Revenue
2008
2009
2010
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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $784.8M | $584.4M | $782.3M | $1.02B | $720.9M | $510.9M | $473.8M | $868.3M | $768.9M | $697.6M | $644.8M | $620.7M | $580.1M | $563.3M | $491.6M | $493.3M | $441.0M | $415.6M |
| Gross profit | $457.0M | $312.2M | $460.6M | $642.6M | $425.4M | $294.8M | $280.2M | $521.4M | $454.2M | $421.5M | $380.8M | $378.6M | $352.9M | $338.0M | $298.4M | $324.2M | $279.8M | $255.8M |
| Gross margin | 58.23% | 53.42% | 58.88% | 62.74% | 59.01% | 57.71% | 59.14% | 60.05% | 59.07% | 60.42% | 59.05% | 60.99% | 60.84% | 60.01% | 60.71% | 65.72% | 63.43% | 61.54% |
| Research & development | $353.2M | $332.2M | $337.7M | $332.3M | $273.2M | $235.2M | $205.7M | $238.3M | $209.5M | $199.7M | $188.1M | $173.0M | $157.8M | $138.0M | $136.0M | $123.8M | $104.4M | $101.2M |
| Operating expenses | $527.5M | $477.7M | $484.7M | $523.3M | $458.2M | $401.9M | $368.9M | $436.2M | $369.2M | $355.2M | $348.5M | $327.1M | $288.6M | $252.3M | $248.4M | $237.6M | $213.2M | $212.1M |
| Operating income | −$70.5M | −$165.5M | −$24.2M | $119.3M | −$32.8M | −$107.1M | −$88.6M | $85.2M | $85.0M | $66.3M | $32.2M | $51.4M | $64.3M | $85.7M | $50.1M | $86.7M | $66.5M | $43.7M |
| Operating margin | −8.99% | −28.32% | −3.09% | 11.65% | −4.56% | −20.96% | −18.71% | 9.81% | 11.05% | 9.50% | 5.00% | 8.28% | 11.09% | 15.21% | 10.19% | 17.57% | 15.08% | 10.50% |
| EBITDA | −$32.5M | −$116.9M | $26.9M | $175.9M | $29.7M | −$48.3M | −$35.7M | $139.1M | $126.8M | $106.8M | $71.3M | $81.9M | $92.4M | $110.0M | $73.5M | $106.0M | $78.4M | $54.4M |
| EBITDA margin | −4.14% | −20.00% | 3.44% | 17.17% | 4.12% | −9.44% | −7.54% | 16.02% | 16.50% | 15.31% | 11.05% | 13.19% | 15.93% | 19.53% | 14.96% | 21.48% | 17.78% | 13.09% |
| Net income | −$64.9M | −$191.0M | −$34.5M | $91.4M | $2.12B | $12.5M | $19.3M | $83.6M | $47.1M | $61.5M | $29.6M | — | — | — | — | $73.2M | $73.1M | $32.9M |
| Net profit margin | −8.27% | −32.69% | −4.41% | 8.93% | 293.73% | 2.45% | 4.07% | 9.63% | 6.12% | 8.81% | 4.59% | — | — | — | — | 14.85% | 16.57% | 7.92% |
| Basic EPSper basic share | -$1.98 | -$5.93 | -$1.09 | $2.61 | $49.44 | $0.29 | $0.44 | $1.94 | $1.11 | $1.47 | $0.70 | $0.88 | $1.17 | $1.51 | $0.82 | $1.63 | $1.62 | $0.68 |
| Diluted EPSper diluted share | -$1.98 | -$5.93 | -$1.09 | $2.54 | $47.78 | $0.28 | $0.43 | $1.90 | $1.09 | $1.45 | $0.69 | $0.87 | $1.14 | $1.47 | $0.79 | $1.57 | $1.57 | $0.67 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
BlackRock, Inc. | 5.2M |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.09M |
STATE STREET CORP | 1.62M |
Balyasny Asset Management L.P. | 1.56M |
VANGUARD CAPITAL MANAGEMENT LLC | 1.49M |
MILLENNIUM MANAGEMENT LLC | 1M |
HBK INVESTMENTS L P | 1M |
GEODE CAPITAL MANAGEMENT, LLC | 905.36K |
UBS Group AG | 769.78K |
GOLDMAN SACHS GROUP INC | 746.84K |
Pentwater Capital Management LP | 741.73K |
AQR Arbitrage LLC | 643.01K |
Qube Research & Technologies Ltd | 540.7K |
MORGAN STANLEY | 540.04K |
DIMENSIONAL FUND ADVISORS LP | 504.14K |
Invesco Ltd. | 477.42K |
Capital Research Global Investors | 471.55K |
Assenagon Asset Management S.A. | 447.95K |
NORGES BANK | 432.97K |
Pathstone Holdings, LLC | 426.97K |
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 |
|---|---|---|---|---|---|---|
| May 18, 2026Form 4 | Johnson Robert MatthewPresident & CEO | SellCommon Stock, $0.0001 par value | 8.0K | $216.83 | $1.74M | 80.5K |
| Jan 13, 2026Form 4 · 10b5-1 | Richardson NinaDirector | SellCommon Stock, $0.0001 par value | 1.4K | $149.00 | $201.9K | 8.5K |
| Dec 5, 2025Form 4 · 10b5-1 | Tolany BrandonSr VP WW Sales & Marketing | SellCommon Stock, $0.0001 par value | 2.0K | $141.49 | $276.5K | 62.4K |
| Dec 4, 2025Form 4 · 10b5-1 | Tolany BrandonSr VP WW Sales & Marketing | SellCommon Stock, $0.0001 par value | 4.2K | $140.17 | $595.2K | 62.4K |
| Aug 29, 2025Form 4 | Tolany BrandonSr VP WW Sales & Marketing | SellCommon Stock, $0.0001 par value | 1.8K | $133.57 | $240.4K | 62.3K |