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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Dec 31, 2025 | Dec 31, 2024 |
|---|---|---|
| Revenue | 2.78bn | 2.08bn |
| Cost of revenue | 1.12bn | 841m |
| Gross profit | 1.66bn | 1.24bn |
| Research and development | 684m | 442m |
| Selling, general and administrative | 1.04bn | 741m |
| Operating expenses | 1.72bn | 1.18bn |
| Operating income | −62m | 59m |
| Pre-tax income | 19m | 382m |
| Income tax | −106m | 4m |
| Net income | 125m | 377m |
| Earnings per share | 1.60 | 4.98 |
| Earnings per share, diluted | 1.51 | 4.80 |
| Weighted average shares | 78m | 76m |
| Weighted average shares, diluted | 82m | 79m |
| 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 | 459m | 1.20bn | 1.42bn | 615m | 1.09bn | 455m | 695m | 566m |
| Short-term investments | 260m | 505m |
| Metric | Dec 31, 2025 | Dec 31, 2024 |
|---|---|---|
| Operating cash flow | 211m | 408m |
| Depreciation and amortisation | 83m | 48m |
| Share-based compensation | 634m | 383m |
| Capital expenditure | 136m | 79m |
| Investing cash flow | −725m | −491m |
| Financing cash flow | 1.25bn |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 953m |
| 1.47bn |
| 1.10bn |
| 333m |
| 312m |
| 402m |
| Inventory | 408m | 342m | 318m | 308m | 280m | 265m | 272m | 278m |
| Current assets | 2.74bn | 3.71bn | 4.22bn | 3.83bn | 3.78bn | 2.30bn | 2.43bn | 2.21bn |
| Property, plant and equipment | 336m | 331m | 283m | 271m | 260m | 247m | 236m | 215m |
| Goodwill | 1.89bn | 1.37bn | 773m | 762m | 756m | 757m | 308m | 308m |
| Total assets | 7.07bn | 7.00bn | 6.66bn | 6.22bn | 6.08bn | 4.47bn | 4.01bn | 3.74bn |
| Current liabilities | 1.21bn | 1.47bn | 1.35bn | 1.30bn | 1.34bn | 1.68bn | 1.50bn | 766m |
| Total liabilities | 3.53bn | 3.76bn | 3.63bn | 3.48bn | 3.53bn | 2.15bn | 1.91bn | 1.81bn |
| Equity | 3.53bn | 3.24bn | 3.03bn | 2.73bn | 2.56bn | 2.33bn | 2.10bn | 1.93bn |
| Shares outstanding | 81m | 80m | 79m | 79m | 78m | 77m | 76m | 76m |
| Shares issued | 101m | 100m | 99m | 99m | 98m | 97m | 76m | 76m |
| Treasury shares | 20m | 20m | 20m | 20m | 20m | 20m | 20m | 20m |
| −45m |