | 177.6M |
| Gross margin | 66.5% | 66.1% | 68.1% | 70.6% | 75% | 74.9% | 75.6% |
| Research & development | 39M | 51.7M | 61.3M | 63.3M | 70.3M | 67.7M | 58.4M |
| Selling, general & administrative | 76.6M | 74.1M | 106.9M | 121.1M | 119.4M | 110.7M | 101.3M |
| Operating expenses | 115.6M | 125.8M | 168.3M | 184.4M | 189.7M | 178.4M | 159.7M |
| Operating income | 18.4M | 30.4M | 92K | -15.1M | -1.9M | -7.2M | -20.4M |
| Operating margin | 7.67% | 11.3% | 0.03% | -5.19% | -0.61% | -2.47% | -8.69% |
| Non-operating income, net | -518K | -19.2M | 10.6M | -10.5M | -5.5M | -25M | -9.2M |
| Pretax income | 17.6M | 11.1M | 10.5M | -23.6M | -2.5M | -27.3M | -26.7M |
| Income tax | 4M | -1.7M | -258K | -5.8M | 16.9M | 1.4M | 1.9M |
| Net income | 13.6M | 12.8M | 10.7M | -17.8M | -19.4M | -28.7M | -28.6M |
| Net margin | 5.69% | 4.75% | 3.74% | -6.13% | -6.24% | -9.91% | -12.2% |
| EBITDA | 44.2M | 53.6M | 16.6M | 32.5M | 49.3M | 63.1M | 26.2M |
| EPS | 0.11 | 0.1 | 0.1 | -0.14 | -0.15 | -0.22 | -0.23 |
| Diluted EPS | 0.11 | 0.1 | 0.09 | -0.14 | -0.15 | -0.22 | -0.23 |
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 | 75.9M | 77.1M | 77.8M | 72.6M | 71.2M | 67.8M | 62.7M | 59.3M | 57.6M | 55.4M | 58.4M | 55M |
| Cost of revenue | 19.9M | 19.5M | 19M | 18.1M | 17.8M | 17.9M | 15.8M | 14.6M | 13.6M | 13.5M | 12M | 10.8M |
| Gross profit | 56M | 57.6M | 58.9M | 54.5M | 53.4M | 49.9M | 46.9M | 44.8M | 44M | 41.9M | 46.4M | 44.2M |
| Gross margin | 73.8% | 74.7% | 75.7% | 75.1% | 75% | 73.6% | 74.8% | 75.5% | 76.4% | 75.6% | 79.4% | 80.3% |
| Research & development | 17.4M | 16.8M | 18M | 16.7M | 16.7M | 16.3M | 13.7M | 14.2M | 14.8M | 15.7M | 14.7M | 15.1M |
| Selling, general & administrative | 29.5M | 30.5M | 30.4M | 28.7M | 26.7M | 25M | 25M | 24.5M | 26.2M | 25.6M | 30.5M | 24.1M |
| Operating expenses | 46.9M | 47.3M | 48.4M | 45.5M | 43.4M | 41.2M | 38.7M | 38.7M | 41.1M | 41.3M | 45.2M | 39.2M |
| Operating income | -2.4M | -1.2M | -1.1M | -2.6M | -1.5M | -2M | -1.4M | -3.4M | -6.6M | -9M | -8.7M | -4.8M |
| Operating margin | -3.22% | -1.61% | -1.37% | -3.56% | -2.17% | -2.89% | -2.24% | -5.78% | -11.5% | -16.2% | -14.8% | -8.66% |
| Non-operating income, net | 2.7M | -650K | -808K | -926K | -3.2M | -20.1M | -2M | -258K | -3.1M | -3.8M | -2.1M | -7.7M |
| Pretax income | 1.7M | -554K | -453K | -2.1M | -3.6M | -21.1M | -2.5M | -2.7M | -8.8M | -12.6M | -10.1M | -11.8M |
| Income tax | -2.1M | 19.3M | 114K | 475K | -534K | 1.3M | 348K | 209K | 294K | 1.1M | 610K | 1.5M |
| Net income | 3.8M | -19.9M | -567K | -2.6M | -3.1M | -22.4M | -2.9M | -2.9M | -9.1M | -13.7M | -10.7M | -13.3M |
