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 % |
|---|---|---|---|---|---|---|
| Q1 27 | $0.1 | $0.11 | +10.0% | — | $219.5M | — |
| Q4 26 | $0.1 | $0.13 | +30.0% | — | $220.6M | — |
| Q3 26 | $0.09 | $0.12 | +33.3% | — | $219.1M | — |
| Q2 26 | $0.1 | $0.13 | +30.0% | — | $212M | — |
| Q1 26 | $0.1 | $0.12 | +20.0% | — | $205.5M | — |
| Q4 25 | $0.07 | $0.1 | +42.9% | — | $202.5M | — |
| Q3 25 | $0.08 | $0.1 | +25.0% | — | $200.7M | — |
| Q2 25 | $0.07 | $0.06 | -14.3% | — | $197.2M | — |
| Q1 25 | $0.07 | $0.09 | +28.6% | — | $196M | — |
| Q4 24 | $0.09 | $0.12 | +33.3% | — | $194.2M | — |
| Q3 24 | $0.07 | $0.11 | +57.1% | — | $186.3M | — |
| Q2 24 | $0.05 | $0.09 | +80.0% | — | $178.5M | — |
| Q1 24 | $0.01 | $0.06 | +500.0% | — | $173.4M | — |
| Q4 23 | $0.02 | $0.06 | +200.0% | — | $165.3M | — |
| Q3 23 | -$0.01 | $0.02 | +300.0% | — | $157.3M | — |
| Q2 23 | -$0.06 | -$0.03 | +50.0% | — | $150.6M | — |
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 % |
|---|---|---|---|---|---|---|
| FY26 | — | $0.09 | — | — | $857.2M | — |
| FY25 | — | $0.47 | — | — | $796.4M | — |
| FY24 | — | $0.19 | — | — | $732.4M | — |
| FY23 | — | -$0.21 | — | — | $618.2M | — |
| FY22 | — | -$0.57 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|
| Revenue | $324.3M | $386.9M | $492.4M | $618.2M | $732.4M | $796.4M | $857.2M |
| YoY change | — | +19.3% | +27.3% | +25.5% | +18.5% | +8.74% | +7.64% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q3 24 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|
| Revenue | 324.3M | 386.9M | 492.4M | 618.2M | 732.4M | 796.4M | 857.2M |
| Cost of revenue | 123.2M | 122.1M | 147.6M | 163.7M | 179.4M | 222.1M | 279.4M |
| Gross profit | 201.1M | 264.8M | 344.8M | 454.5M | 553M | 574.3M | 577.8M |
| Gross margin | 62% | 68.4% | 70% | 73.5% | 75.5% | 72.1% | 67.4% |
| Research & development | 32.5M | 40.3M | 60.6M | 76.7M | 91.3M | 92M | 96M |
| Selling, general & administrative | 204.2M | 250.1M | 371.7M | 429M | 427.7M | 458.3M | 424.8M |
| Operating expenses | 236.6M | 290.4M | 432.3M | 505.7M | 519M | 550.3M | 520.8M |
| Operating income | -35.5M | -25.6M | -87.5M | -51.2M | 33.9M | 24M | 57M |
| Operating margin | -11% | -6.61% | -17.8% | -8.29% | 4.64% | 3.01% | 6.65% |
| Non-operating income, net | -927K | -8.6M | -17.1M | 3.8M | 26.6M | 24.3M | 9.8M |
| Pretax income | -36.5M | -34.2M | -104.6M | -47.5M | 60.5M | 48.3M | 66.8M |
| Income tax | 3.3M | 3.8M | 6.9M | 8.3M | 9.1M | -73.3M | 43.9M |
| Net income | -39.8M | -38M | -111.5M | -55.7M | 51.4M | 121.6M | 22.9M |
| Net margin | -12.3% | -9.81% | -22.6% | -9.02% | 7.02% | 15.3% | 2.67% |
| EBITDA | -31.1M | -19.9M | -67.4M | -39.2M | 49.4M | 42.6M | 92.9M |
