Revenue
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Revenue | $439.9M | $344.6M | $259.7M | $195.0M | $145.8M | — |
| Gross profit | $327.3M | $257.1M | $192.2M | $143.7M | $108.5M | — |
| Gross margin | 74.41% | 74.59% | 74.02% | 73.70% | 74.38% | — |
| Research & development | $48.9M | $32.8M | $29.3M | $17.9M | $10.9M | — |
| Operating expenses | $313.6M | $252.0M | $204.2M | $182.0M | $122.1M | $124,923 |
| Operating income | $126.3M | $92.6M | $55.4M | $13.0M | $23.7M | −$124,923 |
| Operating margin | 28.71% | 26.87% | 21.35% | 6.68% | 16.26% | — |
| EBITDA | $135.1M | $109.5M | $82.5M | $50.5M | $66.9M | — |
| EBITDA margin | 30.72% | 31.77% | 31.76% | 25.92% | 45.90% | — |
| Net income | $94.8M | −$131.0M | −$55.8M | $852,000 | $5.1M | −$20.9M |
| Net profit margin | 21.54% | −38.01% | −21.47% | 0.44% | 3.47% | — |
| Basic EPSper basic share | $0.45 | -$0.74 | -$0.32 | $0.01 | $0.03 | — |
| Diluted EPSper diluted share | $0.43 | -$0.74 | -$0.32 | $0.01 | $0.03 | — |
Reported shareholders
| Holder | % owned |
|---|---|
Zage George Raymond III | ≈54.91%95.44M shares |
Lu James Fu Bin | ≈10.61%18.44M shares |
GEARON J MICHAEL JR | ≈6.67%11.6M shares |
CITADEL ADVISORS LLC | 2.56%4.45M shares |
BlackRock, Inc. | 1.97%3.42M shares |
MORGAN STANLEY | 1.14%1.97M shares |
PERRY CREEK CAPITAL LP | 1.06%1.85M shares |
NORGES BANK | 0.99%1.73M shares |
BWCP, LP | 0.95%1.65M shares |
DIMENSIONAL FUND ADVISORS LP | 0.85%1.48M shares |
Quinn Opportunity Partners LLC | 0.85%1.48M shares |
Tikvah Management LLC | 0.84%1.46M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 0.78%1.36M shares |
MARSHALL WACE, LLP | 0.62%1.08M shares |
TWO SIGMA INVESTMENTS, LP | 0.60%1.04M shares |
STATE STREET CORP | 0.52%896.37K shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.51%889.43K shares |
FEDERATED HERMES, INC. | 0.48%833.29K shares |
GOLDMAN SACHS GROUP INC | 0.45%776.44K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.43%745.42K shares |
Percentages use 173.83M 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 29, 2026Form 4 · 10b5-1 | Katz ZacharyCLO and Head of Global Affairs | SellCommon Stock | 12.8K | $14.65 | $187.5K | 726.1K |
| Jun 17, 2026Form 4 · 10b5-1 | Katz ZacharyCLO and Head of Global Affairs | SellCommon Stock | 10.2K | $13.29 | $135.2K | 738.9K |
| Jun 1, 2026Form 4 · 10b5-1 | Richardson NathanDirector | SellCommon Stock | 1.5K | $12.59 | $18.9K | 6.8K |
| May 8, 2026Form 4 · 10b5-1 | Balance Austin JChief Product Officer | SellCommon Stock | 18.5K | $15.00 | $276.9K | 913.4K |
| May 8, 2026Form 4 · 10b5-1 | Balance Austin JChief Product Officer | SellCommon Stock | 13.2K | $15.00 | $197.3K | 931.9K |