Revenue
2009
2010
2011
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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $972.0M | $995.5M | $871.8M | $1.54B | $1.54B | $1.25B | $854.2M | $784.5M | $704.7M | $541.1M | $441.9M | $312.5M | $242.5M | $198.1M | $132.3M | $108.0M | $114.0M |
| Gross profit | $881.7M | $921.4M | $761.7M | $1.38B | $1.44B | $1.22B | $686.0M | $700.4M | — | — | — | — | — | — | — | — | — |
| Gross margin | 90.71% | 92.55% | 87.37% | 89.15% | 93.43% | 97.59% | 80.31% | 89.27% | — | — | — | — | — | — | — | — | — |
| Operating expenses | $942.6M | $1.03B | $1.20B | $898.2M | $873.4M | $749.5M | $510.5M | $446.6M | $219.2M | $199.5M | $178.6M | $169.6M | $89.0M | $68.3M | $62.1M | $65.8M | $46.5M |
| Operating income | $29.4M | −$31.0M | −$329.9M | $644.6M | $671.3M | $499.7M | $343.7M | $337.9M | $485.6M | $341.6M | $263.2M | $143.0M | $153.5M | $129.9M | $70.2M | $42.2M | $67.6M |
| Operating margin | 3.03% | −3.11% | −37.84% | 41.78% | 43.46% | 40.00% | 40.23% | 43.07% | 68.90% | 63.13% | 59.57% | 45.74% | 63.31% | 65.54% | 53.03% | 39.08% | 59.24% |
| EBITDA | $302.2M | $422.8M | $286.2M | $990.2M | $1.01B | $775.7M | $500.2M | $479.4M | $617.6M | $439.2M | $335.1M | $198.1M | $192.4M | $165.4M | $105.7M | $68.5M | $93.9M |
| EBITDA margin | 31.09% | 42.47% | 32.83% | 64.18% | 65.07% | 62.09% | 58.56% | 61.11% | 87.63% | 81.17% | 75.83% | 63.39% | 79.31% | 83.50% | 79.85% | 63.43% | 82.31% |
| Net income | −$277.0M | −$2.41B | −$556.5M | $902.6M | $656.0M | $431.4M | $374.7M | $1.02B | $289.8M | $225.0M | $139.6M | $50.5M | $97.0M | $89.9M | $26.5M | $22.9M | $36.3M |
| Net profit margin | −28.50% | −242.11% | −63.83% | 58.50% | 42.47% | 34.54% | 43.86% | 129.59% | 41.12% | 41.59% | 31.59% | 16.17% | 39.99% | 45.38% | 20.05% | 21.21% | 31.86% |
| Basic EPSper basic share | -$0.46 | -$4.02 | -$0.93 | $1.50 | $1.11 | $0.81 | $0.87 | $2.77 | $0.82 | $0.86 | $0.64 | $0.29 | $0.64 | $0.67 | $0.23 | $0.22 | $0.45 |
| Diluted EPSper diluted share | -$0.46 | -$4.02 | -$0.93 | $1.50 | $1.11 | $0.81 | $0.87 | $2.76 | $0.82 | $0.86 | $0.63 | $0.29 | $0.63 | $0.67 | $0.23 | $0.22 | $0.45 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 12.61%75.25M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 7.33%43.76M shares |
STATE STREET CORP | 4.22%25.16M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.64%21.74M shares |
AQR CAPITAL MANAGEMENT LLC | 2.96%17.64M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.93%11.51M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.67%9.95M shares |
WILSEY ASSET MANAGEMENT INC | 1.28%7.61M shares |
NORTHERN TRUST CORP | 1.24%7.41M shares |
Allianz Asset Management GmbH | 1.23%7.34M shares |
TWO SIGMA INVESTMENTS, LP | 1.22%7.28M shares |
Aldag Edward K JR | ≈1.14%6.8M shares |
MORGAN STANLEY | 1.14%6.78M shares |
JUPITER ASSET MANAGEMENT LTD | 1.11%6.65M shares |
Advisors Capital Management, LLC | 1.11%6.6M shares |
Bank of New York Mellon Corp | 1.03%6.12M shares |
DIMENSIONAL FUND ADVISORS LP | 0.92%5.49M shares |
DEUTSCHE BANK AG\ | 0.92%5.48M shares |
COATUE MANAGEMENT LLC | 0.76%4.53M shares |
HAMNER R STEVEN | ≈0.64%3.84M shares |
Percentages use 596.79M 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 |
|---|---|---|---|---|---|---|
| Dec 15, 2025Form 4 | Hooper Rosa HandleySVP of Operations | SellCommon stock, par value $0.001 | 2.0K | $5.00 | $10.0K | 395.2K |
| Nov 19, 2025Form 4 | Stewart Michael GDirector | SellCommon stock, par value $0.001 | 59.0K | $5.02 | $296.2K | 157.1K |
| May 5, 2025Form 4 | Stewart Michael GDirector | SellCommon stock, par value $0.001 | 29.0K | $5.20 | $150.8K | 216.1K |
| Mar 5, 2025Form 4 | Hanna James KevinSenior VP, Controller & CAO | BuyCommon stock, par value $0.001 | 7.4K | $5.75 | $42.6K | 372.3K |
| Dec 26, 2024Form 4 | Hanna James KevinSenior VP, Controller & CAO | SellCommon stock, par value $0.001 | 11.6K | $3.72 | $43.3K | 366.9K |