| EPS | -0.17 | -0.17 | -0.57 | -0.21 | 0.19 | 0.47 | 0.09 |
| Diluted EPS | -0.17 | -0.17 | -0.57 | -0.21 | 0.18 | 0.44 | 0.09 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 | Q2 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 186.3M | 194.2M | 196M | 197.2M | 200.7M | 202.5M | 205.5M | 212M | 219.1M | 220.6M | 219.5M | 213.7M |
| Cost of revenue | 46.4M | 47.5M | 51.1M | 54.3M | 57.8M | 58.8M | 62.6M | 67.4M | 73.6M | 75.8M | 76.4M | 74.6M |
| Gross profit | 139.9M | 146.7M | 144.8M | 142.9M | 142.9M | 143.7M | 142.9M | 144.6M | 145.5M | 144.8M | 143M | 139.2M |
| Gross margin | 75.1% | 75.5% | 73.9% | 72.5% | 71.2% | 71% | 69.5% | 68.2% | 66.4% | 65.7% | 65.2% | 65.1% |
| Research & development | 23.1M | 23.1M | 22.5M | 23.6M | 23.3M | 22.6M | 22.8M | 23.2M | 24.7M | 25.3M | 23.4M | 24.4M |
| Selling, general & administrative | 103.5M | 105.1M | 116.6M | 119.4M | 111.7M | 110.7M | 105.5M | 106.2M | 108.7M | 104.4M | 109.7M | 105.2M |
| Operating expenses | 126.7M | 128.2M | 139.1M | 143M | 135M | 133.3M | 128.3M | 129.3M | 133.4M | 129.7M | 133.1M | 129.7M |
| Operating income | 13.2M | 18.5M | 5.7M | -87K | 7.9M | 10.5M | 14.6M | 15.3M | 12.1M | 15.1M | 10M | 9.5M |
| Operating margin | 7.08% | 9.51% | 2.91% | -0.04% | 3.93% | 5.16% | 7.08% | 7.21% | 5.51% | 6.84% | 4.54% | 4.46% |
| Non-operating income, net | 6.3M | 8.3M | 7.5M | 6.4M | 5.5M | 4.9M | -9.4M | 8.5M | 5.2M | 5.5M | 6.3M | 3.2M |
| Pretax income | 19.5M | 26.7M | 13.2M | 6.3M | 13.4M | 15.4M | 5.2M | 23.7M | 17.3M | 20.6M | 16.3M | 12.7M |
| Income tax | 2.5M | 5.6M | 2.6M | 4.5M | 2.9M | -83.3M | 6.7M | 11.1M | 14.4M | 11.6M | 12.1M | 5.6M |
| Net income | 17M | 21.1M | 10.6M | 1.8M | 10.5M | 98.7M | -1.6M | 12.6M | 2.9M | 9M | 4.2M | 7.1M |
| Net margin | 9.11% | 10.9% | 5.43% | 0.93% | 5.21% | 48.7% | -0.76% | 5.95% | 1.33% | 4.06% | 1.9% | 3.33% |
| EBITDA | 17.1M | 22.6M | 10.2M | 4.5M | 12.6M | 15.3M | 35.5M | 19M | 17.4M | 21M | 13.6M | 14M |
| EPS | 0.06 | 0.08 | 0.04 | 0.01 | 0.04 | 0.39 | -0.01 | 0.05 | 0.01 | 0.04 | 0.02 | 0.03 |
| Diluted EPS | 0.06 | 0.07 | 0.04 | 0.01 | 0.04 | 0.37 | -0.01 | 0.05 | 0.01 | 0.04 | 0.02 | 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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | — | 3.4B | 2.3B | 1.6B | 1.2B |
| Enterprise value | — | — | — | — | 2.7B | 1.9B | 1.1B | 765.6M |
| Shares outstanding | 231.5M | 231.5M | 195M | 259.5M | 270M | 260.2M | 250.8M | 250.8M |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | 65.5 | 19.1 | 69.9 | 50.7 |
| P/S | — | — | — | — | 4.6 | 2.91 | 1.87 | 1.35 |
| P/B | — | — | — | — | 4.96 | 3.79 | 2.7 | 2.31 |
| EV/EBITDA | — | — | — | — | 55.5 | 44.2 | 12.3 | 15 |
| EV/Sales | — | — | — | — | 3.74 | 2.37 | 1.34 | 0.88 |
