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 23 | — | $0.15 | — | — | $265.2M | — |
| Q4 22 | — | $0.11 | — | — | $260.7M | — |
| Q3 22 | — | $0.11 | — | — | $251.5M | — |
| Q2 22 | — | $0.07 | — | — | $230.6M | — |
| Q1 22 | — | $0.04 | — | — | $242.7M | — |
| Q4 21 | — | -$0.02 | — | — | $237.8M | — |
| Q3 21 | — | -$0.1 | — | — | $259M | — |
| Q2 21 | — | $0.02 | — | — | $221.3M | — |
| Q1 21 | $0.03 | $0.04 | +33.3% | — | $226.7M | — |
| Q4 20 | — | $0.07 | — | — | $189.5M | — |
| Q3 20 | — | $0.03 | — | — | $156.9M | — |
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 | — | $1.86 | — | — | $807M | — |
| FY24 | — | $1.88 | — | — | $922.2M | — |
| FY23 | — | $3.45 | — | — | $1B | — |
| FY22 | — | $2.06 | — | — | $985.5M | — |
| FY21 | — | -$0.69 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $131.9M | $218.7M | $531.9M | $944.7M | $985.5M | $1B | $922.2M | $807M |
| YoY change | — | +65.8% | +143.3% | +77.6% | +4.32% | +3.31% | -9.42% | -12.5% |
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 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 131.9M | 218.7M | 531.9M | 944.7M | 985.5M | 1B | 922.2M | 807M |
| Cost of revenue | 65.9M | 84.2M | 166.5M | 284.1M | 294.3M | 296.9M | 282M | 259.4M |
| Gross profit | 66M | 134.5M | 365.4M | 660.6M | 691.2M | 721.3M | 640.2M | 547.6M |
| Gross margin | 50.1% | 61.5% | 68.7% | 69.9% | 70.1% | 70.8% | 69.4% | 67.9% |
| Research & development | 52.1M | 170.2M | 199.5M | 415.3M | 313.5M | 257.5M | 247.8M | 208.4M |
| Selling, general & administrative | 36M | 243.1M | 210.4M | 299.5M | 266.1M | 303.8M | 320.5M | 272.4M |
| Operating expenses | 88.1M | 413.3M | 409.9M | 714.9M | 579.6M | 561.4M | 568.2M | 480.9M |
| Operating income | -22.1M | -278.8M | -44.5M | -54.2M | 111.6M | 159.9M | 71.9M | 66.8M |
| Operating margin | -16.7% | -127.5% | -8.36% | -5.74% | 11.3% | 15.7% | 7.8% | 8.27% |
| Non-operating income, net | 6.1M | 4.6M | 7.4M | 7.6M | 9M | 14.1M | 38.7M | 35M |
| Pretax income | -16M | -274.2M | -37M | -37.2M | 132.8M | 202.6M | 110.6M | 101.8M |
| Income tax | 1.6M | 1.4M | 466K | -145K | 23M | 21.7M | 12M | 6.4M |
| Net income | -17.6M | -275.6M | -37.5M | -37.1M | 109.8M | 180.9M | 98.6M | 95.4M |
| Net margin | -13.3% | -126% | -7.05% | -3.92% | 11.1% | 17.8% | 10.7% | 11.8% |
| EBITDA | -21.7M | -278.2M | -41.6M | -47.8M | 122.4M | 171.6M | 85.6M | 74.5M |
| EPS | -0.39 | -6.11 | -1.07 | -0.69 | 2.06 | 3.45 | 1.88 | 1.86 |
| Diluted EPS | -0.39 | -6.11 | -1.07 | -0.69 | 2.03 | 3.3 | 1.82 | 1.78 |
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | Q2 23 | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 241M | — | — | — | — | — | — | — | 200.2M | 205.8M | 190.7M | 182.5M |
| Cost of revenue | 70.2M | — | — | — | — | — | — | — | 64.4M | 65.1M | 63.2M | 60.5M |
| Gross profit | 170.8M | — | — | — | — | — | — | — | 135.7M | 140.6M | 127.5M | 122M |
