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 | $0.04 | $0.08 | +100.0% | — | $64.4M | — |
| Q4 25 | $0.05 | $0.08 | +60.0% | — | $68M | — |
| Q3 25 | $0.03 | $0.06 | +100.0% | — | $59.6M | — |
| Q2 25 | $0.02 | $0.04 | +100.0% | — | $58.8M | — |
| Q1 25 | -$0.01 | $0.03 | +400.0% | — | $54.2M | — |
| Q4 24 | $0.04 | $0.03 | -25.0% | — | $61.5M | — |
| Q3 24 | $0.02 | $0.02 | 0.0% | — | $56M | — |
| Q2 24 | $0.02 | $0.03 | +50.0% | — | $56.5M | — |
| Q1 24 | — | -$0.01 | — | — | $52.6M | — |
| Q4 23 | $0.01 | $0.02 | +100.0% | — | $60.7M | — |
| Q3 23 | -$0.03 | -$0.01 | +66.7% | — | $50.6M | — |
| Q2 23 | -$0.02 | -$0.04 | -100.0% | — | $47.9M | — |
| Q1 23 | -$0.03 | -$0.04 | -33.3% | — | $42.3M | — |
| Q4 22 | -$0.01 | -$0 | +80.0% | — | $45.5M | — |
| Q3 22 | -$0.06 | -$0.06 | 0.0% | — | $38.8M | — |
| Q2 22 | -$0.07 | -$0.1 | -42.9% | — | $38.7M | — |
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 | — | $0.11 | — | — | $240.5M | — |
| FY24 | — | $0.07 | — | — | $226.7M | — |
| FY23 | — | -$0.07 | — | — | $201.5M | — |
| FY22 | — | -$0.28 | — | — | $157.6M | — |
| FY21 | — |
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 | $61.3M | $98.7M | $125.8M | $157.6M | $201.5M | $226.7M | $240.5M |
| YoY change | — | +60.9% | +27.5% | +25.3% | +27.8% | +12.5% | +6.09% |
Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.
| Period | Q3 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 | 61.3M | 98.7M | 125.8M | 157.6M | 201.5M | 226.7M | 240.5M |
| Cost of revenue | 20.2M | 34.9M | 49.6M | 52.8M | 60.9M | 59.4M | 54.2M |
| Gross profit | 41.1M | 63.8M | 76.2M | 104.8M | 140.6M | 167.3M | 186.3M |
| Gross margin | 67% | 64.7% | 60.6% | 66.5% | 69.8% | 73.8% | 77.5% |
| Research & development | 12.7M | 19M | 45.2M | 57.2M | 60.1M | 53.6M | 63.9M |
| Selling, general & administrative | 30.9M | 37.8M | 95.4M | 96.1M | 93.1M | 102.3M | 102.6M |
| Operating expenses | 42.9M | 57.3M | 142.1M | 154.7M | 155.2M | 157.2M | 168.2M |
| Operating income | -1.8M | 6.5M | -65.9M | -49.9M | -14.6M | 10.1M | 18.1M |
| Operating margin | -2.95% | 6.61% | -52.4% | -31.7% | -7.25% | 4.46% | 7.53% |
| Non-operating income, net | 288K | -2.3M | -2.4M | -7.7M | -18.4M | -14.1M | 714K |
| Pretax income | -3.7M | 3.5M | -70M | -56.4M | -10.6M | 9.7M | 22.5M |
| Income tax | 883K | 4.3M | -9.5M | -4M | 3.1M | -2.3M | 2.5M |
| Net income | -4.6M | -825K | -60.5M | -52.4M | -13.7M | 12M | 20M |
| Net margin | -7.46% | -0.84% | -48.1% | -33.3% | -6.8% | 5.29% | 8.33% |
| EBITDA | -126K | 9.3M | -62.1M | -42.3M | 14.4M | 28.5M | 19.9M |
