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 | $0.03 | $0.03 | 0.0% | — | $92.9M | — |
| Q1 26 | $0.03 | $0.03 | 0.0% | — | $80.9M | — |
| Q4 25 | $0.03 | $0.03 | 0.0% | — | $84.5M | — |
| Q3 25 | $0.03 | $0.03 | 0.0% | — | $82.5M | — |
| Q2 25 | $0.03 | $0.03 | 0.0% | — | $80.1M | — |
| Q1 25 | $0.02 | $0.03 | +50.0% | — | $74.7M | — |
| Q4 24 | $0.03 | $0.04 | +33.3% | — | $82.1M | — |
| Q3 24 | $0.03 | $0.04 | +33.3% | — | $81.6M | — |
| Q2 24 | $0.02 | $0.04 | +100.0% | — | $73.3M | — |
| Q1 24 | -$0.02 | -$0.01 | +50.0% | — | $61.7M | — |
| Q4 23 | $0.02 | $0.02 | 0.0% | — | $64.4M | — |
| Q3 23 | — | $0.02 | — | — | $61.1M | — |
| Q1 23 | — | -$0.01 | — | — | $47.5M | — |
| Q4 22 | -$0.02 | -$0.01 | +50.0% | — | $45.3M | — |
| Q3 22 | -$0.03 | -$0.03 | 0.0% | — | $45M | — |
| Q2 22 | -$0.08 | -$0.03 | +62.5% | — | $62.5M | — |
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 | — | $0.09 | — | — | $321.8M | — |
| FY24 | — | $0.01 | — | — | $298.6M | — |
| FY23 | — | -$0.11 | — | — | $230M | — |
| FY22 | — | -$0.26 | — | — | $208.2M | — |
| FY21 | — | -$0.36 |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | $105.8M | $179.9M | $302.1M | $208.2M | $230M | $298.6M | $321.8M |
| YoY change | — | +70% | +67.9% | -31.1% | +10.5% | +29.8% | +7.76% |
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 |
|---|
Revenue, gross profit, operating income, and net income per period.
Click a row to chart it; unreported figures show a dash.
| Period | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Revenue | 105.8M | 179.9M | 302.1M | 208.2M | 230M | 298.6M | 321.8M |
| Cost of revenue | 78M | 117.9M | 174.2M | 118.7M | 123.3M | 157.2M | 166.8M |
| Gross profit | 27.8M | 61.9M | 127.9M | 89.4M | 106.7M | 141.4M | 155M |
| Gross margin | 26.3% | 34.4% | 42.3% | 43% | 46.4% | 47.4% | 48.2% |
| Research & development | 52M | 77.4M | 174.3M | 144.9M | 102.3M | 95M | 89.7M |
| Selling, general & administrative | 49.2M | 55.4M | 147M | 123.2M | 121.1M | 105.3M | 64M |
| Operating expenses | 101.2M | 131.8M | 311.4M | 257.6M | 212.5M | 189.1M | 143.6M |
| Operating income | -73.4M | -69.8M | -183.6M | -168.2M | -105.8M | -47.6M | 11.5M |
| Operating margin | -69.4% | -38.8% | -60.8% | -80.8% | -46% | -15.9% | 3.57% |
| Non-operating income, net | -239K | 67K | -711K | 3.2M | 3.7M | 4.3M | 5M |
| Pretax income | -70.4M | -66.7M | -174.9M | -144.3M | -57.1M | 7.1M | 59.8M |
| Income tax | 124K | 206K | 490K | 1.9M | 3.2M | 2.1M | 2M |
| Net income | -70.5M | -66.9M | -175.4M | -146.2M | -60.3M | 5M | 57.9M |
| Net margin | -66.6% | -37.2% | -58.1% | -70.2% | -26.2% | 1.67% | 18% |
| EBITDA | -69.8M | -64.2M | -170.5M | -160.2M | -99.9M | -42.7M | 16.9M |
| EPS | -0.33 | -0.12 | -0.36 | -0.26 | -0.11 | 0.01 | 0.09 |
| Diluted EPS | -0.33 | -0.12 | -0.36 | -0.26 | -0.11 | 0.01 | 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 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 61.1M | 64.4M | 61.7M | 73.3M | 81.6M | 82.1M | 74.7M | 80.1M | 82.5M | 84.5M | 80.9M | 92.9M |
| Cost of revenue | 32.6M | 33.9M | 32.2M | 38.1M | 44.1M | 42.8M | 38.4M | 41.4M | 42.7M | 44.2M | 43M | 49.9M |
| Gross profit | 28.5M | 30.5M | 29.5M | 35.2M | 37.5M | 39.2M | 36.3M | 38.7M | 39.8M | 40.2M | 37.9M | 43M |
