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 | -$0.6 | -$0.21 | +65.0% | — | $505.2M | — |
| Q1 26 | -$0.72 | -$0.46 | +36.1% | — | $432.8M | — |
| Q4 25 | -$0.68 | -$0.93 | -36.8% | — | $460.7M | — |
| Q3 25 | -$0.33 | -$1.03 | -212.1% | — | $386.7M | — |
| Q2 25 | -$0.11 | -$0.3 | -172.7% | — | — | — |
| Q1 25 | -$0.34 | -$0.52 | -52.9% | — | — | — |
| Q4 24 | $0.09 | -$0.88 | -1077.8% | — | — | — |
| Q3 24 | $0.02 | $0.36 | +1700.0% | — | — | — |
| Q2 24 | $0.21 | $0.36 | +71.4% | — | — | — |
| Q1 24 | -$0.01 | $0.04 | +500.0% | — | — | — |
| Q4 23 | $0.15 | $0.46 | +206.7% | — | — | — |
| Q3 23 | $0.15 | $0.11 | -26.7% | — | — | — |
| Q2 23 | — | $0.12 | — | — | $412.1M | — |
| Q1 23 | -$0.17 | -$0.03 | +82.4% | — | $310.1M | — |
| Q4 22 | $0.02 | $0.36 | +1700.0% | — | $325.1M | — |
| Q3 22 | — | $0.01 | — | — | $323.3M | — |
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 | — | -$2.39 | — | — | $1.5B | — |
| FY24 | — | -$5.72 | — | — | $1.5B | — |
| FY23 | — | $0.21 | — | — | $1.5B | — |
| FY22 | — | -$0.61 | — | — | $1.3B |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $49.1M | $259.3M | $617.2M | $1.2B | $1.3B | $1.7B | $1.3B | $1.5B | $1.5B | $1.5B |
| YoY change | — | +428.2% | +138% | +86.6% | +12.4% | +30.7% | -25.7% | +19.1% | -2.09% | +3.87% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 49.1M | 259.3M | 617.2M | 1.2B | 1.3B | 1.7B | 1.3B | 1.5B | 1.5B | 1.5B |
| Cost of revenue | 25.2M | 44.8M | 91.6M | 198.6M | 212.2M | 327.9M | 393.3M | 544.3M | 567.6M | 795.7M |
| Gross profit | 23.9M | 214.5M | 525.7M | 953M | 1.1B | 1.4B | 864.6M | 953.7M | 899.1M | 727.7M |
| Gross margin | 48.7% | 82.7% | 85.2% | 82.8% | 83.6% | 80.6% | 68.7% | 63.7% | 61.3% | 47.8% |
| Research & development | 17.9M | 32.6M | 94.7M | 177.3M | 229.2M | 286.6M | 235.1M | 203.5M | 165M | 137M |
| Selling, general & administrative | 80.2M | 157.2M | 381.8M | 630.6M | 910.3M | 1B | 732.3M | 811.2M | 818.6M | 857.1M |
| Operating expenses | 98.2M | 189.7M | 476.5M | 807.8M | 1.1B | 1.3B | 967.4M | 1B | 983.6M | 994.2M |
| Operating income | -74.3M | 24.8M | 49.1M | 145.2M | -56.7M | 33.3M | -102.8M | -61M | -84.5M | -266.5M |
| Operating margin | -151.3% | 9.55% | 7.96% | 12.6% | -4.38% | 1.97% | -8.17% | -4.08% | -5.76% | -17.5% |
| Non-operating income, net | -7.3M | -11.7M | -1.8M | 36.2M | 17.1M | -69M | -13.2M | 20.1M | -550.1M | -3.2M |
| Pretax income | -81M | 13.2M | 58.3M | 226.5M | 93K | -16.4M | -87.1M | 7.9M | -588.1M | -246.1M |
| Income tax | 0 | -4M | 3.2M | 49.7M | -4.8M | 21.2M | -21M | -18.1M | -905K | 796K |
