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 | $447.6M | $364.9M | $297.0M | $324.0M | $760.2M | $344.0M | $273.6M | $297.8M | $536.0M | $258.5M | $254.1M | $242.0M | $223.9M | $223.3M | $194.4M | $200.5M | $189.2M |
| Gross profit | $263.5M | $262.8M | $219.8M | $253.4M | $293.7M | $237.1M | $236.8M | — | — | $249.0M | $246.9M | $239.0M | — | — | — | — | — |
| Gross margin | 58.87% | 72.00% | 74.01% | 78.21% | 38.63% | 68.92% | 86.56% | — | — | 96.31% | 97.15% | 98.76% | — | — | — | — | — |
| Operating expenses | $156.8M | $136.3M | $113.2M | $109.3M | $116.4M | $104.9M | $119.4M | $264.2M | $258.2M | $209.7M | $198.9M | $182.4M | $170.0M | $164.5M | $159.4M | $196.6M | $208.8M |
| Operating income | −$83.4M | −$52.0M | −$26.5M | $30.6M | $60.5M | $6.6M | −$1.7M | $33.6M | $277.9M | $48.9M | $55.2M | $59.7M | $54.0M | $58.8M | $35.0M | $3.9M | −$19.5M |
| Operating margin | −18.63% | −14.24% | −8.92% | 9.44% | 7.95% | 1.92% | −0.60% | 11.27% | 51.84% | 18.90% | 21.74% | 24.65% | 24.09% | 26.33% | 17.99% | 1.93% | −10.33% |
| EBITDA | −$71.0M | −$35.2M | −$10.1M | $46.2M | $82.9M | $23.9M | $15.0M | $49.9M | $294.3M | $64.2M | $71.2M | $74.3M | $68.9M | $75.2M | $53.6M | $23.1M | $1.5M |
| EBITDA margin | −15.87% | −9.63% | −3.40% | 14.27% | 10.90% | 6.94% | 5.48% | 16.74% | 54.90% | 24.83% | 28.03% | 30.71% | 30.77% | 33.69% | 27.59% | 11.52% | 0.78% |
| Net income | −$79.2M | −$148.9M | −$15.4M | $18.1M | $35.2M | −$1.4M | −$19.7M | $12.2M | $175.7M | $20.4M | $25.6M | $27.1M | $133.8M | $13.6M | −$8.2M | −$18.1M | −$50.1M |
| Net profit margin | −17.69% | −40.80% | −5.20% | 5.59% | 4.63% | −0.40% | −7.21% | 4.08% | 32.78% | 7.89% | 10.08% | 11.21% | 59.77% | 6.09% | −4.22% | −9.02% | −26.46% |
| Basic EPSper basic share | -$0.87 | -$1.66 | -$0.18 | $0.21 | $0.34 | -$0.05 | -$0.23 | $0.14 | $1.95 | $0.23 | $0.29 | $0.31 | $1.53 | $0.16 | -$0.10 | -$0.21 | -$0.60 |
| Diluted EPSper diluted share | -$0.87 | -$1.66 | -$0.18 | $0.21 | $0.33 | -$0.05 | -$0.23 | $0.13 | $1.91 | $0.22 | $0.28 | $0.30 | $1.50 | $0.16 | -$0.10 | -$0.21 | -$0.60 |
Reported shareholders
| Holder | % owned |
|---|---|
AMERICAN CENTURY COMPANIES INC | 11.81%9.79M shares |
Seros Alexandra / Seros Ulloa Family Trust of 1996 | ≈10.43%8.65M shares |
GATE CITY CAPITAL MANAGEMENT, LLC | 8.63%7.16M shares |
BlackRock, Inc. | 7.24%6M shares |
Christenson Michael J | ≈6.16%5.11M shares |
Kanen Wealth Management LLC | 3.75%3.11M shares |
ZEVNIK PAUL A | ≈3.45%2.86M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.33%2.76M shares |
RENAISSANCE TECHNOLOGIES LLC | 2.94%2.44M shares |
Driehaus Capital Management LLC | 2.31%1.91M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.86%1.54M shares |
STATE STREET CORP | 1.68%1.39M shares |
Boelke Mark | ≈1.67%1.38M shares |
D. E. Shaw & Co., Inc. | 1.52%1.26M shares |
GOLDMAN SACHS GROUP INC | 1.40%1.16M shares |
J. Goldman & Co LP | 1.39%1.15M shares |
PRUDENTIAL FINANCIAL INC | 1.26%1.04M shares |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.25%1.04M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 1.20%995.35K shares |
Vasquez Gilbert R | ≈1.17%970.78K shares |
Percentages use 82.91M 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 |
|---|---|---|---|---|---|---|
| Jun 12, 2026Form 4 | ZEVNIK PAUL ADirector | SellClass A common stock · indirect | 324.7K | $9.67 | $3.14M | 2.11M |
| May 21, 2026Form 4 | Seros Alexandra +1TenPercentOwner | SellClass A common stock · indirect | 428.0K | $9.17 | $3.92M | 6.82M |
| May 20, 2026Form 4 | Seros Alexandra +1TenPercentOwner | SellClass A common stock · indirect | 378.1K | $7.85 | $2.97M | 7.25M |
| May 19, 2026Form 4 | Seros Alexandra +1TenPercentOwner | SellClass A common stock · indirect | 278.2K | $7.80 | $2.17M | 7.63M |
| May 18, 2026Form 4 | Seros Alexandra +1TenPercentOwner | SellClass A common stock · indirect | 468.6K | $7.99 | $3.74M | 7.91M |