| (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 | Q4 FY 23 | Q3 FY 23 | Q2 FY 23 | Q1 FY 23 | Q4 FY 22 | Q3 FY 22 | Q2 FY 22 | Q1 FY 22 | Q4 FY 21 | Q3 FY 21 | Q2 FY 21 | Q1 FY 21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenues | ||||||||||||||||||||||||
| Revenues | 145.4 | 185.1 | 168.5 | 145.9 | 138.3 | 168.6 | 136.8 | 126.7 | 118.1 | 135.3 | 113.6 | 108.5 | 111.0 | 115.3 | 102.2 | 90.6 | ||||||||
| (in millions of USD, except per-share data) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|---|
| Revenues | |||||||
| Revenues | 644.9 | 570.4 | 475.4 | 419.1 | 343.5 | 206.9 | 116.4 |
| Cost of Revenue | 70.3 | 55.9 | 50.7 | 53.5 | 39.8 | 31.2 | 14.9 |
| Gross Profit | 574.5 | 514.5 | 424.8 | 365.6 | 303.8 | 175.7 | 101.5 |
| Operating Expenses | |||||||
| Research & Development | 130.7 | 93.0 | 82.0 | 80.2 | 62.4 | 43.9 | 32.4 |
| Selling General & Administrative | - | - | - | - | - | - | |
| Operating Income | |||||||
| Operating Income | 214.9 | 227.8 | 163.9 | 125.1 | 113.5 | 53.3 | 22.2 |
| Non-Operating | |||||||
| Interest Income | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - |
| Tax & Net | |||||||
| Income Tax Expense | 54.0 | 40.4 | 37.6 | 20.3 | (40.8) | 7.6 | (6.2) |
| Net Income From Continuing Ops | 196.1 | 223.2 | 147.6 | 112.8 | 154.8 | 50.2 | |
| Per Share | |||||||
| EPS Basic | 1.05 | 1.19 | 0.78 | 0.58 | 0.82 | 0.29 | 0.16 |
| EPS Diluted | 0.98 | 1.11 | 0.72 | 0.53 | 0.70 | 0.23 | 0.13 |
| Supplementary Data | |||||||
| EBITDA | 229.3 | 238.5 | 174.1 | 135.4 | 118.6 | 57.0 | 23.1 |
| EBIT | 214.9 | 227.8 | 163.9 | 125.1 | 113.5 | 53.3 | 22.2 |
| 93.7 |
| 97.9 |
| 79.4 |
| 72.7 |
| 66.7 |
| 58.7 |
| 45.1 |
| 36.4 |
| Cost of Revenue | 19.4 | 18.7 | 16.4 | 15.8 | 14.5 | 14.2 | 13.7 | 13.6 | 12.6 | 12.2 | 12.8 | 13.2 | 13.7 | 13.5 | 13.2 | 13.1 | 11.8 | 11.1 | 9.0 | 8.0 | 8.0 | 7.9 | 7.5 | 7.9 |
| Gross Profit | 126.0 | 166.4 | 152.1 | 130.1 | 123.8 | 154.4 | 123.2 | 113.1 | 105.5 | 123.1 | 100.9 | 95.3 | 97.3 | 101.7 | 89.0 | 77.6 | 81.9 | 86.8 | 70.4 | 64.7 | 58.7 | 50.8 | 37.7 | 28.5 |
| Operating Expenses | ||||||||||||||||||||||||
| Research & Development | 39.1 | 34.6 | 30.2 | 26.8 | 24.8 | 22.4 | 23.2 | 22.6 | 20.1 | 19.9 | 20.0 | 21.9 | 21.5 | 20.5 | 19.1 | 19.0 | 17.4 | 16.2 | 15.5 | 13.2 | 12.6 | 11.4 | 9.9 | 10.0 |
| Selling General & Administrative | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||
| Selling & Marketing | 45.9 | 42.2 | 39.2 | 36.4 | 37.6 | 38.5 | 34.4 | 35.2 | 33.5 | 35.0 | 30.2 | 34.5 | 33.1 | 33.2 | 29.0 | 28.1 | 25.9 | |||||||
| General & Administrative | 16.1 | 17.7 | 19.0 | 12.4 | 12.7 | 13.6 | 10.1 | 9.3 | 10.0 | 9.6 | 9.0 | 9.2 | 9.8 | 9.5 | 8.7 | 8.7 | 10.6 | |||||||
| Depreciation & Amortization | 7.6 | 2.1 | 1.9 | 2.8 | 5.0 | 1.5 | 1.6 | 2.6 | 4.9 | 1.4 | 1.4 | 2.6 | 5.1 | 1.4 | 1.4 | 2.4 | ||||||||