| EPS | -0.02 | -0 | -0.33 | -0.28 | -0.07 | 0.07 | 0.11 |
| Diluted EPS | -0.02 | -0 | -0.33 | -0.28 | -0.07 | 0.06 | 0.11 |
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 | 50.6M | 60.7M | 52.6M | 56.5M | 56M | 61.5M | 54.2M | 58.8M | 59.6M | 68M | 60.7M | 64.4M |
| Cost of revenue | 15M | 15.9M | 14.8M | 14.9M | 14.3M | 15.5M | 13.2M | 13.5M | 13.5M | 14M | 12.2M | 12.7M |
| Gross profit | 35.6M | 44.9M | 37.9M | 41.6M | 41.7M | 46.1M | 41M | 45.3M | 46.1M | 54M | 48.5M | 51.7M |
| Gross margin | 70.3% | 73.9% | 72% | 73.6% | 74.5% | 74.9% | 75.7% | 77% | 77.3% | 79.5% | 79.8% | 80.3% |
| Research & development | 15.5M | 14.3M | 12.7M | 14.2M | 13.4M | 13.3M | 14.9M | 15.4M | 16.7M | 16.9M | 17.2M | 17.9M |
| Selling, general & administrative | 23.5M | 24.3M | 26.4M | 26M | 24.8M | 25.1M | 25.9M | 26.5M | 24.8M | 25.5M | 25M | 24.2M |
| Operating expenses | 39.1M | 39.2M | 39.5M | 39.9M | 38.8M | 38.9M | 41.2M | 42.4M | 41.9M | 42.8M | 42.6M | 42.1M |
| Operating income | -3.5M | 5.7M | -1.6M | 1.7M | 2.9M | 7.1M | -197K | 2.9M | 4.2M | 11.2M | 5.8M | 9.7M |
| Operating margin | -6.86% | 9.39% | -3.02% | 3% | 5.13% | 11.6% | -0.36% | 4.95% | 6.99% | 16.5% | 9.63% | 15% |
| Non-operating income, net | -3.2M | -12.9M | 18K | -2.5M | -2.3M | -658K | 1.6M | -191K | 1.2M | -910K | -2.5M | 1.2M |
| Pretax income | -2.1M | 6.1M | -5M | 4.5M | 2.3M | 7.9M | 1.4M | 3.8M | 6.4M | 10.9M | 4.1M | 11.3M |
| Income tax | 264K | 2.9M | -2.5M | -459K | -972K | 1.6M | 579K | 815K | 14K | 1M | 31K | 1.3M |
| Net income | -2.4M | 3.2M | -2.5M | 4.9M | 3.2M | 6.3M | 861K | 3M | 6.4M | 9.8M | 4.1M | 10M |
| Net margin | -4.7% | 5.31% | -4.66% | 8.72% | 5.79% | 10.2% | 1.59% | 5.08% | 10.7% | 14.4% | 6.67% | 15.6% |
| EBITDA | 2.8M | 20.4M | 8.6M | 8.2M | 6.5M | 9.7M | 526K | 3.7M | 3.7M | 12.7M | 9.3M | 9.1M |
| EPS | -0.01 | 0.02 | -0.01 | 0.03 | 0.02 | 0.03 | 0.01 | 0.02 | 0.04 | 0.06 | 0.02 | 0.06 |
| Diluted EPS | -0.01 | 0.02 | -0.01 | 0.03 | 0.02 | 0.03 | 0.01 | 0.02 | 0.03 | 0.05 | 0.02 | 0.06 |
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 | — | — | — | 1.9B | 715.1M | 1.3B | 1.1B | 675.4M | 610.3M |
| Enterprise value | — | — | — | 1.7B | 483.3M | 1.1B | 878.4M | 486.2M | 418.1M |
| Shares outstanding | — | 187.3M | 187.3M | 181.6M | 190.7M | 186.4M | 185M | 179.6M | 179.6M |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| P/E | — | — | — | — | — | — | 90.9 | 33.7 | 21.2 |
| P/S | — | — | — | 15.5 | 4.54 | 6.36 | 4.81 | 2.81 | 2.44 |
| P/B | — | — | — | 5.95 | 2.6 | 5.34 | 4.26 | 2.89 | 2.67 |
