Revenue
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.22B | $3.65B | $3.06B | $2.80B | $2.58B | $1.69B | $1.14B | $755.9M | $472.9M |
| Gross profit | $3.38B | $2.90B | $2.37B | $2.12B | $2.05B | $1.24B | $783.9M | $514.3M | $294.2M |
| Gross margin | 80.07% | 79.42% | 77.46% | 75.79% | 79.47% | 73.45% | 68.59% | 68.04% | 62.22% |
| Research & development | $1.43B | $1.24B | $1.07B | $949.0M | $780.3M | $606.2M | $1.21B | $251.7M | $208.0M |
| Operating expenses | $3.90B | $3.47B | $3.18B | $2.90B | $2.25B | $1.84B | $2.53B | $830.7M | $610.8M |
| Operating income | $319.9M | $179.8M | −$125.7M | −$101.7M | $326.2M | −$142.5M | −$1.39B | −$74.7M | −$137.9M |
| Operating margin | 7.58% | 4.93% | −4.11% | −3.63% | 12.65% | −8.42% | −121.54% | −9.88% | −29.17% |
| EBITDA | $345.0M | $201.1M | −$104.2M | −$55.2M | $353.7M | −$105.5M | −$1.36B | −$53.9M | −$121.8M |
| EBITDA margin | 8.17% | 5.51% | −3.41% | −1.97% | 13.72% | −6.23% | −119.10% | −7.13% | −25.76% |
| Net income | $416.9M | $1.86B | −$35.6M | −$96.0M | $316.4M | −$128.3M | −$1.36B | −$63.0M | −$130.0M |
| Net profit margin | 9.87% | 51.07% | −1.17% | −3.43% | 12.27% | −7.58% | −119.13% | −8.33% | −27.50% |
| Basic EPSper basic share | $0.62 | $2.74 | -$0.05 | -$0.14 | $0.49 | -$0.22 | -$3.24 | -$0.50 | -$1.03 |
| Diluted EPSper diluted share | $0.61 | $2.67 | -$0.05 | -$0.14 | $0.46 | -$0.22 | -$3.24 | -$0.50 | -$1.03 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 9.66%47.41M shares |
AMERIPRISE FINANCIAL INC | 9.16%44.95M shares |
Elliott Investment Management L.P. | 5.71%28M shares |
UBS Group AG | 4.89%23.99M shares |
VICTORY CAPITAL MANAGEMENT INC | 4.42%21.68M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.12%20.2M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.02%19.72M shares |
GOLDMAN SACHS GROUP INC | 3.73%18.33M shares |
STATE STREET CORP | 3.12%15.32M shares |
Davis Selected Advisers | 2.56%12.57M shares |
NORGES BANK | 2.51%12.29M shares |
CITADEL ADVISORS LLC | 2.29%11.26M shares |
Point72 Asset Management, L.P. | 1.91%9.39M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.86%9.14M shares |
Balyasny Asset Management L.P. | 1.74%8.56M shares |
MORGAN STANLEY | 1.39%6.83M shares |
BANK OF AMERICA CORP /DE/ | 1.29%6.32M shares |
CITIGROUP INC | 1.13%5.53M shares |
Robeco Institutional Asset Management B.V. | 1.09%5.34M shares |
Man Group plc | 1.07%5.27M shares |
Percentages use 490.71M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 24, 2026Form 4 · 10b5-1 | Walcott Wanjiku JuanitaChief Legal & Bus Affairs Ofc. | SellClass A Common Stock | 14.2K | $19.65 | $279.2K | 691.8K |
| Jun 24, 2026Form 4 · 10b5-1 | Silbermann BenjaminDirector,TenPercentOwner | SellClass A Common Stock · indirect | 46.9K | $19.90 | $932.8K | 0 |
| Jun 23, 2026Form 4 · 10b5-1 | Silbermann BenjaminDirector,TenPercentOwner | SellClass A Common Stock · indirect | 20.3K | $20.18 | $410.5K | 0 |
| Jun 23, 2026Form 4 · 10b5-1 | Silbermann BenjaminDirector,TenPercentOwner | SellClass A Common Stock · indirect | 26.5K | $19.84 | $526.4K | 20.3K |
| Jun 17, 2026Form 4 · 10b5-1 | Silbermann BenjaminDirector,TenPercentOwner | SellClass A Common Stock · indirect | 46.9K | $20.66 | $968.4K | 0 |