| (in millions of USD, except per-share data) | Q4 FY 26 | Q3 FY 26 | Q2 FY 26 | Q1 FY 26 | Q4 FY 25 | Q3 FY 25 | Q2 FY 25 | Q1 FY 25 | Q4 FY 24 | Q3 FY 24 | Q2 FY 24 | Q1 FY 24 | Q3 FY 23 | Q2 FY 23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenues | ||||||||||||||
| Revenues | 1,490.0 | 1,242.0 | 1,135.0 | 1,053.0 | 1,241.0 | 983.0 | 844.0 | 939.0 | 928.0 | 824.0 | 806.0 | 675.0 | 724.0 | 630.0 |
| Cost of Revenue | 32.0 | 30.0 | 29.0 | 30.0 | 28.0 | 28.0 | 32.0 | 33.0 | 41.0 | 36.0 | 46.0 | 31.0 | 29.0 | 25.0 |
| Gross Profit | 1,458.0 | 1,212.0 | 1,106.0 | 1,023.0 | 1,213.0 | 955.0 | 812.0 | 906.0 | 887.0 | 788.0 | 760.0 | 644.0 | 695.0 | 605.0 |
| Operating Expenses | ||||||||||||||
| Research & Development | 698.0 | 737.0 | 691.0 | 650.0 | 546.0 | 533.0 | 507.0 | 485.0 | 584.0 | 432.0 | 626.0 | 337.0 | 286.0 | 248.0 |
| Operating Income | ||||||||||||||
| Operating Income | 438.0 | 185.0 | 163.0 | 114.0 | 410.0 | 175.0 | 64.0 | 182.0 | 22.0 | 134.0 | (156.0) | 111.0 | 244.0 | 183.0 |
| Non-Operating | ||||||||||||||
| Interest Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | ||||||||||||||
| Tax & Net | ||||||||||||||
| Income Tax Expense | 168.0 | 5.0 | 64.0 | 16.0 | (66.0) | 16.0 | (43.0) | 21.0 | (166.0) | 59.0 | (9.0) | 22.0 | 46.0 | 38.0 |
| Net Income From Continuing Ops | ||||||||||||||
| Per Share | ||||||||||||||
| EPS Basic | - | 0.21 | 0.22 | 0.12 | - | 0.24 | 0.10 | 0.21 | - | 0.08 | (0.11) | 0.10 | 0.18 | 0.11 |
| EPS Diluted | ||||||||||||||
| Supplementary Data | ||||||||||||||
| EBITDA | - | - | - | 174.0 | - | - | - | 225.0 | - | - | - | 152.0 | - | - |
| EBIT | 438.0 | |||||||||||||
| (in millions of USD, except per-share data) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenues | |||||
| Revenues | 4,920.0 | 4,007.0 | 3,233.0 | 2,679.0 | 2,703.0 |
| Cost of Revenue | 121.0 | 121.0 | 154.0 | 106.0 | 131.0 |
| Gross Profit | 4,799.0 | 3,886.0 | 3,079.0 | 2,573.0 | 2,572.0 |
| Operating Expenses | |||||
| Research & Development | 2,776.0 | 2,071.0 | 1,979.0 | 1,133.0 | 995.0 |
| Selling General & Administrative | 1,115.0 | 984.0 | 983.0 | 762.0 | 897.0 |
| Selling & Marketing | |||||
| Operating Income | |||||
| Operating Income | 900.0 | 831.0 | 111.0 | 671.0 | 633.0 |
| Non-Operating | |||||
| Interest Income | - | - | - | - | - |
| Interest Expense | - | - | - | - | - |
| Income From Equity Investments | (5.0) | (274.0) | |||
| Tax & Net | |||||
| Income Tax Expense | 253.0 | (72.0) | (94.0) | 146.8 | 109.7 |
| Net Income From Continuing Ops | 904.0 | 792.0 | 306.0 | 524.0 | 676.0 |
| Net Income From Discontinued Ops | - | ||||
| Per Share | |||||
| EPS Basic | 0.85 | 0.75 | 0.30 | 0.51 | 0.54 |
| EPS Diluted | 0.85 | 0.75 | 0.29 | 0.51 | 0.54 |
| Shares Basic | 1,061.0 | 1,050.0 | |||
| Supplementary Data | |||||
| EBITDA | 1,149.0 | 1,014.0 | 273.0 | 841.0 | 818.0 |
| EBIT | 900.0 | 831.0 | 111.0 | 671.0 | 633.0 |
| Selling General & Administrative |
| 320.0 |
| 284.0 |
| 252.0 |
| 259.0 |
| 257.0 |
| 247.0 |
| 241.0 |
| 239.0 |
| 281.0 |
| 216.0 |
| 290.0 |
| 196.0 |
| 163.0 |
| 172.0 |