| Amortization of Intangibles | 2.0 | 1.9 | 1.6 | 1.0 | 1.1 | 1.1 | 1.0 | 1.1 | 1.1 | 1.1 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 1.2 | 0.1 | |||||||
| Other Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||
| Total Operating Expenses | 101.1 | 94.5 | 88.4 | 75.6 | 75.1 | 74.5 | 70.0 | 67.1 | 63.6 | 64.5 | 67.1 | 65.6 | 64.4 | 63.3 | 56.9 | 55.9 | ||||||||
| Operating Income | ||||||||||||||||||||||||
| Operating Income | 24.8 | 71.9 | 63.7 | 54.5 | 48.7 | 79.9 | 53.1 | 46.1 | 41.9 | 58.6 | 33.8 | 29.7 | 32.8 | 38.5 | 32.1 | 21.7 | 27.9 | 35.8 | 25.0 | 24.9 | 22.8 | 17.9 | 10.4 | 2.1 |
| Non-Operating | ||||||||||||||||||||||||
| Interest Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.4 | 0.1 | - | - | 0.1 | 0.1 |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||
| Income From Equity Investments | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||
| Other Non-Operating Income | 7.3 | 8.9 | 9.3 | 9.6 | 9.7 | 9.9 | 9.0 | 7.1 | 6.1 | 4.5 | 5.9 | 4.8 | (4.3) | 2.5 | 0.9 | 0.8 | (0.9) | |||||||
| Pre-Tax Income | 32.1 | 80.8 | 72.9 | 64.1 | 58.4 | 89.8 | 62.2 | 53.2 | 48.0 | 63.0 | 39.7 | 34.5 | 36.7 | 40.9 | 33.0 | 22.5 | 27.9 | |||||||
| Tax & Net | ||||||||||||||||||||||||
| Income Tax Expense | 13.0 | 19.2 | 10.9 | 10.8 | (4.1) | 14.6 | 18.0 | 11.8 | 7.3 | 15.1 | 9.1 | 6.1 | 6.0 | 7.5 | 6.7 | 0.1 | (8.8) | (19.8) | (10.7) | (1.4) | 1.4 | 5.3 | 0.4 | 0.5 |
| Net Income From Continuing Ops | 19.1 | 61.6 | 62.1 | 53.3 | 62.5 | 75.2 | 44.2 | 41.4 | 40.6 | 48.0 | 30.6 | 28.4 | 30.7 | 33.5 | 26.3 | 22.4 | 36.7 | |||||||
| Net Income From Discontinued Ops | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||
| Net Income | 19.1 | 61.6 | 62.1 | 53.3 | 62.5 | 75.2 | 44.2 | 41.4 | 40.6 | 48.0 | 30.6 | 28.4 | 30.7 | 33.5 | 26.3 | 22.4 | 36.7 | |||||||
| Net Income Attributable To Parent | 19.1 | 61.6 | 62.1 | 53.3 | 62.5 | 75.2 | 44.2 | 41.4 | 40.6 | 48.0 | 30.6 | 28.4 | 30.7 | 33.5 | 26.3 | 22.4 | ||||||||
| Less: Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||
| Less: Preferred Dividends | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||
| Net Income To Common Shareholders | 19.1 | 61.6 | 62.1 | 53.3 | 62.5 | 75.2 | 44.2 | 41.4 | 40.6 | 48.0 | 30.6 | 28.4 | 30.7 | 33.5 | 26.3 | |||||||||
| Per Share | ||||||||||||||||||||||||
| EPS Basic | - | 0.33 | 0.33 | 0.28 | - | 0.40 | 0.24 | 0.22 | - | 0.26 | 0.16 | 0.15 | - | 0.17 | 0.14 | 0.12 | - | 0.30 | 0.19 | 0.12 | - | 0.07 | 0.02 | 0.00 |
| EPS Diluted | - | 0.31 | 0.31 | 0.27 | - | 0.37 | 0.22 | 0.21 | - | 0.24 | 0.15 | 0.13 | - | 0.16 | 0.12 | 0.10 | - | 0.26 | ||||||
| Shares Basic | - | 187.5 | 187.7 | 188.0 | - | 187.2 | 186.3 | 185.6 | - | 186.3 | 193.1 | 194.5 | - | 192.8 | 193.1 | 192.9 | - | 188.4 | ||||||
| Shares Diluted | - | 199.2 | 200.7 | 201.2 | - | 202.2 | 200.4 | 199.2 | - | 200.5 | 209.0 | 212.4 | - | 212.1 | 213.9 | 215.0 | - | 216.4 | ||||||
