Revenue
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.90B | $2.44B | $1.95B | $1.58B | $1.20B | $836.0M | $661.1M | $477.3M | $308.2M | $202.9M | $113.8M | $44.5M |
| Gross profit | $2.28B | $1.97B | $1.58B | $1.30B | $974.9M | $657.2M | $504.9M | $363.2M | $242.0M | $163.1M | $90.9M | $32.0M |
| Gross margin | 78.63% | 80.69% | 81.21% | 82.18% | 81.48% | 78.61% | 76.37% | 76.09% | 78.51% | 80.35% | 79.82% | 71.81% |
| Research & development | $525.1M | $463.3M | $411.8M | $319.9M | $226.1M | $166.7M | $116.8M | $83.9M | $52.8M | $27.3M | $12.8M | $7.3M |
| Operating expenses | $2.31B | $2.02B | $1.75B | $1.46B | $1.07B | $691.8M | $548.9M | $370.0M | $238.9M | $145.4M | $52.9M | $31.2M |
| Operating income | $589.3M | $427.2M | $200.5M | $113.7M | $124.8M | $144.2M | $112.2M | $107.3M | $69.4M | $57.5M | $38.0M | $764,000 |
| Operating margin | 20.35% | 17.47% | 10.30% | 7.20% | 10.43% | 17.25% | 16.97% | 22.49% | 22.50% | 28.34% | 33.36% | 1.72% |
| EBITDA | $705.1M | $514.7M | $280.9M | $168.1M | $167.0M | $172.8M | $133.9M | $119.1M | $76.6M | $61.3M | $39.8M | $1.4M |
| EBITDA margin | 24.35% | 21.05% | 14.43% | 10.65% | 13.96% | 20.67% | 20.25% | 24.96% | 24.84% | 30.22% | 34.97% | 3.24% |
| Net income | $443.3M | $393.1M | $178.9M | $53.4M | $137.8M | $242.3M | $108.3M | $88.1M | $50.8M | $20.5M | $15.9M | $5,000 |
| Net profit margin | 15.31% | 16.08% | 9.19% | 3.38% | 11.51% | 28.98% | 16.39% | 18.47% | 16.48% | 10.09% | 13.99% | 0.01% |
| Basic EPSper basic share | $0.91 | $0.80 | $0.37 | $0.11 | $0.29 | $0.52 | $0.24 | $20.80 | $12.60 | -$14.60 | $8.50 | — |
| Diluted EPSper diluted share | $0.90 | $0.78 | $0.36 | $0.11 | $0.28 | $0.49 | $0.23 | $19.20 | $11.50 | -$14.60 | $3.90 | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 7.66%32.67M shares |
STATE STREET CORP | 7.33%31.29M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 6.54%27.9M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.54%19.38M shares |
TWO SIGMA INVESTMENTS, LP | 4.00%17.05M shares |
GEODE CAPITAL MANAGEMENT, LLC | 3.78%16.13M shares |
Invesco Ltd. | 3.23%13.76M shares |
GOLDMAN SACHS GROUP INC | 3.16%13.47M shares |
Alyeska Investment Group, L.P. | 2.61%11.12M shares |
FEDERATED HERMES, INC. | 2.55%10.88M shares |
MORGAN STANLEY | 2.31%9.85M shares |
Jericho Capital Asset Management L.P. | 2.20%9.4M shares |
D. E. Shaw & Co., Inc. | 1.89%8.05M shares |
Green Jeffrey Terry | ≈1.78%7.61M shares |
RENAISSANCE TECHNOLOGIES LLC | 1.65%7.02M shares |
Amundi | 1.52%6.47M shares |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.47%6.27M shares |
BNP PARIBAS FINANCIAL MARKETS | 1.40%5.96M shares |
BANK OF AMERICA CORP /DE/ | 1.32%5.62M shares |
Assenagon Asset Management S.A. | 1.22%5.18M shares |
Percentages use 426.53M 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 |
|---|---|---|---|---|---|---|
| May 28, 2026Form 4 | Jacobson SamanthaDirector | SellClass A Common Stock | 53.7K | $21.14 | $1.13M | 13.1K |
| Mar 5, 2026Form 4 | FALBERG KATHRYN EDirector | SellClass A Common Stock · indirect | 50.0K | $30.48 | $1.52M | 0 |
| Mar 5, 2026Form 4 | FALBERG KATHRYN EDirector | SellClass A Common Stock | 102.8K | $30.45 | $3.13M | 1.9K |
| Mar 4, 2026Form 4 | Green Jeffrey TerryPresident and CEO | BuyClass A Common Stock · indirect | 2.31M | $25.08 | $58.04M | 6.00M |
| Mar 3, 2026Form 4 | Green Jeffrey TerryPresident and CEO | BuyClass A Common Stock · indirect | 1.69M | $24.97 | $42.09M | 3.69M |