Revenue
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $20.32B | $13.67B | $10.77B | $13.60B | $12.81B | $5.59B | $3.94B | $1.96B | $858.9M | $365.1M | $130.4M |
| Gross profit | $4.19B | $2.88B | $1.72B | $1.25B | $1.93B | $794.0M | $507.0M | $196.7M | $68.1M | $19.2M | $1.3M |
| Gross margin | 20.63% | 21.03% | 16.01% | 9.16% | 15.05% | 14.21% | 12.87% | 10.06% | 7.93% | 5.26% | 1.03% |
| Operating expenses | $2.31B | $1.89B | $1.80B | $3.60B | — | — | — | — | — | — | — |
| Operating income | $1.88B | $990.0M | −$80.0M | −$2.35B | — | — | — | — | — | — | — |
| Operating margin | 9.26% | 7.24% | −0.74% | −17.28% | — | — | — | — | — | — | — |
| EBITDA | −$110.0M | $1.36B | $1.16B | −$2.15B | — | — | — | — | — | — | — |
| EBITDA margin | −0.54% | 9.92% | 10.76% | −15.77% | — | — | — | — | — | — | — |
| Net income | $1.41B | $210.0M | $450.0M | −$1.59B | −$135.0M | −$171.0M | −$115.0M | −$55.5M | −$62.8M | −$93.1M | −$36.8M |
| Net profit margin | 6.92% | 1.54% | 4.18% | −11.67% | −1.05% | −3.06% | −2.92% | −2.84% | −7.32% | −25.50% | −28.21% |
| Basic EPSper basic share | $255.50 | $43.00 | $103.00 | -$393.50 | -$40.75 | — | — | — | — | — | — |
| Diluted EPSper diluted share | $211.25 | $39.75 | $18.75 | -$393.50 | -$40.75 | -$65.75 | -$1,101.62 | — | — | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
PRICE T ROWE ASSOCIATES INC /MD/ | 11.78%84.7M shares |
Capital Research Global Investors | 8.82%63.42M shares |
BlackRock, Inc. | 6.74%48.49M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 6.34%45.59M shares |
FMR LLC | 4.67%33.6M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.47%32.15M shares |
STATE STREET CORP | 4.09%29.44M shares |
Capital International Investors | 3.23%23.26M shares |
CAS Investment Partners, LLC | 3.14%22.56M shares |
GREENOAKS LLC | 2.97%21.34M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.32%16.65M shares |
Capital World Investors | 1.98%14.2M shares |
VIKING GLOBAL INVESTORS LP | 1.71%12.32M shares |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 1.62%11.68M shares |
Aspex Management (HK) Ltd | 1.51%10.89M shares |
LONE PINE CAPITAL LLC | 1.46%10.52M shares |
Lingotto Investment Management LLP | 1.29%9.28M shares |
JPMORGAN CHASE & CO | 1.20%8.62M shares |
GARCIA ERNEST C. III | —8.6M shares |
SANDS CAPITAL MANAGEMENT, LLC | 1.18%8.46M shares |
Percentages use 718.98M 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 15, 2026Form 4 | PLATT IRA J.Director | SellClass A Common Stock | 7.5K | $68.00 | $510.0K | 186.5K |
| Jun 15, 2026Form 4 | PLATT IRA J.Director | SellClass A Common Stock | 7.5K | $67.65 | $507.4K | 194.0K |
| Jun 10, 2026Form 4 · 10b5-1 | QUAYLE J DANFORTHDirector | SellClass A Common Stock | 14.5K | $70.00 | $1.02M | 215.0K |
| Jun 8, 2026Form 4 · 10b5-1 | Taira ThomasPresident, Special Projects | SellClass A Common Stock | 5.6K | $67.15 | $375.8K | 315.1K |
| Jun 1, 2026Form 4 · 10b5-1 | Palmer Stephen RVice President of Accounting | SellClass A Common Stock | 120 | $71.59 | $8.6K | 153.0K |