| Earnings yield | — | — | — | — | 1.53% | 5.24% | 1.43% | 1.97% |
| FCF yield | — | — | — | — | 1.52% | 2.55% | 8.87% | 8.7% |
| PEG | — | — | — | — | — | — | — | -1.27 |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 62% | 68.4% | 70% | 73.5% | 75.5% | 72.1% | 67.4% | 65.1% |
| Operating margin | -11% | -6.61% | -17.8% | -8.29% | 4.64% | 3.01% | 6.65% | 4.46% |
| Net margin | -12.3% | -9.81% | -22.6% | -9.02% | 7.02% | 15.3% | 2.67% | 2.65% |
| ROE | 178% | -19.6% | -21.6% | -10.1% | 7.56% | 19.9% | 3.86% | 4.36% |
| ROA | -14.8% | -6.36% | -12.1% | -5.44% | 4.2% | 10.3% | 1.9% | 2.73% |
| ROIC | 108.3% | 320.2% | 528.2% | 408.9% | 57.2% | 13.5% | 14.3% | 15% |
| Return on tangible assets | -23.2% | -7.56% | -12.8% | -5.72% | 4.38% | 10.7% | 1.98% | 2.33% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | 0.72 | 1.65 | 2.04 | 1.88 | 1.97 | 1.65 | 1.6 | 1.55 |
| Quick ratio | 0.72 | 1.65 | 2.04 | 1.88 | 1.97 | 1.65 | 1.6 | 1.56 |
| Debt / equity | — | 0.41 | 0 | 0.03 | 0.05 | 0.08 | 0.08 | 0.08 |
| Debt / assets | — | 0.13 | 0 | 0.02 | 0.03 | 0.04 | 0.04 | 0.04 |
| Net debt / EBITDA | — | 10.1 | 7.9 | 14.3 | -12.7 | -10.2 | -4.91 | -6.25 |
| Effective tax rate | 0% | 0% | 0% | 0% | 15.1% | 0% | 65.7% | 65.4% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 1.4 | 1.67 | 2.52 | 2.38 | 2.71 | 3.06 | 3.42 | 3.61 |
| EPS (basic) | -0.17 | -0.17 | -0.57 | -0.21 | 0.19 | 0.47 | 0.09 | 0.09 |
| EPS (diluted) | -0.17 | -0.17 | -0.57 | -0.21 | 0.18 | 0.44 | 0.09 | 0.1 |
| Book value per share | -0.1 | 0.84 | 2.65 | 2.12 | 2.52 | 2.35 | 2.36 | 2.19 |
| FCF per share | 0.06 | 0 | -0.23 | 0.04 | 0.19 | 0.23 | 0.57 | 0.46 |
| Cash per share | 0.05 | 1.21 | 2.73 | 2.23 | 2.45 | 1.86 | 2 | 1.95 |
| Capex per share | 0.01 | 0.01 | 0.03 | 0.02 | 0.03 | 0.02 | 0.06 | 0.07 |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.81% | 0.7% | 1.25% | 0.99% | 1.17% | 0.73% | 1.86% | 1.99% |
| Capex / operating cash flow | 8.07% | 11.7% | -12.6% | -58% | 10.6% | 5.44% | 9.99% | 13.4% |
| Payout ratio | 0% | -1.58% | 0% | 0% | — | — | — | 0% |
| — |
| — |
| $492.4M |
| — |
| FY21 | — | -$0.17 | — | — | $386.9M | — |
| FY20 | — | -$0.17 | — | — | $324.3M | — |
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Q3 26 |
|---|
| Q4 26 |
|---|
| Q1 27 |
|---|
| Q2 27 |
|---|
| Revenue | $186.3M | $194.2M | $196M | $197.2M | $200.7M | $202.5M | $205.5M | $212M | $219.1M | $220.6M | $219.5M | $213.7M |
| YoY change | +18.5% | +17.5% | +13% | +10.5% | +7.71% | +4.29% | +4.87% | +7.52% | +9.16% | +8.91% | +6.8% | +0.8% |
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 | FY26 |
|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 10.5M | 280.7M | 532.4M | 578.6M | 662.6M | 483.5M | 502.5M |