| Gross margin | 46.7% | 47.3% | 47.8% | 48% | 46% | 47.8% | 48.5% | 48.4% | 48.3% | 47.6% | 46.9% | 46.3% |
| Research & development | 24.9M | 22.8M | 23.5M | 23M | 24.9M | 23.7M | 22.8M | 22.4M | 22.8M | 21.7M | 22M | 23.1M |
| Selling, general & administrative | 25.3M | 34.7M | 24.5M | 26.2M | 32M | 22.7M | 17.3M | 17.2M | 16.5M | 13.1M | 11.7M | 13M |
| Operating expenses | 47M | 54.1M | 45.9M | 45.5M | 54.6M | 43M | 37.7M | 37.7M | 36M | 32.2M | 30.4M | 33.7M |
| Operating income | -18.5M | -23.6M | -16.4M | -10.3M | -17.1M | -3.8M | -1.5M | 1.1M | 3.8M | 8M | 7.5M | 9.3M |
| Operating margin | -30.3% | -36.7% | -26.5% | -14.1% | -21% | -4.63% | -1.94% | 1.36% | 4.6% | 9.52% | 9.24% | 10% |
| Non-operating income, net | 528K | 719K | 673K | 1.6M | 128K | 1.9M | 811K | 1.4M | 60K | 2.7M | -759K | -1M |
| Pretax income | -4.9M | -9.7M | -2.9M | 3.7M | -4M | 10.3M | 11.8M | 13.2M | 15.2M | 19.6M | 16.2M | 18.8M |
| Income tax | 12K | 1.1M | 656K | 592K | 373K | 524K | 737K | 635K | 261K | 320K | 433K | 213K |
| Net income | -4.9M | -10.8M | -3.5M | 3.1M | -4.4M | 9.8M | 11M | 12.6M | 15M | 19.3M | 15.8M | 18.6M |
| Net margin | -8.03% | -16.8% | -5.75% | 4.27% | -5.36% | 11.9% | 14.8% | 15.7% | 18.2% | 22.9% | 19.5% | 20.1% |
| EBITDA | -18.2M | -23.6M | -16.3M | -10.1M | -16.5M | -5M | -1.5M | 482K | 4.5M | 8.2M | 9M | 10.8M |
| EPS | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.03 | 0.03 |
| Diluted EPS | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.03 | 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 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Market cap | — | — | — | — | 1.3B | 1B | 1.3B | 1.1B |
| Enterprise value | — | — | — | — | 539.6M | 183.9M | 343.6M | 88.2M |
| Shares outstanding | 222M | 559.8M | 489.1M | 553.5M | 574.6M | 573.8M | 611.7M | 611.7M |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | 205.5 | 22.3 | 15.6 |
| P/S | — | — | — | — | 5.75 | 3.44 | 4.01 | 3.09 |
| P/B | — | — | — | — | 1.36 | 1.02 | 1.26 | 1.03 |
| EV/EBITDA | — | — | — | — | -5.4 | -4.3 | 20.3 | 2.97 |
| EV/Sales | — | — | — | — | 2.35 | 0.62 | 1.07 | 0.26 |
| Earnings yield | — | — | — | — | — | 0.49% | 4.49% | 6.4% |
| FCF yield | — | — | — | — | 2.64% | 6.55% | 5.73% | 0.04% |
| PEG | — | — | — | — | — | — | — | 0.31 |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 26.3% | 34.4% | 42.3% | 43% | 46.4% | 47.4% | 48.2% | 46.3% |
| Operating margin | -69.4% | -38.8% | -60.8% | -80.8% | -46% | -15.9% | 3.57% | 10% |
| Net margin | -66.6% | -37.2% | -58.1% | -70.2% | -26.2% | 1.67% | 18% | 20.2% |
| ROE | 64% | 40.6% | -15.8% | -15.2% | -6.21% | 0.5% | 5.66% | 6.74% |
| ROA | -25.2% | -25% | -14.1% | -13.8% | -5.66% | 0.45% | 5.11% | 1.58% |
| ROIC | 22.2% | 21% | -264.7% | -988.5% | -56.1% | -20.3% | 14.7% | 49.3% |
| Return on tangible assets | -25.2% | -25% | -14.1% | -13.8% | -5.66% | 0.46% | 5.19% | 5.99% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Current ratio | 5.3 | 2.7 | 10.9 | 12.6 | 9.69 | 9.57 | 9.63 | 8.74 |
| Quick ratio | 4.84 | 2.24 | 10.3 | 12 | 9.31 | 9.32 | 9.34 | 8.23 |
| Debt / equity | -0.08 | -0.07 | 0.02 | 0.01 | 0.01 | 0 | 0.01 | 0.01 |
| Debt / assets | 0.03 | 0.04 | 0.02 | 0.01 | 0.01 | 0 | 0 | 0.01 |
| Net debt / EBITDA | 3.17 | 2.61 | 6.12 | 5.9 | 7.83 | 19.7 | -56.1 | -29.9 |
