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 | $0.07 | $0.01 | -85.7% | — | $60.4M | — |
| Q1 26 | $0.05 | $0.03 | -40.0% | — | $59.7M | — |
| Q4 25 | $0.08 | $0.11 | +37.5% | — | $72.1M | — |
| Q3 25 | $0.06 | $0.07 | +16.7% | — | $62.8M | — |
| Q2 25 | $0.04 | $0.08 | +100.0% | — | $65.1M | — |
| Q1 25 | $0.05 | $0.02 | -60.0% | — | $55.7M | — |
| Q4 24 | $0.09 | $0.15 | +66.7% | — | $63.5M | — |
| Q3 24 | $0.08 | $0.05 | -37.5% | — | $61.7M | — |
| Q2 24 | $0.06 | $0.08 | +33.3% | — | $62.1M | — |
| Q1 24 | $0.06 | $0.09 | +50.0% | — | $57.7M | — |
| Q3 22 | — | -$0.1 | — | — | $56.2M | — |
| Q2 22 | — | -$0.07 | — | — | $53.7M | — |
| Q1 22 | — | -$0.03 | — | — | $55.4M | — |
| Q4 21 | — | $1.02 | — | — | $69.9M | — |
| Q3 21 | — | -$0.06 | — | — | $61.6M | — |
| Q2 21 | — | $0.1 | — | — | $63.6M | — |
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 | — | $0.29 | — | — | $255.6M | — |
| FY24 | — | $0.3 | — | — | $245M | — |
| FY23 | — | $0.49 | — | — | $240.7M | — |
| FY22 | — | $0.52 | — | — | $232.5M |
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 | $245.4M | $252.6M | $244M | $250.6M | $238.8M | $250.5M | $232.5M | $240.7M | $245M | $255.6M |
| YoY change | +3.87% | +2.94% | -3.41% | +2.7% | -4.69% | +4.89% | -7.19% | +3.51% | +1.8% | +4.33% |
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 | 245.4M | 252.6M | 244M | 250.6M | 238.8M | 250.5M | 232.5M | 240.7M | 245M | 255.6M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 33.4M | 46.4M | 47.6M | 48.4M | 53.7M | 43.4M | 45.2M | 47.1M | 52.3M | 53M |
| Operating expenses | 33.4M | 48.5M | 50.1M | 50M | 55.5M | 43.2M | 45.4M | 47.1M | 52.3M | 53M |
| Operating income | — | -3M | — | — | — | — | — | — | — | — |
| Operating margin | — | -1.18% | — | — | — | — | — | — | — | — |
| Non-operating income, net | 955K | 1.2M | 1.8M | 1.4M | 1.8M | 3.3M | 3.7M | 3.6M | 4.6M | 7.1M |
| Pretax income | 5.5M | -3M | 2M | 5.7M | -12.3M | 30.5M | 27.4M | 26.2M | 15M | 17.5M |
| Income tax | 3.5M | 35.1M | 13.1M | 7.1M | -1.3M | -42.2M | 1.4M | 1.7M | 68K | 2.9M |
| Net income | 2M | -38.1M | -11.1M | -1.4M | -11M | 72.7M | 26M | 24.4M | 14.9M | 14.6M |
| Net margin | 0.8% | -15.1% | -4.53% | -0.55% | -4.6% | 29% | 11.2% | 10.2% | 6.09% | 5.71% |
| EBITDA | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.04 | -0.77 | -0.22 | -0.03 | -0.22 | 0.74 | 0.52 | 0.49 | 0.3 | 0.29 |
| Diluted EPS | 0.04 | -0.77 | -0.22 | -0.03 | -0.22 | 0.73 | 0.51 | 0.48 | 0.29 | 0.28 |
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 | 59.4M | 66.8M | 57.7M | 62.1M | 61.7M | 63.5M | 55.7M | 65.1M | 62.8M | 72.1M | 59.7M | 60.4M |
| Cost of revenue | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | — | — | — | — | — | — | — | — | — | — | — | — |
| Selling, general & administrative | 11.9M | 11.7M | 11.3M | 16.6M | 12.1M | 12.2M | 12.7M | 13.5M | 13.3M | 13.6M | 13.4M | 14.1M |
