Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $398.3M | $391.5M | $395.6M | $301.3M | $233.1M | $163.9M | $82.1M |
| Gross profit | $137.9M | $161.2M | $125.4M | $99.2M | $89.7M | $69.4M | $35.7M |
| Gross margin | 34.64% | 41.17% | 31.71% | 32.92% | 38.48% | 42.35% | 43.47% |
| Operating expenses | $162.5M | $157.3M | $175.7M | $166.9M | $101.3M | $63.6M | $35.8M |
| Operating income | −$24.6M | $3.8M | −$50.2M | −$67.8M | −$11.6M | $5.8M | −$116,000 |
| Operating margin | −6.18% | 0.98% | −12.69% | −22.49% | −4.97% | 3.53% | −0.14% |
| EBITDA | −$12.4M | $13.9M | −$42.9M | −$63.4M | −$8.7M | $7.2M | $817,000 |
| EBITDA margin | −3.11% | 3.55% | −10.86% | −21.03% | −3.73% | 4.37% | 0.99% |
| Net income | −$11.9M | −$3.0M | −$16.7M | −$82.9M | −$13.8M | $4.3M | −$772,000 |
| Net profit margin | −2.99% | −0.75% | −4.23% | −27.51% | −5.94% | 2.64% | −0.94% |
| Basic EPSper basic share | -$0.13 | -$0.04 | -$0.27 | -$0.27 | — | — | — |
| Diluted EPSper diluted share | -$0.13 | -$0.04 | -$0.27 | -$0.27 | — | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
Engaged Capital LLC | 11.65%13.94M shares |
BlackRock, Inc. | 5.14%6.15M shares |
Cresset Asset Management, LLC | 4.81%5.75M shares |
Alyeska Investment Group, L.P. | 3.28%3.93M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.11%3.72M shares |
QVIDTVM Management LLC | 2.47%2.95M shares |
Taslitz Steven | ≈2.27%2.72M shares |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2.19%2.62M shares |
Nantahala Capital Management, LLC | 2.10%2.51M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.77%2.11M shares |
Kadenacy Stephen M | ≈1.35%1.61M shares |
Mondzelewski Christopher | ≈1.17%1.4M shares |
STATE STREET CORP | 1.14%1.36M shares |
GOLDMAN SACHS GROUP INC | 0.92%1.1M shares |
AQR CAPITAL MANAGEMENT LLC | 0.90%1.07M shares |
ZAZOVE ASSOCIATES LLC | 0.84%1.01M shares |
Legato Capital Management LLC | 0.74%883.5K shares |
Nuveen, LLC | 0.72%863.46K shares |
Silver Rock Financial LP | 0.72%859.99K shares |
UBS Group AG | 0.63%754.33K shares |
Percentages use 119.65M 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 1, 2026Form 4 | Hafer Evan +1Founder | SellClass A Common Stock · indirect | 2.00M | $1.49 | $2.98M | 0 |
| Mar 5, 2026Form 4 | Taslitz StevenDirector | BuyClass A Common Stock | 150.0K | $0.75 | $112.5K | 601.2K |
| Mar 5, 2026Form 4 | Taslitz StevenDirector | BuyClass A Common Stock · indirect | 150.0K | $0.74 | $111.0K | 2.04M |
| Nov 17, 2025Form 4 | Taslitz StevenDirector | BuyClass A Common Stock · indirect | 100.0K | $1.29 | $129.0K | 1.89M |
| Nov 12, 2025Form 4 | Taslitz StevenDirector | BuyClass A Common Stock | 100.0K | $1.28 | $128.0K | 451.2K |