Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $756.0M | $681.9M | $660.7M | $620.0M | $575.1M | $470.6M | $408.4M |
| Gross profit | $498.1M | $441.8M | $421.5M | $408.9M | $385.7M | $316.1M | $271.5M |
| Gross margin | 65.88% | 64.79% | 63.79% | 65.95% | 67.07% | 67.16% | 66.47% |
| Research & development | $81.9M | $89.6M | $83.2M | $70.4M | — | — | — |
| Operating expenses | $473.1M | $406.2M | $400.4M | $450.6M | $470.8M | $267.1M | $225.2M |
| Operating income | $25.0M | $35.6M | $21.1M | −$41.7M | −$85.1M | $48.9M | $46.3M |
| Operating margin | 3.30% | 5.22% | 3.19% | −6.73% | −14.79% | 10.40% | 11.33% |
| EBITDA | $61.3M | $65.4M | $41.3M | −$23.5M | −$69.4M | $66.2M | $58.4M |
| EBITDA margin | 8.10% | 9.59% | 6.24% | −3.80% | −12.06% | 14.07% | 14.29% |
| Net income | $15.4M | $30.0M | $14.0M | −$48.7M | −$108.7M | $9.9M | $7.4M |
| Net profit margin | 2.04% | 4.39% | 2.11% | −7.86% | −18.90% | 2.10% | 1.82% |
| Basic EPSper basic share | $0.09 | $0.17 | $0.07 | -$0.25 | -$0.67 | $0.06 | $0.04 |
| Diluted EPSper diluted share | $0.08 | $0.16 | $0.07 | -$0.25 | -$0.67 | $0.06 | $0.04 |
Reported shareholders
| Holder | % owned |
|---|---|
Francisco Partners Management, LP | 17.09%28.63M shares |
BlackRock, Inc. | 10.75%18M shares |
Technology Crossover Management IX, Ltd. | 9.79%16.4M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 6.46%10.82M shares |
Stibel Jeffrey M | ≈5.56%9.31M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.86%6.47M shares |
STATE STREET CORP | 2.72%4.55M shares |
RENAISSANCE TECHNOLOGIES LLC | 2.36%3.95M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.81%3.04M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.81%3.03M shares |
DIMENSIONAL FUND ADVISORS LP | 1.78%2.98M shares |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.70%2.85M shares |
ACADIAN ASSET MANAGEMENT LLC | 1.70%2.84M shares |
Invenomic Capital Management LP | 1.60%2.68M shares |
FRANKLIN RESOURCES INC | 1.57%2.63M shares |
MORGAN STANLEY | 1.46%2.44M shares |
AQR CAPITAL MANAGEMENT LLC | 1.40%2.35M shares |
GOLDMAN SACHS GROUP INC | 1.39%2.33M shares |
Watson Noel Bertram | ≈1.22%2.04M shares |
JPMORGAN CHASE & CO | 1.22%2.04M shares |
Percentages use 167.45M 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 19, 2026Form 4 · 10b5-1 | Miller NicoleCHIEF LEGAL OFFICER | SellCommon Stock | 19.2K | $6.58 | $126.3K | 1.12M |
| May 18, 2026Form 4 · 10b5-1 | Watson Noel BertramChief Operating Officer & CFO | SellCommon Stock | 15.0K | $6.45 | $96.8K | 2.04M |
| May 11, 2026Form 4 | Stibel Jeffrey MChief Executive Officer | BuyCommon Stock | 125.0K | $6.15 | $768.8K | 2.96M |
| Feb 26, 2026Form 4 · 10b5-1 | Miller NicoleCHIEF LEGAL OFFICER | SellCommon Stock | 23.3K | $6.63 | $154.6K | 813.0K |
| Feb 18, 2026Form 4 · 10b5-1 | Watson Noel BertramChief Operating Officer & CFO | SellCommon Stock | 15.0K | $6.96 | $104.4K | 1.48M |