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 | $0.58 | $0.63 | +8.6% | — | $6.6B | — |
| Q1 26 | $0.48 | $0.59 | +22.9% | — | $6.2B | — |
| Q4 25 | $0.57 | $0.55 | -3.5% | — | $6.3B | — |
| Q3 25 | $0.43 | $0.47 | +9.3% | — | $5.1B | — |
| Q2 25 | $0.36 | $0.43 | +19.4% | — | $5B | — |
| Q1 25 | $0.36 | $0.34 | -5.6% | — | $4.8B | — |
| Q4 24 | $0.51 | $0.48 | -5.9% | — | $4.8B | — |
| Q3 24 | $0.36 | $0.39 | +8.3% | — | $570.1M | — |
| Q2 24 | $0.36 | $0.33 | -8.3% | — | $526.6M | — |
| Q1 24 | — | -$0.39 | — | — | $3.7B | — |
| Q2 23 | $0.41 | $0.15 | -63.4% | — | $3B | — |
| Q1 23 | $0.21 | $0.2 | -4.8% | — | $2.9B | — |
| Q4 22 | $0.23 | $0.09 | -60.9% | — | $3B | — |
| Q3 22 | $0.16 | $0.31 | +93.8% | — | $2.5B | — |
| Q2 22 | -$0.19 | -$0.05 | +73.7% | — | $2.1B | — |
| Q1 22 | -$0.04 | -$0.15 | -275.0% | — | $2.2B | — |
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 | — | $1.37 | — | — | $21B | — |
| FY24 | — | -$0.03 | — | — | $16.3B | — |
| FY23 | — | -$0.63 | — | — | $13B | — |
| FY22 | — | -$10 | — | — | $9.9B | — |
| FY21 |
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 | $3.3B | $3.9B | $4.9B | $7.8B | $9.9B | $13B | $16.3B | $21B |
| YoY change | — | +20.6% | +23.6% | +60.1% | +26.9% | +31.4% | +25.9% | +28.9% |
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 | 3.3B | 3.9B | 4.9B | 7.8B | 9.9B | 13B | 16.3B | 21B |
| Cost of revenue | 2.8B | 3.2B | 3.6B | 5.7B | 7.6B | 10.3B | 13.1B | 16.7B |
| Gross profit | 460.1M | 755.5M | 1.2B | 2B | 2.3B | 2.6B | 3.2B | 4.3B |
| Gross margin | 14.1% | 19.2% | 25.7% | 26.3% | 23% | 20.3% | 19.9% | 20.7% |
| Research & development | 65.8M | 142.9M | 151.5M | 264.6M | 227.8M | 195.7M | 210.4M | 243.9M |
| Selling, general & administrative | 672.5M | 1.4B | 918.1M | 1.6B | 1.8B | 1.5B | 1.7B | 1.9B |
| Operating expenses | 716.5M | 1.5B | 1.7B | 2.9B | 3.1B | 2.8B | 3.2B | 3.9B |
| Operating income | -256.5M | -731.8M | -458.8M | -895.1M | -803.7M | -173.3M | 29M | 456.2M |
| Operating margin | -7.86% | -18.6% | -9.44% | -11.5% | -8.14% | -1.34% | 0.18% | 2.17% |
| Non-operating income, net | 45.4M | 3.6M | -39.9M | -50.4M | -1.8B | -5.9M | -41.3M | -10.3M |
| Pretax income | -209.4M | -732.8M | -510.4M | -953.8M | -2.6B | -148.4M | -442K | 460.3M |
| Income tax | -1.9M | -30.1M | -47.3M | -143.9M | -111.8M | -42.5M | -56.9M | 56.7M |
| Net income | -207.9M | -704.9M | -470.6M | -816.5M | -2.5B | -156.3M | -8.2M | 336.3M |
| Net margin | -6.38% | -17.9% | -9.69% | -10.5% | -25% | -1.21% | -0.05% | 1.6% |
| EBITDA | -188.5M | -485.7M | -128.5M | -563.3M | -341.8M | 192.4M | 281.6M | 582.6M |
| EPS | -4.88 | -7.11 | -7.97 | -9.08 | -10 | -0.63 | -0.03 | 1.37 |
| Diluted EPS | -4.88 | -7.11 | -7.97 | -9.08 | -10 | -0.63 | -0.03 | 1.37 |
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 | 3.3B | 3.9B | 3.7B | 526.6M | 570.1M | 4.8B | 4.8B | 5B | 5.1B | 6.3B | 6.2B | 6.6B |
| Cost of revenue | 2.6B | 3.1B | 2.9B | 417M | 456.3M | 3.9B | 3.9B | 4B | 4.1B | 5B | 4.8B | 5.2B |
| Gross profit | 645.7M | 723.6M | 703.3M | 109.6M | 113.8M | 944.2M | 944.2M | 1B | 1.1B | 1.2B | 1.3B | 1.4B |
