Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $179.0M | $190.2M | $193.4M | $162.7M | $140.7M | $104.0M | $90.5M |
| Gross profit | $103.8M | $128.4M | $136.4M | $112.9M | $94.0M | $69.1M | $59.6M |
| Gross margin | 57.98% | 67.49% | 70.55% | 69.43% | 66.80% | 66.50% | 65.92% |
| Operating expenses | $165.6M | $198.5M | $194.0M | $203.7M | $190.4M | $87.1M | $80.2M |
| Operating income | −$61.9M | −$70.1M | −$57.6M | −$90.8M | −$96.5M | −$17.9M | −$20.5M |
| Operating margin | −34.56% | −36.85% | −29.77% | −55.83% | −68.57% | −17.25% | −22.70% |
| EBITDA | −$60.7M | −$68.6M | −$56.1M | −$89.2M | −$94.5M | −$16.0M | −$18.4M |
| EBITDA margin | −33.89% | −36.06% | −28.99% | −54.81% | −67.22% | −15.36% | −20.36% |
| Net income | −$39.9M | −$42.6M | −$40.2M | −$35.4M | −$3.8M | $0 | $0 |
| Net profit margin | −22.30% | −22.39% | −20.77% | −21.76% | −2.69% | 0.00% | 0.00% |
| Basic EPSper basic share | -$0.33 | -$0.38 | -$0.41 | -$0.41 | -$0.05 | $0.00 | $0.00 |
| Diluted EPSper diluted share | -$0.33 | -$0.38 | -$0.41 | -$0.41 | -$0.05 | $0.00 | $0.00 |
Reported shareholders
| Holder | % owned |
|---|---|
Cohn Charles K. | ≈46.53%59.12M shares |
WINKELRIED JON / COULTER JAMES G / TPG GP A, LLC / BONDERMAN DAVID | ≈6.35%8.07M shares |
Technology Crossover Management VIII, Ltd. | 3.11%3.95M shares |
Pello Jason H. | ≈2.00%2.54M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 1.97%2.5M shares |
Swenson Christopher C. | ≈1.49%1.89M shares |
Bagga Atul Madan Mohan | ≈1.18%1.5M shares |
Paszterko John Andrew | ≈0.91%1.15M shares |
MONETA GROUP INVESTMENT ADVISORS LLC | 0.81%1.03M shares |
BlackRock, Inc. | 0.80%1.02M shares |
AQR CAPITAL MANAGEMENT LLC | 0.69%878.62K shares |
GSA CAPITAL PARTNERS LLP | 0.64%811.09K shares |
RBF Capital, LLC | 0.61%768.99K shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.60%766.18K shares |
Mrva Gregory | ≈0.54%685.99K shares |
JANE STREET GROUP, LLC | 0.40%503.93K shares |
MILLENNIUM MANAGEMENT LLC | 0.39%499.16K shares |
GOLDMAN SACHS GROUP INC | 0.39%497.89K shares |
VANGUARD FIDUCIARY TRUST CO | 0.31%393.97K shares |
STATE STREET CORP | 0.29%364.1K shares |
Percentages use 127.04M 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 16, 2026Form 4 | Swenson Christopher C.Chief Legal Officer | SellClass A Common Stock | 20.2K | $0.88 | $17.7K | 1.89M |
| Jun 15, 2026Form 4 | Cohn Charles K.Chief Executive Officer | BuyClass A Common Stock · indirect | 250.0K | $1.00 | $250.0K | 978.3K |
| Jun 12, 2026Form 4 | Cohn Charles K.Chief Executive Officer | BuyClass A Common Stock · indirect | 251.1K | $1.00 | $251.1K | 728.3K |
| Jun 11, 2026Form 4 | Cohn Charles K.Chief Executive Officer | BuyClass A Common Stock · indirect | 258.2K | $0.97 | $250.5K | 477.2K |
| Jun 10, 2026Form 4 | Cohn Charles K.Chief Executive Officer | BuyClass A Common Stock · indirect | 219.0K | $0.91 | $199.3K | 219.0K |