| Operating expenses | 11.9M | 11.7M | 11.3M | 16.6M | 12.1M | 12.2M | 12.7M | 13.5M | 13.3M | 13.6M | 13.4M | 14.1M |
| Operating income | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — | — | — | — | — |
| Non-operating income, net | 884K | 1M | 589K | 2.2M | 630K | 1.1M | 1.4M | 2.1M | 1.6M | 1.9M | 1.5M | 1.2M |
| Pretax income | 4.6M | 8.8M | 4.9M | 3.3M | 3M | 3.7M | -1.8M | 6.9M | 4.5M | 7.9M | 2.4M | -529K |
| Income tax | 1.9M | -2M | 383K | -657K | 247K | 95K | -164K | 455K | 2.1M | 526K | 106K | -104K |
| Net income | 2.7M | 10.7M | 4.5M | 4M | 2.8M | 3.6M | -1.6M | 6.5M | 2.4M | 7.3M | 2.3M | -425K |
| Net margin | 4.54% | 16.1% | 7.87% | 6.38% | 4.52% | 5.7% | -2.92% | 9.92% | 3.85% | 10.2% | 3.8% | -0.7% |
| EBITDA | — | — | — | — | — | — | — | — | — | — | — | — |
| EPS | 0.06 | — | 0.09 | 0.08 | 0.06 | 0.07 | -0.03 | 0.13 | 0.04 | 0.15 | 0.05 | -0.01 |
| Diluted EPS | 0.05 | — | 0.09 | 0.08 | 0.05 | 0.07 | -0.03 | 0.13 | 0.04 | 0.14 | 0.04 | -0.01 |
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 | 491.8M | 368.1M | 376.6M | 308.3M | 286.2M | 264M | 106.8M | 133.7M | 200.1M | 242.9M | 182.8M |
| Enterprise value | -425.9M | -652.6M | -907.8M | -1.1B | -1.2B | -1.2B | -1.1B | -1.1B | 170.9M | 193.2M | 166.4M |
| Shares outstanding | 50.1M | 50.1M | 50.1M | 45.7M | 49.9M | 49.7M | 50.1M | 49.7M | 49.9M | 50.3M | 50.3M |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E | 249.8 | — | — | — | — | 3.63 | 4.11 | 5.47 | 13.4 | 16.6 | 16.5 |
| P/S | 2 | 1.46 | 1.54 | 1.23 | 1.2 | 1.05 | 0.46 | 0.56 | 0.82 | 0.95 | 0.72 |
| P/B | 1.97 | 1.65 | 2.01 | 1.19 | 0.95 | 0.82 | 0.84 | 0.78 | 0.95 | 1.03 | 0.78 |
| EV/EBITDA | — | — | — | — | — | — | — | — | — | — | 11.1 |
| EV/Sales | -1.74 | -2.58 | -3.72 | -4.46 | -5.18 | -4.93 | -4.72 | -4.7 | 0.7 | 0.76 | 0.65 |
| Earnings yield | 0.4% | — | — | — | — | 27.5% | 24.4% | 18.3% | 7.45% | 6.01% | 6.08% |
| FCF yield | 20.3% | 24.9% | 22.3% | 23.3% | 17% | 14.9% | 53.2% | 16.2% | 15.6% | 7.22% | 5.26% |
| PEG | — | — | — | — | — | — | — | — | — | — | -0.15 |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | -1.18% | — | — | — | — | — | — | — | — | -0.88% |
| Net margin | 0.8% | -15.1% | -4.53% | -0.55% | -4.6% | 29% | 11.2% | 10.2% | 6.09% | 5.71% | 4.55% |
| ROE | 0.79% | -17.1% | -5.89% | -0.53% | -3.65% | 22.7% | 20.4% | 14.2% | 7.09% | 6.21% | 5% |
| ROA | — | — | — | — | — | — | — | — | 0.88% | 0.83% | 0.51% |
| ROIC | — | 0.37% | — | — | — | — | — | — | — | — | — |
| Return on tangible assets | — | — | — | — | — | — | — | — | 0.88% | 0.83% | 0.66% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current ratio | — | — | — | — | — | — | — | — | — | — | 0.64 |
| Debt / equity | — | — | — | — | — | — | — | — | — | — | 0 |