| Gross margin | 19.8% | 18.7% | 19.3% | 20.8% | 20% | 19.5% | 19.5% | 20.7% | 20.5% | 19.5% | 21.8% | 21% |
| Research & development | 39.4M | 63.8M | 50.2M | 6.9M | 7.5M | 57M | 57M | 62.5M | 63.8M | 62.6M | 73.4M | 77.2M |
| Selling, general & administrative | 369.3M | 379.2M | 395.2M | 59.5M | 54.1M | 467.5M | 467.5M | 484.4M | 438M | 524M | 573.7M | 603.7M |
| Operating expenses | 673.8M | 740.3M | 746.7M | 110.4M | 110.3M | 891.1M | 891.1M | 942.8M | 934.2M | 1.1B | 1.2B | 1.2B |
| Operating income | -28.1M | -16.7M | -43.4M | -785.5K | 3.5M | 53.1M | 53.1M | 91.1M | 120.8M | 171.6M | 185.3M | 178.3M |
| Operating margin | -0.86% | -0.43% | -1.19% | -0.15% | 0.61% | 1.1% | 1.1% | 1.82% | 2.35% | 2.74% | 3.01% | 2.7% |
| Non-operating income, net | -4.4M | 832K | -41.4M | 11.8K | 6.6K | 49K | 49K | 4.8M | -281K | -8.3M | -16M | -5.7M |
| Pretax income | -23.6M | -4.2M | -82.2M | -691K | 4.2M | 56.7M | 56.7M | 99.7M | 125.2M | 162.8M | 171.2M | 173.3M |
| Income tax | -10M | -8.9M | -10M | -1.2M | -837.2K | -32.3M | -32.3M | 17.3M | 16.9M | 16.3M | 19M | 24.9M |
| Net income | -44.2M | 2.8M | -92.9M | -1.5M | 2.5M | 77.4M | 77.4M | 72.3M | 90.8M | 130.3M | 135.1M | 129.1M |
| Net margin | -1.36% | 0.07% | -2.54% | -0.28% | 0.44% | 1.6% | 1.6% | 1.45% | 1.76% | 2.08% | 2.19% | 1.95% |
| EBITDA | -21.4M | -2.7M | -78.2M | -30.3K | 4.7M | 59.4M | 59.4M | 101.4M | 126.4M | 163.9M | 173.3M | 175.5M |
| EPS | -0.18 | 0.01 | -0.38 | -0.04 | 0.07 | 0.32 | 0.32 | 0.3 | 0.37 | 0.53 | 0.55 | 0.53 |
| Diluted EPS | -0.18 | 0.01 | -0.38 | -0.04 | 0.07 | 0.32 | 0.32 | 0.29 | 0.37 | 0.53 | 0.55 | 0.53 |
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 | — | — | — | — | — | 3.4B | — | 1.3B | 1.3B |
| Enterprise value | — | — | — | — | — | 1.5B | — | -53.1M | -53.1M |
| Shares outstanding | 1.6B | 1.6B | 1.6B | 1.1B | 1.8B | 1.8B | 244.9M | 244.4M | 244.4M |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | — | 3.85 | 3.85 |
| P/S | — | — | — | — | — | 0.27 | — | 0.06 | 0.06 |
| P/B | — | — | — | — | — | 0.93 | — | 0.32 | 0.32 |
| EV/EBITDA | — | — | — | — | — | 7.57 | — | -0.09 | -0.09 |
| EV/Sales | — | — | — | — | — | 0.11 | — | -0 | -0 |
| Earnings yield | — | — | — | — | — | — | — | 26% | 26% |
| FCF yield | — | — | — | — | — | 4.61% | — | -43.1% | -43.1% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Gross margin | 14.1% | 19.2% | 25.7% | 26.3% | 23% | 20.3% | 19.9% | 20.7% | 20.7% |
| Operating margin | -7.86% | -18.6% | -9.44% | -11.5% | -8.14% | -1.34% | 0.18% | 2.17% | 2.17% |
| Net margin | -6.38% | -17.9% | -9.69% | -10.5% | -25% | -1.21% | -0.05% | 1.6% | 1.6% |
| ROE | 11.2% | 20.5% | 9.03% | -12.7% | -63.6% | -4.21% | -0.22% | 8.43% | 8.43% |
| ROA | -16.9% | -14.7% | -9% | -10.9% | -48.9% | -2.84% | -0.16% | 5.64% | 5.64% |
| ROIC | 11.7% | 20.3% | 8.15% | -18.9% | -50.2% | -10% | 1.94% | 15.1% | 15.1% |
| Return on tangible assets | -17.4% | 32.2% | 42.2% | -46.8% | -62.3% | -3.16% | -0.17% | 5.66% | 5.66% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Current ratio | 1.79 | 1.45 | 1.58 | 5.03 | 3.81 | 2.68 | 3.19 | 2.49 | 2.49 |
| Quick ratio | 1.67 | 1.36 | 1.43 | 4.45 | 3.38 | 2.07 | 2.78 | 1.93 | 1.93 |
