Revenue
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $321.6M | $96.5M | $202.4M | $75.5M |
| Gross profit | $196.7M | $52.2M | $116.4M | $35.1M |
| Gross margin | 61.17% | 54.04% | 57.50% | 46.51% |
| Research & development | $15.5M | $12.8M | $9.7M | $12.3M |
| Operating expenses | $485.7M | $183.2M | $190.1M | $44.5M |
| Operating income | −$164.1M | −$86.7M | $12.4M | −$1.6M |
| Operating margin | −51.04% | −89.85% | 6.10% | −2.09% |
| EBITDA | −$149.7M | −$78.8M | $18.0M | −$12.7M |
| EBITDA margin | −46.55% | −81.67% | 8.91% | −16.77% |
| Net income | −$170.5M | −$88.3M | $13.4M | $18.1M |
| Net profit margin | −53.02% | −91.46% | 6.60% | 24.01% |
| Basic EPSper basic share | -$1.10 | -$0.64 | $0.10 | -$0.09 |
| Diluted EPSper diluted share | -$1.10 | -$0.64 | $0.10 | -$0.09 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Oskoui Stephen D. | 19.57M |
Gigafund Management Company, LLC | 19.46M |
Hudson Bay Capital Management LP | 3.92M |
PEAK6 LLC | 2.59M |
Ahlstrom Paul | 2.17M |
BlackRock, Inc. | 1.39M |
RENAISSANCE TECHNOLOGIES LLC | 1.37M |
GEODE CAPITAL MANAGEMENT, LLC | 1.15M |
VANGUARD CAPITAL MANAGEMENT LLC | 1.11M |
Sepio Capital, LP | 959.49K |
Harvest Investment Services, LLC | 706.78K |
Diversify Advisory Services, LLC | 700.71K |
DIVERSIFY WEALTH MANAGEMENT, LLC | 700.71K |
MMBG INVESTMENT ADVISORS CO. | 597.54K |
LPL Financial LLC | 595.67K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 559.21K |
MILLENNIUM MANAGEMENT LLC | 522.8K |
VANGUARD FIDUCIARY TRUST CO | 520.67K |
STATE STREET CORP | 466.5K |
AWM Investment Company, Inc. | 458.38K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 5, 2026Form 4 | Sarowitz Steven IDirector | BuyClass A Common Stock, par value $0.0001 per share | 321.5K | $3.06 | $983.9K | 326.8K |
| Sep 11, 2025Form 4 | Taylor SethChief Experience Officer | BuyClass A Common Stock, par value $0.0001 per share | 11 | $17.54 | $192.94 | 4.5K |