| Net debt / EBITDA | — | — | — | — | — | — | — | — | — | — | -1.03 |
| Effective tax rate | 64.1% | 0% | 100% | 100% | 0% | 0% | 5% | 6.64% | 0.45% | 16.5% | 18.3% |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 4.9 | 5.04 | 4.87 | 5.49 | 4.78 | 5.04 | 4.64 | 4.84 | 4.91 | 5.08 | 5.07 |
| EPS (basic) | 0.04 | -0.77 | -0.22 | -0.03 | -0.22 | 0.74 | 0.52 | 0.49 | 0.3 | 0.29 | 0.29 |
| EPS (diluted) | 0.04 | -0.77 | -0.22 | -0.03 | -0.22 | 0.73 | 0.51 | 0.48 | 0.29 | 0.28 | 0.22 |
| Book value per share | 4.97 | 4.46 | 3.75 | 5.69 | 6.03 | 6.45 | 2.55 | 3.46 | 4.21 | 4.67 | 4.64 |
| FCF per share | 2 | 1.83 | 1.68 | 1.57 | 0.97 | 0.79 | 1.13 | 0.43 | 0.63 | 0.35 | 0.29 |
| Cash per share | 18.3 | 20.4 | 25.6 | 31.2 | 30.5 | 30.1 | 24 | 25.5 | 0.59 | 0.99 | 0.3 |
| Capex per share | 0.04 | 0.03 | 0.01 | 0.01 | 0 | 0.02 | 0 | 0.01 | 0.01 | — | — |
| Metric | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.88% | 0.51% | 0.26% | 0.2% | 0.09% | 0.4% | 0.04% | 0.18% | 0.27% | — | — |
| Capex / operating cash flow | -25.7% | -5.9% | 1.19% | 17.8% | -1.89% | 1.29% | 0.36% | 1.74% | 6.76% | — | — |
| Payout ratio | — | — | — | — | — | — | — | — | — | — | 0% |
| — |
| FY21 | — | $0.74 | — | — | $250.5M | — |
| FY20 | — | -$0.22 | — | — | $238.8M | — |
| FY19 | — | -$0.03 | — | — | $250.6M | — |
| FY18 | — | -$0.22 | — | — | $244M | — |
| FY17 | — | -$0.77 | — | — | $252.6M | — |
| FY16 | — | $0.04 | — | — | $245.4M | — |
| 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 | $59.4M | $66.8M | $57.7M | $62.1M | $61.7M | $63.5M | $55.7M | $65.1M | $62.8M | $72.1M | $59.7M | $60.4M |
| YoY change | +5.72% | -0.61% | +3.22% | +6.08% | +3.94% | -5.05% | -3.57% | +4.84% | +1.74% | +13.5% | +7.31% | -7.19% |
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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 917.7M | 1B | 1.3B | 1.4B | 1.5B | 1.5B | 1.2B | 1.3B | 29.3M | 49.7M |
| Receivables | 16.7M | 16.5M | 17M | 16.4M | 17.1M | 16.3M | 16.4M | 15.3M | 18.7M | 22.2M |
| Inventory | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | 75.3M | 62.2M | 42.4M | 13.6M | 13.6M | 941K | — | — | — | — |
| Total assets | — | — | — | — | — | — | — | — | 1.7B | 1.8B |
| Accounts payable | 9.5M | 8.6M | 7.6M | 8.1M | 13.2M | 14.6M | 9.9M | 6.6M | 8.8M | 8.8M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | — | — | — | — | — | — | 1.5B | 1.5B |
| Shareholders' equity | 249.1M | 223.5M | 187.7M | 259.8M | 300.9M | 320.6M | 127.8M | 172.1M | 210.4M | 235M |
| 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 | 31.3M | 1.3B | 38.4M | 40M | 45.8M | 29.3M | 47.9M | 42.2M | 53.5M | 49.7M | 37.4M | 31.9M |
| Receivables | 13.4M | 15.3M | 14.1M | 16.2M | 17.4M | 18.7M | 17.4M | 20.1M | 20.3M | 22.2M | 22.3M | 25.1M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | — | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | — | — | — | — |
