Revenue
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.52B | $2.40B | $2.20B | $1.99B | $1.59B | $1.18B | $902.9M | $673.6M | $503.6M | $380.4M | $296.2M | $219.9M | $160.5M | $114.5M | $78.9M |
| Gross profit | $1.79B | $1.69B | $1.54B | $1.35B | $1.15B | $860.0M | $671.8M | $516.5M | $382.3M | $288.2M | $209.0M | $143.1M | $99.0M | $69.6M | $45.9M |
| Gross margin | 71.24% | 70.61% | 69.84% | 67.73% | 71.88% | 72.66% | 74.41% | 76.67% | 75.92% | 75.76% | 70.54% | 65.09% | 61.67% | 60.79% | 58.17% |
| Research & development | $317.0M | $329.3M | $335.9M | $362.3M | $309.7M | $189.5M | $136.4M | $101.0M | $75.1M | $65.5M | $52.9M | $44.6M | $33.4M | $24.4M | $12.2M |
| Operating expenses | $1.67B | $1.69B | $1.74B | $2.00B | $1.45B | $973.3M | $717.5M | $532.9M | $387.7M | $301.1M | $239.9M | $188.3M | $140.0M | $103.5M | $59.7M |
| Operating income | $120.6M | $2.7M | −$198.8M | −$649.5M | −$301.8M | −$113.2M | −$45.7M | −$16.4M | −$5.3M | −$12.9M | −$30.9M | −$45.2M | −$41.0M | −$33.8M | −$13.8M |
| Operating margin | 4.79% | 0.11% | −9.03% | −32.66% | −18.92% | −9.57% | −5.06% | −2.44% | −1.06% | −3.38% | −10.44% | −20.56% | −25.56% | −29.54% | −17.55% |
| EBITDA | $343.2M | $225.3M | $35.1M | −$402.9M | −$176.5M | −$37.6M | −$7.8M | $6.8M | $10.9M | $1.8M | −$17.5M | −$34.8M | −$32.1M | −$27.6M | −$10.3M |
| EBITDA margin | 13.64% | 9.39% | 1.60% | −20.26% | −11.07% | −3.18% | −0.86% | 1.01% | 2.16% | 0.47% | −5.90% | −15.84% | −19.97% | −24.13% | −13.05% |
| Net income | $43.4M | −$58.3M | −$165.2M | −$879.2M | −$376.3M | −$83.0M | −$53.6M | −$26.2M | −$4.2M | −$16.2M | −$32.1M | −$48.3M | −$46.1M | −$35.4M | −$13.9M |
| Net profit margin | 1.73% | −2.43% | −7.50% | −44.22% | −23.59% | −7.01% | −5.94% | −3.89% | −0.83% | −4.26% | −10.84% | −21.98% | −28.72% | −30.90% | −17.63% |
| Basic EPSper basic share | $0.48 | -$0.63 | -$1.74 | -$9.23 | -$4.10 | -$0.94 | -$0.64 | -$0.33 | -$0.06 | -$0.22 | -$0.46 | -$0.72 | -$1.39 | -$1.58 | -$0.64 |
| Diluted EPSper diluted share | $0.48 | -$0.63 | -$1.74 | -$9.23 | -$4.10 | -$0.94 | -$0.64 | -$0.33 | -$0.06 | -$0.22 | -$0.46 | -$0.72 | -$1.39 | -$1.58 | -$0.64 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Capital World Investors | 11.08M |
BlackRock, Inc. | 10.8M |
VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M |
AMERIPRISE FINANCIAL INC | 5.12M |
LSV ASSET MANAGEMENT | 3.98M |
VANGUARD CAPITAL MANAGEMENT LLC | 3.33M |
STATE STREET CORP | 3.02M |
FIRST TRUST ADVISORS LP | 2.35M |
Quantinno Capital Management LP | 2.24M |
Alyeska Investment Group, L.P. | 2.05M |
AQR CAPITAL MANAGEMENT LLC | 1.54M |
JUPITER ASSET MANAGEMENT LTD | 1.53M |
GEODE CAPITAL MANAGEMENT, LLC | 1.39M |
PANAGORA ASSET MANAGEMENT INC | 1.38M |
MORGAN STANLEY | 1.38M |
DIMENSIONAL FUND ADVISORS LP | 1.35M |
ACADIAN ASSET MANAGEMENT LLC | 1.3M |
RENAISSANCE TECHNOLOGIES LLC | 1.03M |
FRANKLIN RESOURCES INC | 876.79K |
MACKENZIE FINANCIAL CORP | 811.31K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 16, 2026Form 4 · 10b5-1 | Shmunis VladimirCEO and Chairman | SellClass A Common Stock | 1.6K | $38.68 | $61.5K | 230.1K |
| Jun 16, 2026Form 4 · 10b5-1 | Shmunis VladimirCEO and Chairman | SellClass A Common Stock | 10.1K | $38.15 | $385.5K | 231.7K |
| Jun 15, 2026Form 4 · 10b5-1 | Shmunis VladimirCEO and Chairman | SellClass A Common Stock | 724 | $39.30 | $28.5K | 241.8K |
| Jun 15, 2026Form 4 · 10b5-1 | Shmunis VladimirCEO and Chairman | SellClass A Common Stock | 14.8K | $38.48 | $570.7K | 242.5K |
| Jun 10, 2026Form 4 · 10b5-1 | Arora TarunChief Accounting Officer | SellClass A Common Stock | 4.2K | $38.85 | $162.0K | 85.3K |