| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | $644.9M+13.1% | $570.4M+20.0% | $475.4M+13.5% | $419.1M+22.0% | $343.5M+66.0% | $206.9M |
| Cost of revenue | $70.3M+25.9% | $55.9M+10.3% | $50.7M-5.3% | $53.5M+34.4% | $39.8M+27.5% | $31.2M |
| Gross profit | $574.5M+11.7% | $514.5M+21.1% | $424.8M+16.2% | $365.6M+20.3% | $303.8M+72.9% | $175.7M |
| Research and development | $130.7M+40.5% | $93.0M+13.5% | $82.0M+2.2% | $80.2M+28.6% | $62.4M+42.1% | $43.9M |
| Sales and marketing | $163.6M+12.3% | $145.7M+9.5% | $133.1M+7.8% | $123.5M+34.1% | $92.1M+48.5% | $62.0M |
| General and administrative | $65.3M+42.9% | $45.7M+20.7% | $37.8M+2.9% | $36.7M+2.8% | $35.7M+116.7% | $16.5M |
| Restructuring and impairment charges | $0-100.0% | $2.3M-71.0% | $7.9M | $0 | — | — |
| Total operating expenses | $359.6M+25.4% | $286.7M+9.9% | $260.9M+8.5% | $240.5M+26.4% | $190.2M+55.4% | $122.4M |
| Income from operations | $214.9M-5.7% | $227.8M+39.0% | $163.9M+31.0% | $125.1M+10.2% | $113.5M+113.0% | $53.3M |
| Other income, net | $35.1M-1.9% | $35.8M+67.8% | $21.3M+165.0% | $8.0M+1616.0% | $469K-89.5% | $4.5M |
| Income before income taxes | $250.0M-5.1% | $263.6M+42.3% | $185.2M+39.1% | $133.2M+16.8% | $114.0M+97.3% | $57.8M |
| Provision for income taxes | $54.0M+33.6% | $40.4M+7.4% | $37.6M+85.0% | $20.3M+149.9% | -$40.8M-639.5% | $7.6M |
| Net income | $196.1M-12.2% | $223.2M+51.2% | $147.6M+30.8% | $112.8M-27.1% | $154.8M+208.3% | $50.2M |
| Basic (in dollars per share) | $1050.00-11.8% | $1190.00+52.6% | $780.00+34.5% | $580.00-29.3% | $820.00+182.8% | $290.00 |
| Diluted (in dollars per share) | $980.00-11.7% | $1110.00+54.2% | $720.00+35.8% | $530.00-24.3% | $700.00+204.3% | $230.00 |
| Basic (in shares) | 187.0M+0.1% | 186.8M-1.8% | 190.2M-1.6% | 193.2M+18.2% | 163.5M+119.9% | 74.3M |
| Diluted (in shares) | 199.0M-1.1% | 201.2M-2.2% | 205.7M-3.6% | 213.4M+11.7% | 191.0M+100.8% | 95.1M |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.