Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $796.9M | $792.3M | $750.3M | $766.6M | $745.4M | $550.7M | $388.2M | $249.5M |
| Gross profit | $739.3M | $744.1M | $683.3M | $701.5M | $698.7M | $521.1M | $374.2M | $243.5M |
| Gross margin | 92.77% | 93.91% | 91.08% | 91.51% | 93.73% | 94.63% | 96.39% | 97.58% |
| Research & development | $121.0M | $123.7M | $135.8M | $143.1M | $125.9M | $61.8M | $29.3M | $43.9M |
| Operating expenses | $709.4M | $726.5M | $777.3M | $764.8M | $732.0M | $826.4M | $248.5M | $172.3M |
| Operating income | $87.5M | $65.8M | −$27.0M | $1.7M | $13.4M | −$275.7M | $139.7M | $77.3M |
| Operating margin | 10.98% | 8.31% | −3.60% | 0.23% | 1.80% | −50.07% | 35.98% | 30.96% |
| EBITDA | $172.7M | $135.4M | $80.7M | $55.9M | $47.9M | −$257.3M | $153.2M | $87.1M |
| EBITDA margin | 21.67% | 17.09% | 10.75% | 7.29% | 6.43% | −46.72% | 39.47% | 34.89% |
| Net income | $30.4M | $16.4M | −$8.9M | −$32.8M | −$25.3M | −$293.6M | $66.0M | $43.8M |
| Net profit margin | 3.82% | 2.07% | −1.18% | −4.28% | −3.39% | −53.32% | 17.01% | 17.55% |
| Basic EPSper basic share | $0.09 | $0.04 | -$0.02 | -$0.08 | -$0.06 | -$1.07 | $0.19 | $0.12 |
| Diluted EPSper diluted share | $0.09 | $0.04 | -$0.02 | -$0.08 | -$0.06 | -$1.07 | $0.18 | $0.12 |
Reported shareholders
| Holder | % owned |
|---|---|
Francisco Partners Management, LP | 56.59%60.08M shares |
Bezdek Trevor | ≈5.28%5.61M shares |
Hirsch Douglas Joseph | ≈5.26%5.59M shares |
LSV ASSET MANAGEMENT | 4.86%5.16M shares |
AMERIPRISE FINANCIAL INC | 4.47%4.75M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.85%4.09M shares |
Silver Lake Group, L.L.C. | 3.33%3.53M shares |
RENAISSANCE TECHNOLOGIES LLC | 3.06%3.25M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.02%3.21M shares |
Petrus Trust Company, LTA | 2.92%3.1M shares |
DIMENSIONAL FUND ADVISORS LP | 2.41%2.56M shares |
AQR CAPITAL MANAGEMENT LLC | 2.19%2.33M shares |
JANE STREET GROUP, LLC | 2.18%2.31M shares |
Prescott Group Capital Management, L.L.C. | 1.98%2.11M shares |
BlackRock, Inc. | 1.75%1.86M shares |
Technology Crossover Management X, Ltd. | 1.56%1.65M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.10%1.17M shares |
NORTHERN TRUST CORP | 0.85%904.29K shares |
STIFEL FINANCIAL CORP | 0.82%868.79K shares |
MOORE CAPITAL MANAGEMENT, LP | 0.81%864.04K shares |
Percentages use 106.16M 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.
Reported positions exceed 100% in total, so the circle shows the selected holder only.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Oct 15, 2025Form 4 | SEA VII Management, LLC +4TenPercentOwner | SellClass A Common Stock · indirect | 8.6K | $4.00 | $34.3K | 0 |
| Oct 15, 2025Form 4 | SEA VII Management, LLC +4TenPercentOwner | SellClass A Common Stock · indirect | 15.2K | $4.00 | $60.8K | 0 |
| Sep 5, 2025Form 4 | SEA VII Management, LLC +4TenPercentOwner | SellClass A Common Stock · indirect | 5.8K | $4.05 | $23.4K | 0 |
| Sep 5, 2025Form 4 | SEA VII Management, LLC +4TenPercentOwner | SellClass A Common Stock · indirect | 10.2K | $4.05 | $41.5K | 0 |
| Jul 3, 2025Form 4 | Spectrum VII Co-Investment Fund, L.P. +4TenPercentOwner | SellClass A Common Stock · indirect | 3.8K | $4.80 | $18.5K | 0 |