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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Mar 31, 2026 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Sep 30, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|
| Revenue | 608m | 599m | 545m | 586m | 402m | 316m |
| Cost of revenue | 211m | 157m | 129m | 155m | 84m | 59m |
| Gross profit | 397m | 442m | 416m | 431m | 318m | 257m |
| Selling, general and administrative | 110m | 81m | 67m | 49m | 45m | 41m |
| Operating expenses | 475m | 430m | 389m | 373m | 296m | 246m |
| Operating income | −78m | 12m | 27m | 58m | 22m | 11m |
| Pre-tax income | −102m | 12m | 33m | 60m | 24m | 13m |
| Income tax | −9m | −4m | −10m | 11m | −52m | 127,000 |
| Net income | −92m | 16m | 43m | 49m | 76m | 13m |
| Earnings per share | −0.40 | 0.07 | 0.19 | 0.22 | 0.35 | 0.06 |
| Earnings per share, diluted | −0.40 | 0.06 | 0.17 | 0.20 | 0.32 | 0.06 |
| Weighted average shares | 228m | 226m | 224m | 222m | 217m | 215m |
| Weighted average shares, diluted | 228m | 249m | 257m | 247m | 235m | 235m |
| Metric | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 222m | 229m | 346m | 1.12bn | 274m | 221m | 166m | 129m |
| Receivables | 150m | 32m |
| Metric | Mar 31, 2026 | Mar 31, 2025 |
|---|---|---|
| Operating cash flow | 89m | 109m |
| Depreciation and amortisation | 22m | 8m |
| Share-based compensation | 37m | 25m |
| Investing cash flow | −15m | −33m |
| Share buybacks | — | 0 |
| Financing cash flow | −78m |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
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| Inventory | 79m | 80m | 106m | 142m | 76m | 64m | 49m | 41m |
| Current assets | 1.05bn | 768m | 845m | 1.36bn | 447m | 396m | 326m | 291m |
| Goodwill | 343m | 278m | 259m | 118m | 118m | 113m | 113m | 111m |
| Total assets | 2.27bn | 2.15bn | 2.23bn | 1.88bn | 892m | 708m | 602m | 481m |
| Current liabilities | 619m | 404m | 451m | 272m | 280m | 221m | 153m | 109m |
| Total liabilities | 1.82bn | 1.61bn | 1.65bn | 1.31bn | 342m | 231m | 162m | 119m |
| Equity | 446m | 541m | 581m | 563m | 549m | 477m | 440m | 362m |
| −23m |