Revenue
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $271.1M | $452.7M | $238.7M | $180.4M | $121.6M | $100.3M | $139.4M | $104.4M | $111.6M | $117.7M | $122.5M | $102.4M | $86.1M | $63.5M |
| Gross profit | $46.0M | $182.9M | $56.9M | $5.0M | $9.9M | $14.6M | $26.3M | $12.7M | $18.7M | $23.3M | $24.6M | $17.1M | $10.7M | −$8.0M |
| Gross margin | 16.97% | 40.40% | 23.84% | 2.76% | 8.17% | 14.55% | 18.86% | 12.14% | 16.73% | 19.80% | 20.12% | 16.68% | 12.46% | −12.56% |
| Research & development | $13.4M | $18.1M | $16.4M | $16.9M | $11.4M | $8.7M | $8.4M | $6.3M | $6.2M | $5.3M | $5.3M | $6.0M | $5.2M | $5.1M |
| Operating expenses | $424.2M | $128.4M | $106.1M | $84.2M | $50.5M | $36.2M | $40.4M | $46.6M | $37.8M | $34.5M | $30.9M | $33.1M | $30.7M | $25.0M |
| Operating income | −$378.2M | $54.5M | −$49.2M | −$79.2M | −$40.6M | −$21.6M | −$14.2M | −$33.9M | −$19.1M | −$11.2M | −$6.2M | −$16.0M | −$20.0M | −$33.0M |
| Operating margin | −139.51% | 12.05% | −20.61% | −43.94% | −33.38% | −21.51% | −10.16% | −32.50% | −17.14% | −9.53% | −5.09% | −15.67% | −23.20% | −51.96% |
| EBITDA | −$333.1M | $77.1M | −$33.9M | −$70.0M | −$31.2M | −$11.4M | −$3.9M | −$23.1M | −$8.4M | −$1.4M | $3.7M | −$5.9M | −$9.9M | −$23.3M |
| EBITDA margin | −122.86% | 17.02% | −14.19% | −38.82% | −25.62% | −11.34% | −2.83% | −22.16% | −7.51% | −1.16% | 2.98% | −5.72% | −11.51% | −36.70% |
| Net income | −$389.6M | $13.4M | −$45.8M | −$82.7M | −$37.1M | −$21.8M | −$14.6M | −$34.4M | −$19.3M | −$12.0M | −$6.4M | −$66.3M | −$47.6M | −$56.1M |
| Net profit margin | −143.69% | 2.95% | −19.19% | −45.87% | −30.50% | −21.75% | −10.45% | −33.00% | −17.31% | −10.21% | −5.24% | −64.77% | −55.30% | −88.48% |
| Basic EPSper basic share | -$4.73 | $0.17 | -$0.66 | -$2.10 | -$1.22 | -$0.83 | -$0.60 | -$1.45 | -$0.83 | -$0.52 | -$0.28 | -$5.37 | $426.52 | -$2,851.08 |
| Diluted EPSper diluted share | -$4.73 | $0.17 | -$0.66 | -$2.10 | -$1.22 | -$0.83 | -$0.60 | -$1.45 | -$0.83 | -$0.52 | -$0.28 | -$5.37 | $410.56 | -$2,851.08 |
Reported shareholders
| Holder | % owned |
|---|---|
KIM, LLC | 14.80%12.28M shares |
Koch, Inc. | ≈14.80%12.28M shares |
BlackRock, Inc. | 6.36%5.28M shares |
OAKTOP CAPITAL MANAGEMENT II, L.P. | 6.23%5.17M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.26%3.54M shares |
NEEDHAM INVESTMENT MANAGEMENT LLC | 3.93%3.26M shares |
George Kaiser Family Foundation | 3.82%3.17M shares |
STATE STREET CORP | 3.08%2.56M shares |
AMERICAN CENTURY COMPANIES INC | 3.02%2.51M shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2.48%2.06M shares |
AMERIPRISE FINANCIAL INC | 2.19%1.82M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.13%1.77M shares |
RICE HALL JAMES & ASSOCIATES, LLC | 1.97%1.64M shares |
Invesco Ltd. | 1.95%1.62M shares |
GAGNON SECURITIES LLC | 1.85%1.54M shares |
DIMENSIONAL FUND ADVISORS LP | 1.74%1.45M shares |
GOLDMAN SACHS GROUP INC | 1.65%1.37M shares |
ROYCE & ASSOCIATES LP | 1.59%1.32M shares |
AQR CAPITAL MANAGEMENT LLC | 1.54%1.28M shares |
MILLENNIUM MANAGEMENT LLC | 1.43%1.19M shares |
Percentages use 82.99M 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 |
|---|---|---|---|---|---|---|
| Nov 13, 2025Form 4 · 10b5-1 | Young Donald RPresident and CEO | SellCommon Stock | 56.8K | $3.23 | $183.6K | 494.0K |
| Aug 13, 2025Form 4 | Daniel Santhosh PChief Accounting Officer | SellCommon Stock | 2.0K | $7.54 | $15.1K | 17.9K |
| Aug 12, 2025Form 4 | Daniel Santhosh PChief Accounting Officer | SellCommon Stock | 4.4K | $7.31 | $32.2K | 19.9K |
| May 12, 2025Form 4 | Young Donald RPresident and CEO | BuyCommon Stock | 20.0K | $5.35 | $107.0K | 550.9K |
| Sep 30, 2024Form 4 · 10b5-1 | Young Donald RPresident and CEO | SellCommon Stock | 63.4K | $30.03 | $1.90M | 483.6K |