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 | -$0.13 | -$0.09 | +30.8% | — | $117.1M | — |
| Q4 25 | -$0.16 | -$0.22 | -37.5% | — | $108.8M | — |
| Q3 25 | -$0.13 | -$0.19 | -46.2% | — | $103.4M | — |
| Q2 25 | -$0.15 | -$1.41 | -840.0% | — | $61.8M | — |
| Q1 25 | -$0.35 | -$0.09 | +74.3% | — | $61.4M | — |
| Q4 24 | -$0.08 | -$0.24 | -200.0% | — | $69.6M | — |
| Q3 24 | -$0.07 | -$0.1 | -42.9% | — | $68.6M | — |
| Q2 24 | -$0.04 | -$0.1 | -150.0% | — | $78.1M | — |
| Q1 24 | -$0.06 | -$0.06 | 0.0% | — | $87.8M | — |
| Q4 23 | -$0.07 | -$0.09 | -28.6% | — | $63.5M | — |
| Q3 23 | -$0.14 | -$0.14 | 0.0% | — | $62.6M | — |
| Q2 23 | -$0.16 | -$0.16 | 0.0% | — | $60.1M | — |
| Q1 23 | -$0.15 | -$0.18 | -20.0% | — | $57.6M | — |
| Q4 22 | -$0.13 | -$0.43 | -230.8% | — | $53.7M | — |
| Q3 22 | -$0.12 | -$0.16 | -33.3% | — | $37.2M | — |
| Q2 22 | -$0.13 | -$1.22 | -838.5% | — | $36.7M | — |
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 | — | -$2.28 | — | — | $335.4M | — |
| FY24 | — | -$2.35 | — | — | $304.1M | — |
| FY23 | — | -$0.73 | — | — | $243.8M | — |
| FY22 | — | -$2.09 | — | — | $160.5M | — |
| FY21 | — | -$1.36 | — | — |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $137.6M | $160.5M | $243.8M | $304.1M | $335.4M |
| YoY change | — | +16.7% | +51.9% | +24.7% | +10.3% |
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 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 137.6M | 160.5M | 243.8M | 304.1M | 335.4M |
| Cost of revenue | 108.2M | 131.9M | 185.8M | 259.6M | 318.1M |
| Gross profit | 29.4M | 28.7M | 58M | 44.5M | 17.3M |
| Gross margin | 21.3% | 17.9% | 23.8% | 14.6% | 5.15% |
| Research & development | 4.5M | 4.9M | 5M | 6.1M | 19.8M |
| Selling, general & administrative | 78.7M | 70.3M | 68.5M | 71.4M | 171.3M |
| Operating expenses | 83.2M | 75.3M | 73.5M | 77.5M | 191M |
| Operating income | -53.8M | -46.6M | -15.5M | -33.1M | -173.8M |
| Operating margin | -39.1% | -29% | -6.37% | -10.9% | -51.8% |
| Non-operating income, net | -12.5M | -83.8M | -1.5M | -69.8M | -38.1M |
| Pretax income | -72.8M | -138.6M | -27.8M | -116.3M | -251.6M |
| Income tax | -11.3M | -8M | -486K | -2M | -25M |
| Net income | -61.5M | -130.6M | -27.3M | -114.3M | -226.6M |
| Net margin | -44.7% | -81.4% | -11.2% | -37.6% | -67.6% |
| EBITDA | -39.4M | -19.2M | -6.3M | -82M | -122.3M |
| EPS | -1.36 | -2.09 | -0.73 | -2.35 | -2.28 |
| Diluted EPS | -1.36 | -2.09 | -0.73 | -2.35 | -2.28 |
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 | 62.6M | 63.5M | 87.8M | 78.1M | 68.6M | 69.6M | 61.4M | 61.8M | 103.4M | 108.8M | 97M | 117.1M |
| Cost of revenue | 45.5M | 52.8M | 73M | 65.1M | 56.6M | 64.9M | 52.4M | 80.8M | 86.6M | 98.3M | 71.2M | 84.5M |
| Gross profit | 17.1M | 10.7M | 14.8M | 13M | 12M | 4.6M | 9M | -19.1M | 16.8M | 10.5M | 25.8M | 32.5M |
| Gross margin | 27.3% | 16.9% | 16.9% | 16.6% | 17.5% | 6.65% | 14.7% | -30.9% | 16.3% | 9.65% | 26.6% | 27.8% |