| Total assets | — | — | 1.7B | 1.7B | 1.7B | 1.7B | 1.7B | 1.7B | 1.7B | 1.8B | 1.7B | 1.8B |
| Accounts payable | 5.9M | 6.6M | 8M | 7.7M | 9.2M | 8.8M | 9.9M | 8.4M | 8.8M | 8.8M | 8.5M | 10.1M |
| Short-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — | — | — | — | — |
| Total liabilities | — | — | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B | 1.5B |
| Shareholders' equity | 152.7M | 172.1M | 195.2M | 191.5M | 207.6M | 210.4M | 218.1M | 229M | 225.6M | 235M | 238.7M | 235.2M |
| 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 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 2M | -38.1M | -11.1M | -1.4M | -11M | 72.7M | 26M | 24.4M | 14.9M | 14.6M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | 0 | 0 | 410K | 2.1M | 2.2M | 646K | 461K | 588K | 1.5M | 2.8M |
| Change in working capital | -505K | -6.5M | -1.3M | -1.1M | -3.8M | 1.6M | -776K | -482K | -4.8M | -4.2M |
| Operating cash flow | -8.4M | -21.8M | 53.2M | 2.8M | -11.1M | 76.7M | 27.6M | 25.4M | 9.8M | 18M |
| Capital expenditure | -2.2M | -1.3M | -635K | -495K | -210K | -993K | -100K | -442K | -663K | — |
| Investing cash flow | -145.9M | -78M | -78.1M | -68.2M | -60.5M | -43.1M | -63.4M | -17.9M | -31.3M | -23M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | 0 | 0 | -9.1M | -2.7M | -919K | -393K | -278K |
| Financing cash flow | 2.5M | 2.5M | -58K | -2.2M | 904K | -6.2M | -499K | -3.5M | -2.5M | -4.6M |
| Net change in cash | -151.8M | -97.2M | -24.9M | -67.6M | -70.7M | 27.4M | -36.3M | 4M | -24M | -9.6M |
| Free cash flow | 100.1M | 91.7M | 83.9M | 71.7M | 48.6M | 39.4M | 56.8M | 21.6M | 31.3M | 17.5M |
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 | 2.7M | 10.7M | 4.5M | 4M | 2.8M | 3.6M | -1.6M | 6.5M | 2.4M | 7.3M | 2.3M | -425K |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | 187K | 255K | 154K | 486K | 412K | 465K | 572K | 1.2M | -70K | 1M | 476K | 533K |
| Change in working capital | 235K | -3.5M | -733K | -2.3M | -2M | 261K | 1.4M | -3.5M | -954K | -1.1M | 1.8M | -4.1M |
| Operating cash flow | 2.8M | 7.7M | 3.8M | 1.3M | 760K | 3.9M | -20K | 3.5M | 4.7M | 9.1M | -323K | 2M |
| Capital expenditure | -208K | -150K | -58K | -131K | -372K | -102K | -107K | — | — | — | — | — |
| Investing cash flow | -8.8M | 3.6M | -9.6M | -2.5M | -4.1M | -15.1M | -11.7M | 3.7M | -5.4M | -9.7M | -3.3M | -4M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | 0 | -200K | — | — | 33K | -393K | — | — | — | — | — | — |
| Financing cash flow | -815K | -375K | -1.1M | -751K | -545K | -98K | -231K | -3.7M | 35K | -455K | -705K | -603K |
| Net change in cash | -6.7M | 10.9M | -6.8M | -2M | -3.9M | -11.3M | -11.9M | 3.4M | -693K | -1M | -4.4M | -2.6M |
| Free cash flow | 3M | 6.5M | 6.7M | 4.5M | 9.3M | 10.7M | 641K | 3.3M | 4.6M | 9M | -649K | 2M |