Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $531.8M | $428.5M | $349.9M | $280.0M | $206.7M | $150.8M | $104.7M | $63.5M |
| Gross profit | $408.4M | $330.2M | $272.8M | $217.8M | $164.9M | $122.4M | $84.7M | $52.8M |
| Gross margin | 76.79% | 77.06% | 77.98% | 77.76% | 79.76% | 81.14% | 80.87% | 83.14% |
| Research & development | $195.1M | $160.9M | $134.6M | $121.2M | $79.6M | $41.1M | $29.7M | $25.9M |
| Operating expenses | $500.2M | $421.3M | $348.4M | $307.6M | $233.2M | $136.6M | $91.6M | $79.7M |
| Operating income | −$91.9M | −$91.1M | −$75.5M | −$89.8M | −$68.4M | −$14.2M | −$6.9M | −$26.9M |
| Operating margin | −17.27% | −21.26% | −21.59% | −32.08% | −33.08% | −9.41% | −6.62% | −42.27% |
| EBITDA | −$67.3M | −$69.6M | −$60.2M | −$75.2M | −$59.6M | −$10.5M | −$4.1M | −$25.7M |
| EBITDA margin | −12.66% | −16.25% | −17.22% | −26.85% | −28.85% | −6.98% | −3.94% | −40.51% |
| Net income | −$71.8M | −$69.2M | −$61.3M | −$90.2M | −$64.2M | −$9.4M | −$5.4M | −$26.0M |
| Net profit margin | −13.50% | −16.16% | −17.51% | −32.20% | −31.06% | −6.24% | −5.15% | −40.95% |
| Basic EPSper basic share | -$0.62 | -$0.63 | -$0.59 | -$0.91 | -$0.68 | -$0.20 | -$0.20 | -$1.00 |
| Diluted EPSper diluted share | -$0.62 | -$0.63 | -$0.59 | -$0.91 | -$0.68 | -$0.20 | -$0.20 | -$1.00 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 6.37%7.84M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.15%6.34M shares |
Landman Yoav | ≈4.62%5.69M shares |
JPMORGAN CHASE & CO | 4.21%5.18M shares |
Shlomi Ben Haim | ≈3.79%4.66M shares |
Whale Rock Capital Management LLC | 3.62%4.46M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 3.59%4.41M shares |
Optimus Prime Fund Management Co., Ltd. | 3.24%3.99M shares |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3.12%3.84M shares |
FIRST TRUST ADVISORS LP | 3.03%3.73M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.81%3.46M shares |
Simon Frederic | ≈2.62%3.22M shares |
FMR LLC | 2.59%3.19M shares |
WASATCH ADVISORS LP | 2.33%2.87M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.25%2.77M shares |
Invesco Ltd. | 2.17%2.67M shares |
STATE STREET CORP | 1.77%2.18M shares |
BANK OF AMERICA CORP /DE/ | 1.51%1.86M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.31%1.61M shares |
TimesSquare Capital Management, LLC | 1.30%1.6M shares |
Percentages use 123.05M 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 · 10b5-1 | Landman YoavCHIEF TECHNOLOGY OFFICER | SellOrdinary Shares | 1.0K | $79.82 | $79.8K | 5.69M |
| Jun 12, 2026Form 4 · 10b5-1 | Landman YoavCHIEF TECHNOLOGY OFFICER | SellOrdinary Shares | 4.7K | $78.93 | $373.4K | 5.69M |
| Jun 12, 2026Form 4 · 10b5-1 | Landman YoavCHIEF TECHNOLOGY OFFICER | SellOrdinary Shares | 33.0K | $78.10 | $2.58M | 5.69M |
| Jun 12, 2026Form 4 · 10b5-1 | Landman YoavCHIEF TECHNOLOGY OFFICER | SellOrdinary Shares | 6.3K | $77.25 | $485.9K | 5.73M |
| Jun 8, 2026Form 4 · 10b5-1 | Shlomi Ben HaimCHIEF EXECUTIVE OFFICER | SellOrdinary Shares | 28.4K | $85.35 | $2.43M | 4.66M |