| EV/EBITDA | — | — | — | -26.7 | -11.4 | 74.7 | 30.8 | 24.4 | 12.3 |
| EV/Sales | — | — | — | 13.2 | 3.07 | 5.34 | 3.87 | 2.02 | 1.66 |
| Earnings yield | — | — | — | — | — | — | 1.1% | 2.97% | 4.71% |
| FCF yield | — | — | — | -2.81% | -4.13% | 0.3% | 2.31% | 4.79% | 6.73% |
| PEG | — | — | — | — | — | — | — | — | 0.08 |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Gross margin | — | 67% | 64.7% | 60.6% | 66.5% | 69.8% | 73.8% | 77.5% | 80.3% |
| Operating margin | — | -2.95% | 6.61% | -52.4% | -31.7% | -7.25% | 4.46% | 7.53% | 15% |
| Net margin | — | -7.46% | -0.84% | -48.1% | -33.3% | -6.8% | 5.29% | 8.33% | 12% |
| ROE | — | -9.72% | -1.09% | -18.5% | -19.1% | -5.7% | 4.69% | 8.58% | 12.8% |
| ROA | — | -4.68% | -0.59% | -14.6% | -14.7% | -4.01% | 3.27% | 5.78% | 5.39% |
| ROIC | — | -8.4% | 0% | -172.3% | -116.3% | -41.7% | 22.8% | 36.4% | 63.5% |
| Return on tangible assets | — | -7.51% | -0.75% | -17.4% | -17.8% | -4.87% | 3.88% | 7.2% | 11.1% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Current ratio | — | 2.25 | 2.31 | 5.94 | 4.63 | 3.45 | 3.51 | 3.04 | 2.91 |
| Quick ratio | — | 2.25 | 2.31 | 5.94 | 4.63 | 3.45 | 3.51 | 3.04 | 2.91 |
| Debt / equity | — | 0.4 | 0.17 | 0.03 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 |
| Debt / assets | — | 0.19 | 0.09 | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 |
| Net debt / EBITDA | — | 202.8 | -6.8 | 4.65 | 5.47 | -14.2 | -7.41 | -9.5 | -5.15 |
| Interest coverage | — | -1.8 | 4.48 | -87.6 | -76 | -17.3 | 27 | — | — |
| Effective tax rate | — | 0% | 100% | 0% | 0% | 0% | 0% | 10.9% | 7.32% |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Revenue per share | — | 0.33 | 0.53 | 0.69 | 0.83 | 1.08 | 1.23 | 1.34 | 1.46 |
| EPS (basic) | — | -0.02 | -0 | -0.33 | -0.28 | -0.07 | 0.07 | 0.11 | 0.11 |
| EPS (diluted) | — | -0.02 | -0 | -0.33 | -0.28 | -0.07 | 0.06 | 0.11 | 0.17 |
| Book value per share | — | 0.25 | 0.4 | 1.8 | 1.44 | 1.29 | 1.38 | 1.3 | 1.35 |
| FCF per share | — | 0 | 0.05 | -0.3 | -0.16 | 0.02 | 0.14 | 0.18 | 0.25 |
| Cash per share | — | 0.24 | 0.4 | 1.64 | 1.25 | 1.12 | 1.16 | 1.07 | 1.13 |
| Capex per share | — | 0.01 | 0.01 | 0.01 | 0 | 0 | 0.01 | — | — |
| Metric | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 | Current |
|---|---|---|---|---|---|---|---|---|---|
| Capex / revenue | — | 2.98% | 1.67% | 1.1% | 0.22% | 0.23% | 0.91% | — | — |
| Capex / operating cash flow | — | 333.6% | 14.6% | -2.9% | -1.01% | 7.35% | 7.69% | — | — |
| Payout ratio | — | -29.9% | 0% | 0% | 0% | 0% | 0% | — | 0% |
