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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 | 1.63bn | 1.18bn | 1.00bn | 884m | 726m | 678m |
| Cost of revenue | 216m | 207m | 193m | 173m | 147m | 129m |
| Gross profit | 1.42bn | 974m | 811m | 711m | 579m | 550m |
| Research and development | 161m | 144m | 135m | 135m | 118m | 109m |
| Selling, general and administrative | 183m | 162m | 163m | 164m | 139m | 139m |
| Operating expenses | 663m | 581m | 541m | 535m | 466m | 444m |
| Operating income | 754m | 393m | 269m | 176m | 113m | 105m |
| Pre-tax income | 889m | 481m | 332m | 223m | 157m | 141m |
| Income tax | 12m | 4m | 4m | 6m | 8m | 5m |
| Net income | 871m | 476m | 327m | 214m | 144m | 134m |
| Earnings per share | 0.36 | 0.20 | 0.14 | 0.09 | 0.06 | 0.06 |
| Earnings per share, diluted | 0.34 | 0.18 | 0.13 | 0.08 | 0.06 | 0.06 |
| Weighted average shares | 2.39bn | 2.38bn | 2.37bn | 2.35bn | 2.25bn | 2.23bn |
| Weighted average shares, diluted | 2.57bn | 2.57bn | 2.56bn | 2.55bn | 2.46bn | 2.41bn |
| 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 | 2.29bn | 1.42bn | 1.62bn | 930m | 993m | 2.10bn | 769m | 513m |
| Short-term investments | 5.73bn | 5.75bn |
| Metric | Mar 31, 2026 | Mar 31, 2025 |
|---|---|---|
| Operating cash flow | 899m | 310m |
| Depreciation and amortisation | 7m | 7m |
| Share-based compensation | 202m | 155m |
| Capital expenditure | 7m | 6m |
| Investing cash flow | −27m | −1.39bn |
| Share buybacks |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 4.82bn |
| 5.07bn |
| 4.44bn |
| 3.13bn |
| 3.80bn |
| 3.49bn |
| Receivables | 1.41bn | 1.04bn | 1.01bn | 747m | 725m | 575m | 668m | 659m |
| Current assets | 9.55bn | 8.36bn | 7.59bn | 6.89bn | 6.28bn | 5.93bn | 5.35bn | 4.77bn |
| Property, plant and equipment | 56m | 52m | 46m | 44m | 40m | 40m | 40m | 43m |
| Total assets | 10.20bn | 8.90bn | 8.11bn | 7.37bn | 6.74bn | 6.34bn | 5.77bn | 5.19bn |
| Current liabilities | 1.38bn | 1.18bn | 1.18bn | 1.09bn | 967m | 996m | 943m | 807m |
| Total liabilities | 1.64bn | 1.41bn | 1.43bn | 1.34bn | 1.22bn | 1.25bn | 1.18bn | 1.05bn |
| Equity | 8.45bn | 7.39bn | 6.59bn | 6.03bn | 5.52bn | 5.00bn | 4.59bn | 4.14bn |
| Shares outstanding | 2.40bn | 2.39bn | 2.38bn | 2.37bn | 2.36bn | 2.34bn | 2.27bn | 2.24bn |
| Shares issued | 2.40bn | 2.39bn | 2.38bn | 2.37bn | 2.36bn | 2.34bn | 2.27bn | 2.24bn |
| 18m |
| Financing cash flow | 3m | −29m |