Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.85B | $1.81B | $2.19B | $1.39B | $1.11B | $772.4M | $541.8M | $380.8M |
| Gross profit | $1.37B | $1.33B | $1.45B | $948.5M | $856.9M | $600.1M | $423.2M | $299.5M |
| Gross margin | 74.17% | 73.48% | 66.46% | 68.19% | 77.16% | 77.69% | 78.11% | 78.66% |
| Research & development | $929.5M | $924.8M | $1.05B | $959.5M | $695.7M | $403.5M | $255.9M | $204.1M |
| Operating expenses | $1.85B | $2.09B | $2.29B | $1.83B | $1.39B | $874.9M | $573.9M | $429.8M |
| Operating income | −$479.1M | −$755.1M | −$832.8M | −$882.2M | −$531.7M | −$274.8M | −$150.7M | −$130.3M |
| Operating margin | −25.90% | −41.65% | −38.07% | −63.42% | −47.88% | −35.58% | −27.81% | −34.22% |
| EBITDA | −$18.1M | −$346.2M | −$268.9M | −$670.6M | −$467.1M | −$231.8M | −$119.6M | −$109.8M |
| EBITDA margin | −0.98% | −19.09% | −12.29% | −48.21% | −42.06% | −30.01% | −22.07% | −28.83% |
| Net income | −$402.8M | −$664.1M | −$822.0M | −$921.1M | −$532.6M | −$282.3M | −$163.2M | −$131.6M |
| Net profit margin | −21.78% | −36.63% | −37.58% | −66.21% | −47.96% | −36.55% | −30.12% | −34.56% |
| Basic EPSper basic share | -$0.96 | -$1.68 | -$2.16 | -$2.96 | -$1.89 | -$1.66 | -$2.39 | -$1.24 |
| Diluted EPSper diluted share | -$0.96 | -$1.68 | -$2.16 | -$2.96 | -$1.89 | -$1.66 | -$2.39 | -$1.24 |
Reported shareholders
| Holder | % owned |
|---|---|
Silver Lake Group, L.L.C. | 7.89%34.74M shares |
BOTHA ROELOF | ≈7.38%32.47M shares |
SC US (TTGP), LTD. | 7.23%31.82M shares |
BlackRock, Inc. | 5.31%23.38M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.65%20.47M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.91%17.21M shares |
Slate Path Capital LP | 3.65%16.08M shares |
Atreides Management, LP | 2.33%10.25M shares |
D. E. Shaw & Co., Inc. | 2.06%9.08M shares |
UBS Group AG | 1.87%8.24M shares |
AQR CAPITAL MANAGEMENT LLC | 1.65%7.25M shares |
STATE STREET CORP | 1.55%6.82M shares |
Point72 Asset Management, L.P. | 1.55%6.81M shares |
TWO SIGMA INVESTMENTS, LP | 1.53%6.75M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.42%6.25M shares |
FMR LLC | 1.32%5.81M shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.30%5.71M shares |
NORGES BANK | 1.29%5.68M shares |
Capital World Investors | 1.28%5.61M shares |
Helgason David | ≈1.24%5.45M shares |
Percentages use 439.99M 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 | Blum AlexanderSVP, Chief Operating Officer | SellCommon Stock | 2.1K | $27.37 | $57.4K | 728.0K |
| May 26, 2026Form 4 | Boyden Rebecca BereniceSVP, Chief Legal Officer | SellCommon Stock | 952 | $27.20 | $25.9K | 309.4K |
| May 26, 2026Form 4 | Blum AlexanderSVP, Chief Operating Officer | SellCommon Stock | 19.0K | $27.18 | $516.7K | 730.1K |
| May 26, 2026Form 4 | Barrysmith MarkChief Accounting Officer | SellCommon Stock | 13.2K | $27.18 | $360.1K | 370.7K |
| May 26, 2026Form 4 | Yahes JarrodSVP, Chief Financial Officer | SellCommon Stock | 24.0K | $27.18 | $652.9K | 704.4K |