Revenue
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $361.1M | $366.1M | $307.5M | $257.8M | $190.3M | $138.9M | $152.8M | $122.6M | $125.3M | $112.3M | $78.5M | $63.8M |
| Gross profit | $189.7M | $188.9M | $152.0M | $137.9M | $99.0M | $65.1M | $74.0M | $58.3M | $64.9M | $59.5M | $40.8M | $33.6M |
| Gross margin | 52.53% | 51.59% | 49.42% | 53.48% | 52.00% | 46.89% | 48.42% | 47.52% | 51.83% | 52.95% | 52.05% | 52.76% |
| Research & development | $102.6M | $98.8M | $88.6M | $74.1M | $64.1M | $48.6M | $38.9M | $34.2M | $32.2M | $25.2M | $17.6M | $14.3M |
| Operating expenses | $190.4M | $195.9M | $195.5M | $157.4M | $136.2M | $112.2M | $95.7M | $93.2M | $82.0M | $59.9M | $39.2M | $33.2M |
| Operating income | −$737,000 | −$7.1M | −$43.5M | −$19.5M | −$37.2M | −$47.1M | −$21.7M | −$34.9M | −$17.0M | −$488,000 | $1.6M | $456,000 |
| Operating margin | −0.20% | −1.93% | −14.14% | −7.56% | −19.58% | −33.88% | −14.17% | −28.43% | −13.58% | −0.43% | 2.04% | 0.72% |
| EBITDA | $14.3M | $6.5M | −$29.9M | −$13.4M | −$32.6M | −$42.6M | −$16.4M | −$30.3M | −$13.1M | $2.4M | $3.6M | $1.8M |
| EBITDA margin | 3.96% | 1.78% | −9.71% | −5.21% | −17.16% | −30.64% | −10.74% | −24.74% | −10.43% | 2.12% | 4.55% | 2.86% |
| Net income | −$10.8M | $40.8M | −$43.4M | −$24.3M | −$51.3M | −$51.9M | −$23.0M | −$35.2M | −$17.3M | −$1.7M | $900,000 | $297,000 |
| Net profit margin | −3.00% | 11.16% | −14.10% | −9.43% | −26.94% | −37.38% | −15.04% | −28.73% | −13.82% | −1.49% | 1.15% | 0.47% |
| Basic EPSper basic share | -$0.37 | $1.46 | -$1.62 | -$0.95 | -$2.12 | -$2.28 | -$1.05 | -$1.65 | -$0.84 | -$0.74 | -$2.67 | -$3.30 |
| Diluted EPSper diluted share | -$0.37 | $1.39 | -$1.62 | -$0.95 | -$2.12 | -$2.28 | -$1.05 | -$1.65 | -$0.84 | -$0.74 | -$2.67 | -$3.30 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | 14.94%4.56M shares |
BlackRock, Inc. | 14.56%4.45M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 7.18%2.19M shares |
STATE STREET CORP | 5.57%1.7M shares |
Capital International Investors | 4.72%1.44M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.20%1.28M shares |
Capital World Investors | 3.68%1.12M shares |
Gibson Daniel Patrick | ≈3.42%1.05M shares |
MILLENNIUM MANAGEMENT LLC | 2.73%834.38K shares |
AMERICAN CENTURY COMPANIES INC | 2.63%804.34K shares |
SYLEBRA CAPITAL LLC | 2.54%775.94K shares |
Chevy Chase Trust Holdings, LLC | 2.41%737.14K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.40%733.59K shares |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.19%669.32K shares |
DIORIO CHRIS PH.D. | ≈1.90%581.51K shares |
AMERIPRISE FINANCIAL INC | 1.74%530.93K shares |
UBS Group AG | 1.36%414.42K shares |
Point72 Asset Management, L.P. | 1.34%408.33K shares |
Whale Rock Capital Management LLC | 1.33%405.24K shares |
GOLDMAN SACHS GROUP INC | 1.27%388.78K shares |
Percentages use 30.55M 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 9, 2026Form 4/A | SYLEBRA CAPITAL LLCDirector | SellCommon Stock · indirect | 19.1K | $127.36 | $2.43M | 775.9K |
| Jun 9, 2026Form 4 | SYLEBRA CAPITAL LLCDirector | SellCommon Stock · indirect | 12.1K | $127.36 | $1.54M | 782.9K |
| Jun 8, 2026Form 4/A | SYLEBRA CAPITAL LLCDirector | SellCommon Stock · indirect | 33.0K | $130.07 | $4.29M | 795.0K |
| Jun 8, 2026Form 4/A | SYLEBRA CAPITAL LLCDirector | SellCommon Stock · indirect | 12.5K | $125.97 | $1.58M | 828.0K |
| Jun 8, 2026Form 4 | SYLEBRA CAPITAL LLCDirector | SellCommon Stock · indirect | 33.0K | $130.07 | $4.29M | 795.0K |