Revenue
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.87B | $4.67B | $4.53B | $4.39B | $4.10B | $2.65B | $622.7M | $330.5M | $151.5M |
| Gross profit | $3.75B | $3.54B | $3.45B | $3.29B | $3.05B | $1.83B | $507.3M | $269.5M | $120.7M |
| Gross margin | 77.02% | 75.79% | 76.19% | 74.95% | 74.28% | 69.00% | 81.47% | 81.54% | 79.68% |
| Research & development | $844.9M | $852.4M | $803.2M | $774.1M | $363.0M | $164.1M | $67.1M | $33.0M | $15.7M |
| Operating expenses | $2.63B | $2.72B | $2.92B | $3.05B | $1.98B | $1.17B | $494.6M | $263.3M | $125.5M |
| Operating income | $1.12B | $813.3M | $525.3M | $245.4M | $1.06B | $659.8M | $12.7M | $6.2M | −$4.8M |
| Operating margin | 23.08% | 17.43% | 11.60% | 5.59% | 25.94% | 24.89% | 2.04% | 1.87% | −3.19% |
| EBITDA | $1.26B | $935.9M | $629.7M | $327.8M | $1.11B | $688.7M | $29.1M | $13.2M | −$2.0M |
| EBITDA margin | 25.81% | 20.06% | 13.91% | 7.46% | 27.12% | 25.98% | 4.68% | 3.99% | −1.35% |
| Net income | $1.90B | $1.01B | $637.5M | $103.7M | $1.38B | $672.3M | $25.3M | $7.6M | −$3.8M |
| Net profit margin | 39.03% | 21.65% | 14.08% | 2.36% | 33.55% | 25.36% | 4.06% | 2.29% | −2.52% |
| Basic EPSper basic share | $6.32 | $3.28 | $2.12 | $0.35 | $4.64 | $2.37 | $0.09 | $0.00 | -$0.11 |
| Diluted EPSper diluted share | $6.18 | $3.21 | $2.07 | $0.34 | $4.50 | $2.25 | $0.09 | $0.00 | -$0.11 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈6.81%18.02M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.95%13.11M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.36%11.54M shares |
JPMORGAN CHASE & CO | ≈3.23%8.56M shares |
NORGES BANK | ≈3.01%7.97M shares |
STATE STREET CORP | ≈2.86%7.56M shares |
FMR LLC | ≈2.72%7.2M shares |
AQR CAPITAL MANAGEMENT LLC | ≈2.47%6.53M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.32%6.15M shares |
ACADIAN ASSET MANAGEMENT LLC | ≈1.51%4M shares |
T. Rowe Price Investment Management, Inc. | ≈1.42%3.75M shares |
FIL Ltd | ≈1.33%3.51M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ≈1.08%2.86M shares |
Rubric Capital Management LP | ≈1.05%2.77M shares |
D. E. Shaw & Co., Inc. | ≈1.03%2.74M shares |
Qube Research & Technologies Ltd | ≈0.95%2.52M shares |
DIMENSIONAL FUND ADVISORS LP | ≈0.94%2.49M shares |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ≈0.91%2.41M shares |
RENAISSANCE TECHNOLOGIES LLC | ≈0.90%2.38M shares |
BANK OF AMERICA CORP /DE/ | ≈0.87%2.3M shares |
Percentages use 264.65M shares of this listed class outstanding on May 8, 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 15, 2026Form 4 · 10b5-1 | Chang MichelleChief Financial Officer | SellClass A Common Stock | 327 | $93.83 | $30.7K | 30.5K |
| Jun 3, 2026Form 4 · 10b5-1 | Yuan Eric S.Chief Executive Officer | SellClass A Common Stock · indirect | 60 | $110.25 | $6.6K | 0 |
| Jun 3, 2026Form 4 · 10b5-1 | Yuan Eric S.Chief Executive Officer | SellClass A Common Stock · indirect | 269 | $108.96 | $29.3K | 60 |
| Jun 3, 2026Form 4 · 10b5-1 | Yuan Eric S.Chief Executive Officer | SellClass A Common Stock · indirect | 326 | $108.21 | $35.3K | 329 |
| Jun 3, 2026Form 4 · 10b5-1 | Yuan Eric S.Chief Executive Officer | SellClass A Common Stock · indirect | 2.3K | $107.01 | $250.9K | 655 |