Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $871.9M | $771.3M | $669.8M | $598.1M | $540.8M | $393.7M | $370.5M |
| Gross profit | $470.6M | $426.8M | $365.2M | $341.1M | $317.7M | $231.9M | $223.1M |
| Gross margin | 53.97% | 55.34% | 54.53% | 57.02% | 58.76% | 58.91% | 60.22% |
| Operating expenses | $475.9M | $456.9M | $437.2M | $452.3M | $461.4M | $287.6M | $224.8M |
| Operating income | −$5.3M | −$30.1M | −$72.0M | −$111.2M | −$143.7M | −$55.6M | −$1.7M |
| Operating margin | −0.61% | −3.90% | −10.75% | −18.59% | −26.56% | −14.13% | −0.45% |
| EBITDA | $44.9M | $15.8M | −$33.4M | −$79.3M | −$122.1M | −$37.9M | $12.9M |
| EBITDA margin | 5.15% | 2.04% | −4.99% | −13.26% | −22.58% | −9.62% | 3.47% |
| Net income | $1.6M | −$20.4M | −$63.2M | −$110.4M | −$144.3M | −$55.9M | $0 |
| Net profit margin | 0.19% | −2.64% | −9.44% | −18.46% | −26.68% | −14.20% | 0.00% |
| Basic EPSper basic share | $0.01 | -$0.17 | -$0.54 | -$0.96 | -$2.21 | -$1.05 | -$1.10 |
| Diluted EPSper diluted share | $0.01 | -$0.17 | -$0.54 | -$0.96 | -$2.21 | -$1.05 | -$1.10 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | 14.46%15.58M shares |
BlackRock, Inc. | 14.21%15.31M shares |
JPMORGAN CHASE & CO | 10.31%11.11M shares |
Durable Capital Partners LP | 5.94%6.4M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.55%5.98M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.17%4.49M shares |
STATE STREET CORP | 3.88%4.18M shares |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.88%3.11M shares |
Raider Jeffrey Jacob | ≈2.44%2.63M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.39%2.57M shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 2.23%2.4M shares |
Hunt Andrew | ≈1.80%1.94M shares |
BANK OF AMERICA CORP /DE/ | 1.79%1.92M shares |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.67%1.79M shares |
DIMENSIONAL FUND ADVISORS LP | 1.65%1.77M shares |
J. Goldman & Co LP | 1.60%1.73M shares |
GOLDMAN SACHS GROUP INC | 1.55%1.66M shares |
Woodline Partners LP | 1.45%1.56M shares |
MORGAN STANLEY | 1.43%1.55M shares |
Capital World Investors | 1.36%1.46M shares |
Percentages use 107.73M 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 |
|---|---|---|---|---|---|---|
| Jun 16, 2026Form 4 · 10b5-1 | Briggs TeresaDirector | SellClass A Common Stock | 1.9K | $26.79 | $51.1K | 48.9K |
| Jun 16, 2026Form 4 · 10b5-1 | Briggs TeresaDirector | SellClass A Common Stock | 3.1K | $25.41 | $78.6K | 50.8K |
| Jun 12, 2026Form 4 | Moon Youngme EDirector | SellClass A Common Stock | 10.0K | $26.53 | $265.3K | 26.1K |
| May 19, 2026Form 4 · 10b5-1 | Blumenthal Neil HarrisCo-Chief Executive Officer | SellClass A Common Stock | 63.0K | $30.03 | $1.89M | 50.2K |
| May 14, 2026Form 4 | SINGER BRADLEY EDirector | SellClass A Common Stock · indirect | 4.8K | $29.01 | $140.2K | 100.0K |