| Net margin | 5.01% | -25.8% | -0.73% | -3.6% | -4.35% | -33.1% | -4.59% | -4.97% | -15.8% | -24.7% | -18.3% | -24.1% |
| EBITDA | 6.2M | 10.6M | 11.2M | 9.7M | 13M | 29.2M | 9.5M | 6.2M | 4.3M | 6.3M | 3M | 12.2M |
| EPS | 0.03 | -0.15 | -0 | -0.02 | -0.02 | -0.18 | -0.02 | -0.02 | -0.07 | -0.11 | -0.08 | -0.1 |
| Diluted EPS | 0.03 | -0.15 | -0 | -0.02 | -0.02 | -0.18 | -0.02 | -0.02 | -0.07 | -0.11 | -0.08 | -0.1 |
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 | — | 1.3B | — | — | 360.4M | 240.8M | 81.9M | 55.3M |
| Enterprise value | — | 1.2B | — | — | 237.4M | 141.6M | -15.3M | -40M |
| Shares outstanding | 125.8M | 125.8M | 111.7M | 128.4M | 133M | 129.4M | 125.7M | 125.7M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | 101.1 | — | — | — | — | — | 90.5 |
| P/S | — | 4.8 | — | — | 1.16 | 0.83 | 0.35 | 0.25 |
| P/B | — | 13.5 | — | — | 1.25 | 0.98 | 0.36 | 0.29 |
| EV/EBITDA | — | 23.3 | — | — | 4.81 | 2.24 | -0.58 | -4.12 |
| EV/Sales | — | 4.62 | — | — | 0.76 | 0.49 | -0.06 | -0.18 |
| Earnings yield | — | 0.99% | — | — | — | — | — | 1.1% |
| FCF yield | — | 1.65% | — | — | 5.34% | 9.61% | 12% | 49.7% |
| PEG | — | — | — | — | — | — | — | 0.23 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 66.5% | 66.1% | 68.1% | 70.6% | 75% | 74.9% | 75.6% | 80.3% |
| Operating margin | 7.67% | 11.3% | 0.03% | -5.19% | -0.61% | -2.47% | -8.69% | -8.66% |
| Net margin | 5.69% | 4.75% | 3.74% | -6.13% | -6.24% | -9.91% | -12.2% | -20.6% |
| ROE | — | 13.3% | 3.54% | -5.88% | -6.73% | -11.7% | -12.6% | -20.6% |
| ROA | — | 9.52% | 3.21% | -5.05% | -5.29% | -8.88% | -9.85% | -6.18% |
| ROIC | — | 64.6% | 0.1% | -8.16% | -1.15% | -4.91% | -15.6% | -26.3% |
| Return on tangible assets | — | 29.4% | 5.35% | -17.2% | -38.6% | -78.6% | -86% | -137.9% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 2.3 | 8.08 | 5.15 | 3.8 | 2.98 | 3.12 | 2.99 |
| Quick ratio | — | 2.3 | 8.08 | 5.15 | 3.8 | 2.98 | 3.12 | 2.99 |
| Debt / equity | — | — | 0 | 0.05 | 0.03 | 0.04 | 0.03 | 0.03 |
| Debt / assets | — | — | 0 | 0.05 | 0.03 | 0.03 | 0.03 | 0.02 |
| Net debt / EBITDA | — | — | -12.8 | -3.63 | -2.49 | -1.57 | -3.71 | -3.76 |
| Interest coverage | 67.6 | 79.4 | 0.39 | -7.82 | — | — | — | — |
| Effective tax rate | 22.6% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 1.9 | 2.15 | 2.57 | 2.26 | 2.34 | 2.24 | 1.87 | 1.79 |
| EPS (basic) | 0.11 | 0.1 | 0.1 | -0.14 | -0.15 | -0.22 | -0.23 | -0.23 |
| EPS (diluted) | 0.11 | 0.1 | 0.09 | -0.14 | -0.15 | -0.22 | -0.23 | -0.37 |
| Book value per share | — | 0.76 | 2.72 | 2.36 | 2.17 | 1.89 | 1.81 | 1.65 |
| FCF per share | 0.09 | 0.17 | -0.06 | 0 | 0.14 | 0.18 | 0.08 | 0.02 |
