Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.52B | $1.08B | $1.00B | $1.11B | $1.29B | $1.20B | $1.14B | $1.13B | $875.7M | $805.0M | $906.3M | $873.9M | $926.9M | $1.68B | $1.66B | $1.78B | $1.36B | $1.28B |
| Gross profit | $875.4M | $621.1M | $575.9M | $638.8M | $773.5M | $714.4M | $665.3M | $651.4M | $488.4M | $479.0M | $549.7M | $520.1M | $527.8M | $694.6M | $705.5M | $785.7M | $547.1M | $486.6M |
| Gross margin | 57.66% | 57.28% | 57.57% | 57.75% | 59.85% | 59.59% | 58.55% | 57.63% | 55.77% | 59.50% | 60.65% | 59.51% | 56.94% | 41.42% | 42.44% | 44.09% | 40.11% | 37.92% |
| Research & development | $262.7M | $208.7M | $201.9M | $206.9M | $213.2M | $203.0M | $193.6M | $187.0M | $133.3M | $136.3M | $166.4M | $173.3M | $161.8M | $258.5M | $244.0M | $238.0M | $174.9M | $167.1M |
| Operating expenses | $770.3M | $563.6M | $555.1M | $556.4M | $588.5M | $572.2M | $547.2M | $584.0M | $486.5M | $472.0M | $634.0M | $595.9M | $583.4M | $719.5M | $705.1M | $713.2M | $601.3M | $1.39B |
| Operating income | $105.1M | $57.5M | $20.8M | $82.4M | $185.0M | $142.2M | $118.1M | $67.4M | $1.9M | $7.0M | −$84.3M | −$75.8M | −$55.6M | −$24.9M | $400,000 | $72.5M | −$54.2M | −$899.9M |
| Operating margin | 6.92% | 5.30% | 2.08% | 7.45% | 14.31% | 11.86% | 10.39% | 5.96% | 0.22% | 0.87% | −9.30% | −8.67% | −6.00% | −1.48% | 0.02% | 4.07% | −3.97% | −70.12% |
| EBITDA | $168.0M | $100.7M | $65.7M | $127.3M | $230.4M | $211.3M | $193.2M | $145.2M | $58.6M | $50.4M | −$31.6M | $24.5M | $32.4M | $56.2M | $92.4M | $162.5M | $31.9M | −$804.4M |
| EBITDA margin | 11.07% | 9.29% | 6.57% | 11.51% | 17.83% | 17.62% | 17.00% | 12.85% | 6.69% | 6.26% | −3.49% | 2.80% | 3.50% | 3.35% | 5.56% | 9.12% | 2.34% | −62.68% |
| Net income | −$30.4M | $34.8M | −$25.8M | $25.5M | $15.5M | $67.5M | $49.0M | $5.4M | −$48.6M | $160.2M | −$99.2M | −$88.1M | −$17.8M | — | — | $71.6M | −$61.8M | −$909.5M |
| Net profit margin | −2.00% | 3.21% | −2.58% | 2.31% | 1.20% | 5.63% | 4.31% | 0.48% | −5.55% | 19.90% | −10.95% | −10.08% | −1.92% | — | — | 4.02% | −4.53% | −70.87% |
| Basic EPSper basic share | -$0.13 | $0.16 | -$0.12 | $0.11 | $0.07 | $0.30 | $0.21 | $0.02 | -$0.21 | $0.70 | -$0.42 | -$0.38 | -$0.08 | $0.24 | -$0.24 | $0.32 | -$0.28 | -$4.22 |
| Diluted EPSper diluted share | -$0.13 | $0.15 | -$0.12 | $0.11 | $0.07 | $0.29 | $0.21 | $0.02 | -$0.21 | $0.68 | -$0.42 | -$0.38 | -$0.08 | $0.24 | -$0.24 | $0.31 | -$0.28 | -$4.22 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈10.42%25.73M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈5.51%13.62M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | ≈4.51%11.13M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.41%10.9M shares |
JANE STREET GROUP, LLC | ≈3.76%9.29M shares |
Capital World Investors | ≈3.71%9.16M shares |
STATE STREET CORP | ≈3.14%7.76M shares |
Whale Rock Capital Management LLC | ≈2.78%6.88M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.30%5.68M shares |
TWO SIGMA INVESTMENTS, LP | ≈2.26%5.59M shares |
Invesco Ltd. | ≈2.26%5.57M shares |
MILLENNIUM MANAGEMENT LLC | ≈2.14%5.28M shares |
WELLINGTON MANAGEMENT GROUP LLP | ≈1.54%3.8M shares |
D. E. Shaw & Co., Inc. | ≈1.50%3.71M shares |
JPMORGAN CHASE & CO | ≈1.46%3.62M shares |
ALLIANCEBERNSTEIN L.P. | ≈1.45%3.58M shares |
DIMENSIONAL FUND ADVISORS LP | ≈1.38%3.4M shares |
T. Rowe Price Investment Management, Inc. | ≈1.31%3.24M shares |
NORGES BANK | ≈1.20%2.96M shares |
BANK OF AMERICA CORP /DE/ | ≈1.14%2.83M shares |
Percentages use 247M shares of this listed class outstanding on Jun 27, 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 8, 2026Form 4 | KHAYKIN OLEGPresident & CEO | SellCommon Stock | 136.5K | $51.82 | $7.08M | 1.19M |
| May 7, 2026Form 4 | KHAYKIN OLEGPresident & CEO | SellCommon Stock | 123.3K | $51.43 | $6.34M | 1.33M |
| May 6, 2026Form 4 | KHAYKIN OLEGPresident & CEO | SellCommon Stock | 34.0K | $54.07 | $1.84M | 1.45M |
| May 6, 2026Form 4 | SCRIVANICH LUKE MSVP General Manager OSP | SellCommon Stock | 3.4K | $53.00 | $182.1K | 39.3K |
| May 6, 2026Form 4 | SCRIVANICH LUKE MSVP General Manager OSP | SellCommon Stock | 7.3K | $53.00 | $384.7K | 42.7K |