Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $475.7M | $401.2M | $325.1M | $270.7M | $246.2M | $194.9M | $171.9M |
| Gross profit | $400.5M | $338.6M | $271.9M | $219.9M | $203.7M | $157.0M | $136.0M |
| Gross margin | 84.20% | 84.40% | 83.63% | 81.25% | 82.72% | 80.57% | 79.15% |
| Research & development | $113.9M | $98.4M | $84.4M | $80.6M | $65.5M | $54.4M | $46.6M |
| Operating expenses | $334.0M | $281.7M | $238.6M | $218.9M | $189.9M | $147.8M | $137.6M |
| Operating income | $66.5M | $56.9M | $33.2M | $1.0M | $13.8M | $9.2M | −$1.5M |
| Operating margin | 13.98% | 14.18% | 10.22% | 0.39% | 5.61% | 4.73% | −0.88% |
| EBITDA | $78.3M | $67.5M | $43.2M | $10.2M | $20.8M | $15.1M | $2.6M |
| EBITDA margin | 16.47% | 16.83% | 13.30% | 3.78% | 8.46% | 7.75% | 1.49% |
| Net income | $78.3M | −$283.0M | −$81.1M | $120.8M | $71.4M | $5.8M | −$1.9M |
| Net profit margin | 16.47% | −70.54% | −24.95% | 44.63% | 28.99% | 2.97% | −1.09% |
| Basic EPSper basic share | $0.32 | -$1.35 | -$0.43 | $0.64 | $0.49 | -$0.08 | -$0.08 |
| Diluted EPSper diluted share | $0.31 | -$1.35 | -$0.43 | $0.59 | $0.44 | -$0.08 | -$0.08 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
True Wind Capital Management, L.P. | 13.86M |
Voss Capital, LP | 11.44M |
Pertento Partners LLP | 8M |
Phoenix Financial Ltd. | 6.18M |
FMR LLC | 5.97M |
BlackRock, Inc. | 5.68M |
Nine Ten Capital Management LLC | 4.13M |
Artisan Partners Limited Partnership | 3.27M |
WELLINGTON MANAGEMENT GROUP LLP | 3.05M |
Clal Insurance Enterprises Holdings Ltd | 2.77M |
T. Rowe Price Investment Management, Inc. | 2.38M |
MORGAN STANLEY | 2.19M |
RENAISSANCE TECHNOLOGIES LLC | 2.15M |
Capital World Investors | 2.11M |
Capital International Investors | 2.06M |
Progeny 3, Inc. | 2M |
Portolan Capital Management, LLC | 1.93M |
Weiss Asset Management LP | 1.92M |
ASHFORD CAPITAL MANAGEMENT INC | 1.78M |
Bank of New York Mellon Corp | 1.74M |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 21, 2026Form 4 · 10b5-1 | GEE DAVID NICHOLASChief Marketing Officer | SellOrdinary shares, par value NIS 0.00001 | 3.4K | $13.15 | $45.1K | 142.0K |
| May 21, 2026Form 4 · 10b5-1 | GEE DAVID NICHOLASChief Marketing Officer | SellOrdinary shares, par value NIS 0.00001 | 2.2K | $13.10 | $29.4K | 145.5K |
| May 18, 2026Form 4 | Jewell MarcusGlobal Chief Revenue Officer | SellOrdinary shares, par value NIS 0.00001 | 12.7K | $12.77 | $161.6K | 440.1K |
| May 12, 2026Form 4 | GEE DAVID NICHOLASChief Marketing Officer | SellOrdinary shares, par value NIS 0.00001 | 228 | $13.01 | $3.0K | 147.7K |
| May 12, 2026Form 4 | Jewell MarcusGlobal Chief Revenue Officer | SellOrdinary shares, par value NIS 0.00001 | 383 | $13.01 | $5.0K | 452.8K |