| Cash per share | — | 0.39 | 1.91 | 1.04 | 1 | 0.84 | 0.83 | 0.85 |
| Capex per share | 0.03 | 0.01 | 0.02 | 0.09 | 0.05 | 0.03 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 1.79% | 0.68% | 0.7% | 4.13% | 2.04% | 1.38% | — | — |
| Capex / operating cash flow | 11.3% | 6.99% | 4.58% | 50.1% | 12.2% | 11.2% | — | — |
| Payout ratio | — | — | — | — | — | — | — | 0% |
| $0.1 |
| — |
| — |
| $287.4M |
| — |
| FY20 | — | $0.1 | — | — | $269.9M | — |
| FY19 | — | $0.11 | — | — | $239.4M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $75.9M | $77.1M | $77.8M | $72.6M | $71.2M | $67.8M | $62.7M | $59.3M | $57.6M | $55.4M | $58.4M | $55M |
| YoY change | +5.17% | -2.85% | -2.86% | -6.69% | -6.1% | -12.1% | -19.4% | -18.3% | -19.1% | -18.3% | -6.86% | -7.32% |
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 | 48.9M | 213.5M | 134M | 132.9M | 109.2M | 104.9M |
| Receivables | 16.6M | 20.5M | 25M | 30M | 26.3M | 22M |
| Inventory | — | — | — | — | — | — |
| Total current assets | 77.8M | 241.8M | 176M | 174.9M | 147.1M | 134.8M |
| Property, plant & equipment | 6.2M | 5.3M | 29.4M | 20.9M | 19.9M | 15M |
| Goodwill & intangibles | 90.9M | 134.2M | 248.7M | 316.1M | 286.4M | 257.3M |
| Total assets | 134.5M | 334.8M | 352M | 366.3M | 323M | 290.6M |
| Accounts payable | 4.7M | 7.8M | 4.4M | 1.9M | 1.5M | 1.5M |
| Short-term debt | — | — | 4.6M | 4.2M | 3.4M | 3.7M |
| Total current liabilities | 33.8M | 29.9M | 34.2M | 46M | 49.4M | 43.2M |
| Long-term debt | — | 0 | 11.7M | 5.7M | 6.7M | 4.1M |
| Total liabilities | 38.4M | 31.4M | 49.7M | 78M | 78.2M | 62.8M |
| Shareholders' equity | 96.1M | 303.5M | 302.3M | 288.4M | 244.7M | 227.9M |
| Total debt | — | 0 | 16.2M | 9.9M | 10.1M | 7.7M |
| Net debt | — | -213.5M | -117.8M | -123M | -99.1M | -97.2M |
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 | — | — | — | — | — | — | — | — | 106.3M | 104.9M | 103.7M | 102.7M |
| Receivables | — | — | — | — | — | — | — | — | 23.6M | 22M | 21.7M | 20.3M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | 138.5M | 134.8M | 133.9M | 130.4M |
| Property, plant & equipment | — | — | — | — | — | — | — | — | 16.5M | 15M | 12.8M | 10.3M |
| Goodwill & intangibles | 47.1M | 47.1M | 47.1M | 47.1M | 52.2M | 52.2M | 52.2M | 52.2M | 264.7M | 257.3M | 247.7M | 237.2M |
| Total assets | — | — | — | — | — | — | — | — | 299.2M | 290.6M | 282.4M | 271.1M |
| Accounts payable | — | — | — | — | — | — | — | — | 5.2M | 1.5M | 11.1M | 8.1M |
| Short-term debt | — | — | — | — | — | — | — | — | 3.8M | 3.7M | 3.7M | 3.2M |
| Total current liabilities | — | — | — | — | — | — | — | — | 35.5M | 43.2M | 44.1M | 43.5M |
