Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $152.5M | $189.8M | $254.1M | $297.8M | $277.5M | $219.3M | $193.7M |
| Gross profit | $62.6M | $81.1M | $104.2M | $129.6M | $146.7M | $112.7M | $98.8M |
| Gross margin | 41.03% | 42.72% | 41.03% | 43.53% | 52.86% | 51.41% | 51.03% |
| Operating expenses | $142.5M | $178.6M | $257.2M | $229.9M | $179.5M | $142.0M | $107.8M |
| Operating income | −$80.0M | −$97.6M | −$153.0M | −$100.3M | −$32.9M | −$29.2M | −$9.0M |
| Operating margin | −52.45% | −51.41% | −60.22% | −33.68% | −11.85% | −13.33% | −4.65% |
| EBITDA | −$71.9M | −$85.2M | −$132.0M | −$85.6M | −$23.2M | −$22.1M | −$5.6M |
| EBITDA margin | −47.19% | −44.88% | −51.95% | −28.75% | −8.37% | −10.09% | −2.91% |
| Net income | −$77.3M | −$93.3M | −$152.5M | −$101.4M | −$45.4M | −$25.9M | −$14.5M |
| Net profit margin | −50.69% | −49.18% | −60.01% | −34.04% | −16.35% | −11.79% | −7.50% |
| Basic EPSper basic share | -$9.47 | -$11.87 | -$20.10 | -$13.60 | -$13.00 | -$9.80 | -$5.60 |
| Diluted EPSper diluted share | -$9.47 | -$11.87 | -$20.10 | -$13.60 | -$13.00 | -$9.80 | -$5.60 |
Reported shareholders
| Holder | % owned |
|---|---|
Carlsten Nadia Catherine | ≈15.24%1.41M shares |
Mitchell Ann | ≈9.07%842.38K shares |
FMR LLC | 7.76%720.37K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.31%214.23K shares |
Hughes Lily Yan | ≈1.59%147.22K shares |
Vernachio Joseph | ≈0.89%82.21K shares |
BlackRock, Inc. | 0.87%80.86K shares |
Anson Funds Management LP | 0.69%64.3K shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.66%61.17K shares |
VANGUARD FIDUCIARY TRUST CO | 0.46%42.39K shares |
HRT FINANCIAL LP | 0.43%40.32K shares |
UBS Group AG | 0.30%27.85K shares |
Spark Investment Management LLC | 0.30%27.63K shares |
JANE STREET GROUP, LLC | 0.26%24.59K shares |
JPMORGAN CHASE & CO | 0.26%24.15K shares |
Levitan Dan | ≈0.25%23.65K shares |
ASPIRIANT, LLC | 0.22%20.85K shares |
STATE STREET CORP | 0.21%19.71K shares |
Engineers Gate Manager LP | 0.20%18.23K shares |
Virtu Financial LLC | 0.19%17.56K shares |
Percentages use 9.28M 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 25, 2026Form 4 | Carlsten Nadia CatherineChief Executive Officer | SellClass A Common Stock | 117.5K | $4.21 | $494.5K | 1.41M |
| Jun 2, 2026Form 4 | Mitchell AnnChief Financial Officer | SellClass A Common Stock | 1.6K | $4.52 | $7.2K | 76.2K |
| Jun 2, 2026Form 4 | Vernachio JosephChief Executive Officer | SellClass A Common Stock | 3.4K | $4.47 | $15.0K | 82.2K |
| Mar 3, 2026Form 4 | Vernachio JosephChief Executive Officer | SellClass A Common Stock | 4.4K | $2.69 | $11.9K | 85.6K |
| Mar 3, 2026Form 4 | Mitchell AnnChief Financial Officer | SellClass A Common Stock | 2.2K | $2.70 | $5.9K | 75.0K |