Revenue
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $2.20B | $1.30B | $804.0M | $666.7M |
| Gross profit | $2.01B | $1.18B | $693.0M | $561.9M |
| Gross margin | 91.18% | 90.49% | 86.19% | 84.28% |
| Research & development | $783.1M | $935.2M | $438.3M | $365.2M |
| Operating expenses | $1.76B | $1.86B | $944.2M | $838.9M |
| Operating income | $442.0M | −$560.6M | −$140.2M | −$172.2M |
| Operating margin | 20.07% | −43.11% | −17.43% | −25.82% |
| EBITDA | $457.9M | −$544.9M | −$126.5M | −$164.2M |
| EBITDA margin | 20.79% | −41.91% | −15.73% | −24.62% |
| Net income | $529.7M | −$484.3M | −$90.8M | −$158.6M |
| Net profit margin | 24.05% | −37.25% | −11.30% | −23.78% |
| Basic EPSper basic share | $2.84 | -$3.33 | -$1.54 | -$2.77 |
| Diluted EPSper diluted share | $2.62 | -$3.33 | -$1.54 | -$2.77 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 5.49%8M shares |
BAILLIE GIFFORD & CO | 4.93%7.19M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.76%6.94M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.14%6.04M shares |
Capital World Investors | 3.04%4.43M shares |
ALLIANCEBERNSTEIN L.P. | 2.86%4.17M shares |
Jericho Capital Asset Management L.P. | 2.29%3.34M shares |
GOLDMAN SACHS GROUP INC | 2.22%3.24M shares |
STATE STREET CORP | 2.04%2.98M shares |
FMR LLC | 1.94%2.83M shares |
COATUE MANAGEMENT LLC | 1.91%2.79M shares |
T. Rowe Price Investment Management, Inc. | 1.77%2.59M shares |
TIGER GLOBAL MANAGEMENT LLC | 1.73%2.53M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.71%2.49M shares |
D1 Capital Partners L.P. | 1.69%2.46M shares |
Quantinno Capital Management LP | 1.46%2.13M shares |
CITIGROUP INC | 1.42%2.07M shares |
UBS Group AG | 1.19%1.73M shares |
EDGEWOOD MANAGEMENT LLC | 1.13%1.65M shares |
MORGAN STANLEY | 1.09%1.58M shares |
Percentages use 145.84M 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 16, 2026Form 4 · 10b5-1 | Wong Jennifer L.Chief Operating Officer | SellClass A Common Stock | 400 | $181.94 | $72.8K | 1.05M |
| Jun 16, 2026Form 4 · 10b5-1 | Wong Jennifer L.Chief Operating Officer | SellClass A Common Stock | 300 | $180.03 | $54.0K | 1.05M |
| Jun 16, 2026Form 4 · 10b5-1 | Wong Jennifer L.Chief Operating Officer | SellClass A Common Stock | 2.0K | $179.10 | $358.2K | 1.05M |
| Jun 16, 2026Form 4 · 10b5-1 | Wong Jennifer L.Chief Operating Officer | SellClass A Common Stock | 7.3K | $178.09 | $1.30M | 1.05M |
| Jun 16, 2026Form 4 · 10b5-1 | Wong Jennifer L.Chief Operating Officer | SellClass A Common Stock | 11.6K | $177.31 | $2.05M | 1.06M |
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