Revenue
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Revenue | $577.8M | $504.1M | $430.5M | $350.9M | $272.1M | $214.6M | $186.9M |
| Gross profit | $437.9M | $373.0M | $306.9M | $239.4M | $173.0M | $140.3M | $115.6M |
| Gross margin | 75.78% | 73.98% | 71.28% | 68.23% | 63.58% | 65.35% | 61.85% |
| Research & development | $167.3M | $137.8M | $113.6M | $93.9M | $74.4M | $50.9M | $42.1M |
| Operating expenses | $477.9M | $400.3M | $339.1M | $308.7M | $272.4M | $163.2M | $132.4M |
| Operating income | −$40.1M | −$27.4M | −$32.2M | −$69.3M | −$99.5M | −$23.0M | −$16.8M |
| Operating margin | −6.94% | −5.43% | −7.48% | −19.74% | −36.56% | −10.70% | −9.00% |
| EBITDA | −$22.3M | −$9.7M | −$15.5M | −$53.9M | −$82.7M | −$9.6M | −$4.0M |
| EBITDA margin | −3.87% | −1.92% | −3.60% | −15.37% | −30.40% | −4.47% | −2.16% |
| Net income | −$41.3M | −$18.2M | −$32.0M | −$69.4M | −$99.7M | −$46.8M | −$45.9M |
| Net profit margin | −7.15% | −3.61% | −7.44% | −19.79% | −36.64% | −21.79% | −24.57% |
| Basic EPSper basic share | -$0.52 | -$0.23 | -$0.45 | -$1.08 | -$1.63 | -$2.23 | -$2.23 |
| Diluted EPSper diluted share | -$0.52 | -$0.23 | -$0.45 | -$1.08 | -$1.63 | -$2.23 | -$2.23 |
Reported shareholders
| Holder | % owned |
|---|---|
Temasek Holdings (Private) Ltd | 22.41%17.15M shares |
HALL JOHN T | ≈7.69%5.89M shares |
BlackRock, Inc. | 6.93%5.3M shares |
FMR LLC | 6.61%5.05M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.30%4.06M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.02%2.31M shares |
CADIAN CAPITAL MANAGEMENT, LP | 2.85%2.18M shares |
WELLINGTON MANAGEMENT GROUP LLP | 2.68%2.05M shares |
BROWN BROTHERS HARRIMAN & CO | 2.61%2M shares |
BAMCO INC /NY/ | 2.60%1.99M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.97%1.51M shares |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.97%1.51M shares |
GOLDMAN SACHS GROUP INC | 1.96%1.5M shares |
STATE STREET CORP | 1.96%1.5M shares |
JENNISON ASSOCIATES LLC | 1.95%1.49M shares |
Coleman Donald F. | ≈1.43%1.1M shares |
Jampol Thad | ≈1.27%972.88K shares |
D. E. Shaw & Co., Inc. | 1.25%956.34K shares |
GW&K Investment Management, LLC | 1.22%931.06K shares |
FRANKLIN RESOURCES INC | 1.14%871.14K shares |
Percentages use 76.5M 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 26, 2026Form 4 · 10b5-1 | Murgel MicheleChief People & Places Officer | SellCommon Stock | 14.6K | $25.02 | $365.1K | 233.6K |
| Dec 29, 2025Form 4 · 10b5-1 | HALL JOHN TChief Executive Officer | SellCommon Stock | 8.0K | $47.48 | $379.8K | 5.71M |
| Dec 22, 2025Form 4 · 10b5-1 | HALL JOHN TChief Executive Officer | SellCommon Stock | 6.6K | $47.22 | $311.7K | 5.71M |
| Dec 22, 2025Form 4 · 10b5-1 | HALL JOHN TChief Executive Officer | SellCommon Stock | 1.3K | $46.52 | $60.5K | 5.72M |
| Dec 22, 2025Form 4 · 10b5-1 | HALL JOHN TChief Executive Officer | SellCommon Stock | 100 | $45.93 | $4.6K | 5.72M |