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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 31 Mar 2026 | 30 Sept 2025 | 30 Jun 2025 | 31 Mar 2025 | 30 Sept 2024 | 30 Jun 2024 |
|---|---|---|---|---|---|---|
| Revenue | 1.25B | 1.21B | 1.11B | 1.02B | 1.06B | 968M |
| Cost of revenue | 684M | 686M | 613M | 576M | 582M | 543M |
| Gross profit | 565M | 525M | 498M | 445M | 480M | 425M |
| Research and development | 189M | 182M | 178M | 185M | 179M | 175M |
| Selling, general and administrative | 102M | 91M | 100M | 95M | 100M | 99M |
| Operating expenses | 513M | 515M | 521M | 503M | 516M | 496M |
| Operating income | 52M | 9M | −23M | −58M | −36M | −71M |
| Pre-tax income | 89M | 38M | 5M | −41M | −5M | −43M |
| Income tax | 3M | 13M | −6M | −13M | 4M | −9M |
| Net income | 86M | 25M | 11M | −27M | −9M | −34M |
| Earnings per share | 0.58 | 0.17 | 0.07 | −0.19 | −0.06 | −0.24 |
| Earnings per share, diluted | 0.57 | 0.16 | 0.07 | −0.19 | −0.06 | −0.24 |
| Weighted average shares | 148M | 147M | 147M | 146M | 145M | 144M |
| Weighted average shares, diluted | 151M | 152M | 150M | 146M | 145M | 144M |
| Metric | 31 Mar 2026 | 31 Dec 2025 | 30 Sept 2025 | 30 Jun 2025 | 31 Mar 2025 | 31 Dec 2024 | 30 Sept 2024 | 30 Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 1.65B | 1.59B | 1.58B | 2.25B | 2.26B | 2.16B | 2.13B | 2.06B |
| Short-term investments | 730M | 730M |
| Metric | 31 Mar 2026 | 31 Mar 2025 |
|---|---|---|
| Operating cash flow | 199M | 139M |
| Depreciation and amortisation | 18M | 15M |
| Share-based compensation | 79M | 95M |
| Capital expenditure | 3M | 2M |
| Investing cash flow | 15M | −9M |
| Share buybacks | 100M | 0 |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 727M |
| — |
| — |
| 0 |
| — |
| — |
| Receivables | 753M | 880M | 745M | 628M | 650M | 813M | 730M | 669M |
| Inventory | 101M | 115M | 141M | 113M | 135M | 158M | 191M | 96M |
| Current assets | 3.37B | 3.40B | 3.33B | 3.16B | 3.15B | 3.23B | 3.19B | 2.98B |
| Property, plant and equipment | 162M | 174M | 183M | 194M | 204M | 214M | 223M | 240M |
| Goodwill | 309M | 309M | 309M | 309M | 162M | 162M | 162M | 162M |
| Total assets | 4.35B | 4.43B | 4.40B | 4.28B | 4.18B | 4.30B | 4.30B | 4.10B |
| Current liabilities | 1.16B | 1.24B | 1.22B | 1.11B | 1.10B | 1.23B | 1.24B | 1.10B |
| Total liabilities | 1.68B | 1.78B | 1.77B | 1.69B | 1.65B | 1.81B | 1.84B | 1.71B |
| Equity | 2.67B | 2.66B | 2.63B | 2.59B | 2.53B | 2.49B | 2.46B | 2.39B |
| Shares outstanding | — | 148M | — | — | — | 146M | — | — |
| Shares issued | — | 148M | — | — | — | 146M | — | — |
| Financing cash flow | −150M | −36M |