| Net income | -81M | 17.2M | 55.1M | 176.7M | 4.9M | -37.6M | -66.1M | 25.9M | -587.2M | -246.9M |
| Net margin | -165.1% | 6.63% | 8.92% | 15.3% | 0.38% | -2.22% | -5.26% | 1.73% | -40% | -16.2% |
| EBITDA | -73.3M | 21M | 53.6M | 149.8M | -55.1M | 143M | -51.5M | -25.9M | 497.7M | -197.2M |
| EPS | -1.23 | -0.32 | -1.54 | 1.64 | 0.05 | -0.08 | -0.61 | 0.21 | -5.72 | -2.39 |
| Diluted EPS | -1.23 | -0.32 | -1.54 | 1.54 | 0.05 | -0.08 | -0.61 | 0.21 | -5.72 | -2.39 |
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 | — | — | — | — | — | — | — | — | 386.7M | 460.7M | 432.8M | 505.2M |
| Cost of revenue | — | — | — | — | — | — | — | — | 203.8M | 255.9M | 251M | 282.4M |
| Gross profit | — | — | — | — | — | — | — | — | 182.9M | 204.8M | 181.8M | 222.9M |
| Gross margin | — | — | — | — | — | — | — | — | 47.3% | 44.4% | 42% | 44.1% |
| Research & development | — | — | — | — | — | — | — | — | 36.3M | 37.4M | 24.3M | 24.4M |
| Selling, general & administrative | — | — | — | — | — | — | — | — | 219.3M | 270.6M | 215.3M | 242.1M |
| Operating expenses | — | — | — | — | — | — | — | — | 255.6M | 308M | 239.7M | 266.5M |
| Operating income | -2M | -4.9M | -5.1M | 947.2K | 4.7M | -59.1M | -43.4M | -47.1M | -72.7M | -103.2M | -57.9M | -43.6M |
| Operating margin | — | — | — | — | — | — | — | — | -18.8% | -22.4% | -13.4% | -8.63% |
| Non-operating income, net | — | — | — | — | — | — | — | — | 3.9M | -15M | 3.2M | 13.9M |
| Pretax income | — | — | — | — | — | — | — | — | -63.7M | -114.7M | -51M | -27.2M |
| Income tax | — | — | — | — | — | — | — | — | 1.1M | -619K | -753K | -2.5M |
| Net income | — | — | — | — | — | — | — | — | -64.8M | -114.1M | -50.2M | -24.7M |
| Net margin | — | — | — | — | — | — | — | — | -16.8% | -24.8% | -11.6% | -4.89% |
| EBITDA | — | — | — | — | — | — | — | — | -75.9M | -87.2M | -63M | -54.5M |
| EPS | 0.18 | 0.18 | -0.21 | 0.18 | 0.2 | -5.92 | -0.32 | -0.35 | -0.64 | -1.08 | -0.48 | -0.22 |
| Diluted EPS | 0.18 | 0.18 | -0.21 | 0.18 | 0.2 | -5.92 | -0.32 | -0.35 | -0.64 | -1.08 | -0.48 | -0.22 |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | — | — | 2.5B | 1B | 950.4M | — | 259.1M | 259.1M |
| Enterprise value | — | — | — | — | — | 820.8M | -494M | -230.7M | — | -312.8M | -312.8M |
| Shares outstanding | 602.7M | 253.4M | 231.4M | 559.5M | 768.5M | 769.9M | 779.1M | 736.8M | 103.2M | 101.2M | 101.2M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | — | 36.6 | — | — | — |
| P/S | — | — | — | — | — | 1.45 | 0.8 | 0.63 | — | 0.17 | 0.17 |
| P/B | — | — | — | — | — | 0.98 | 0.39 | 0.37 | — | 0.16 | 0.16 |