| Research & development | 1.5M | 989K | 1M | 1.7M | 1.9M | 1.4M | 813K | 1.7M | 7.7M | 9.5M | 12.6M | 12.5M |
| Selling, general & administrative | 18.3M | 16.5M | 17.4M | 18.1M | 17.5M | 18.4M | 18.7M | 54.5M | 50.3M | 47.8M | 82.9M | 42.1M |
| Operating expenses | 19.8M | 17.5M | 18.4M | 19.8M | 19.4M | 19.9M | 19.6M | 56.2M | 58M | 57.3M | 95.5M | 54.6M |
| Operating income | -2.7M | -6.8M | -3.6M | -6.9M | -7.4M | -15.3M | -10.5M | -75.2M | -41.2M | -46.8M | -69.7M | -22.1M |
| Operating margin | -4.34% | -10.6% | -4.07% | -8.77% | -10.8% | -21.9% | -17.1% | -121.8% | -39.8% | -43% | -71.8% | -18.9% |
| Non-operating income, net | -1.2M | 1.2M | -1.5M | -8.2M | -10.4M | -49.6M | 11M | -30.6M | 13.2M | -31.7M | -3.7M | -16.2M |
| Pretax income | -6.6M | -8.3M | -8M | -18.1M | -21.4M | -68.8M | -3.1M | -129.6M | -34.3M | -84.6M | -75.9M | -39.1M |
| Income tax | -253K | -117K | 109K | 15K | -472K | -1.7M | -182K | -32.6M | 6.9M | 910K | 641K | 1.9M |
| Net income | -6.3M | -8.2M | -8.1M | -18.1M | -21M | -67.2M | -2.9M | -97M | -41.2M | -85.5M | -76.5M | -41M |
| Net margin | -10.1% | -12.9% | -9.22% | -23.2% | -30.5% | -96.6% | -4.8% | -157% | -39.8% | -78.6% | -78.9% | -35% |
| EBITDA | -1.1M | -2.8M | -2.3M | -11.9M | -9.8M | -58M | 7.3M | -84.1M | -15.2M | -30.3M | -59.6M | -25.7M |
| EPS | -0.14 | -0.25 | -0.17 | -0.42 | -0.37 | -1.38 | -0.09 | -1.41 | -0.29 | -0.58 | -0.4 | -0.19 |
| Diluted EPS | -0.14 | -0.25 | -0.17 | -0.42 | -0.37 | -1.38 | -0.09 | -1.41 | -0.29 | -0.58 | -0.4 | -0.19 |
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 | Current |
|---|---|---|---|---|---|---|---|
| Market cap | — | 304.3M | — | 184.3M | 1.1B | — | 2.8B |
| Enterprise value | — | 362.3M | — | 259.8M | 1.2B | — | 2.4B |
| Shares outstanding | — | 45.1M | 62.5M | 64.7M | 66.1M | 119.5M | 119.5M |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | -4.91 |
| P/S | — | 2.21 | — | 0.76 | 3.58 | — | 6.57 |
| P/B | — | 2.84 | — | 3.49 | -21 | — | 1.71 |
| EV/EBITDA | — | -9.19 | — | -41.2 | -14.4 | — | -20 |
| EV/Sales | — | 2.63 | — | 1.07 | 3.9 | — | 5.69 |
| Earnings yield | — | — | — | — | — | — | -20.4% |
| FCF yield | — | -13.2% | — | -3.85% | -2.6% | — | -0.93% |
| PEG | — | — | — | — | — | — | 0.06 |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Gross margin | — | 21.3% | 17.9% | 23.8% | 14.6% | 5.15% | 27.8% |
| Operating margin | — | -39.1% | -29% | -6.37% | -10.9% | -51.8% | -18.9% |
| Net margin | — | -44.7% | -81.4% | -11.2% | -37.6% | -67.6% | -57.3% |
| ROE | — | -57.4% | -186.9% | -51.6% | 220.2% | -19.9% | -18.2% |
| ROA | — | -23.5% | -50.7% | -10.1% | -39.1% | -15.6% | -6.1% |
| ROIC | — | -32.6% | -34.1% | -12.1% | -75.2% | -14.9% | -15.5% |
| Return on tangible assets | — | 54.7% | 2.5K% | -197.8% | -427.8% | 29% | 102% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Current ratio | — | 1.08 | 1.02 | 0.98 | 0.84 | 1.62 | 3.92 |
| Quick ratio | — | 1.06 | 1 | 0.96 | 0.83 | 1.27 | 3.48 |