| Selling & Marketing | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| General & Administrative | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Depreciation & Amortization | - | - | - | 60.0 | - | - | - | 43.0 | - | - | - | 41.0 | - | - |
| Amortization of Intangibles | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Total Operating Expenses | 1,020.0 | 1,027.0 | 943.0 | 909.0 | 803.0 | 780.0 | 748.0 | 724.0 | 865.0 | 654.0 | 916.0 | 533.0 | 451.0 | 422.0 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| Income From Equity Investments | (9.0) | 9.0 | (4.0) | (1.0) | (257.0) | (5.0) | (12.0) | 0.0 | (2.0) | (1.0) | (4.0) | (10.0) | (2.0) | (57.0) |
| Other Non-Operating Income | (5.0) | 8.0 | 128.0 | 1.0 | (3.0) | 26.0 | (19.0) | 6.0 | 13.0 | (15.0) | 14.0 | (1.0) | (23.0) | 23.0 |
| Pre-Tax Income | 481.0 | 228.0 | 302.0 | 146.0 | 144.0 | 268.0 | 64.0 | 244.0 | 58.0 | 146.0 | (119.0) | 127.0 | 228.0 | 152.0 |
| 313.0 |
| 223.0 |
| 238.0 |
| 130.0 |
| 210.0 |
| 252.0 |
| 107.0 |
| 223.0 |
| 224.0 |
| 87.0 |
| (110.0) |
| 105.0 |
| 182.0 |
| 114.0 |
| Net Income From Discontinued Ops | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | 313.0 | 223.0 | 238.0 | 130.0 | 210.0 | 252.0 | 107.0 | 223.0 | 224.0 | 87.0 | (110.0) | 105.0 | 182.0 | 114.0 |
| Net Income Attributable To Parent | 313.0 | 223.0 | 238.0 | 130.0 | 210.0 | 252.0 | 107.0 | 223.0 | 224.0 | 87.0 | (110.0) | 105.0 | 182.0 | 114.0 |
| Less: Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Less: Preferred Dividends | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Income To Common Shareholders | 313.0 | 223.0 | 238.0 | 130.0 | 210.0 | 252.0 | 107.0 | 223.0 | 224.0 | 87.0 | (110.0) | 105.0 | 182.0 | 114.0 |
| - |
| 0.21 |
| 0.22 |
| 0.12 |
| - |
| 0.24 |
| 0.10 |
| 0.21 |
| - |
| 0.08 |
| (0.11) |
| 0.10 |
| 0.18 |
| 0.11 |
| Shares Basic | - | 1,062.0 | 1,060.0 | 1,058.0 | - | 1,052.0 | 1,049.0 | 1,044.0 | - | 1,027.0 | 1,025.0 | 1,025.0 | 1,025.2 | 1,025.2 |
| Shares Diluted | - | 1,069.0 | 1,069.0 | 1,065.0 | - | 1,064.0 | 1,063.0 | 1,060.0 | - | 1,049.0 | 1,025.0 | 1,029.0 | 1,027.9 | 1,027.0 |
| 185.0 |
| 163.0 |
| 114.0 |
| 410.0 |
| 175.0 |
| 64.0 |
| 182.0 |
| 22.0 |
| 134.0 |
| (156.0) |
| 111.0 |
| 244.0 |
| 183.0 |
| - |
| - |
| - |
| - |
| - |
| General & Administrative | - | - | - | - | - |
| Depreciation & Amortization | 249.0 | 183.0 | 162.0 | 170.0 | 185.0 |
| Amortization of Intangibles | 99.0 | 87.0 | 86.0 | - | - |
| Other Operating Expenses | - | - | - | - | - |
| Total Operating Expenses | 3,899.0 | 3,055.0 | 2,968.0 | 1,902.0 | 1,939.0 |
| (17.0) |
| (41.0) |
| 112.0 |
| Other Non-Operating Income | 132.0 | 10.0 | 11.0 | 3.0 | 10.0 |
| Pre-Tax Income | 1,157.0 | 720.0 | 212.0 | 671.0 | 786.0 |
| - |
| - |
| - |
| - |
| Net Income | 904.0 | 792.0 | 306.0 | 524.0 | 549.0 |
| Net Income Attributable To Parent | 904.0 | 792.0 | 306.0 | 524.0 | 549.0 |
| Less: Minority Interest | - | - | - | - | - |
| Less: Preferred Dividends | - | - | - | - | - |
| Net Income To Common Shareholders | 904.0 | 792.0 | 306.0 | 524.0 | 549.0 |
| 1,027.0 |
| 1,025.0 |
| 1,025.2 |
| Shares Diluted | 1,068.0 | 1,063.0 | 1,044.0 | 1,028.0 | 1,025.2 |