| EV/EBITDA | — | — | — | — | — | 5.74 | 9.58 | 8.92 | — | 1.59 | 1.59 |
| EV/Sales | — | — | — | — | — | 0.48 | -0.39 | -0.15 | — | -0.21 | -0.21 |
| Earnings yield | — | — | — | — | — | — | — | 2.73% | — | — | — |
| FCF yield | — | — | — | — | — | 1.6% | -12.8% | -3.02% | — | -116.5% | -116.5% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross margin | 48.7% | 82.7% | 85.2% | 82.8% | 83.6% | 80.6% | 68.7% | 63.7% | 61.3% | 47.8% | 47.8% |
| Operating margin | -151.3% | 9.55% | 7.96% | 12.6% | -4.38% | 1.97% | -8.17% | -4.08% | -5.76% | -17.5% | -17.5% |
| Net margin | -165.1% | 6.63% | 8.92% | 15.3% | 0.38% | -2.22% | -5.26% | 1.73% | -40% | -16.2% | -16.2% |
| ROE | — | 4.02% | 5.3% | 6.69% | 0.19% | -1.5% | -2.53% | 1.01% | -30% | -14.8% | -14.8% |
| ROA | — | 3.03% | 4.11% | 5.47% | 0.15% | -1.13% | -2.07% | 0.81% | -21.5% | -9.32% | -9.32% |
| ROIC | — | -26.2% | -27.6% | -430.8% | -57.9% | 3.78% | -9.27% | -4.42% | -8.35% | -24.3% | -24.3% |
| Return on tangible assets | — | 3.03% | 4.11% | 5.47% | 0.16% | -2.02% | -3.72% | 1.41% | -23.7% | -10.5% | -10.5% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 3.92 | 4.23 | 6.34 | 4.9 | 2.85 | 3.56 | 3.19 | 2.74 | 1.89 | 1.89 |
| Quick ratio | — | 3.92 | 4.23 | 6.34 | 4.9 | 2.72 | 3.34 | 2.97 | 2.5 | 1.6 | 1.6 |
| Debt / equity | — | — | 0 | 0.06 | 0.05 | 0.04 | 0.03 | 0.06 | 0.12 | 0.18 | 0.18 |
| Debt / assets | — | — | 0 | 0.05 | 0.04 | 0.03 | 0.02 | 0.05 | 0.09 | 0.11 | 0.11 |
| Net debt / EBITDA | — | — | -22.5 | -17.8 | 45.8 | -11.4 | 29.1 | 45.7 | -1.9 | 2.9 | 2.9 |
| Effective tax rate | 0% | 0% | 5.44% | 22% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 0.08 | 1.02 | 2.67 | 2.06 | 1.69 | 2.2 | 1.61 | 2.03 | 14.2 | 15.1 | 15.1 |
| EPS (basic) | -1.23 | -0.32 | -1.54 | 1.64 | 0.05 | -0.08 | -0.61 | 0.21 | -5.72 | -2.39 | -2.39 |
| EPS (diluted) | -1.23 | -0.32 | -1.54 | 1.54 | 0.05 | -0.08 | -0.61 | 0.21 | -5.72 | -2.39 | -2.39 |
| Book value per share | — | 1.69 | 4.49 | 4.72 | 3.41 | 3.27 | 3.35 | 3.48 | 19 | 16.5 | 16.5 |
| FCF per share | -0.07 | 0.36 | 0.83 | 0.62 | 0.19 | 0.05 | -0.17 | -0.04 | -0.85 | -2.98 | -2.98 |
| Cash per share | — | 2.06 | 5.21 | 5.05 | 3.45 | 2.26 | 2.02 | 1.8 | 11.5 | 8.61 | 8.61 |
| Capex per share | 0 | 0 | 0.03 | 0.07 | 0.05 | 0.06 | 0.02 | 0.07 | 0.61 | — | — |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 1.65% | 0.08% | 0.99% | 3.26% | 2.85% | 2.65% | 1.24% | 3.4% | 4.26% | — | — |
| Capex / operating cash flow | -1.07% | 0.43% | 4.9% | 15.8% | 39.9% | 85.7% | -17.5% | 286.7% | -9.33% | — | — |