| Debt / equity | — | 0.73 | 1.36 | 2 | -2.79 | 0.11 | 0.06 |
| Debt / assets | — | 0.3 | 0.37 | 0.39 | 0.5 | 0.09 | 0.05 |
| Net debt / EBITDA | — | -1.47 | -3.47 | -12 | -1.17 | -0.23 | 3.58 |
| Interest coverage | — | -10.3 | -15.9 | -1.59 | -7.63 | -5.34 | -14 |
| Effective tax rate | — | 0% | 0% | 0% | 0% | 0% | 0% |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Revenue per share | — | 3.05 | 2.57 | 3.77 | 4.6 | 2.81 | 2.33 |
| EPS (basic) | — | -1.36 | -2.09 | -0.73 | -2.35 | -2.28 | -2.28 |
| EPS (diluted) | — | -1.36 | -2.09 | -0.73 | -2.35 | -2.28 | -1.2 |
| Book value per share | — | 2.38 | 1.12 | 0.82 | -0.78 | 9.51 | 6.57 |
| FCF per share | — | -0.89 | -0.57 | -0.11 | -0.43 | -1.68 | -0.48 |
| Cash per share | — | 0.46 | 0.45 | 0.47 | 0.74 | 0.8 | 2.24 |
| Capex per share | — | 0.05 | 0.06 | 0.09 | 0.1 | — | — |
| Metric | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|
| Capex / revenue | — | 1.52% | 2.26% | 2.31% | 2.1% | — | — |
| Capex / operating cash flow | — | -6.8% | -3.26% | -2.7K% | -9.66% | — | — |
| Payout ratio | — | — | — | — | — | — | 0% |
| $137.6M |
| — |
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $62.6M | $63.5M | $87.8M | $78.1M | $68.6M | $69.6M | $61.4M | $61.8M | $103.4M | $108.8M | $97M | $117.1M |
| YoY change | +68.1% | +18.2% | +52.4% | +30% | +9.62% | +9.57% | -30.1% | -20.9% | +50.7% | +56.4% | +57.9% | +89.6% |
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 | 22.1M | 20.5M | 28.3M | 30.3M | 49.1M | 95.2M |
| Receivables | 5.4M | 14.8M | 25.5M | 28.9M | 18.4M | 37.3M |
| Inventory | 330K | 688K | 1.5M | 1.5M | 2.2M | 55.8M |
| Total current assets | 39.3M | 55.2M | 96.2M | 109.3M | 125.9M | 252.8M |
| Property, plant & equipment | 3.3M | 19.4M | 25.9M | 29.1M | 33.1M | 80.9M |
| Goodwill & intangibles | 227.3M | 374.3M | 263M | 257.5M | 265.9M | 2.2B |
| Total assets | 156.8M | 261.8M | 257.7M | 271.3M | 292.6M | 1.4B |
| Accounts payable | 7.2M | 13.1M | 17.6M | 18.6M | 32.1M | 32.3M |
| Short-term debt | 2.9M | 3.7M | 7.1M | 5.6M | 6.1M | 12M |
| Total current liabilities | 33.6M | 51.2M | 94.7M | 112M | 149.3M | 155.6M |
| Long-term debt | 76.6M | 74.9M | 88M | 100.3M | 138.9M | 111.8M |
| Total liabilities | 117.6M | 154.5M | 187.8M | 218.4M | 344.5M | 312.1M |
| Shareholders' equity | 39.2M | 107.2M | 69.9M | 52.8M | -51.9M | 1.1B |
| Total debt | 79.5M | 78.6M | 95.1M | 105.8M | 145M | 123.8M |
| Net debt | 57.5M | 58M | 66.8M | 75.6M | 95.9M | 28.6M |
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 | — | — | — | — | — | — | — | — | 54.3M | 95.2M | 145.2M | 557.7M |
| Receivables | — | — | — | — | — | — | — | — | 32M | 37.3M | 24.3M | 27.5M |
| Inventory | — | — | — | — | — | — | — | — | 53.5M | 55.8M | 69.3M | 85.4M |
| Total current assets | — | — | — | — | — | — | — | — | 210.6M | 252.8M | 320.7M | 761.2M |
| Property, plant & equipment | — | — | — | — | — | — | — | — | 82M | 80.9M | 87.3M | 90.5M |
