Revenue
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $638.5M | $385.7M | $270.6M | $50.0M | — | — | — | — | — | — | — | — |
| Gross profit | $591.0M | $352.4M | $244.5M | $44.8M | — | — | — | — | — | — | — | — |
| Gross margin | 92.56% | 91.37% | 90.37% | 89.61% | — | — | — | — | — | — | — | — |
| Research & development | $183.3M | $187.1M | $97.9M | $57.9M | $58.1M | $70.2M | $53.6M | $23.5M | $20.0M | $21.2M | $6.8M | $4.3M |
| Operating expenses | $805.3M | $666.3M | $502.4M | $229.8M | $124.7M | $99.1M | $67.2M | $32.8M | $27.2M | $27.5M | $9.2M | $5.7M |
| Operating income | −$166.8M | −$280.6M | −$231.8M | −$179.8M | −$124.7M | −$99.1M | −$67.2M | −$32.8M | −$27.2M | −$27.5M | −$9.2M | −$5.7M |
| Operating margin | −26.12% | −72.74% | −85.67% | −359.33% | — | — | — | — | — | — | — | — |
| EBITDA | −$159.9M | −$273.6M | −$225.0M | −$175.4M | −$124.6M | −$99.1M | −$67.2M | −$32.8M | −$27.1M | −$27.5M | −$9.2M | — |
| EBITDA margin | −25.04% | −70.95% | −83.15% | −350.53% | — | — | — | — | — | — | — | — |
| Net income | −$183.2M | −$287.2M | −$239.2M | −$187.1M | −$130.4M | −$102.9M | −$68.3M | −$31.0M | −$28.9M | −$27.2M | −$12.2M | −$6.0M |
| Net profit margin | −28.69% | −74.47% | −88.41% | −373.99% | — | — | — | — | — | — | — | — |
| Basic EPSper basic share | -$3.68 | -$5.99 | -$5.27 | -$4.60 | -$3.47 | -$2.77 | -$2.01 | -$1.15 | -$1.27 | -$1.42 | -$1.02 | -$0.66 |
| Diluted EPSper diluted share | -$3.68 | -$5.99 | -$5.27 | -$4.60 | -$3.47 | -$2.77 | -$2.01 | -$1.15 | -$1.27 | -$1.42 | -$1.02 | -$0.66 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 5.93%3.1M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.79%1.98M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.76%1.97M shares |
Invesco Ltd. | 3.20%1.67M shares |
FMR LLC | 2.94%1.54M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.85%967.17K shares |
Assenagon Asset Management S.A. | 1.74%909.36K shares |
MORGAN STANLEY | 1.54%804.08K shares |
STATE STREET CORP | 1.50%785.66K shares |
Deep Track Capital, LP | 1.34%700K shares |
TWO SIGMA INVESTMENTS, LP | 1.28%669.48K shares |
FRANKLIN RESOURCES INC | 1.28%668.37K shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.25%653.92K shares |
ALETHEA CAPITAL MANAGEMENT, LLC | 1.24%648.76K shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.23%642.89K shares |
D. E. Shaw & Co., Inc. | 1.16%604.75K shares |
MILLENNIUM MANAGEMENT LLC | 1.06%556.09K shares |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.03%539.41K shares |
NORGES BANK | 0.98%514.27K shares |
FIRST TRUST ADVISORS LP | 0.92%482.06K shares |
Percentages use 52.3M shares of this listed class outstanding on Jun 30, 2026.
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 | JEFFS ROGERDirector | SellCommon Stock | 286 | $249.12 | $71.2K | 58.4K |
| Jun 10, 2026Form 4 · 10b5-1 | JEFFS ROGERDirector | SellCommon Stock | 286 | $246.18 | $70.4K | 58.7K |
| Jun 10, 2026Form 4 · 10b5-1 | Mahony SusanDirector | SellCommon Stock | 300 | $246.18 | $73.9K | 829 |
| Jun 10, 2026Form 4 · 10b5-1 | Coleman MarkDirector | SellCommon Stock | 643 | $249.00 | $160.1K | 30.4K |
| Jun 9, 2026Form 4 · 10b5-1 | Mahony SusanDirector | SellCommon Stock | 300 | $237.21 | $71.2K | 1.1K |