Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.20B | $871.7M | $614.5M | $497.0M | $395.5M | $301.8M | $235.8M |
| Gross profit | $296.3M | $238.2M | $182.3M | $149.7M | $121.4M | $92.6M | $74.4M |
| Gross margin | 24.77% | 27.32% | 29.67% | 30.12% | 30.69% | 30.69% | 31.57% |
| Research & development | $61.5M | $51.3M | $44.2M | $41.2M | $34.1M | $24.5M | $17.9M |
| Operating expenses | $220.8M | $193.3M | $164.2M | $152.7M | $111.0M | $74.2M | $56.1M |
| Operating income | $75.5M | $44.9M | $18.1M | −$3.0M | $10.4M | $18.4M | $18.4M |
| Operating margin | 6.31% | 5.15% | 2.94% | −0.60% | 2.62% | 6.11% | 7.79% |
| EBITDA | $116.6M | $81.3M | $48.7M | $21.1M | $23.7M | $26.5M | $24.4M |
| EBITDA margin | 9.74% | 9.33% | 7.92% | 4.24% | 5.98% | 8.78% | 10.34% |
| Net income | $66.9M | $44.2M | $22.3M | −$513,000 | $9.3M | $13.7M | $13.7M |
| Net profit margin | 5.59% | 5.07% | 3.63% | −0.10% | 2.35% | 4.54% | 5.81% |
| Basic EPSper basic share | $0.53 | $0.36 | $0.18 | $0.00 | $0.06 | $0.08 | $0.09 |
| Diluted EPSper diluted share | $0.52 | $0.35 | $0.18 | $0.00 | $0.06 | $0.08 | $0.08 |
Reported shareholders
| Holder | % owned |
|---|---|
Capital International Investors | 11.20%7.07M shares |
WASATCH ADVISORS LP | 9.81%6.19M shares |
BlackRock, Inc. | 7.36%4.64M shares |
Capital World Investors | 6.78%4.28M shares |
BROWN BROTHERS HARRIMAN & CO | 4.47%2.82M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.06%2.56M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.00%2.52M shares |
AKKR STRATEGIC CAPITAL LP / Accel-KKR Growth Capital Partners II Strategic Fund, LP / Accel-KKR Members Fund, LLC / ACCEL-KKR GROWTH CAPITAL PARTNERS III, LP / ACCEL-KKR CAPITAL PARTNERS CV III, LP / AKKR SC GPI HoldCo LP / Accel-KKR Holdings GP, LLC / Accel-KKR Growth Capital Partners II, LP | ≈3.78%2.39M shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 3.08%1.95M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.33%1.47M shares |
Sharma Dushyant | ≈2.33%1.47M shares |
FRANKLIN RESOURCES INC | 2.05%1.29M shares |
Invesco Ltd. | 1.98%1.25M shares |
STATE STREET CORP | 1.68%1.06M shares |
LOOMIS SAYLES & CO L P | 1.49%937.53K shares |
DIMENSIONAL FUND ADVISORS LP | 1.45%912.07K shares |
CYPRESS POINT INVESTMENT MANAGEMENT LP | 1.40%881.12K shares |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.29%816.29K shares |
Portocalis Gerasimos (Jerry) | ≈1.26%797.98K shares |
NEXT CENTURY GROWTH INVESTORS LLC | 1.22%772.52K shares |
Percentages use 63.11M 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 16, 2025Form 4 · 10b5-1 | Kalra SanjaySVP and CFO | SellClass A Common Stock | 25.0K | $40.02 | $1.00M | 479.5K |
| May 15, 2025Form 4 | OBEROI ARUNDirector | SellClass A Common Stock | 4.4K | $38.06 | $168.0K | 28.9K |
| May 12, 2025Form 4 | INGRAM WILLIAMDirector | SellClass A Common Stock | 11.4K | $38.01 | $433.7K | 74.0K |
| Mar 14, 2025Form 4 | Barnds ThomasTenPercentOwner | BuyClass B Common Stock · derivative · indirect | 1.42M | $19.00 | $26.90M | 2.47M |
| Mar 14, 2025Form 4 | AKKR STRATEGIC CAPITAL LP +7TenPercentOwner | BuyClass B Common Stock · derivative · indirect | 1.42M | $19.00 | $26.90M | 2.47M |