Revenue
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $907.0M | $798.0M | $698.4M | $1.66B | $951.4M | $551.5M | $588.9M | $454.1M | $316.9M | $198.1M | $98.6M |
| Gross profit | $841.5M | $727.7M | $636.6M | $657.6M | $657.4M | $508.7M | $552.6M | $429.3M | $299.3M | $188.6M | $94.4M |
| Gross margin | 92.78% | 91.19% | 91.15% | 39.73% | 69.10% | 92.26% | 93.84% | 94.54% | 94.44% | 95.17% | 95.71% |
| Research & development | $138.3M | $139.0M | $136.8M | $123.8M | $106.4M | $85.7M | $69.5M | $47.9M | $22.5M | $11.5M | $8.2M |
| Operating expenses | $597.1M | $570.5M | $516.3M | $549.1M | $509.1M | $411.0M | $518.3M | $406.1M | $284.0M | $180.0M | $96.9M |
| Operating income | $244.4M | $157.1M | $120.3M | $108.5M | $148.3M | $97.8M | $34.3M | $23.2M | $15.3M | $8.6M | −$2.5M |
| Operating margin | 26.95% | 19.69% | 17.23% | 6.55% | 15.58% | 17.73% | 5.83% | 5.11% | 4.82% | 4.33% | −2.56% |
| EBITDA | $272.8M | $182.5M | $168.8M | $153.8M | $188.7M | $107.9M | $42.1M | $28.2M | $19.1M | $10.6M | −$1.4M |
| EBITDA margin | 30.08% | 22.87% | 24.17% | 9.29% | 19.84% | 19.58% | 7.16% | 6.21% | 6.02% | 5.37% | −1.43% |
| Net income | $155.9M | $21.0M | $36.9M | $84.4M | $109.2M | $77.6M | $42.1M | $65.2M | $13.2M | $6.5M | −$1.6M |
| Net profit margin | 17.19% | 2.63% | 5.29% | 5.10% | 11.48% | 14.06% | 7.16% | 14.35% | 4.17% | 3.28% | −1.66% |
| Basic EPSper basic share | $1.58 | $0.20 | $0.27 | $1.64 | $0.00 | $0.69 | $0.38 | $0.60 | $0.13 | -$0.58 | -$0.41 |
| Diluted EPSper diluted share | $1.55 | $0.20 | $0.19 | $0.62 | $0.00 | $0.68 | $0.37 | $0.57 | $0.12 | -$0.58 | -$0.41 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 15.62%11.8M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 6.24%4.72M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.37%3.3M shares |
WELLINGTON MANAGEMENT GROUP LLP | 4.31%3.26M shares |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.12%3.11M shares |
STATE STREET CORP | 4.00%3.02M shares |
Prevatt Capital Ltd | 3.41%2.58M shares |
Orbis Allan Gray Ltd | 3.19%2.41M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.77%2.09M shares |
CONGRESS ASSET MANAGEMENT CO | 2.62%1.98M shares |
DIMENSIONAL FUND ADVISORS LP | 2.41%1.82M shares |
Boston Partners | 2.26%1.71M shares |
MORGAN STANLEY | 2.08%1.57M shares |
Invesco Ltd. | 1.75%1.32M shares |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.41%1.07M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.40%1.06M shares |
Steinert Langley | ≈1.30%984.79K shares |
ACADIAN ASSET MANAGEMENT LLC | 1.26%951.88K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1.25%943.3K shares |
GOLDMAN SACHS GROUP INC | 1.22%919.31K shares |
Percentages use 75.57M 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 26, 2026Form 4 · 10b5-1 | Zamora JavierGeneral Counsel and Secretary | SellClass A Common Stock | 165 | $33.06 | $5.5K | 99.5K |
| Jun 26, 2026Form 4 · 10b5-1 | Zamora JavierGeneral Counsel and Secretary | SellClass A Common Stock | 3.4K | $32.61 | $109.8K | 99.7K |
| Jun 1, 2026Form 4 · 10b5-1 | Zamora JavierGeneral Counsel and Secretary | SellClass A Common Stock | 191 | $30.10 | $5.7K | 103.1K |
| Jun 1, 2026Form 4 · 10b5-1 | Zamora JavierGeneral Counsel and Secretary | SellClass A Common Stock | 7.9K | $29.52 | $232.6K | 103.3K |
| Apr 2, 2026Form 4 · 10b5-1 | Sarnoff DafnaChief Marketing Officer | SellClass A Common Stock | 5.4K | $33.04 | $179.9K | 134.4K |