| Gross margin | 70.9% | — | — | — | — | — | — | — | 67.8% | 68.3% | 66.9% | 66.8% |
| Research & development | 63.4M | 66.2M | 66.3M | 9.5M | 8.2M | 59.3M | 63.3M | 55.4M | 52.8M | 55.3M | 44.9M | 56.5M |
| Selling, general & administrative | 66.5M | — | — | — | — | — | — | — | 63.4M | 68.7M | 73.5M | 75.6M |
| Operating expenses | 130M | 66.2M | 66.3M | 9.5M | 8.2M | 59.3M | 63.3M | 55.4M | 116.3M | 124M | 118.5M | 132.1M |
| Operating income | 40.9M | — | — | — | — | — | — | — | 19.5M | 16.7M | 9M | -10.1M |
| Operating margin | 17% | — | — | — | — | — | — | — | 9.74% | 8.1% | 4.72% | -5.53% |
| Non-operating income, net | 8.1M | — | — | — | — | — | — | — | 14.8M | 5.3M | 6.9M | 14.6M |
| Pretax income | 49M | — | — | — | — | — | — | — | 34.3M | 22M | 15.9M | 4.5M |
| Income tax | 6.9M | — | — | — | — | — | — | — | 2.4M | 400K | 534K | 8K |
| Net income | 42.1M | — | — | — | — | — | — | — | 31.9M | 21.6M | 15.4M | 4.5M |
| Net margin | 17.5% | — | — | — | — | — | — | — | 15.9% | 10.5% | 8.08% | 2.47% |
| EBITDA | 40.9M | — | — | — | — | — | — | — | 19.5M | 16.7M | 9M | -10.1M |
| EPS | 0.8 | 0.98 | — | 0.42 | 0.47 | 0.48 | 0.51 | 0.51 | 0.62 | 0.42 | 0.3 | 0.09 |
| Diluted EPS | 0.77 | 0.95 | — | 0.41 | 0.45 | 0.47 | 0.49 | 0.49 | 0.6 | 0.4 | 0.29 | 0.09 |
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 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | 5.9B | — | 1B | 1.2B | — | 107.9M | 107.9M |
| Enterprise value | — | — | 5.1B | — | -36.1M | -30.7M | — | -1B | -1B |
| Shares outstanding | 328.2M | 328.2M | 328.2M | 386.6M | 386.5M | 384.1M | 52.4M | 51.4M | 51.4M |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | 9.15 | 6.52 | — | 1.13 | 1.13 |
| P/S | — | — | 11.2 | — | 1.02 | 1.16 | — | 0.13 | 0.13 |
| P/B | — | — | 9.25 | — | 1.31 | 1.23 | — | 0.11 | 0.11 |
| EV/EBITDA | — | — | -122.3 | — | -0.3 | -0.18 | — | -13.8 | -13.8 |
| EV/Sales | — | — | 9.57 | — | -0.04 | -0.03 | — | -1.28 | -1.28 |
| Earnings yield | — | — | — | — | 10.9% | 15.3% | — | 88.4% | 88.4% |
| FCF yield | — | — | 3.48% | — | 18.1% | 14% | — | 43% | 43% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Gross margin | 50.1% | 61.5% | 68.7% | 69.9% | 70.1% | 70.8% | 69.4% | 67.9% | 67.9% |
| Operating margin | -16.7% | -127.5% | -8.36% | -5.74% | 11.3% | 15.7% | 7.8% | 8.27% | 8.27% |
| Net margin | -13.3% | -126% | -7.05% | -3.92% | 11.1% | 17.8% | 10.7% | 11.8% | 11.8% |
| ROE | 27.6% | 1.9K% | -5.83% | -6.09% | 14.3% | 18.9% | 10.3% | 9.59% | 9.59% |
| ROA | -30% | -163.7% | -3.58% | -3.37% | 8.24% | 12.5% | 6.94% | 6.97% | 6.97% |
| ROIC | 31.6% | 233.6% | 20.9% | 25.5% | -34% | -56.6% | -33.2% | -43.3% | -43.3% |
| Return on tangible assets | -30.2% | -163.9% | -3.66% | -3.54% | 8.56% | 12.9% | 7.11% | 7.16% | 7.16% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Current ratio | 0.47 | 0.89 | 2.56 | 2.1 | 2.23 | 2.82 | 2.98 | 3.57 | 3.57 |
