Revenue
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 | $529.8M | $91.5M | $9.8M | $1.31B | $752.6M | $272.7M | $2.22B | $1.84B | $1.63B | $1.25B | $820.4M | $902.4M | $1.21B | $947.1M | $622.2M | — | — |
| Gross profit | $363.6M | $47.8M | −$9.8M | −$2.01B | −$1.59B | −$887.8M | $1.52B | $1.32B | $1.22B | $926.0M | $589.8M | $647.6M | $882.8M | $710.4M | $476.0M | — | — |
| Gross margin | 68.63% | 52.24% | −100.00% | −153.49% | −211.11% | −325.56% | 68.19% | 71.89% | 74.55% | 73.98% | 71.89% | 71.76% | 73.15% | 75.01% | 76.50% | — | — |
| Research & development | $177.3M | $114.8M | $87.1M | $58.3M | $652.3M | $491.9M | $370.4M | $324.9M | $325.7M | $261.0M | $184.1M | $157.2M | $178.0M | $140.7M | $97.0M | — | — |
| Operating expenses | $1.14B | $491.1M | $295.5M | $143.1M | — | — | $1.91B | $1.54B | $1.41B | $1.04B | $688.8M | $630.0M | $814.7M | $635.9M | $403.7M | — | — |
| Operating income | −$611.7M | −$399.6M | −$285.7M | −$158.0M | −$178.7M | $220.0M | $313.3M | $300.3M | $226.3M | $211.8M | $131.6M | $272.4M | $392.2M | $311.2M | $218.5M | — | — |
| Operating margin | −115.46% | −436.72% | −2,915.31% | −12.08% | −23.74% | 80.67% | 14.08% | 16.34% | 13.86% | 16.92% | 16.04% | 30.19% | 32.50% | 32.86% | 35.12% | — | — |
| EBITDA | −$193.8M | −$322.5M | −$256.4M | −$130.5M | $145.8M | $459.4M | $500.7M | $475.0M | $421.4M | $370.2M | $238.5M | $347.8M | $501.7M | $403.8M | $275.2M | — | — |
| EBITDA margin | −36.58% | −352.46% | −2,616.33% | −9.98% | 19.37% | 168.46% | 22.51% | 25.85% | 25.81% | 29.58% | 29.07% | 38.54% | 41.57% | 42.64% | 44.23% | — | — |
| Net income | $82.5M | −$641.4M | $241.3M | $745.6M | −$197.2M | $326.9M | $142.0M | $660.1M | $150.3M | $111.8M | — | — | — | — | $179.3M | — | — |
| Net profit margin | 15.57% | −700.98% | 2,462.24% | 57.00% | −26.20% | 119.88% | 6.38% | 35.92% | 9.20% | 8.93% | — | — | — | — | 28.82% | — | — |
| Basic EPSper basic share | $0.34 | -$2.28 | $0.65 | $2.03 | -$0.54 | $1.01 | $0.50 | $2.10 | $0.47 | $0.35 | $0.42 | $0.95 | $1.26 | $0.83 | $0.57 | — | — |
| Diluted EPSper diluted share | $0.33 | -$2.28 | $0.65 | $1.59 | -$0.54 | $0.98 | $0.48 | $2.04 | $0.46 | $0.34 | $0.41 | $0.93 | $1.23 | $0.81 | $0.55 | — | — |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
BlackRock, Inc. | 11.53M |
GOLDMAN SACHS GROUP INC | 9.8M |
Invesco Ltd. | 6.94M |
Orbis Allan Gray Ltd | 6.49M |
BANK OF AMERICA CORP /DE/ | 6.14M |
Value Aligned Research Advisors, LLC | 6.1M |
FRED ALGER MANAGEMENT, LLC | 5.73M |
UBS Group AG | 5.24M |
Situational Awareness LP | 4.46M |
LONE PINE CAPITAL LLC | 4.26M |
STATE STREET CORP | 4.07M |
JPMORGAN CHASE & CO | 4M |
JENNISON ASSOCIATES LLC | 3.98M |
MORGAN STANLEY | 3.76M |
Accel Leaders 4 Associates L.P. | 3.66M |
Clear Street Group Inc. | 3.62M |
NORGES BANK | 2.91M |
Jupiter Topco LLC | 2.59M |
Accel Leaders 3 Associates L.P. | 2.25M |
GEODE CAPITAL MANAGEMENT, LLC | 2.11M |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 15, 2026Form 4 · 10b5-1 | Boynton John Wilson IVDirector | SellClass A Shares | 100 | $262.09 | $26.2K | 428.1K |
| Jun 15, 2026Form 4 · 10b5-1 | Boynton John Wilson IVDirector | SellClass A Shares | 900 | $260.76 | $234.7K | 379.3K |
| Jun 15, 2026Form 4 · 10b5-1 | Boynton John Wilson IVDirector | SellClass A Shares | 606 | $259.45 | $157.2K | 378.7K |
| Jun 15, 2026Form 4 · 10b5-1 | Boynton John Wilson IVDirector | SellClass A Shares | 100 | $257.54 | $25.8K | 429.7K |
| Jun 15, 2026Form 4 · 10b5-1 | Boynton John Wilson IVDirector | SellClass A Shares | 200 | $255.03 | $51.0K | 429.8K |