| Debt / equity | -0.18 | -0.11 | -0.11 | 0.03 | 0.05 | 0.11 | 0.1 | 0.11 | 0.11 |
| Debt / assets | 0.27 | 0.08 | 0.11 | 0.02 | 0.04 | 0.07 | 0.07 | 0.08 | 0.08 |
| Net debt / EBITDA | 1.76 | 0.36 | 3.27 | 3 | 6.68 | -10.3 | -7.81 | -2.31 | -2.31 |
| Interest coverage | -31 | -58.1 | -23.2 | -55.9 | -416.5 | -20 | 0.97 | 77.2 | 77.2 |
| Effective tax rate | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 12.3% | 12.3% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | 2.02 | 2.43 | 3 | 7.34 | 5.51 | 7.24 | 66.7 | 86.1 | 86.1 |
| EPS (basic) | -4.88 | -7.11 | -7.97 | -9.08 | -10 | -0.63 | -0.03 | 1.37 | 1.37 |
| EPS (diluted) | -4.88 | -7.11 | -7.97 | -9.08 | -10 | -0.63 | -0.03 | 1.37 | 1.37 |
| Book value per share | -1.15 | -2.13 | -3.22 | 6.06 | 2.17 | 2.07 | 15.1 | 16.3 | 16.3 |
| FCF per share | -0.26 | -0.32 | -0.28 | -1.03 | 0.46 | 0.09 | 2.38 | -2.29 | -2.29 |
| Cash per share | 0.41 | 0.33 | 0.63 | 1.76 | 1.39 | 1.33 | 10.4 | 7.39 | 7.39 |
| Capex per share | 0.04 | 0.06 | 0.02 | 0.07 | 0.03 | 0.05 | 0.24 | — | — |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 1.92% | 2.41% | 0.52% | 0.91% | 0.57% | 0.65% | 0.36% | — | — |
| Capex / operating cash flow | -24.4% | -15.6% | -4.87% | -6.25% | -4.22% | 56.6% | 14.5% | — | — |
| Payout ratio | — | — | — | — | — | — | — | 0% | 0% |
| Dividend yield | — | — | — | — | — | — | — | 0% | 0% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Apr 6, 2026 | $0.10 |
| — |
| -$9.08 |
| — |
| — |
| $7.8B |
| — |
| FY20 | — | -$7.97 | — | — | $4.9B | — |
| FY19 | — | -$7.11 | — | — | $3.9B | — |
| FY18 | — | -$4.88 | — | — | $3.3B | — |
| 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 | $3.3B | $3.9B | $3.7B | $526.6M | $570.1M | $4.8B | $4.8B | $5B | $5.1B | $6.3B | $6.2B | $6.6B |
| YoY change | +28.4% | +29.9% | +27.1% | -82.2% | -82.5% | +25.2% | +32.8% | +847.9% | +803.2% | +29% | +27% | +32.4% |
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 | 665.6M | 536.4M | 1B | 1.9B | 2.5B | 2.4B | 2.6B | 1.8B |
| Receivables | — | — | 12.3M | 17.2M | 150.6M | — | 61.1M | 131.6M |
| Inventory | 75.2M | 65.6M | 177M | 478.8M | 433.5M | 1B | 535.1M | 1.1B |
| Total current assets | 1.1B | 1.1B | 1.9B | 4.2B | 3.9B | 4.5B | 4.2B | 4.7B |
| Property, plant & equipment | 67.5M | 99.2M | 69.6M | 103.8M | 118.6M | 148.2M | 132M | 214.9M |
| Goodwill & intangibles | 38M | 7B | 6.3B | 5.8B | 1.1B | 541.3M | 113.2M | 21.3M |
| Total assets | 1.2B | 4.8B | 5.2B | 7.5B | 5B | 5.5B | 5.1B | 6B |
| Accounts payable | 42.7M | 35.7M | 27.2M | 41.3M | 73.3M | 532.3M | 171.4M | 335.6M |
| Short-term debt | 333.7M | 361.6M | 563.1M | 139.6M | 170.4M | 383.4M | 275M | 386.6M |
| Total current liabilities | 590.7M | 755.1M | 1.2B | 824.7M | 1B | 1.7B | 1.3B | 1.9B |
| Long-term debt | — | — | 32.6M | 34.5M | 33.5M | 22.5M | 79.9M | 70M |
| Total liabilities | 3.1B | 8.2B | 10.4B | 1.1B | 1.2B | 1.8B | 1.4B | 2B |
| Shareholders' equity | -1.9B | -3.4B | -5.2B | 6.4B | 3.9B | 3.7B | 3.7B | 4B |
| Total debt | 333.7M | 361.6M | 595.7M | 174.1M | 203.9M | 405.9M | 354.9M | 456.6M |
