Revenue
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $467.8M | $410.5M | $346.0M | $280.9M | $213.2M | $148.7M | $124.8M | $99.9M | $79.8M |
| Gross profit | $396.5M | $344.3M | $285.0M | $222.0M | $170.6M | $125.2M | $108.0M | $84.8M | $67.3M |
| Gross margin | 84.75% | 83.87% | 82.36% | 79.02% | 79.99% | 84.22% | 86.51% | 84.88% | 84.26% |
| Research & development | $121.5M | $117.4M | $112.3M | $91.2M | $52.3M | $22.6M | $18.6M | $14.3M | $11.4M |
| Operating expenses | $403.1M | $402.4M | $421.4M | $457.5M | $330.1M | $174.3M | $140.1M | $109.4M | $94.4M |
| Operating income | −$6.6M | −$58.1M | −$136.5M | −$176.6M | −$116.8M | −$25.7M | −$15.3M | −$9.5M | −$14.6M |
| Operating margin | −1.41% | −14.15% | −39.45% | −62.85% | −54.78% | −17.27% | −12.26% | −9.50% | −18.23% |
| EBITDA | $24.8M | −$30.2M | −$107.0M | −$151.2M | −$95.5M | −$9.8M | −$1.4M | $2.1M | −$4.9M |
| EBITDA margin | 5.31% | −7.36% | −30.92% | −53.84% | −44.79% | −6.57% | −1.10% | 2.10% | −6.15% |
| Net income | $2.3M | −$58.5M | −$136.9M | −$176.1M | −$118.2M | −$27.3M | −$20.3M | −$15.1M | −$18.2M |
| Net profit margin | 0.49% | −14.26% | −39.56% | −62.71% | −55.41% | −18.36% | −16.26% | −15.08% | −22.79% |
| Basic EPSper basic share | $0.04 | -$1.02 | -$2.51 | -$3.36 | -$2.37 | -$0.69 | -$4.50 | -$24.53 | -$24.81 |
| Diluted EPSper diluted share | $0.04 | -$1.02 | -$2.51 | -$3.36 | -$2.37 | -$0.69 | -$4.50 | -$24.53 | -$24.81 |
Reported shareholders
| Holder | % owned |
|---|---|
Pale Fire Capital SE | ≈14.44%8.92M shares |
BlackRock, Inc. | ≈11.36%7.02M shares |
AQR CAPITAL MANAGEMENT LLC | ≈5.10%3.15M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.83%2.99M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.12%2.55M shares |
Indig Chaim | ≈2.66%1.64M shares |
ACADIAN ASSET MANAGEMENT LLC | ≈2.60%1.6M shares |
STATE STREET CORP | ≈2.55%1.58M shares |
GOLDMAN SACHS GROUP INC | ≈2.32%1.44M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.12%1.31M shares |
T. Rowe Price Investment Management, Inc. | ≈2.10%1.3M shares |
ALGERT GLOBAL LLC | ≈1.95%1.21M shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | ≈1.80%1.11M shares |
GW&K Investment Management, LLC | ≈1.72%1.06M shares |
MORGAN STANLEY | ≈1.62%1M shares |
Roberts Evan | ≈1.36%842.5K shares |
NORDEA INVESTMENT MANAGEMENT AB | ≈1.27%784.28K shares |
HRT FINANCIAL LP | ≈1.19%734.47K shares |
OP Asset Management Ltd | ≈1.14%705.87K shares |
BNP PARIBAS FINANCIAL MARKETS | ≈1.13%698.17K shares |
Percentages use 61.81M shares of this listed class outstanding on May 22, 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 25, 2026Form 4 · 10b5-1 | Egbuonu-Davis LisaDirector | SellCommon Stock | 2.5K | $9.53 | $24.3K | 38.3K |
| May 18, 2026Form 4 · 10b5-1 | Hui YvonnePrincipal Accounting Officer | SellCommon Stock | 431 | $8.85 | $3.8K | 24.2K |
| Apr 20, 2026Form 4 · 10b5-1 | Hoffman Allison CGeneral Counsel & Secretary | SellCommon Stock | 6.2K | $9.06 | $56.0K | 157.3K |
| Apr 17, 2026Form 4 · 10b5-1 | Hui YvonnePrincipal Accounting Officer | SellCommon Stock | 1.3K | $9.28 | $12.3K | 24.7K |
| Apr 16, 2026Form 4 · 10b5-1 | Hui YvonnePrincipal Accounting Officer | SellCommon Stock | 10.1K | $9.08 | $91.4K | 26.0K |