Price chart (1D to 10Y)
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Income Statement, fiscal quarters · USD, as filed
| Line item | Sep 24 | Dec 24 | Oct 25 | Jan 26 | Jul 26 |
|---|---|---|---|---|---|
| Total revenue | $974.00M | $986.00M | $1.22B | $1.24B | $1.33B |
| Cost of revenue | $194.00M | $193.00M | $266.00M | $268.00M | $307.00M |
| Gross profit | $780.00M | $793.00M | $954.00M | $972.00M | $1.02B |
Source: SEC filings. Information and analytics, not investment advice.
| Gross margin |
| 8010.0% |
| 8040.0% |
| 7820.0% |
| 7840.0% |
| 7700.0% |
| Research & development | $83.00M | $84.00M | $100.00M | $96.00M | $118.00M |
| Selling, general & admin | — | — | — | — | — |
| Total operating expenses | $378.00M | $419.00M | $516.00M | $539.00M | $586.00M |
| Operating income | $402.00M | $374.00M | $438.00M | $433.00M | $443.00M |
| Operating margin | 4130.0% | 3790.0% | 3590.0% | 3490.0% | 3320.0% |
| Interest expense | — | — | — | — | — |
| Pretax income | $258.00M | $208.00M | $233.00M | $309.00M | $323.00M |
| Tax provision | $97.00M | $49.00M | $99.00M | $117.00M | $108.00M |
| Net income | $161.00M | $159.00M | $134.00M | $192.00M | $215.00M |
| Net margin | 1650.0% | 1610.0% | 1100.0% | 1550.0% | 1610.0% |
| EBITDA | — | — | — | — | $566.00M |
| Basic EPS | 0.26 | 0.26 | 0.22 | 0.31 | 0.36 |
| Diluted EPS | 0.26 | 0.26 | 0.21 | 0.31 | 0.36 |