Revenue
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $735.8M | $715.1M | $728.7M | $743.9M | $638.1M | $532.3M | $446.2M | $352.6M | $296.5M | $253.4M | $209.3M | $162.4M | $128.6M | $103.8M | $83.4M | $70.2M | $63.4M |
| Gross profit | $475.0M | $485.3M | $503.8M | $502.5M | $390.6M | — | — | — | $276.0M | $233.7M | $189.2M | $146.6M | $113.4M | $92.0M | $73.5M | $62.0M | $56.1M |
| Gross margin | 64.57% | 67.86% | 69.14% | 67.54% | 61.21% | — | — | — | 93.09% | 92.22% | 90.37% | 90.23% | 88.20% | 88.63% | 88.22% | 88.43% | 88.55% |
| Research & development | $113.0M | $123.2M | $136.2M | $142.5M | $112.4M | $92.0M | $77.8M | $62.1M | $36.4M | $29.0M | $24.0M | $15.1M | $11.6M | $8.1M | $6.7M | $4.8M | $5.0M |
| Operating expenses | $456.1M | $470.1M | $531.4M | $568.8M | $544.7M | $678.5M | $606.1M | $442.2M | $338.4M | $260.1M | $216.4M | $158.5M | $125.5M | $81.0M | $74.7M | $63.9M | $59.4M |
| Operating income | $18.9M | $15.2M | −$27.6M | −$66.3M | −$154.1M | −$146.1M | −$159.8M | −$89.6M | −$41.9M | −$6.7M | −$7.1M | $3.9M | $3.1M | $22.7M | $8.6M | $6.2M | $4.0M |
| Operating margin | 2.57% | 2.12% | −3.79% | −8.91% | −24.16% | −27.45% | −35.81% | −25.42% | −14.13% | −2.63% | −3.38% | 2.39% | 2.39% | 21.91% | 10.35% | 8.90% | 6.27% |
| EBITDA | $37.0M | $35.3M | −$803,000 | −$29.5M | −$112.0M | −$107.1M | −$131.4M | −$71.1M | −$31.2M | $3.8M | $1.9M | $10.0M | $7.3M | $26.7M | $11.0M | $7.6M | $5.0M |
| EBITDA margin | 5.03% | 4.94% | −0.11% | −3.96% | −17.56% | −20.13% | −29.45% | −20.17% | −10.52% | 1.49% | 0.92% | 6.15% | 5.66% | 25.72% | 13.14% | 10.79% | 7.84% |
| Net income | $1.6M | −$27.2M | −$67.6M | −$73.1M | −$175.4M | −$165.6M | −$172.4M | −$88.7M | −$104.5M | −$4.8M | −$5.1M | $1.9M | $2.5M | $13.9M | $69.2M | $6.5M | $3.9M |
| Net profit margin | 0.22% | −3.81% | −9.28% | −9.83% | −27.48% | −31.10% | −38.63% | −25.17% | −35.24% | −1.87% | −2.45% | 1.19% | 1.95% | 13.43% | 83.04% | 9.26% | 6.12% |
| Basic EPSper basic share | $0.01 | -$0.21 | -$0.56 | -$0.63 | -$1.55 | -$1.57 | -$1.72 | -$0.94 | -$1.14 | -$0.05 | -$0.06 | $0.02 | $0.03 | $0.20 | $1.04 | $0.10 | $0.06 |
| Diluted EPSper diluted share | $0.01 | -$0.21 | -$0.56 | -$0.63 | -$1.55 | -$1.57 | -$1.72 | -$0.94 | -$1.14 | -$0.05 | -$0.06 | $0.02 | $0.03 | $0.19 | $0.99 | $0.10 | $0.06 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 8.38%12.06M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.32%7.66M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.12%5.94M shares |
ACADIAN ASSET MANAGEMENT LLC | 3.95%5.68M shares |
SYLEBRA CAPITAL LLC | 2.91%4.19M shares |
AQR CAPITAL MANAGEMENT LLC | 2.63%3.79M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.55%3.67M shares |
GOLDMAN SACHS GROUP INC | 1.99%2.86M shares |
STATE STREET CORP | 1.95%2.8M shares |
Wilson Samuel C. | ≈1.80%2.6M shares |
JPMORGAN CHASE & CO | 1.76%2.54M shares |
MARSHALL WACE, LLP | 1.49%2.14M shares |
Impax Asset Management Group plc | 1.39%2M shares |
Boston Partners | 1.29%1.86M shares |
Hillsdale Investment Management Inc. | 1.29%1.86M shares |
D. E. Shaw & Co., Inc. | 1.28%1.84M shares |
FMR LLC | 1.26%1.82M shares |
TWO SIGMA INVESTMENTS, LP | 1.23%1.78M shares |
BANK OF AMERICA CORP /DE/ | 1.15%1.65M shares |
DIMENSIONAL FUND ADVISORS LP | 1.13%1.63M shares |
Percentages use 143.97M 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 |
|---|---|---|---|---|---|---|
| Feb 17, 2026Form 4 · 10b5-1 | Denny LaurenceChief Legal Officer | SellCommon Stock | 5.0K | $2.55 | $12.8K | 376.8K |
| Feb 4, 2026Form 4 · 10b5-1 | Middleton HunterChief Product Officer | SellCommon Stock | 85.0K | $2.50 | $212.6K | 652.9K |
| Dec 1, 2025Form 4 · 10b5-1 | Denny LaurenceChief Legal Officer | SellCommon Stock | 5.0K | $1.95 | $9.8K | 391.6K |
| Jul 28, 2025Form 4 | Theophille Elizabeth HarrietDirector | SellCommon Stock | 24.3K | $2.05 | $49.8K | 187.3K |
| Jun 18, 2025Form 4 · 10b5-1 | Burton Andrew F.Director | SellCommon Stock | 6.6K | $1.85 | $12.3K | 126.7K |