| 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) | 326.44 mm | 326.44 mm | 326.44 mm | 326.44 mm | 326.44 mm | 326.44 mm |
| Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 5.26 mm | (no burn) | (no burn) |
| Cash used (since last report) | n/a | n/a | n/a | 14.71 mm | n/a | n/a |
| Cash remaining | n/a | n/a | n/a | 311.73 mm | n/a | n/a |
| Runway (months of cash) | n/a | n/a | n/a | 59.3 | n/a | n/a |
| 13F holders | Current |
|---|---|
| Total holders | 199 |
| Opened positions | 69 |
| Closed positions | 36 |
| Increased positions | 73 |
| Reduced positions | 31 |
| 13F shares | Current |
|---|---|
| Total value | 1.88 tn |
| Total shares | 197.29 mm |
| Total puts | 50.80 k |
| Total calls | 114.60 k |
| Total put/call ratio | 0.4 |
| Largest owners | Shares | Value |
|---|---|---|
| Naspers | 37.34 mm | $452.58 bn |
| N.V. Prosus | 37.34 mm | $769.99 mm |
| Vanguard | 14.07 mm | $170.58 bn |
| BLK BlackRock | 10.77 mm | $130.53 bn |
| Baillie Gifford & Co | 10.17 mm | $123.26 bn |
| Cadian Capital Management | 9.68 mm | $117.33 bn |
| Generation Investment Management | 7.69 mm | $93.23 bn |
| MS Morgan Stanley | 6.37 mm | $77.25 bn |
| JPM JPMorgan Chase & Co. | 6.12 mm | $74.22 bn |
| Wellington Management | 4.72 mm | $57.20 bn |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 16 Dec 24 | Rene Yoakum | Common Stock | Sell | Dispose S | No | Yes | 21.68 | 6,037 | 130.88 k | 143,213 |
| 16 Dec 24 | Rene Yoakum | Common Stock | Sell | Dispose S | No | Yes | 21.28 | 8,963 | 190.73 k | 149,250 |
| 16 Dec 24 | Rene Yoakum | Common Stock | Option exercise | Acquire M | No | No | 2 | 15,000 | 30.00 k | 158,213 |
| 16 Dec 24 | Rene Yoakum | Stock Option Common Stock | Option exercise | Dispose M | No | No | 2 | 15,000 | 30.00 k | 179,218 |
| 11 Dec 24 | Matthew B. Oppenheimer | Common Stock | Sell | Dispose S | No | Yes | 21.61 | 14,583 | 315.14 k | 4,402,428 |
| 10 Dec 24 | Matthew B. Oppenheimer | Common Stock | Sell | Dispose S | No | Yes | 20.86 | 14,583 | 304.20 k | 4,417,011 |
| 9 Dec 24 | Joshua Hug | Common Stock | Gift | Dispose G | No | No | 0 | 40,000 | 0.00 | 3,833,811 |
| 8 Dec 24 | Ankur Sinha | RSU Common Stock | Grant | Acquire A | No | No | 0 | 200,000 | 0.00 | 200,000 |
| 25 Nov 24 | Ryno Blignaut | Common Stock | Option exercise | Acquire M | No | No | 0 | 953 | 0.00 | 21,155 |
| 25 Nov 24 | Ryno Blignaut | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 953 | 0.00 | 1,904 |
