Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.91B | $2.84B | $2.53B | $2.69B | $1.47B | $888.0M | $1.42B | $1.48B | $1.51B | $1.39B | $1.33B | $1.22B | $1.06B | $973.0M | $934.3M | $688.8M | $536.5M |
| Gross profit | $1.06B | $998.2M | $906.0M | $1.01B | $562.5M | $316.4M | $454.7M | $483.9M | $490.3M | $449.7M | $446.5M | $425.0M | $357.5M | $305.6M | $267.6M | $216.7M | $188.2M |
| Gross margin | 36.54% | 35.13% | 35.85% | 37.73% | 38.28% | 35.63% | 32.12% | 32.80% | 32.39% | 32.45% | 33.67% | 34.74% | 33.65% | 31.41% | 28.64% | 31.46% | 35.08% |
| Operating expenses | $2.75B | $2.71B | $2.44B | $2.53B | $1.42B | $804.3M | $1.34B | $1.47B | $1.38B | $1.34B | $374.4M | $337.2M | $392.1M | $323.6M | $257.1M | $185.2M | $165.5M |
| Operating income | $159.0M | $133.1M | $90.5M | $159.2M | $44.7M | $83.7M | $79.5M | $1.4M | $132.0M | $48.4M | $72.1M | $87.7M | −$34.6M | −$18.0M | $10.5M | $31.5M | $22.7M |
| Operating margin | 5.47% | 4.68% | 3.58% | 5.92% | 3.04% | 9.43% | 5.61% | 0.10% | 8.72% | 3.49% | 5.44% | 7.17% | −3.26% | −1.85% | 1.12% | 4.58% | 4.22% |
| EBITDA | $330.3M | $284.7M | $233.4M | $290.5M | $122.2M | $124.8M | $117.8M | $47.6M | $175.4M | $94.9M | $124.3M | $134.9M | $1.5M | $24.5M | $50.1M | $65.7M | $56.9M |
| EBITDA margin | 11.35% | 10.02% | 9.23% | 10.81% | 8.32% | 14.05% | 8.32% | 3.23% | 11.59% | 6.85% | 9.37% | 11.03% | 0.15% | 2.52% | 5.37% | 9.54% | 10.60% |
| Net income | $29.1M | $2.3M | $134,000 | $19.9M | $21.0M | $56.4M | −$5.3M | −$130.0M | $241.8M | −$45.8M | −$35.5M | −$21.4M | −$148.9M | −$85.4M | −$84.7M | −$15.4M | −$18.3M |
| Net profit margin | 1.00% | 0.08% | 0.01% | 0.74% | 1.43% | 6.35% | −0.37% | −8.81% | 15.98% | −3.31% | −2.67% | −1.75% | −14.01% | −8.78% | −9.06% | −2.24% | −3.42% |
| Basic EPSper basic share | $0.13 | $0.02 | $0.00 | $0.22 | — | — | — | -$2.31 | $3.72 | -$0.89 | -$0.71 | -$0.43 | -$3.16 | -$1.85 | -$1.94 | -$0.55 | -$0.67 |
| Diluted EPSper diluted share | $0.08 | $0.02 | $0.00 | $0.17 | — | — | — | -$2.31 | $3.71 | -$0.89 | -$0.71 | -$0.43 | -$3.16 | -$1.85 | -$1.94 | -$0.55 | -$0.67 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
BALLMER STEVEN A | 116.04M |
Polpat LLC | 116.04M |
Penn Mark Jeffery | 25.03M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 21.31M |
Samaha Eli | 8.18M |
BlackRock, Inc. | 8.14M |
Madison Avenue Partners, LP | 8.01M |
DIMENSIONAL FUND ADVISORS LP | 6.17M |
ADW Capital Management, LLC | 5M |
VANGUARD CAPITAL MANAGEMENT LLC | 4.52M |
Boston Partners | 3.46M |
GEODE CAPITAL MANAGEMENT, LLC | 2.99M |
JPMORGAN CHASE & CO | 2.7M |
HighTower Advisors, LLC | 2.58M |
STATE STREET CORP | 2.47M |
Penn Capital Management Company, LLC | 2.36M |
Leveton Jay | 2.01M |
CIDEL ASSET MANAGEMENT INC | 1.88M |
JANE STREET GROUP, LLC | 1.78M |
Diversify Advisory Services, LLC | 1.72M |
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 13, 2026Form 4 | Penn Mark JefferyChief Executive Officer | BuyClass A Common Stock | 20.0K | $5.88 | $117.6K | 23.03M |
| May 4, 2026Form 4 | Gross Bradley J.Director | SellClass A Common Stock · indirect | 2.16M | $6.04 | $13.07M | 8.8K |
| Jun 5, 2025Form 4 | Samaha EliDirector | BuyClass A Common Stock · indirect | 240.0K | $4.43 | $1.06M | 8.01M |
| Jun 4, 2025Form 4 | Samaha EliDirector | BuyClass A Common Stock · indirect | 425.8K | $4.27 | $1.82M | 7.77M |
| Jun 4, 2025Form 4 | BARSHEFSKY CHARLENEDirector | BuyClass A Common Stock | 24.4K | $4.31 | $104.9K | 185.3K |