| Dividend yield | — | — | — | 0% | 0% | 0% | 0% | — | — |
| -$0.33 |
| — |
| — |
| $125.8M |
| — |
| FY20 | — | -$0 | — | — | $98.7M | — |
| FY19 | — | -$0.02 | — | — | $61.3M | — |
| Q4 23 |
|---|
| Q1 24 |
|---|
| Q2 24 |
|---|
| Q3 24 |
|---|
| Q4 24 |
|---|
| Q1 25 |
|---|
| Q2 25 |
|---|
| Q3 25 |
|---|
| Q4 25 |
|---|
| Q1 26 |
|---|
| Q2 26 |
|---|
| Revenue | $50.6M | $60.7M | $52.6M | $56.5M | $56M | $61.5M | $54.2M | $58.8M | $59.6M | $68M | $60.7M | $64.4M |
| YoY change | +30.6% | +33.5% | +24.5% | +18.1% | +10.6% | +1.32% | +2.88% | +3.98% | +6.45% | +10.5% | +12.1% | +9.52% |
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 | 5.5M | 44.3M | 75.5M | 298.2M | 238.6M | 209.4M | 214.8M | 192.1M |
| Receivables | 8.5M | 14.9M | 24.5M | 34.7M | 36.8M | 44.1M | 52.5M | 61.6M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | 18.4M | 65.9M | 108.7M | 349.5M | 287.2M | 266.3M | 284.6M | 267.5M |
| Property, plant & equipment | 3.7M | 11.5M | 9.6M | 4.7M | 3.9M | 2.7M | 3M | 3.2M |
| Goodwill & intangibles | 10.7M | 36.8M | 30.2M | 67.3M | 62.4M | 60M | 58M | 68.5M |
| Total assets | 36.3M | 97.7M | 140M | 415M | 357.7M | 341.1M | 366.8M | 346.6M |
| Accounts payable | 2.3M | 4.1M | 10M | 29.5M | 34.1M | 39.7M | 37M | 36.2M |
| Short-term debt | 1.4M | 4.5M | 2.4M | 3.2M | 3.1M | 1.9M | 1.6M | 1.6M |
| Total current liabilities | 12.8M | 29.2M | 47.1M | 58.9M | 62M | 77.2M | 81M | 88M |
| Long-term debt | 10.5M | 14.2M | 10.1M | 6.1M | 3.7M | 2.2M | 1.7M | 1.2M |
| Total liabilities | 26M | 50.6M | 64.3M | 87.8M | 83M | 100.8M | 111M | 113.1M |
| Shareholders' equity | 10.3M | 47.1M | 75.7M | 327.2M | 274.7M | 240.3M | 255.8M | 233.6M |
| Total debt | 12M | 18.7M | 12.5M | 9.3M | 6.8M | 4.1M | 3.3M | 2.9M |
| Net debt | 6.5M | -11.1M | -46M | -111.7M | -17.6M | -23.9M | -15.4M | -12.9M |
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 | — | — | — | — | — | — | — | — | 202.5M | 192.1M | 193.7M | 186M |
| Receivables | — | — | — | — | — | — | — | — | 54.1M | 61.6M | 52.3M | 58.3M |
| Inventory | — | — | — | — | — | — | — | — | — | — | — | — |
| Total current assets | — | — | — | — | — | — | — | — | 272M | 267.5M | 262.4M | 258.4M |
| Property, plant & equipment | — | — | — | — | — | — | — | — | 3.4M | 3.2M | 3.1M | 3.1M |
| Goodwill & intangibles | — | — | — | — | — | — | — | — | 71M | 68.5M | 69.6M | 68.8M |
| Total assets | — | — | — | — | — | — | — | — | 354.4M | 346.6M | 340.3M | 340.5M |
| Accounts payable | 36.5M | 39.7M | 39.4M | 39.3M | 37.8M | 36M | 31.5M | 37.7M | 39.6M | 36.2M | 29.3M | 35M |
