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 | $219.0M | $179.5M | $165.8M | $148.5M | $111.1M | $88.0M | $85.6M | $85.8M | $101.9M | $107.5M | $98.0M | $100.2M | $101.5M | $89.5M | $66.7M | $61.6M | $48.4M |
| Gross profit | $158.4M | $125.3M | $114.1M | $100.6M | $66.9M | $51.3M | $52.1M | $43.0M | $54.4M | $63.0M | $59.0M | $60.4M | $62.0M | $53.0M | $36.7M | $33.5M | $21.9M |
| Gross margin | 72.32% | 69.83% | 68.79% | 67.75% | 60.21% | 58.24% | 60.89% | 50.11% | 53.35% | 58.64% | 60.17% | 60.35% | 61.10% | 59.24% | 54.97% | 54.28% | 45.24% |
| Research & development | $64.2M | $53.6M | $50.7M | $56.1M | $43.8M | $34.7M | $32.7M | $28.0M | $30.1M | $27.6M | $19.1M | $14.1M | $13.3M | $13.3M | $14.0M | $15.0M | $17.9M |
| Operating expenses | $152.6M | $124.4M | $114.2M | $102.7M | — | — | — | $52.9M | $54.2M | $50.0M | $39.7M | $32.6M | $30.6M | $33.9M | $32.4M | $32.1M | $39.3M |
| Operating income | $5.8M | $935,000 | −$151,000 | −$2.1M | — | — | — | −$10.0M | $190,000 | $13.0M | $19.2M | $27.8M | $31.4M | $19.1M | $4.2M | $1.3M | −$17.4M |
| Operating margin | 2.67% | 0.52% | −0.09% | −1.41% | — | — | — | −11.60% | 0.19% | 12.07% | 19.64% | 27.79% | 30.92% | 21.36% | 6.36% | 2.15% | −35.93% |
| EBITDA | $9.9M | $4.6M | $4.8M | $6.9M | — | — | — | −$5.0M | $5.0M | $16.6M | $21.9M | $29.9M | $32.8M | $19.6M | $4.7M | $2.2M | −$16.0M |
| EBITDA margin | 4.53% | 2.54% | 2.92% | 4.66% | — | — | — | −5.81% | 4.89% | 15.40% | 22.34% | 29.80% | 32.29% | 21.94% | 7.05% | 3.51% | −33.00% |
| Net income | −$640,000 | $4.1M | $3.1M | −$3.4M | −$21.5M | −$40.4M | −$5.4M | −$7.7M | −$1.3M | $9.1M | $12.4M | $18.5M | $20.9M | $37.2M | $1.9M | $22,000 | −$18.1M |
| Net profit margin | −0.29% | 2.26% | 1.87% | −2.31% | −19.35% | −45.84% | −6.33% | −8.99% | −1.31% | 8.47% | 12.66% | 18.43% | 20.63% | 41.56% | 2.82% | 0.04% | −37.31% |
| Basic EPSper basic share | -$0.02 | $0.11 | $0.08 | -$0.09 | -$0.58 | -$1.17 | -$0.17 | -$0.24 | -$0.04 | $0.29 | $0.39 | $0.60 | $0.70 | $1.30 | $0.07 | $0.00 | -$0.69 |
| Diluted EPSper diluted share | -$0.02 | $0.10 | $0.08 | -$0.09 | -$0.58 | -$1.17 | -$0.17 | -$0.24 | -$0.04 | $0.28 | $0.39 | $0.58 | $0.67 | $1.25 | $0.07 | $0.00 | -$0.69 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 13.25%5.55M shares |
KIBARIAN JOHN KACHIG | ≈6.12%2.56M shares |
NEEDHAM INVESTMENT MANAGEMENT LLC | 4.93%2.07M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.97%1.66M shares |
MICHAELS KIMON | ≈3.75%1.57M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.48%1.46M shares |
STATE STREET CORP | 3.31%1.39M shares |
WASATCH ADVISORS LP | 3.30%1.38M shares |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.15%1.32M shares |
Ranger Investment Management, L.P. | 2.74%1.15M shares |
SNYDER CAPITAL MANAGEMENT L P | 2.47%1.03M shares |
Jupiter Topco LLC | 2.21%927.78K shares |
JPMORGAN CHASE & CO | 2.21%927.27K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.19%917.96K shares |
EMERALD ADVISERS, LLC | 2.11%884.29K shares |
DIMENSIONAL FUND ADVISORS LP | 2.01%841.19K shares |
JENNISON ASSOCIATES LLC | 1.71%716.08K shares |
Atreides Management, LP | 1.57%658.54K shares |
LOOMIS SAYLES & CO L P | 1.54%643.27K shares |
Ophir Asset Management Pty Ltd | 1.45%607.34K shares |
Percentages use 41.89M 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 13, 2025Form 4 | GUSTAFSON MICHAEL BDirector | BuyCommon Stock | 7.5K | $19.45 | $145.9K | 30.1K |
| Feb 25, 2025Form 4 | KIBARIAN JOHN KACHIGPRESIDENT AND CEO | BuyCommon Stock · indirect | 15.6K | $22.11 | $345.9K | 2.52M |
| Feb 24, 2025Form 4 | GUSTAFSON MICHAEL BDirector | BuyCommon Stock | 4.0K | $23.06 | $92.2K | 22.6K |
| Feb 24, 2025Form 4 | KIBARIAN JOHN KACHIGPRESIDENT AND CEO | BuyCommon Stock · indirect | 34.4K | $22.80 | $783.3K | 2.51M |
| Dec 17, 2024Form 4 | Strojwas AndrzejCTO | SellCommon Stock | 6.0K | $30.36 | $182.4K | 88.5K |