Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965.2M | $837.6M | $711.8M | $575.9M | $440.9M | $349.9M | $251.7M | $226.3M | $209.7M |
| Gross profit | $2.56B | $2.18B | $1.96B | $1.77B | $1.59B | $1.35B | $1.11B | $921.9M | $744.8M | $663.8M | $522.9M | $419.0M | $311.8M | $235.1M | $163.6M | $142.7M | $135.9M |
| Gross margin | 78.87% | 79.61% | 80.00% | 81.03% | 81.63% | 81.38% | 79.34% | 77.35% | 77.17% | 79.25% | 73.46% | 72.74% | 70.70% | 67.18% | 64.98% | 63.05% | 64.84% |
| Research & development | $406.0M | $326.0M | $268.0M | $220.9M | $201.0M | $162.9M | $125.6M | $100.9M | $88.8M | $76.4M | $65.8M | $55.4M | $46.8M | $32.8M | $20.0M | $17.4M | $13.9M |
| Operating expenses | $2.63B | $2.17B | $1.68B | $1.32B | $1.15B | $1.06B | $746.9M | $648.3M | $571.0M | $518.9M | $511.4M | $338.1M | $257.6M | $207.6M | $141.8M | $119.9M | $104.1M |
| Operating income | −$72.0M | $5.0M | $282.0M | $451.0M | $432.3M | $289.2M | $363.5M | $273.6M | $173.8M | $144.9M | $11.5M | $80.9M | $54.2M | $27.4M | $21.8M | $22.8M | $31.8M |
| Operating margin | −2.22% | 0.18% | 11.49% | 20.67% | 22.24% | 17.43% | 25.97% | 22.95% | 18.01% | 17.30% | 1.61% | 14.04% | 12.28% | 7.84% | 8.65% | 10.07% | 15.18% |
| EBITDA | $191.0M | $152.0M | $390.0M | $588.9M | $571.9M | $406.1M | $444.7M | $351.3M | $237.5M | $215.1M | $90.0M | $151.3M | $67.1M | $38.0M | $31.0M | $32.6M | $42.8M |
| EBITDA margin | 5.88% | 5.56% | 15.89% | 26.98% | 29.42% | 24.48% | 31.77% | 29.48% | 24.60% | 25.68% | 12.64% | 26.26% | 15.23% | 10.85% | 12.33% | 14.43% | 20.43% |
| Net income | $7.0M | $139.0M | $375.0M | $369.5M | $292.6M | $227.1M | $315.0M | $238.3M | $122.7M | $85.1M | −$3.5M | $44.9M | $29.7M | $9.9M | $14.7M | $13.3M | $18.7M |
| Net profit margin | 0.22% | 5.08% | 15.27% | 16.93% | 15.05% | 13.69% | 22.50% | 20.00% | 12.71% | 10.16% | −0.49% | 7.79% | 6.74% | 2.83% | 5.82% | 5.87% | 8.92% |
| Basic EPSper basic share | $0.02 | $0.34 | $0.92 | $0.09 | $0.08 | $0.06 | $0.09 | $0.07 | $0.04 | $0.03 | -$0.00 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 |
| Diluted EPSper diluted share | $0.02 | $0.34 | $0.92 | $0.09 | $0.07 | $0.06 | $0.09 | $0.07 | $0.04 | $0.03 | -$0.00 | $0.01 | $0.01 | $0.00 | $0.01 | $0.01 | $0.01 |
Reported shareholders
| Holder | % owned |
|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLC | 9.37%37.91M shares |
BlackRock, Inc. | 8.35%33.81M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 6.59%26.68M shares |
BAMCO INC /NY/ | 5.34%21.63M shares |
STATE STREET CORP | 4.55%18.41M shares |
Capital International Investors | 4.11%16.64M shares |
BAILLIE GIFFORD & CO | 3.25%13.15M shares |
GEODE CAPITAL MANAGEMENT, LLC | 3.01%12.17M shares |
AKRE CAPITAL MANAGEMENT LLC | 2.89%11.7M shares |
POLEN CAPITAL MANAGEMENT LLC | 2.16%8.76M shares |
AQR CAPITAL MANAGEMENT LLC | 2.09%8.45M shares |
Jupiter Topco LLC | 1.93%7.83M shares |
Invesco Ltd. | 1.68%6.81M shares |
EdgePoint Investment Group Inc. | 1.47%5.95M shares |
NORGES BANK | 1.47%5.95M shares |
MORGAN STANLEY | 1.36%5.49M shares |
Meritage Group LP | 1.33%5.39M shares |
GOLDMAN SACHS GROUP INC | 1.27%5.13M shares |
JPMORGAN CHASE & CO | 1.22%4.94M shares |
FEDERATED HERMES, INC. | 1.09%4.43M shares |
Percentages use 404.8M 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 |
|---|---|---|---|---|---|---|
| May 1, 2026Form 4 | FLORANCE ANDREW CPresident and CEO | BuyCommon Stock, par value $0.01 per share | 3.1K | $35.82 | $111.0K | 1.72M |
| May 1, 2026Form 4 | FLORANCE ANDREW CPresident and CEO | BuyCommon Stock, par value $0.01 per share | 68.3K | $35.17 | $2.40M | 1.72M |
| Mar 6, 2026Form 4 | Sams Louise SDirector | BuyCommon Stock, par value $0.01 per share | 1.0K | $48.36 | $48.4K | 20.4K |
| Mar 2, 2026Form 4 | SAINT FREDERICK G.President, Marketplaces | BuyCommon Stock, par value $0.01 per share | 20.0K | $45.33 | $906.6K | 279.9K |
| Mar 2, 2026Form 4 | Glaser Rachel CDirector | BuyCommon Stock, par value $0.01 per share | 1.0K | $44.94 | $44.9K | 4.2K |