| Goodwill & intangibles | 63M | 63M | 62M | 61.8M | 62.5M | 61.8M | 62.1M | 396.1M | 2.3B | 2.2B | 2.2B | 2.2B |
| Total assets | — | — | — | — | — | — | — | — | 1.4B | 1.4B | 1.5B | 1.9B |
| Accounts payable | — | — | — | — | — | — | — | — | 34.3M | 32.3M | 42.4M | 54.2M |
| Short-term debt | — | — | — | — | — | — | — | — | 13.3M | 12M | 13.1M | 12.8M |
| Total current liabilities | — | — | — | — | — | — | — | — | 149.6M | 155.6M | 183.1M | 194.2M |
| Long-term debt | — | — | — | — | — | — | — | — | 215.5M | 111.8M | 118.8M | 77.4M |
| Total liabilities | — | — | — | — | — | — | — | — | 413.3M | 312.1M | 346.6M | 313.5M |
| Shareholders' equity | — | — | — | — | — | — | — | — | 1B | 1.1B | 1.2B | 1.6B |
| Total debt | — | — | — | — | — | — | — | — | 228.8M | 123.8M | 131.9M | 90.3M |
| Net debt | — | — | — | — | — | — | — | — | 174.5M | 28.6M | -13.3M | -467.4M |
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 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Net income | -61.5M | -130.6M | -27.3M | -114.3M | -226.6M |
| Depreciation & amortization | 10.6M | 11.3M | 10.7M | 11.7M | 32.6M |
| Stock-based compensation | 27.1M | 10.8M | 8.7M | 11.3M | 59M |
| Change in working capital | -5.6M | 3.2M | 7.1M | 23.8M | -47.6M |
| Operating cash flow | -30.8M | -111.3M | -207K | -66.2M | -177.3M |
| Capital expenditure | -2.1M | -3.6M | -5.6M | -6.4M | — |
| Investing cash flow | -37.8M | -36.9M | -5.6M | -2.7M | -151.8M |
| Dividends paid | — | — | — | — | — |
| Share repurchases | — | — | — | — | -63.9M |
| Financing cash flow | 74.2M | 76.9M | 9.6M | 46.3M | 401.3M |
| Net change in cash | 5.7M | -71.2M | 3.8M | -22.6M | 72.1M |
| Free cash flow | -40.2M | -35.8M | -7.1M | -28.3M | -200.6M |
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 | -6.3M | -8.2M | -8.1M | -18.1M | -21M | -67.2M | -2.9M | -97M | -41.2M | -85.5M | -76.5M | -41M |
| Depreciation & amortization | 2.9M | 2.8M | 2.8M | 2.9M | 2.9M | 3.2M | 3M | 5.1M | 12.1M | 12.4M | 11.3M | 11.5M |
| Stock-based compensation | 2.5M | 2.3M | 2.5M | 1.9M | 3.6M | 3.3M | 2.9M | 32.7M | 12M | 11.4M | 46.7M | 3.9M |
| Change in working capital | -3.2M | 20.5M | 3M | -3.9M | 4M | 20.7M | -31.2M | -9.9M | -10.6M | 4.1M | 7.9M | -20.1M |
| Operating cash flow | -3.9M | 17.4M | 866K | -16.6M | -11.2M | -39.2M | -28.8M | -87.7M | -20.3M | -24.3M | -6.7M | -24.9M |
| Capital expenditure | -1.3M | -2.1M | -1.6M | -914K | -1.6M | -2.3M | -1.8M | — | — | — | — | — |
| Investing cash flow | -1.3M | -2.1M | -1.6M | -914K | -2.4M | -2.4M | -1.8M | — | 0 | 0 | — | — |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | -2.4M | -1K | — | — |
| Financing cash flow | 6M | 7.1M | 2M | 5.2M | 35M | 4.3M | 54.2M | 330.8M | 6.2M | 71.6M | 63.1M | 447.3M |
| Net change in cash | 778K | 22.4M | 1.3M | -12.3M | 21.4M | -37.3M | 23.6M | 243.1M | -14.1M | 47.3M | 56.4M | 422.3M |
| Free cash flow | -5.9M | 12.6M | 397K | -11.2M | -20.5M | 3M | -49.1M | -93.5M | -27.8M | -30.1M | -12.7M | -35.3M |