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 | $115.0M | $185.8M | $405.5M | $387.5M | $233.7M | $171.7M | $154.6M | $181.7M | $167.1M | $128.2M | $119.7M | $106.5M | $98.9M | $87.8M | $81.9M | $75.0M | $77.0M |
| Gross profit | $48.2M | $79.4M | $171.7M | $148.4M | $117.6M | $101.9M | $94.6M | $113.6M | $99.0M | $88.0M | $80.3M | $66.6M | $58.6M | $55.6M | $51.7M | $47.4M | $47.1M |
| Gross margin | 41.90% | 42.72% | 42.33% | 38.31% | 50.33% | 59.32% | 61.18% | 62.51% | 59.23% | 68.66% | 67.07% | 62.58% | 59.22% | 63.28% | 63.16% | 63.13% | 61.19% |
| Research & development | $42.5M | $26.0M | $33.7M | $36.2M | $34.2M | $31.0M | $19.6M | $16.3M | $13.4M | $9.8M | $11.7M | $12.1M | $10.9M | $12.4M | $18.4M | $13.2M | $13.4M |
| Operating expenses | $120.2M | $107.6M | $139.0M | $170.6M | $127.8M | $107.0M | $76.0M | $85.2M | $58.7M | $67.8M | $72.2M | $71.4M | $70.8M | $71.8M | $61.1M | $50.7M | $55.9M |
| Operating income | −$72.0M | −$28.3M | $32.7M | −$22.2M | −$10.2M | −$5.2M | $18.6M | $28.4M | $40.2M | $20.3M | $8.1M | −$4.8M | −$12.2M | −$16.3M | −$9.4M | −$3.4M | −$8.8M |
| Operating margin | −62.57% | −15.20% | 8.06% | −5.72% | −4.35% | −3.01% | 12.04% | 15.64% | 24.09% | 15.81% | 6.73% | −4.51% | −12.29% | −18.53% | −11.48% | −4.47% | −11.42% |
| EBITDA | −$61.8M | −$17.4M | $53.6M | −$6.8M | $1.5M | $4.2M | $25.9M | $34.9M | $46.3M | $26.0M | $13.9M | $1.5M | −$5.6M | −$9.0M | −$4.5M | −$342,000 | −$5.7M |
| EBITDA margin | −53.71% | −9.35% | 13.22% | −1.77% | 0.64% | 2.45% | 16.78% | 19.19% | 27.72% | 20.24% | 11.58% | 1.41% | −5.67% | −10.27% | −5.50% | −0.46% | −7.46% |
| Net income | −$68.7M | −$19.5M | $53.7M | −$17.1M | −$23.0M | −$14.9M | $16.7M | $20.4M | $30.9M | $19.7M | $8.2M | −$4.6M | −$11.2M | −$15.1M | −$8.8M | −$3.5M | −$7.8M |
| Net profit margin | −59.76% | −10.49% | 13.23% | −4.42% | −9.84% | −8.69% | 10.77% | 11.22% | 18.52% | 15.38% | 6.82% | −4.33% | −11.31% | −17.21% | −10.80% | −4.66% | −10.14% |
| Basic EPSper basic share | -$0.94 | -$0.26 | $0.73 | -$0.24 | -$0.32 | $0.22 | $0.27 | $0.33 | $0.52 | $0.35 | $0.14 | -$0.08 | -$0.20 | -$0.29 | -$0.19 | -$0.08 | -$0.17 |
| Diluted EPSper diluted share | -$0.94 | -$0.26 | $0.72 | -$0.24 | -$0.32 | $0.22 | $0.27 | $0.33 | $0.51 | $0.35 | $0.14 | -$0.08 | -$0.20 | -$0.29 | -$0.19 | -$0.08 | -$0.17 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 9.07%6.26M shares |
NEUBERGER BERMAN GROUP LLC | 6.79%4.69M shares |
PRIVATE MANAGEMENT GROUP INC | 5.51%3.8M shares |
Altai Capital Management, L.P. | 5.24%3.61M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.38%3.02M shares |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4.14%2.86M shares |
DIMENSIONAL FUND ADVISORS LP | 3.39%2.34M shares |
EGLINTON MANNER CARRIE | ≈3.18%2.19M shares |
First Eagle Investment Management, LLC | 3.08%2.13M shares |
ACADIAN ASSET MANAGEMENT LLC | 2.93%2.02M shares |
RENAISSANCE TECHNOLOGIES LLC | 2.92%2.01M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.62%1.81M shares |
STATE STREET CORP | 2.45%1.69M shares |
GAGNON SECURITIES LLC | 2.31%1.59M shares |
CANNELL CAPITAL LLC | 2.07%1.43M shares |
Gagnon Advisors, LLC | 1.75%1.21M shares |
Peapod Lane Capital LLC | 1.44%993.88K shares |
WELLS FARGO & COMPANY/MN | 1.34%924.03K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1.23%844.94K shares |
D. E. Shaw & Co., Inc. | 1.20%827.19K shares |
Percentages use 68.97M 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 14, 2026Form 4 | Boyd Steven KyleDirector | BuyCommon Stock | 25.0K | $2.99 | $74.8K | 113.5K |
| May 13, 2026Form 4 | Boyd Steven KyleDirector | BuyCommon Stock | 25.0K | $3.02 | $75.5K | 88.5K |
| May 12, 2026Form 4 | Boyd Steven KyleDirector | BuyCommon Stock | 25.0K | $2.98 | $74.5K | 63.5K |
| Mar 20, 2026Form 4 · 10b5-1 | McGrath Kenneth JChief Financial Officer | BuyCommon Stock | 32.3K | $2.93 | $94.6K | 589.6K |
| Mar 20, 2026Form 4 · 10b5-1 | EGLINTON MANNER CARRIEPresident & CEO | BuyCommon Stock | 32.3K | $2.93 | $94.6K | 2.19M |