| Net debt | -331.9M | -49.2M | -322.4M | -1.2B | -1.5B | -1.6B | -1.6B | -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 | 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 | — | — | — | — | — | — | 2.4B | 1.9B | 2.2B | 1.8B | 1.3B | 1.8B |
| Receivables | — | — | — | — | — | — | — | — | — | 131.6M | 145.4M | 122.8M |
| Inventory | — | — | — | — | — | — | 736.2M | 814.1M | 698.8M | 1.1B | 1.5B | 1.5B |
| Total current assets | — | — | — | — | — | — | 4.5B | 4.3B | 4.4B | 4.7B | 4.8B | 5.1B |
| Property, plant & equipment | — | — | — | — | — | — | — | — | — | 214.9M | — | — |
| Goodwill & intangibles | — | — | — | — | — | — | 30.1M | 12.2M | 11.4M | 21.3M | 9.9M | 9.1M |
| Total assets | — | — | — | — | — | — | 5.4B | 5.2B | 5.3B | 6B | 6B | 6.3B |
| Accounts payable | — | — | — | — | — | — | 152.5M | 140M | 146.3M | 335.6M | 225M | 208M |
| Short-term debt | — | — | — | — | — | — | 281M | 171M | 149.8M | 386.6M | 294.7M | 455.9M |
| Total current liabilities | — | — | — | — | — | — | 1.5B | 1.3B | 1.3B | 1.9B | 2B | 2.2B |
| Long-term debt | — | — | — | — | — | — | 76.4M | 73.2M | 77M | 70M | 64.8M | 78.7M |
| Total liabilities | — | — | — | — | — | — | 1.6B | 1.4B | 1.4B | 2B | 2B | 2.2B |
| Shareholders' equity | — | — | — | — | — | — | 3.7B | 3.8B | 3.9B | 4B | 3.9B | 4.1B |
| Total debt | — | — | — | — | — | — | 357.4M | 244.2M | 226.8M | 456.6M | 359.6M | 534.6M |
| Net debt | — | — | — | — | — | — | -1.5B | -1.1B | -1.4B | -1.1B | -653.1M | -991M |
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 | -207.9M | -704.9M | -470.6M | -816.5M | -2.5B | -156.3M | -8.2M | 336.3M |
| Depreciation & amortization | 38.1M | 234.7M | 360.8M | 373.7M | 405.4M | 333.7M | 267.1M | 116.3M |
| Stock-based compensation | — | 0 | 0 | 454.6M | 174.2M | 134.4M | 166.7M | 52.9M |
| Change in working capital | -86.9M | -137.8M | -405.5M | -1.2B | 509.9M | -210.7M | -75.3M | -1.3B |
| Operating cash flow | -256.7M | -608.1M | -515.4M | -1.1B | -1.3B | 148.2M | 403.3M | -414.6M |
| Capital expenditure | -62.6M | -94.7M | -25.1M | -71M | -55.9M | -83.9M | -58.3M | — |
| Investing cash flow | -109.3M | -304.3M | 18.6M | -670.4M | -516.7M | 172M | -424.4M | 2.4M |
| Dividends paid | — | — | — | — | — | — | — | 0 |
| Share repurchases | -22.1M | -1.9M | 0 | 0 | -217.9M | -160.1M | -184.3M | -92.3M |
| Financing cash flow | 731.6M | 105.5M | 334.9M | 1.7B | -345.9M | -332.1M | -1.3B | -460.4M |
| Net change in cash | 365.6M | -806.9M | -161.9M | -77.9M | -2.2B | -11.9M | -1.3B | -872.6M |
| Free cash flow | -422.3M | -514.1M | -450.7M | -1.1B | 819.8M | 158.7M | 583M | -558.8M |
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 | Q1 20 | Q1 21 |
|---|---|---|
| Net income | -186.3M | -94.8M |
| Depreciation & amortization | 94.1M | 86.9M |
| Stock-based compensation | — | — |
| Change in working capital | -56.6M | -108.7M |
| Operating cash flow | -148.7M | -116.6M |
| Capital expenditure | -8.9M | -4.5M |
| Investing cash flow | 7.8M | 86.8M |
| Dividends paid | — | — |
| Share repurchases | 0 | -15.6M |
| Financing cash flow | 42.9M | -212.2M |
| Net change in cash | -98M | -242M |
| Free cash flow | -217.2M | -307.3M |