Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650.1M | $399.0M | $277.3M | $166.9M | $88.8M |
| Gross profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $915.7M | $608.9M | $349.2M | $216.1M | $156.8M | $92.5M | $47.4M |
| Research & development | $1.02B | $1.01B | $942.8M | $1.08B | $789.2M | $530.5M | $391.4M | $171.4M | $120.7M | $77.9M | $42.6M | $21.8M |
| Operating expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $978.7M | $464.5M | $282.2M | $198.1M | $127.9M | $74.1M |
| Operating income | $157.8M | −$53.7M | −$876.5M | −$1.21B | −$915.6M | −$492.9M | −$369.8M | −$115.2M | −$66.1M | −$41.3M | −$35.4M | −$26.7M |
| EBITDAderived | $353.2M | $152.3M | −$592.1M | −$926.2M | −$657.2M | −$343.2M | −$259.4M | −$89.1M | −$47.3M | −$33.0M | −$31.2M | −$24.9M |
| Net income | $33.8M | −$109.4M | −$1.02B | −$1.26B | −$949.9M | −$491.0M | −$307.1M | −$121.9M | −$63.7M | −$41.3M | −$35.5M | −$26.8M |
| Basic EPSper diluted share | $0.22 | -$0.66 | -$5.54 | -$6.86 | -$5.45 | -$3.35 | -$2.36 | -$1.26 | -$0.70 | -$0.78 | -$2.19 | -$1.58 |
| Diluted EPSper diluted share | $0.21 | -$0.66 | -$5.54 | -$6.86 | -$5.45 | -$3.35 | -$2.36 | -$1.26 | -$0.70 | -$0.78 | -$2.19 | -$1.58 |
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 4, 2026Form 4 · 10b5-1 | Shipchandler KhozemaChief Executive Officer | SellClass A Common Stock | 44.2K | $235.88 | $10.42M | 235.5K |
| Jun 1, 2026Form 4 · 10b5-1 | ROTTENBERG ERIKADirector | SellClass A Common Stock · indirect | 2.0K | $199.01 | $398.0K | 31.0K |
| May 27, 2026Form 4 | Sachem Head GP LLC +4Other | SellClass A Common Stock · indirect | 1.00M | $184.14 | $184.14M | 620.0K |
| May 26, 2026Form 4 · 10b5-1 | Shipchandler KhozemaChief Executive Officer | SellClass A Common Stock | 4.5K | $188.00 | $840.2K | 235.5K |
| May 26, 2026Form 4 · 10b5-1 | Shipchandler KhozemaChief Executive Officer | SellClass A Common Stock | 8.8K | $187.19 | $1.64M | 240.0K |