| Supplementary Data | ||||||||||||||||||||||||
| EBITDA | 32.4 | 74.0 | 65.6 | 57.3 | 53.7 | 81.4 | 54.7 | 48.6 | 46.7 | 60.0 | 35.2 | 32.3 | 38.0 | 39.9 | 33.5 | 24.1 | 29.9 | 36.9 | 25.8 | 26.0 | 24.4 | 18.7 | 11.0 | 2.9 |
| EBIT | 24.8 | 71.9 | 63.7 | 54.5 | 48.7 | 79.9 | 53.1 | 46.1 | 41.9 | 58.6 | 33.8 | 29.7 | 32.8 | 38.5 | 32.1 | 21.7 | 27.9 | 35.8 | 25.0 | |||||
| - |
| Selling & Marketing | 163.6 | 145.7 | 133.1 | 123.5 | 92.1 | 62.0 | 39.4 |
| General & Administrative | 65.3 | 45.7 | 37.8 | 36.7 | 35.7 | 16.5 | 7.4 |
| Depreciation & Amortization | 14.4 | 10.7 | 10.3 | 10.3 | 5.0 | 3.7 | 0.9 |
| Amortization of Intangibles | 6.5 | 4.3 | 4.6 | 4.8 | 1.0 | 1.1 | 0.0 |
| Other Operating Expenses | - | - | - | - | - | - | - |
| Total Operating Expenses | 359.6 | 286.7 | 260.9 | 240.5 | 190.2 | 122.4 | 79.3 |
| Income From Equity Investments | - | - | - | - | - | - | - |
| Other Non-Operating Income | 35.1 | 35.8 | 21.3 | (0.1) | (0.4) | 4.5 | 1.4 |
| Pre-Tax Income | 250.0 | 263.6 | 185.2 | 133.2 | 114.0 | 57.8 | 23.5 |
| 29.7 |
| Net Income From Discontinued Ops | - | - | - | - | - | - | - |
| Net Income | 196.1 | 223.2 | 147.6 | 112.8 | 154.8 | 50.2 | 29.7 |
| Net Income Attributable To Parent | 196.1 | 223.2 | 147.6 | 112.8 | 154.8 | 50.2 | 29.7 |
| Less: Minority Interest | - | - | - | - | - | - | - |
| Less: Preferred Dividends | - | - | - | - | - | - | - |
| Net Income To Common Shareholders | 196.1 | 223.2 | 147.6 | 112.8 | 133.3 | 21.6 | 10.8 |
| Shares Basic | 187.0 | 186.8 | 190.2 | 193.2 | 163.5 | 74.3 | 66.8 |
| Shares Diluted | 199.0 | 201.2 | 205.7 | 213.4 | 191.0 | 95.1 | 81.7 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| 25.7 |
| 21.2 |
| 19.4 |
| 17.6 |
| 17.0 |
| 14.1 |
| 13.3 |
| 9.1 |
| 8.8 |
| 7.2 |
| 5.7 |
| 4.5 |
| 3.2 |
| 3.1 |
| 2.0 |
| 1.1 |
| 0.8 |
| 1.2 |
| 1.5 |
| 0.8 |
| 0.6 |
| 0.8 |
| 0.3 |
| 0.3 |
| 0.3 |
| 0.3 |
| 0.2 |
| 0.3 |
| 0.3 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| 54.0 |
| 51.0 |
| 45.4 |
| 39.8 |
| 35.8 |
| 32.9 |
| 27.2 |
| 26.4 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| 0.0 |
| 0.4 |
| 0.0 |
| 0.2 |
| 4.6 |
| (0.1) |
| (0.3) |
| 35.8 |
| 25.4 |
| 24.9 |
| 22.9 |
| 22.5 |
| 10.4 |
| 1.9 |
| 55.6 |
| 36.1 |
| 26.3 |
| 21.5 |
| 17.2 |
| 10.0 |
| 1.5 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| 55.6 |
| 36.1 |
| 26.3 |
| 21.5 |
| 17.2 |
| 10.0 |
| 1.5 |
| 36.7 |
| 55.6 |
| 36.1 |
| 26.3 |
| 21.5 |
| 17.2 |
| 10.0 |
| 1.5 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| 22.4 |
| 30.8 |
| 55.6 |
| 36.1 |
| 10.7 |
| 14.5 |
| 5.4 |
| 1.7 |
| 0.0 |
| 0.17 |
| 0.09 |
| - |
| 0.05 |
| 0.02 |
| 0.00 |
| 186.2 |
| 87.6 |
| - |
| 77.8 |
| 70.6 |
| 69.4 |
| 216.7 |
| 114.9 |
| - |
| 99.9 |
| 91.8 |
| 85.2 |
| 24.9 |
| 22.8 |
| 17.9 |
| 10.4 |
| 2.1 |