| Receivables | 107.6M | 116.3M | 163.7M | 205M | 267.7M | 285.7M | 278.1M |
| Inventory | — | — | — | — | — | — | — |
| Total current assets | 184.6M | 498.1M | 805.3M | 862.5M | 1B | 854.1M | 888M |
| Property, plant & equipment | 7.3M | 9M | 14.7M | 38.6M | 63.2M | 76.2M | 33.5M |
| Goodwill & intangibles | 96.7M | 94.9M | 50.7M | 50.3M | 50.1M | 50M | 50.1M |
| Total assets | 268.3M | 597M | 920M | 1B | 1.2B | 1.2B | 1.2B |
| Accounts payable | 10.5M | 17M | 15.8M | 30.1M | 34.7M | 27.4M | 33.8M |
| Short-term debt | — | — | — | 7.1M | 5.7M | 7.5M | 8.4M |
| Total current liabilities | 257.1M | 301.6M | 395.1M | 458.9M | 508.2M | 517.6M | 554.1M |
| Long-term debt | — | 78.8M | 0 | 9.6M | 27.6M | 41.2M | 38.3M |
| Total liabilities | 290.6M | 403.2M | 404.2M | 475.7M | 543.4M | 572.1M | 612.4M |
| Shareholders' equity | -22.4M | 193.9M | 515.8M | 549.3M | 679.7M | 612.1M | 592.6M |
| Total debt | — | 78.8M | 0 | 16.8M | 33.3M | 48.7M | 46.7M |
| Net debt | — | 10.8M | -321.4M | -171.6M | -130.7M | -96.6M | -116.2M |
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 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 | Q2 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 656.4M | 662.6M | 610.1M | 468.5M | 476.6M | 483.5M | 570.2M | 474M | 480.3M | 502.5M | 442.8M | 452.9M |
| Receivables | 153.7M | 267.7M | 187.8M | 189M | 174.2M | 285.7M | 202.8M | 202.5M | 150.2M | 278.1M | 195.8M | 172.6M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | 887.3M | 1B | 883.8M | 741.6M | 729.8M | 854.1M | 862.2M | 767.2M | 735.6M | 888M | 745.3M | 740.2M |
| Property, plant & equipment | 58.2M | 63.2M | 81.4M | 81.9M | 33.1M | 76.2M | 30.8M | 31.6M | 77.9M | 33.5M | 74.8M | 31.3M |
| Goodwill & intangibles | 50.2M | 50.1M | 50.1M | 50M | 49.9M | 50M | 50.1M | 50.2M | 50.2M | 50.1M | 50.2M | 56.1M |
| Total assets | 1.1B | 1.2B | 1.1B | 983.8M | 970.3M | 1.2B | 1.2B | 1.1B | 1.1B | 1.2B | 1.1B | 1.1B |
| Accounts payable | 22.5M | 34.7M | 19.2M | 25.2M | 32.7M | 27.4M | 26.8M | 28.3M | 22.6M | 33.8M | 31.9M | 29.6M |
| Short-term debt | 6.2M | 5.7M | 6.7M | 6.3M | 7.2M | 7.5M | 8.4M | 8.4M | 8.3M | 8.4M | 7.9M | 7.3M |
| Total current liabilities | 398.6M | 508.2M | 460.3M | 459.3M | 418.9M | 517.6M | 495.5M | 493.9M | 444.1M | 554.1M | 519.9M | 476M |
| Long-term debt | 23.5M | 27.6M | 44.9M | 44.9M | 43.9M | 41.2M | 42.5M | 39.8M | 40.1M | 38.3M | 35.9M | 34.1M |
| Total liabilities | 429.5M | 543.4M | 513.2M | 514.8M | 473.3M | 572.1M | 549.7M | 542.7M | 495.8M | 612.4M | 573.4M | 532.3M |
| Shareholders' equity | 658.2M | 679.7M | 610.9M | 469M | 497M | 612.1M | 639.8M | 543.4M | 558.1M | 592.6M | 488.5M | 519.5M |
