| Quarter (USD) | Sep 24 | Jun 24 | Mar 24 | Dec 23 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 23 | Dec 22 | Dec 21 | |
|---|---|---|---|---|
| Revenue | ||||
| Cost of revenue | ||||
| Operating income | ||||
| Operating margin | ||||
| Net income | ||||
| Net profit margin | ||||
| Cash on hand | ||||
| Change in cash | ||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 391.20 mm | 391.20 mm | 391.20 mm | 391.20 mm | 391.20 mm | 391.20 mm |
| Cash burn (monthly) | (no burn) | 5.60 mm | 12.95 mm | 12.90 mm | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 22.50 mm | 52.10 mm | 51.90 mm | n/a | n/a |
| Cash remaining | n/a | 368.69 mm | 339.09 mm | 339.29 mm | n/a | n/a |
| Runway (months of cash) | n/a | 65.9 | 26.2 | 26.3 | n/a | n/a |
| 13F holders | Current |
|---|---|
| Total holders | 252 |
| Opened positions | 51 |
| Closed positions | 35 |
| Increased positions | 88 |
| Reduced positions | 78 |
| 13F shares | Current |
|---|---|
| Total value | 1.83 tn |
| Total shares | 235.53 mm |
| Total puts | 301.40 k |
| Total calls | 590.70 k |
| Total put/call ratio | 0.5 |
| Largest owners | Shares | Value |
|---|---|---|
| CapitalG 2013 | 24.51 mm | $290.91 mm |
| Vanguard | 23.71 mm | $272.15 bn |
| WestBridge Crossover Fund | 16.51 mm | $260.73 mm |
| BlackRock | 16.26 mm | $186.66 bn |
| GOOG Alphabet | 16.21 mm | $186.05 bn |
| Sequoia Capital India Operations Ii | 14.63 mm | $167.96 bn |
| Sequoia Capital India V | 12.03 mm | $204.58 mm |
| Accel Leaders Fund | 11.14 mm | $132.18 mm |
| Ward Ferry Management | 10.02 mm | $115.02 mm |
| Alliancebernstein | 7.09 mm | $81.41 bn |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 23 Jan 25 | Johanna Flower | Class A Common Stock | Sell | Dispose S | No | Yes | 18 | 21,400 | 385.20 k | 41,491 |
| 23 Jan 25 | Johanna Flower | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 21,400 | 0.00 | 62,891 |
| 23 Jan 25 | Johanna Flower | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 21,400 | 0.00 | 152,900 |
| 10 Jan 25 | Austin Roxanne S | Class A Common Stock | Sell | Dispose S | No | Yes | 15.69 | 6,303 | 98.89 k | 193,793 |
| 10 Jan 25 | Jennifer H Taylor | Class A Common Stock | Sell | Dispose S | No | Yes | 15.49 | 4,685 | 72.57 k | 37,286 |
| 10 Jan 25 | Jennifer H Taylor | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 4,685 | 0.00 | 41,971 |
| 10 Jan 25 | Jennifer H Taylor | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 4,685 | 0.00 | 159,395 |
| 10 Jan 25 | Jennifer H Taylor | Class B Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 9,370 | 0.00 | 164,080 |
| 10 Jan 25 | Jennifer H Taylor | RSU Class B Common Stock | Option exercise | Dispose M | No | No | 0 | 9,370 | 0.00 | 75,000 |
| 2 Jan 25 | Yamamoto Mika | Class A Common Stock | Sell | Dispose S | No | Yes | 15.84 | 2,859 | 45.29 k | 400,249 |