| Payout ratio | — | — | — | — | — | — | — | — | -7.42% | -7.71% | -7.71% |
| Dividend yield | — | — | — | — | — | — | — | — | — | 7.34% | 7.34% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Apr 8, 2025 | $0.0265 |
| Apr 11, 2024 | $0.06 |
| — |
| FY21 | — | -$0.08 | — | — | $1.7B | — |
| FY20 | — | $0.05 | — | — | $1.3B | — |
| FY19 | — | $1.64 | — | — | $1.2B | — |
| FY18 | — | -$1.54 | — | — | $617.2M | — |
| FY17 | — | -$0.32 | — | — | $259.3M | — |
| FY16 | — | -$1.23 | — | — | $49.1M | — |
| 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 | — | — | — | — | — | — | — | — | $386.7M | $460.7M | $432.8M | $505.2M |
| YoY change | — | — | — | — | — | — | — | — | — | — | — | — |
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 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 522.1M | 1.2B | 2.8B | 2.7B | 1.7B | 1.6B | 1.3B | 1.2B | 871.7M |
| Receivables | 6.6M | 10.5M | 26.1M | 52.9M | 54.8M | 36M | 57.2M | 98.8M | 51.5M |
| Inventory | — | — | — | 0 | 91.8M | 120.5M | 118.9M | 151.8M | 233.4M |
| Total current assets | 552.4M | 1.3B | 3B | 2.8B | 2B | 1.9B | 1.7B | 1.7B | 1.5B |
| Property, plant & equipment | 979K | 3.3M | 176.8M | 151.7M | 121M | 17M | 136M | 218.9M | 446M |
| Goodwill & intangibles | — | — | 1.5M | 217.1M | 1.5B | 1.4B | 1.4B | 254.6M | 289.6M |
| Total assets | 568.4M | 1.3B | 3.2B | 3.3B | 3.3B | 3.2B | 3.2B | 2.7B | 2.6B |
| Accounts payable | — | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | 37.8M | 39.5M | 43.5M | 50.3M | 59.6M | 114.7M | 116.3M |
| Total current liabilities | 140.9M | 302.2M | 466.5M | 570.9M | 712.4M | 538M | 540.4M | 630.2M | 784.1M |
| Long-term debt | — | 0 | 120.8M | 93M | 62.4M | 21M | 86.2M | 125.2M | 183.4M |
| Total liabilities | 140.9M | 302.2M | 587.3M | 672.4M | 813.3M | 590M | 653.3M | 776.4M | 980.8M |
| Shareholders' equity | 427.5M | 1B | 2.6B | 2.6B | 2.5B | 2.6B | 2.6B | 2B | 1.7B |
| Total debt | — | 0 | 158.6M | 132.5M | 105.9M | 71.3M | 145.8M | 239.9M | 299.7M |
| Net debt | — | -563.4M | -726.1M | -994.5M | -1.2B | -623.2M | -280.3M | -347.9M | -118.5M |
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 | 1.4B | 1.3B | 1.3B | 161.8M | 161.8M | 1.2B | 1B | 913.6M | 875.2M | 871.7M | 797.5M | 784.7M |
| Receivables | 62.3M | 57.2M | 57.8M | 11.4M | 15.1M | 98.8M | 91.5M | 78.2M | 69.8M | 51.5M | 43.4M | 40.3M |
| Inventory | 115.2M | 118.9M | 126.5M | 20M | 20.5M | 151.8M | 175.3M | 242.4M | 194M | 233.4M | 262.6M | 253.6M |
| Total current assets | 1.8B | 1.7B | 1.7B | 242.2M | 249.1M | 1.7B | 1.6B | 1.6B | 1.5B | 1.5B | 1.5B | 1.5B |