| Total debt | 29.7M | 33.3M | 51.6M | 51.2M | 51.2M | 48.7M | 50.9M | 48.2M | 48.4M | 46.7M | 43.8M | 41.4M |
| Net debt | -142.7M | -130.7M | -75.2M | -67.9M | -42.1M | -96.6M | -75.5M | -77.2M | -141.2M | -116.2M | -119.5M | -190.1M |
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 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|---|
| Net income | -39.8M | -38M | -111.5M | -55.7M | 51.4M | 121.6M | 22.9M |
| Depreciation & amortization | 4.4M | 5.7M | 8.1M | 12.1M | 15.5M | 18.7M | 19.1M |
| Stock-based compensation | 10.2M | 43.9M | 50.1M | 55.5M | 55.8M | 59.5M | 84.4M |
| Change in working capital | 58.3M | 6.5M | -11M | -17.1M | -48M | -13.6M | 19.1M |
| Operating cash flow | 32.6M | 23M | -48.7M | -10.5M | 80.4M | 106.6M | 159.2M |
| Capital expenditure | -2.6M | -2.7M | -6.1M | -6.1M | -8.5M | -5.8M | -15.9M |
| Investing cash flow | -9.1M | -215.7M | -9.4M | -183.1M | -98.8M | 166.8M | -11.1M |
| Dividends paid | 0 | -600K | 0 | 0 | — | — | — |
| Share repurchases | 0 | -18.3M | 0 | 0 | -26.7M | -273.9M | -152.3M |
| Financing cash flow | -50.5M | 195.8M | 276M | 0 | -26.7M | -273.9M | -152.3M |
| Net change in cash | -27M | 3.2M | 217.8M | -193.6M | -45.1M | -552K | -4.2M |
| Free cash flow | 13.8M | 827K | -45.3M | 10.2M | 51.1M | 59.2M | 141.9M |
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 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 | Q3 26 | Q4 26 | Q1 27 | Q2 27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income | 17M | 21.1M | 10.6M | 1.8M | 10.5M | 98.7M | -1.6M | 12.6M | 2.9M | 9M | 4.2M | 7.1M |
| Depreciation & amortization | 4M | 4.2M | 4.5M | 4.6M | 4.7M | 4.9M | 4.7M | 4.7M | 4.8M | 4.9M | 4.3M | 4.9M |
| Stock-based compensation | 13.9M | 13.7M | 13.9M | 15.1M | 15.2M | 15.3M | 21.3M | 21.3M | 20.4M | 21.5M | 20M | 20.4M |
| Change in working capital | -11.2M | -46.1M | 59.4M | -12.9M | -33.1M | -26.9M | 79.1M | -12.5M | -18.9M | -28.9M | 70.3M | -7.7M |
| Operating cash flow | 27M | -4.3M | 90.1M | 11.3M | -639K | 5.9M | 108.2M | 34.8M | 20M | 20.7M | 70.4M | 18.2M |
| Capital expenditure | -2.1M | -2.1M | -2.5M | -1.5M | -972K | -802K | -289K | -4.7M | -4.3M | -4.2M | -4.2M | -4.7M |
| Investing cash flow | -698K | -11.2M | 16.4M | 135.8M | -32.5M | 47.2M | -105M | 93M | 54.8M | -51.1M | 55.7M | 54.1M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | 0 | — | -100M | -173.9M | 0 | 0 | 0 | -140.8M | -11.4M | 0 | -125M | -796K |
| Financing cash flow | 0 | — | -100M | -173.9M | 0 | 0 | 0 | -140.8M | -11.4M | 0 | -125M | -796K |
| Net change in cash | 26.3M | -15.5M | 6.5M | -26.9M | -33.2M | 53M | 3.3M | -13.1M | 63.4M | -30.5M | 1M | 71.5M |
| Free cash flow | 15.9M | 12.3M | 36.2M | 16.5M | 4.9M | 1.5M | 80.4M | 29.5M | 15.3M | 16.2M | 65.8M | 13.1M |