Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $965.4M | $930.6M | $961.5M | $1.08B | $1.12B | $937.8M | $982.9M | $1.04B |
| Gross profit | $712.0M | $691.2M | $726.1M | $875.6M | $942.3M | $619.1M | $833.3M | $891.4M |
| Gross margin | 73.75% | 74.27% | 75.51% | 81.10% | 84.32% | 66.02% | 84.78% | 85.64% |
| Operating expenses | $936.6M | $2.32B | $799.5M | $1.44B | $731.5M | $1.07B | $614.7M | $613.3M |
| Operating income | $28.8M | −$1.39B | $162.0M | −$362.7M | $386.1M | −$131.8M | $368.2M | $427.5M |
| Operating margin | 2.98% | −149.35% | 16.85% | −33.60% | 34.55% | −14.06% | 37.46% | 41.07% |
| EBITDA | $474.2M | −$957.9M | $582.0M | $46.6M | $791.2M | $263.5M | $758.1M | $813.9M |
| EBITDA margin | 49.12% | −102.93% | 60.53% | 4.31% | 70.80% | 28.09% | 77.13% | 78.19% |
| Net income | −$284.3M | −$1.65B | −$91.7M | −$572.9M | $102.1M | −$520.6M | $9.7M | $36.2M |
| Net profit margin | −29.45% | −176.85% | −9.54% | −53.06% | 9.13% | −55.51% | 0.99% | 3.48% |
| Basic EPSper basic share | -$17.30 | -$101.92 | -$5.69 | -$1,440.00 | $256.00 | -$1,776.00 | $32.00 | $144.00 |
| Diluted EPSper diluted share | -$17.30 | -$101.92 | -$5.69 | -$1,440.00 | $256.00 | -$1,776.00 | $32.00 | $144.00 |
Reported shareholders
| Holder | % owned |
|---|---|
H&F Corporate Investors VIII, Ltd. | 22.96%3.89M shares |
Arini Capital Management Ltd | 18.12%3.07M shares |
ARES MANAGEMENT LLC | 11.00%1.86M shares |
PUBLIC INVESTMENT FUND | 7.57%1.28M shares |
Beach Point Capital Management LP | 4.55%770.61K shares |
BlackRock, Inc. | 4.27%723.22K shares |
CPV Partners, LLC | 2.92%495.26K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.50%423.04K shares |
PRUDENTIAL FINANCIAL INC | 2.09%353.9K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.33%225.15K shares |
CASPIAN CAPITAL LP | 1.07%180.83K shares |
AQR CAPITAL MANAGEMENT LLC | 1.03%174.01K shares |
STATE STREET CORP | 1.01%170.4K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.99%167.01K shares |
RBF Capital, LLC | 0.80%135.31K shares |
NOMURA HOLDINGS INC | 0.78%131.76K shares |
SCOGGIN MANAGEMENT LP | 0.74%125K shares |
BANK OF AMERICA CORP /DE/ | 0.55%93.71K shares |
OAK HILL ADVISORS LP | 0.54%91.77K shares |
Allianz Asset Management GmbH | 0.54%91.77K shares |
Percentages use 16.94M 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 |
|---|---|---|---|---|---|---|
| Jun 9, 2026Form 4 | Carol NutterSVP, Chief People Officer | BuyClass A common stock | 875 | $28.41 | $24.9K | 46.9K |
| May 19, 2026Form 4 | Prince John MichaelDirector | BuyClass A common stock | 10.0K | $16.00 | $160.0K | 31.7K |
| May 18, 2026Form 4 | Dalton TravisPres., CEO & Executive Chair | BuyClass A common stock · indirect | 11.2K | $11.88 | $133.1K | 45.9K |
| May 18, 2026Form 4 | Dalton TravisPres., CEO & Executive Chair | BuyClass A common stock · indirect | 9.7K | $12.92 | $125.6K | 34.7K |
| May 18, 2026Form 4 | Kim MichaelEVP, Chief Digital Officer | BuyClass A common stock | 3.0K | $16.65 | $49.9K | 185.9K |