Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.70B | $5.10B | $3.80B | $5.84B | $12.91B | $15.65B | $5.07B | $4.21B |
| Gross profit | — | $2.31B | $1.31B | $2.60B | $8.26B | $11.06B | $2.10B | $1.67B |
| Gross margin | — | 45.34% | 34.41% | 44.52% | 63.93% | 70.69% | 41.37% | 39.71% |
| Operating expenses | $6.91B | $4.43B | $4.20B | $5.10B | $6.73B | $6.12B | $4.16B | $3.59B |
| Operating income | −$214.0M | $668.0M | −$403.0M | $741.9M | $6.18B | $9.53B | $904.4M | $618.1M |
| Operating margin | −3.20% | 13.10% | −10.61% | 12.71% | 47.89% | 60.90% | 17.84% | 14.68% |
| EBITDA | −$110.0M | $757.0M | −$315.0M | $835.9M | $6.26B | $9.61B | $979.4M | $695.0M |
| EBITDA margin | −1.64% | 14.84% | −8.29% | 14.32% | 48.47% | 61.38% | 19.32% | 16.51% |
| Net income | −$68.0M | $29.0M | −$16.0M | $46.4M | $308.2M | $198.0M | $0 | $0 |
| Net profit margin | −1.02% | 0.57% | −0.42% | 0.80% | 2.39% | 1.26% | 0.00% | 0.00% |
| Basic EPSper basic share | -$0.05 | $0.21 | -$0.12 | $0.39 | $2.36 | $1.77 | — | — |
| Diluted EPSper diluted share | -$0.05 | $0.21 | -$0.15 | $0.28 | $2.32 | $1.76 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
Capital World Investors | 7.06%69.33M shares |
BlackRock, Inc. | 7.04%69.07M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 5.63%55.27M shares |
FMR LLC | 5.30%52.06M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.35%42.69M shares |
ValueAct Holdings, L.P. | 4.24%41.67M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.13%40.5M shares |
Capital International Investors | 3.40%33.41M shares |
MORGAN STANLEY | 2.91%28.54M shares |
GOLDMAN SACHS GROUP INC | 2.37%23.23M shares |
STATE STREET CORP | 2.27%22.27M shares |
COOPERMAN LEON G | 2.14%21.02M shares |
BANK OF AMERICA CORP /DE/ | 2.01%19.73M shares |
NORGES BANK | 1.78%17.51M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.73%16.97M shares |
Durable Capital Partners LP | 1.68%16.49M shares |
Bray Jesse K | ≈1.64%16.08M shares |
Bank of New York Mellon Corp | 1.59%15.6M shares |
Contour Asset Management LLC | 1.52%14.96M shares |
JPMORGAN CHASE & CO | 1.40%13.73M shares |
Percentages use 981.62M 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 |
|---|---|---|---|---|---|---|
| Jan 12, 2026Form 4 · 10b5-1 | Rizik MatthewDirector | SellClass A common stock | 2.5K | $22.99 | $57.5K | 1.04M |
| Jan 9, 2026Form 4 · 10b5-1 | Rizik MatthewDirector | SellClass A common stock | 2.5K | $22.78 | $57.0K | 1.04M |
| Jan 8, 2026Form 4 · 10b5-1 | Rizik MatthewDirector | SellClass A common stock | 2.5K | $21.29 | $53.2K | 1.04M |
| Jan 7, 2026Form 4 · 10b5-1 | Rizik MatthewDirector | SellClass A common stock | 2.5K | $21.26 | $53.2K | 1.05M |
| Jan 6, 2026Form 4 · 10b5-1 | Rizik MatthewDirector | SellClass A common stock | 2.5K | $20.98 | $52.5K | 1.05M |