| Quick ratio | 0.23 | 0.78 | 2.52 | 2.04 | 2.2 | 2.78 | 2.93 | 3.51 | 3.51 |
| Debt / equity | — | 0 | 0.01 | 0.06 | 0.01 | 0 | 0.02 | 0.01 | 0.01 |
| Debt / assets | — | 0 | 0.01 | 0.03 | 0.01 | 0 | 0.01 | 0.01 | 0.01 |
| Net debt / EBITDA | — | 0.38 | 20.5 | 17.2 | -8.5 | -7.05 | -13.5 | -15.3 | -15.3 |
| Effective tax rate | 0% | 0% | 0% | 0% | 17.3% | 10.7% | 10.9% | 6.27% | 6.27% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 0.4 | 0.67 | 1.62 | 2.44 | 2.55 | 2.65 | 17.6 | 15.7 | 15.7 |
| EPS (basic) | -0.39 | -6.11 | -1.07 | -0.69 | 2.06 | 3.45 | 1.88 | 1.86 | 1.86 |
| EPS (diluted) | -0.39 | -6.11 | -1.07 | -0.69 | 2.03 | 3.3 | 1.82 | 1.78 | 1.78 |
| Book value per share | -0.19 | -0.04 | 1.96 | 1.57 | 1.99 | 2.49 | 18.3 | 19.4 | 19.4 |
| FCF per share | -0.02 | 0.12 | 0.63 | 0.02 | 0.47 | 0.43 | 0.98 | 0.9 | 0.9 |
| Cash per share | 0.02 | 0.32 | 2.63 | 2.21 | 2.72 | 3.16 | 22.3 | 22.4 | 22.4 |
| Capex per share | 0 | 0.01 | 0.05 | 0.08 | 0.02 | 0.02 | 0.14 | — | — |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 0.4% | 1.09% | 2.99% | 3.38% | 0.66% | 0.64% | 0.81% | — | — |
| Capex / operating cash flow | -12.4% | 6.72% | 7.93% | 121.8% | 3.54% | 3.99% | 9.53% | — | — |
| Payout ratio | -61.8% | -1.12% | -176.1% | 0% | 0% | — | 35.8% | 41% | 41% |
| Dividend yield | — | — | 1.11% | — | 0% | — | — | 36.2% | 36.2% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Apr 17, 2026 | $0.10 |
| Apr 17, 2025 | $0.10 |
| Mar 27, 2024 | $0.10 |
| — |
| — |
| $944.7M |
| — |
| FY20 | — | -$1.07 | — | — | $531.9M | — |
| FY19 | — | -$6.11 | — | — | $218.7M | — |
| FY18 | — | -$0.39 | — | — | $131.9M | — |
| Period |
|---|
| Q2 23 |
|---|
| Q3 23 |
|---|
| Q4 23 |
|---|
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Revenue | $241M | — | — | — | — | — | — | — | $200.2M | $205.8M | $190.7M | $182.5M |
| YoY change | +4.5% | — | — | — | — | — | — | — | — | — | — | — |
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 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 6.1M | 104.9M | 861.7M | 855.4M | 1B | 1.2B | 1.2B | 1.2B |
| Receivables | 13.6M | 20.1M | 78M | 56.1M | 79.6M | 60.8M | 52M | 47.1M |
| Inventory | 29.6M | 20.7M | 16.9M | 28.1M | 19.1M | 16.5M | 23.5M | 21.4M |
| Total current assets | 57.3M | 163.1M | 1B | 1B | 1.3B | 1.4B | 1.3B | 1.3B |
| Property, plant & equipment | 1.9M | 6M | 12.9M | 50.5M | 22M | 9.8M | 18.4M | 14.1M |
| Goodwill & intangibles | 272K | 206K | 23.6M | 54.6M | 49.7M | 46.5M | 32.9M | 35.3M |
| Total assets | 58.6M | 168.3M | 1B | 1.1B | 1.3B | 1.5B | 1.4B | 1.4B |
| Accounts payable | 13.1M | 10.3M | 21.6M | 30.5M | 24.2M | 22.1M | 30.2M | 25.1M |
| Short-term debt | — | — | 1.5M | 24.7M | 6.1M | 1.9M | 3.7M | 2.2M |
| Total current liabilities | 122.3M | 182.8M | 399.2M | 482.9M | 561.1M | 490.8M | 447.5M | 364M |
| Long-term debt | — | 0 | 5.1M | 9.6M | 2.9M | 1.9M | 11.3M | 9.2M |