| Property, plant & equipment | 148.9M | 136M | 235.2M | 38.6M | 44.2M | 218.9M | 350.8M | 392.9M | 490M | 446M | 560.6M | 593.4M |
| Goodwill & intangibles | 1.4B | 1.4B | 1.4B | 187.7M | 189.4M | 254.6M | 257.3M | 254.5M | 264.4M | 289.6M | 281M | 268.6M |
| Total assets | 3.1B | 3.2B | 3.2B | 450.2M | 465.4M | 2.7B | 2.6B | 2.7B | 2.6B | 2.6B | 2.7B | 2.7B |
| Accounts payable | — | — | — | — | — | — | — | — | — | — | — | — |
| Short-term debt | 32.7M | 59.6M | 56.2M | 9.4M | 18.3M | 114.7M | 111.6M | 118.5M | 105.6M | 116.3M | 198.1M | 194.7M |
| Total current liabilities | 558.5M | 540.4M | 543.9M | 76.5M | 85.7M | 630.2M | 587.3M | 625.1M | 672.6M | 784.1M | 860.5M | 907.1M |
| Long-term debt | 5.8M | 86.2M | 95.6M | 15.9M | 17.6M | 125.2M | 135.7M | 145.2M | 160M | 183.4M | 182.3M | 183.6M |
| Total liabilities | 590.9M | 653.3M | 664.6M | 95.7M | 106.4M | 776.4M | 743.6M | 790.1M | 852.8M | 980.8M | 1.1B | 1.1B |
| Shareholders' equity | 2.5B | 2.6B | 2.5B | 354.5M | 359M | 2B | 1.9B | 1.9B | 1.8B | 1.7B | 1.6B | 1.6B |
| Total debt | 38.5M | 145.8M | 151.8M | 25.3M | 35.9M | 239.9M | 247.3M | 263.7M | 265.6M | 299.7M | 380.4M | 378.3M |
| Net debt | -400.1M | -280.3M | -296.3M | -38.3M | -29.9M | -347.9M | -197.5M | -117.2M | -67.8M | -118.5M | -6.4M | -64.3M |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | -81M | 17.2M | 55.1M | 176.7M | 4.9M | -37.6M | -66.1M | 25.9M | -587.2M | -246.9M |
| Depreciation & amortization | 564K | 619K | 1.7M | 6.1M | 14.1M | 30.1M | 47.1M | 46.1M | 45.9M | 57.2M |
| Stock-based compensation | 1.7M | 2.7M | 25.9M | 104.2M | 92.2M | 106.2M | 43.3M | 36.3M | 32.7M | 8.9M |
| Change in working capital | -4M | 30.6M | 64M | -78M | -29.1M | -81.6M | -127.3M | -102.8M | -192.9M | -155.6M |
| Operating cash flow | -75.4M | 47.6M | 124.9M | 237.8M | 92.7M | 52.3M | -89.2M | 17.7M | -669.8M | -105.4M |
| Capital expenditure | -809K | -205K | -6.1M | -37.5M | -37M | -44.9M | -15.6M | -50.9M | -62.5M | — |
| Investing cash flow | -108.3M | 7M | -569.4M | -1.3B | 123.8M | 339.8M | -572.2M | -202.6M | 257M | 153.8M |
| Dividends paid | — | — | — | — | — | — | — | — | -43.6M | -19M |
| Share repurchases | — | — | — | 0 | 0 | -217.7M | -15.1M | -125.6M | -18.2M | -15.3M |
| Financing cash flow | 122.7M | 324.7M | 485.4M | 1.3B | -13M | -217.7M | -14.5M | -100.2M | -91.8M | -193.8M |
| Net change in cash | -61M | 379.3M | 40.9M | 169.4M | 203.5M | 174.4M | -675.9M | -285.1M | -504.6M | -145.4M |
| Free cash flow | -41.6M | 90.7M | 192.6M | 346.3M | 142.2M | 39.2M | -128.6M | -28.7M | -88.2M | -302M |