| Short-term debt | — | — | — | — | — | — | — | — | 1.9M | 1.6M | 1.5M | 2.1M |
| Total current liabilities | — | — | — | — | — | — | — | — | 87.8M | 88M | 83.9M | 88.8M |
| Long-term debt | — | — | — | — | — | — | — | — | 1.6M | 1.2M | 952K | 5M |
| Total liabilities | — | — | — | — | — | — | — | — | 112.4M | 113.1M | 107.3M | 116.5M |
| Shareholders' equity | — | — | — | — | — | — | — | — | 242M | 233.6M | 233M | 224M |
| Total debt | — | — | — | — | — | — | — | — | 3.4M | 2.9M | 2.5M | 7.1M |
| Net debt | — | — | — | — | — | — | — | — | -17M | -12.9M | -14.3M | -8.4M |
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 | -4.6M | -825K | -60.5M | -52.4M | -13.7M | 12M | 20M |
| Depreciation & amortization | 2.5M | 2.4M | 4.1M | 4.6M | 5M | 4.4M | 3.3M |
| Stock-based compensation | 744K | 2.8M | 9.2M | 12.2M | 16.4M | 15.6M | 17.2M |
| Change in working capital | 672K | 5.1M | 128K | 2.3M | -6.4M | -4.8M | -5.1M |
| Operating cash flow | 548K | 11.3M | -47.7M | -33.6M | 6.4M | 26.9M | 33.4M |
| Capital expenditure | -1.8M | -1.6M | -1.4M | -340K | -472K | -2.1M | — |
| Investing cash flow | -19.3M | -7.1M | -167M | -44.6M | 35.2M | -20.7M | 25.8M |
| Dividends paid | -1.4M | 0 | 0 | 0 | 0 | 0 | — |
| Share repurchases | 0 | -129M | -2.4M | -12.8M | -35.2M | -11.2M | -59.1M |
| Financing cash flow | 43.7M | 25.6M | 280.6M | -19.4M | -38.9M | -17.6M | -61.8M |
| Net change in cash | 24.9M | 29.8M | 66M | -97.7M | 2.7M | -11.4M | -2.6M |
| Free cash flow | 239K | 9.5M | -54.7M | -29.6M | 3.8M | 25.2M | 32.3M |
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 | — | — | — | — | — | — | — | — | 6.4M | 9.8M | 4.1M | 10M |
| Depreciation & amortization | — | — | — | — | — | — | — | — | 853K | 864K | 872K | 868K |
| Stock-based compensation | — | — | — | — | — | — | — | — | 4.3M | 4.2M | 3.9M | 3.2M |
| Change in working capital | — | — | — | — | — | — | — | — | -239K | -9M | 6.7M | -1.7M |
| Operating cash flow | 1M | 1.2M | -2.6M | -137K | -1M | 179K | 379K | 945K | 8.2M | 11.3M | 13.4M | 12.9M |
| Capital expenditure | — | — | — | — | — | — | — | — | — | — | — | — |
| Investing cash flow | — | — | — | — | — | — | — | — | 11.1M | 6.5M | -2.1M | 9.3M |
| Dividends paid | — | — | — | — | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — | -18.9M | -21.3M | -9.7M | -23.2M |
| Financing cash flow | — | — | — | — | — | — | — | — | -19.4M | -21.9M | -10.1M | -24.1M |
| Net change in cash | 1M | 1.2M | -2.6M | -137K | -1M | 179K | 379K | 945K | -151K | -4.1M | 1.2M | -1.8M |
| Free cash flow | — | — | — | — | — | — | — | — | 7.5M | 11.1M | 12.8M | 12.7M |