Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $651.5M | $801.5M | $1.01B | $1.09B | $1.16B | $891.9M | $1.19B | $1.15B | $1.18B | $1.19B | $1.62B | $1.39B | $985.7M | $526.0M |
| Gross profit | $219.2M | $271.3M | $323.6M | $406.8M | $477.1M | $314.5M | $412.8M | $361.4M | $384.5M | $461.9M | $673.2M | $627.2M | $361.8M | $227.5M |
| Gross margin | 33.64% | 33.85% | 32.18% | 37.20% | 41.09% | 35.26% | 34.55% | 31.47% | 32.59% | 38.96% | 41.56% | 44.99% | 36.70% | 43.25% |
| Research & development | $126.8M | $185.9M | $165.7M | $139.9M | $141.5M | $131.6M | $142.9M | $167.3M | $229.3M | $358.9M | $241.7M | $151.9M | $73.7M | $36.1M |
| Operating expenses | $302.5M | $406.3M | $399.0M | $367.9M | $363.9M | $351.3M | $415.1M | $455.4M | $548.0M | $834.9M | $618.5M | $440.2M | $263.1M | $173.9M |
| Operating income | −$83.3M | −$135.0M | −$75.5M | $39.0M | $113.2M | −$36.8M | −$2.3M | −$94.0M | −$163.5M | −$373.0M | $54.7M | $187.0M | $98.7M | $53.6M |
| Operating margin | −12.79% | −16.85% | −7.51% | 3.56% | 9.75% | −4.13% | −0.20% | −8.18% | −13.86% | −31.46% | 3.38% | 13.42% | 10.01% | 10.19% |
| EBITDA | −$76.3M | −$128.5M | −$69.3M | $47.5M | $124.2M | −$17.8M | $23.9M | −$58.9M | −$122.0M | −$331.3M | $83.7M | $205.0M | $110.7M | $57.6M |
| EBITDA margin | −11.71% | −16.04% | −6.89% | 4.35% | 10.70% | −1.99% | 2.00% | −5.13% | −10.34% | −27.95% | 5.17% | 14.70% | 11.23% | 10.95% |
| Net income | −$93.5M | −$432.3M | −$53.2M | $28.8M | $371.2M | −$66.8M | −$14.6M | −$109.0M | −$182.9M | −$419.0M | $36.1M | $128.1M | $60.6M | $32.3M |
| Net profit margin | −14.35% | −53.94% | −5.29% | 2.64% | 31.97% | −7.49% | −1.23% | −9.49% | −15.50% | −35.34% | 2.23% | 9.19% | 6.15% | 6.13% |
| Basic EPSper basic share | -$0.59 | -$2.82 | -$0.35 | $0.18 | $2.41 | -$0.45 | -$0.10 | -$0.78 | -$1.32 | -$3.01 | $0.27 | $1.07 | $0.54 | $0.07 |
| Diluted EPSper diluted share | -$0.59 | -$2.82 | -$0.35 | $0.18 | $2.27 | -$0.45 | -$0.10 | -$0.78 | -$1.32 | -$3.01 | $0.25 | $0.92 | $0.47 | $0.07 |
Reported shareholders
| Holder | % owned |
|---|---|
Brumder William George | ≈6.97%10.84M shares |
BlackRock, Inc. | 6.02%9.36M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.82%5.94M shares |
ACADIAN ASSET MANAGEMENT LLC | 3.73%5.8M shares |
Allianz Asset Management GmbH | 2.98%4.64M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.82%4.39M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.24%3.49M shares |
UBS Group AG | 2.17%3.37M shares |
Yorkville Advisors Global, LP | 1.86%2.89M shares |
CITADEL ADVISORS LLC | 1.62%2.52M shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1.36%2.11M shares |
RENAISSANCE TECHNOLOGIES LLC | 1.30%2.03M shares |
Woodman Nicholas | ≈1.24%1.92M shares |
DME Capital Management, LP | 1.09%1.69M shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.08%1.68M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 0.91%1.41M shares |
STATE STREET CORP | 0.89%1.39M shares |
NORTHERN TRUST CORP | 0.69%1.07M shares |
GROUP ONE TRADING LLC | 0.65%1.01M shares |
VANGUARD FIDUCIARY TRUST CO | 0.63%973.82K shares |
Percentages use 155.59M 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 |
|---|---|---|---|---|---|---|
| May 20, 2026Form 4 · 10b5-1 | MCGEE BRIANPresident and COO | SellClass A Common Stock | 130.6K | $0.97 | $126.7K | 947.1K |
| May 18, 2026Form 4 · 10b5-1 | Stephen Jason ChristopherSVP, General Counsel | SellClass A Common Stock | 16.9K | $1.11 | $18.8K | 381.3K |
| Feb 20, 2026Form 4 · 10b5-1 | MCGEE BRIANEVP, CFO and COO | SellClass A Common Stock | 59.5K | $0.79 | $47.0K | 688.6K |
| Feb 18, 2026Form 4 · 10b5-1 | Stephen Jason ChristopherSVP, General Counsel | SellClass A Common Stock | 5.4K | $0.80 | $4.3K | 134.5K |
| Nov 20, 2025Form 4 · 10b5-1 | MCGEE BRIANEVP, CFO and COO | SellClass A Common Stock | 4.6K | $1.57 | $7.2K | 773.9K |