| Long-term debt | — | — | — | — | — | — | — | — | 4.9M | 4.1M | 3.2M | 2.3M |
| Total liabilities | — | — | — | — | — | — | — | — | 60.2M | 62.8M | 63.1M | 63.4M |
| Shareholders' equity | — | — | — | — | — | — | — | — | 238.9M | 227.9M | 219.3M | 207.7M |
| Total debt | — | — | — | — | — | — | — | — | 8.6M | 7.7M | 6.9M | 5.5M |
| Net debt | — | — | — | — | — | — | — | — | -97.7M | -97.2M | -96.8M | -97.2M |
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 | 13.6M | 12.8M | 10.7M | -17.8M | -19.4M | -28.7M | -28.6M |
| Depreciation & amortization | 25.2M | 22.2M | 27.4M | 35.6M | 45.3M | 45.4M | 38.4M |
| Stock-based compensation | 5.9M | 3.5M | 4.5M | 17.7M | 18.7M | 18.1M | 14.1M |
| Change in working capital | -9M | -8.1M | 1.6M | -2M | -4.4M | 946K | 5.8M |
| Operating cash flow | 37.9M | 26.4M | 43.8M | 23.9M | 52.1M | 35.4M | 26.3M |
| Capital expenditure | -4.3M | -1.8M | -2M | -12M | -6.3M | -4M | — |
| Investing cash flow | -4.3M | -1.8M | -18M | -80.9M | -6.2M | -7.7M | -409K |
| Dividends paid | — | — | — | — | — | — | — |
| Share repurchases | -6.2M | -2.5M | 0 | -4.3M | -15.5M | -31.2M | -3.5M |
| Financing cash flow | -8.1M | -4.6M | 184.5M | -9.3M | -23.3M | -42.2M | -15M |
| Net change in cash | 25.5M | 20M | 210.3M | -66.3M | 22.7M | -14.4M | 10.9M |
| Free cash flow | 10.8M | 21.4M | -7M | 4K | 19.3M | 23.1M | 9.8M |
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 | 3.8M | -19.9M | -567K | -2.6M | -3.1M | -22.4M | -2.9M | -2.9M | -9.1M | -13.7M | -10.7M | -13.3M |
| Depreciation & amortization | 11.5M | 11.6M | 11.6M | 11.7M | 11.6M | 10.6M | 9.6M | 9.5M | 9.6M | 9.6M | 9.8M | 9.7M |
| Stock-based compensation | 4.3M | 4.3M | 4.8M | 4.9M | 4.6M | 3.8M | 4.3M | 4.6M | 3M | 2.2M | 2.4M | 2.4M |
| Change in working capital | 752K | -416K | -1.9M | 1.7M | -189K | 1.4M | 1.3M | 1M | 804K | 2.7M | 306K | 3.2M |
| Operating cash flow | 16.8M | 15.5M | 13.9M | 16.3M | 12.6M | -7.3M | 13.5M | 13.6M | 5.7M | 3.7M | 3.7M | 5.6M |
| Capital expenditure | -2.3M | -1.2M | -1.4M | -1.7M | -644K | -155K | -118K | — | — | — | — | — |
| Investing cash flow | -2.6M | -832K | -1.4M | -1.8M | -4.3M | 3.2M | -148K | -11K | -272K | -96K | -46K | -24K |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | 0 | 0 | -2.8M | -25.8M | -485K | -2M | -1.6M | -1.9M | -49K | 0 | 0 | -1.6M |
| Financing cash flow | -2.7M | -2.6M | -4.3M | -28.2M | -6.3M | -3.4M | -2.6M | -4.5M | -7.6M | -392K | -725K | -2.8M |
| Net change in cash | 11.6M | 12M | 8.1M | -13.7M | 2M | -7.4M | 10.8M | 9.1M | -2.2M | 3.3M | 2.9M | 2.9M |
| Free cash flow | 5.1M | 4.5M | -1.6M | 8M | 9.2M | 7.4M | -279K | 9.2M | 1.3M | -391K | -354K | 1.8M |