| Effective tax rate | 0% | 0% | 0% | 0% | 0% | 30% | 3.26% | 1.75% |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Revenue per share | 0.48 | 0.32 | 0.62 | 0.38 | 0.4 | 0.52 | 0.53 | 0.55 |
| EPS (basic) | -0.33 | -0.12 | -0.36 | -0.26 | -0.11 | 0.01 | 0.09 | 0.09 |
| EPS (diluted) | -0.33 | -0.12 | -0.36 | -0.26 | -0.11 | 0.01 | 0.09 | 0.11 |
| Book value per share | -0.5 | -0.29 | 2.28 | 1.74 | 1.69 | 1.76 | 1.67 | 1.67 |
| FCF per share | -0.27 | -0.09 | -0.27 | -0.13 | 0.06 | 0.12 | 0.12 | 0.1 |
| Cash per share | 1.04 | 0.32 | 2.18 | 1.72 | 1.37 | 1.48 | 1.56 | 1.59 |
| Capex per share | 0.01 | 0.01 | 0.01 | 0 | 0 | 0.02 | — | — |
| Metric | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|
| Capex / revenue | 2.35% | 1.78% | 2.04% | 0.12% | 0.43% | 4.33% | — | — |
| Capex / operating cash flow | -3.67% | -4.88% | -4.51% | -0.48% | 5.09% | 15.7% | — | — |
| Payout ratio | — | — | — | — | — | 660.8% | 120.7% | 104.1% |
| Dividend yield | — | — | — | — | — | 3.22% | 5.41% | 14.5% |
Split-adjusted payout per share by ex-dividend date.
| Ex-dividend | Amount |
|---|---|
| Mar 18, 2026 | $0.061 |
| Mar 13, 2025 | $0.061 |
| Sep 11, 2024 | $0.0589 |
| — |
| — |
| $302.1M |
| — |
| FY20 | — | -$0.12 | — | — | $179.9M | — |
| FY19 | — | -$0.33 | — | — | $105.8M | — |
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $61.1M | $64.4M | $61.7M | $73.3M | $81.6M | $82.1M | $74.7M | $80.1M | $82.5M | $84.5M | $80.9M | $92.9M |
| YoY change | +35.7% | +42.2% | +29.9% | +28.6% | +33.6% | +27.4% | +21.1% | +9.35% | +1.07% | +2.96% | +8.29% | +16% |
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 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Cash & short-term investments | 229.9M | 179.8M | 1.1B | 954.3M | 789.7M | 847.9M | 952.5M |
| Receivables | 5.4M | 12.3M | 32.7M | 12.2M | 9.2M | 7.6M | 13.2M |
| Inventory | 23M | 42.3M | 62.6M | 45.4M | 32.9M | 23.8M | 30.9M |
| Total current assets | 266.7M | 248M | 1.2B | 1B | 847.8M | 903M | 1B |
| Property, plant & equipment | 11.5M | 16.6M | 29M | 13.6M | 10.2M | 11.2M | 21.3M |
| Goodwill & intangibles | — | — | — | — | — | 17.6M | 17.7M |
| Total assets | 279.4M | 267.3M | 1.2B | 1.1B | 1.1B | 1.1B | 1.1B |
| Accounts payable | 12.2M | 23.2M | 12.2M | 9.6M | 11.6M | 19.1M | 31.8M |
| Short-term debt | 3.8M | 6.3M | 5.7M | 3.9M | 3.9M | 3.8M | 2M |
| Total current liabilities | 50.4M | 91.9M | 109.1M | 81.3M | 87.5M | 94.3M | 106.2M |
| Long-term debt | 5.2M | 5.7M | 16M | 5.3M | 3.9M | 851K | 3.3M |
| Total liabilities | 389.5M | 432M | 134.5M | 94M | 95.8M | 96.3M | 109.9M |
| Shareholders' equity | -110.1M | -164.7M | 1.1B | 962.2M | 970.6M | 1B | 1B |
| Total debt | 9M | 12M | 21.7M | 9.1M | 7.8M | 4.6M | 5.3M |
| Net debt | -204.3M | -146.8M | -942.2M | -124M | -490.9M | -648.7M | -885.4M |
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 | 778.8M | 789.7M | 791.2M | 790M | 812M | 847.9M | 853.8M | 834.4M | 957.7M | 952.5M | 951.2M | 979.9M |
| Receivables | 12.6M | 9.2M | 10.1M | 6.8M | 7.6M | 7.6M | 9.6M | 11.3M | 10M | 13.2M | 13M | 14.1M |
| Inventory | 32.8M | 32.9M | 32.8M | 28.1M | 28.3M | 23.8M | 21.6M | 20.7M | 23.1M | 30.9M | 43.7M | 63.8M |
| Total current assets | 839.3M | 847.8M | 849.5M | 851.3M | 875.4M | 903M | 913.6M | 896.6M | 1B | 1B | 1B | 1.1B |
