Revenue
2018
2019
2020
2021
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 · Dec 31 | 2021 · Jun 30 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $70.9M | $63.9M | $50.1M | $34.4M | $14.0M | $29.2M | $14.3M | $5.5M | $929,000 | — |
| Gross profit | $58.8M | $55.2M | $42.4M | $28.4M | $12.1M | $23.3M | $11.3M | $4.2M | $383,000 | — |
| Gross margin | 82.98% | 86.33% | 84.48% | 82.45% | 86.35% | 79.65% | 79.16% | 76.78% | 41.23% | — |
| Research & development | $20.8M | $20.4M | $20.8M | $13.9M | $7.6M | $14.8M | $9.2M | $8.0M | $6.3M | — |
| Operating expenses | $101.3M | $111.8M | $86.4M | $59.1M | $27.1M | $51.9M | $57.9M | $35.7M | $22.0M | — |
| Operating income | −$42.5M | −$56.6M | −$42.7M | −$27.5M | −$14.4M | −$26.5M | −$42.7M | −$25.5M | −$13.8M | — |
| Operating margin | −60.01% | −88.57% | −85.07% | −79.91% | −103.35% | −90.79% | −299.23% | −466.35% | −1,489.88% | — |
| EBITDA | −$40.2M | −$55.5M | −$42.0M | −$26.9M | −$14.1M | −$25.8M | −$42.2M | −$25.3M | −$13.7M | — |
| EBITDA margin | −56.70% | −86.81% | −83.81% | −78.26% | −100.98% | −88.34% | −295.97% | −461.44% | −1,478.04% | — |
| Net income | −$48.6M | −$61.8M | −$35.4M | −$26.7M | −$14.4M | −$26.6M | −$42.0M | −$25.1M | −$12.7M | — |
| Net profit margin | −68.55% | −96.79% | −70.56% | −77.47% | −103.37% | −90.94% | −294.68% | −458.57% | −1,370.83% | — |
| Basic EPSper basic share | -$1.74 | -$2.39 | -$1.40 | $1.07 | $0.58 | $1.17 | $2.07 | $1.56 | $0.01 | — |
| Diluted EPSper diluted share | -$1.74 | -$2.39 | -$1.40 | $1.07 | $0.58 | $1.17 | $2.07 | $1.56 | $0.01 | — |
Reported shareholders
| Holder | % owned |
|---|---|
VANGUARD CAPITAL MANAGEMENT LLC | 4.31%1.33M shares |
BlackRock, Inc. | 1.83%564.95K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.10%339.82K shares |
MARSHALL WACE, LLP | 1.09%338.39K shares |
AQR CAPITAL MANAGEMENT LLC | 1.04%321.01K shares |
MORGAN STANLEY | 0.65%200.46K shares |
VANGUARD FIDUCIARY TRUST CO | 0.59%182.4K shares |
O'Toole David D | ≈0.49%152.93K shares |
NewEdge Advisors, LLC | 0.48%148.93K shares |
MACQUARIE GROUP LTD | 0.47%144.16K shares |
STATE STREET CORP | 0.42%128.98K shares |
McNamara Robert | ≈0.35%108.99K shares |
Woody Joseph Fralin | ≈0.35%107.96K shares |
Quantinno Capital Management LP | 0.34%105.25K shares |
Divisadero Street Capital Management, LP | 0.32%100K shares |
KELSEY NICOLE | ≈0.32%98.39K shares |
UBS Group AG | 0.27%84.03K shares |
GOLDMAN SACHS GROUP INC | 0.25%76.74K shares |
REED JAN STERN | ≈0.24%73.23K shares |
Crowe Suzanne | ≈0.22%69.15K shares |
Percentages use 30.93M 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 | Woody Joseph FralinDirector | BuyCommon Stock | 5.2K | $4.00 | $20.8K | 108.0K |
| Jun 9, 2026Form 4 | Woody Joseph FralinDirector | BuyCommon Stock | 5.0K | $4.18 | $20.9K | 102.8K |
| Jun 9, 2026Form 4 | Woody Joseph FralinDirector | BuyCommon Stock | 5.0K | $4.20 | $21.0K | 97.8K |
| Jun 3, 2026Form 4 | Woody Joseph FralinDirector | BuyCommon Stock | 5.0K | $4.09 | $20.4K | 92.8K |
| Jun 3, 2026Form 4 | Woody Joseph FralinDirector | BuyCommon Stock | 5.0K | $4.10 | $20.5K | 87.8K |