Revenue
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.58B | $2.24B | $1.95B | $1.96B | $2.13B | $1.62B | $2.74B | $1.33B | $1.08B | $846.6M | $644.7M | $325.9M | $197.5M |
| Gross profit | $1.92B | $1.71B | $1.52B | $1.59B | $1.81B | $1.37B | $1.20B | $1.18B | $991.6M | $777.3M | $584.5M | $296.4M | $178.7M |
| Gross margin | 74.14% | 76.43% | 78.35% | 81.26% | 84.85% | 84.30% | 43.70% | 88.48% | 92.09% | 91.82% | 90.67% | 90.96% | 90.48% |
| Research & development | $607.0M | $585.0M | $560.0M | $498.0M | $421.0M | $324.0M | $350.9M | $410.8M | $320.0M | $255.6M | $184.5M | $84.7M | $48.5M |
| Operating expenses | $1.95B | $1.91B | $1.79B | $1.68B | $1.57B | $1.51B | $2.99B | $1.46B | $1.24B | $1.04B | $794.2M | $370.6M | $214.5M |
| Operating income | −$34.0M | −$197.0M | −$270.0M | −$93.0M | $239.0M | $109.0M | −$247.5M | −$129.0M | −$161.9M | −$192.9M | −$149.5M | −$44.7M | −$16.9M |
| Operating margin | −1.32% | −8.81% | −13.88% | −4.75% | 11.21% | 6.71% | −9.02% | −9.67% | −15.03% | −22.78% | −23.19% | −13.71% | −8.58% |
| EBITDA | $230.0M | $43.0M | −$83.0M | $64.0M | $369.0M | $220.0M | −$160.0M | −$29.6M | −$51.7M | −$92.3M | −$74.1M | −$9.1M | $6.3M |
| EBITDA margin | 8.90% | 1.92% | −4.27% | 3.27% | 17.31% | 13.55% | −5.83% | −2.22% | −4.80% | −10.90% | −11.50% | −2.78% | 3.19% |
| Net income | $23.0M | −$112.0M | −$158.0M | −$101.0M | −$528.0M | −$162.0M | −$305.4M | −$119.9M | −$94.4M | −$220.4M | −$148.9M | −$43.6M | −$12.5M |
| Net profit margin | 0.89% | −5.01% | −8.12% | −5.16% | −24.77% | −9.98% | −11.13% | −8.99% | −8.77% | −26.04% | −23.09% | −13.38% | −6.30% |
| Basic EPSper basic share | $0.09 | -$0.48 | -$0.68 | -$0.42 | -$2.11 | -$0.72 | -$1.48 | -$0.61 | -$0.51 | -$1.22 | -$0.88 | -$0.36 | -$0.12 |
| Diluted EPSper diluted share | $0.09 | -$0.48 | -$0.68 | -$0.42 | -$2.02 | -$0.70 | -$1.48 | -$0.61 | -$0.51 | -$1.22 | -$0.88 | -$0.36 | -$0.12 |
Reported shareholders
| Holder | % owned |
|---|---|
Caledonia (Private) Investments Pty Ltd | 27.36%11.33M shares |
Independent Franchise Partners LLP | 8.87%3.67M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 7.09%2.94M shares |
BlackRock, Inc. | 5.71%2.36M shares |
Capital World Investors | 5.00%2.07M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.46%1.43M shares |
D. E. Shaw & Co., Inc. | 2.42%1M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.15%891.82K shares |
NORGES BANK | 1.92%796.58K shares |
MORGAN STANLEY | 1.71%707.25K shares |
STATE STREET CORP | 1.70%704.18K shares |
DIMENSIONAL FUND ADVISORS LP | 1.69%698.55K shares |
MILLENNIUM MANAGEMENT LLC | 1.51%624.34K shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.40%579.18K shares |
Point72 Asset Management, L.P. | 1.28%530.59K shares |
HRT FINANCIAL LP | 1.06%438.9K shares |
GOLDMAN SACHS GROUP INC | 1.00%412.75K shares |
UBS Group AG | 0.98%405.61K shares |
Trexquant Investment LP | 0.97%401.34K shares |
JANE STREET GROUP, LLC | 0.94%391.01K shares |
Percentages use 41.4M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 8, 2026Form 4 · 10b5-1 | BLACHFORD ERIK CDirector | SellClass C Capital Stock | 791 | $34.80 | $27.5K | 35.0K |
| May 22, 2026Form 4 · 10b5-1 | Wacksman JeremyChief Executive Officer | SellClass C Capital Stock | 9.1K | $36.54 | $331.5K | 153.7K |
| May 18, 2026Form 4 · 10b5-1 | Spaulding DanChief People Officer | SellClass C Capital Stock | 3.1K | $37.40 | $115.1K | 49.7K |
| May 18, 2026Form 4 · 10b5-1 | Hofmann JeremyChief Financial Officer | SellClass C Capital Stock | 5.5K | $37.40 | $205.7K | 68.3K |
| May 15, 2026Form 4 · 10b5-1 | Owens Bradley D.General Counsel | SellClass C Capital Stock | 3.4K | $37.23 | $125.2K | 65.2K |