| Total liabilities | 122.3M | 182.8M | 404.3M | 492.5M | 563.9M | 492.7M | 458.8M | 373.2M |
| Shareholders' equity | -63.7M | -14.4M | 642.7M | 608.4M | 769.5M | 957.8M | 960.8M | 995.2M |
| Total debt | — | 0 | 6.6M | 34.2M | 9M | 3.9M | 14.9M | 11.4M |
| Net debt | — | -104.9M | -855.1M | -821.1M | -1B | -1.2B | -1.1B | -1.1B |
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 | Q2 23 | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 1.1B | — | — | — | — | — | — | — | 1.1B | 1.1B | 1.2B | 1.1B |
| Receivables | 59M | — | — | — | — | — | — | — | 56.3M | 64M | 47.1M | 51.5M |
| Inventory | 15.1M | — | — | — | — | — | — | — | 20.7M | 20.4M | 21.4M | 27.8M |
| Total current assets | 1.3B | — | — | — | — | — | — | — | 1.3B | 1.3B | 1.3B | 1.3B |
| Property, plant & equipment | 10.9M | — | — | — | — | — | — | — | 14.9M | 14.4M | 14.1M | 13.8M |
| Goodwill & intangibles | 24.7M | — | — | — | — | — | — | — | 14.9M | 16.6M | 35.3M | 17.1M |
| Total assets | 1.3B | — | — | — | — | — | — | — | 1.3B | 1.4B | 1.4B | 1.3B |
| Accounts payable | 20.2M | — | — | — | — | — | — | — | 21.2M | 27M | 25.1M | 28.1M |
| Short-term debt | 1.6M | — | — | — | — | — | — | — | 2.3M | 2.2M | 2.2M | 2.2M |
| Total current liabilities | 461.6M | — | — | — | — | — | — | — | 355.7M | 375.1M | 364M | 359.6M |
| Long-term debt | 2.3M | — | — | — | — | — | — | — | 10M | 9.6M | 9.2M | 8.8M |
| Total liabilities | 463.8M | — | — | — | — | — | — | — | 365.7M | 384.7M | 373.2M | 368.4M |
| Shareholders' equity | 878.1M | — | — | — | — | — | — | — | 969.4M | 983.3M | 995.2M | 959M |
| Total debt | 3.8M | — | — | — | — | — | — | — | 12.3M | 11.8M | 11.4M | 11M |
| Net debt | -963.6M | — | — | — | — | — | — | — | -592.9M | -504.5M | -1.1B | -345.5M |
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 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|
| Net income | -17.6M | -275.6M | -37.5M | -37.1M | 109.8M | 180.9M | 98.6M | 95.4M |
| Depreciation & amortization | 365K | 597K | 2.8M | 6.4M | 10.8M | 11.7M | 13.7M | 7.7M |
| Stock-based compensation | 0 | 270.5M | 79.9M | 15.2M | 13M | 9.4M | 2.8M | 722K |
| Change in working capital | 13M | 40M | 144.1M | 19.9M | 28.7M | -49.3M | -39M | -59.4M |
| Operating cash flow | -4.3M | 35.6M | 200.7M | 26.2M | 183.9M | 163M | 78.2M | 51.3M |
| Capital expenditure | -529K | -2.4M | -15.9M | -32M | -6.5M | -6.5M | -7.4M | — |
| Investing cash flow | -529K | -2.4M | -15.9M | -32M | -32.8M | -6.5M | -52.8M | 45.5M |
| Dividends paid | -10.9M | -3.1M | -66M | 0 | 0 | — | -35.3M | -39.1M |
| Share repurchases | — | 0 | 0 | -164K | -7M | -9.5M | -9.6M | -17.2M |
| Financing cash flow | 10.3M | 55.1M | 572M | -67K | -7M | -9.5M | -102.3M | -56.3M |
| Net change in cash | 5.5M | 88.2M | 756.7M | -5.8M | 144.1M | 147M | -76.9M | 40.5M |
| Free cash flow | -5M | 40.2M | 207.1M | 5.9M | 181.9M | 165.6M | 51.1M | 46.4M |