Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $249.3M | $254.4M | $259.0M | $277.2M | $252.8M | $245.3M | $148.9M | $114.0M |
| Gross profit | $132.9M | $99.0M | $94.8M | $116.8M | $104.3M | $88.5M | $68.9M | $55.3M |
| Gross margin | 53.29% | 38.90% | 36.58% | 42.13% | 41.27% | 36.07% | 46.27% | 48.57% |
| Research & development | $72.9M | $86.1M | $105.8M | $138.5M | $106.6M | $84.4M | $53.9M | $36.3M |
| Operating expenses | $354.6M | $471.9M | $951.2M | $553.0M | $431.9M | $472.7M | $243.6M | $169.1M |
| Operating income | −$105.3M | −$217.5M | −$692.1M | −$275.9M | −$179.1M | −$227.4M | −$94.7M | −$55.1M |
| Operating margin | −42.22% | −85.52% | −267.19% | −99.52% | −70.87% | −92.73% | −63.62% | −48.36% |
| EBITDA | −$71.3M | −$184.6M | −$660.6M | −$249.7M | −$163.1M | −$217.3M | −$86.9M | −$49.8M |
| EBITDA margin | −28.60% | −72.56% | −255.02% | −90.08% | −64.50% | −88.59% | −58.41% | −43.68% |
| Net income | −$95.7M | −$208.1M | −$675.2M | −$270.4M | −$176.3M | −$224.4M | −$87.2M | −$52.7M |
| Net profit margin | −38.38% | −81.83% | −260.63% | −97.56% | −69.76% | −91.51% | −58.57% | −46.22% |
| Basic EPSper basic share | -$5.96 | -$13.88 | -$47.50 | -$19.72 | -$13.80 | -$45.40 | -$42.40 | -$26.00 |
| Diluted EPSper diluted share | -$5.96 | -$13.88 | -$47.50 | -$19.72 | -$13.80 | -$45.40 | -$42.40 | -$26.00 |
Reported shareholders
| Holder | % owned |
|---|---|
Senvest Management, LLC | 8.70%1.33M shares |
MORGAN STANLEY | 8.37%1.28M shares |
Cable Car Capital, LP | 6.56%1M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.00%611.26K shares |
ACADIAN ASSET MANAGEMENT LLC | 3.24%494.44K shares |
BlackRock, Inc. | 2.80%427.58K shares |
Schoenberg Ido | ≈1.82%277.92K shares |
Gotlib Phyllis | ≈1.80%274.35K shares |
RENAISSANCE TECHNOLOGIES LLC | 1.72%263.22K shares |
HIRSCHHORN MARK | ≈1.59%243.24K shares |
Zamansky Dmitry | ≈1.58%241.08K shares |
Russell Investments Group, Ltd. | 1.19%182.24K shares |
Weiler Kathy Johnson | ≈1.18%180.59K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.04%158.62K shares |
TWO SIGMA INVESTMENTS, LP | 0.95%145.1K shares |
Knight Kurt | ≈0.93%142.21K shares |
JANE STREET GROUP, LLC | 0.92%141.28K shares |
Rock Point Advisors, LLC | 0.88%134.36K shares |
Schoenberg Roy | —133.3K shares |
DIMENSIONAL FUND ADVISORS LP | 0.80%122.5K shares |
Percentages use 15.28M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 11, 2026Form 4 · 10b5-1 | Schlegel Stephen J.Director | SellClass A Common Stock | 9.8K | $8.76 | $85.4K | 54.6K |
| Jun 1, 2026Form 4 | HIRSCHHORN MARKChief Financial Officer | SellClass A Common Stock | 10.8K | $9.74 | $104.8K | 243.2K |
| Jun 1, 2026Form 4 | Gotlib PhyllisPresident, International | SellClass A Common Stock | 3.6K | $9.74 | $34.8K | 159.4K |
| Jun 1, 2026Form 4 | McNeice Paul FrancisChief Accounting Officer | SellClass A Common Stock | 112 | $9.74 | $1.1K | 10.5K |
| May 7, 2026Form 4 | Schoenberg IdoChairman, co-CEO | BuyClass A Common Stock | 670 | $7.37 | $4.9K | 114.9K |