| Property, plant & equipment | 9.2M | 10.2M | 9.4M | 8.4M | 7.8M | 11.2M | 13.8M | 14.7M | 15.2M | 21.3M | 35M | 44.1M |
| Goodwill & intangibles | — | — | — | — | — | 17.6M | 17.6M | 17.5M | 17.6M | 17.7M | 17.9M | 18.1M |
| Total assets | 1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.1B | 1.2B | 1.2B |
| Accounts payable | 10.5M | 11.6M | 16.1M | 11.6M | 18M | 19.1M | 19.5M | 23M | 23.3M | 31.8M | 38.8M | 36.8M |
| Short-term debt | 3.1M | 3.9M | 3.9M | 3.9M | 3.7M | 3.8M | 3.4M | 2.5M | 1.8M | 2M | 3.6M | 3.7M |
| Total current liabilities | 78.9M | 87.5M | 88.1M | 84.9M | 122.6M | 94.3M | 126.1M | 91.6M | 125.6M | 106.2M | 149.5M | 125.7M |
| Long-term debt | 3.5M | 3.9M | 3.2M | 2.1M | 1.3M | 851K | 1.8M | 1.7M | 1.6M | 3.3M | 6.4M | 5.7M |
| Total liabilities | 87.6M | 95.8M | 94.8M | 89.8M | 126M | 96.3M | 128.4M | 93.7M | 127.6M | 109.9M | 156.6M | 138M |
| Shareholders' equity | 961.5M | 970.6M | 982.4M | 999.9M | 989.7M | 1B | 990M | 1B | 999.2M | 1B | 1B | 1B |
| Total debt | 6.6M | 7.8M | 7.1M | 6M | 5M | 4.6M | 5.2M | 4.2M | 3.5M | 5.3M | 10.1M | 9.3M |
| Net debt | -159.7M | -490.9M | -522.4M | -608.8M | -605.9M | -648.7M | -758.5M | -719.8M | -841.8M | -885.4M | -902.4M | -862.4M |
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 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|
| Net income | -70.5M | -66.9M | -175.4M | -146.2M | -60.3M | 5M | 57.9M |
| Depreciation & amortization | 3.4M | 5.7M | 10.3M | 8.2M | 6.5M | 5.1M | 5.2M |
| Stock-based compensation | 5.2M | 9.4M | 66.1M | 69M | 65.2M | 67.8M | 22.3M |
| Change in working capital | -5.7M | -13.7M | -37.6M | 17.3M | 8M | 4.5M | -11.2M |
| Operating cash flow | -67.6M | -65.5M | -136.6M | -51.7M | 19.5M | 82.3M | 81M |
| Capital expenditure | -2.5M | -3.2M | -6.2M | -246K | -990K | -12.9M | — |
| Investing cash flow | 8.5M | -7.9M | -113M | -714.2M | 332.5M | 107.4M | 233.1M |
| Dividends paid | — | — | — | — | — | -33M | -69.8M |
| Share repurchases | -3.8M | 0 | -64M | -48.7M | -3.3M | -70K | -24K |
| Financing cash flow | 174.2M | -172K | 1B | -39.6M | -3.4M | -33.4M | -69.9M |
| Net change in cash | 115.1M | -73.5M | 791.2M | -805.5M | 348.5M | 156.4M | 244.3M |
| Free cash flow | -59M | -52.4M | -132.3M | -71.4M | 34.9M | 67.3M | 73.9M |
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 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 | — | — | — | — | — | — | — | — | — | — | — | — |
| Depreciation & amortization | — | — | — | — | — | — | — | — | — | — | — | — |
| Stock-based compensation | — | — | — | — | — | — | — | — | — | — | — | — |
| Change in working capital | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating cash flow | — | — | — | — | — | — | — | 18.2M | 30M | 23.5M | 6.4M | 6.2M |
| Capital expenditure | — | — | — | — | — | — | — | — | — | — | — | — |
| Investing cash flow | — | — | — | — | — | — | — | — | — | — | — | — |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | — | — | — | — |
| Financing cash flow | — | — | — | — | — | — | — | — | — | — | — | — |
| Net change in cash | — | — | — | — | — | — | — | 18.2M | 30M | 23.5M | 6.4M | 6.2M |
| Free cash flow | 16.1M | 30.3M | 14.5M | 11.8M | 23.9M | 17.1M | 9.4M | 18.2M | 30M | 16.4M | 6.4M | 6.2M |