|
Cash and cash equivalents
|
|
$38.6m
|
$430.8m
|
$210.4m
|
$215.2m
|
$142.5m
|
$104.5m
|
|
Restricted cash, current portion
|
|
—
|
$1.3m
|
$7.1m
|
$495k
|
—
|
—
|
|
Accounts receivable, net
|
|
$20.8m
|
$45.5m
|
$62.4m
|
$61.9m
|
$59.3m
|
$47.4m
|
|
Inventory
|
|
$17.6m
|
$33.2m
|
$75.7m
|
$41.6m
|
$35.3m
|
$26.7m
|
|
Prepaid expenses and other current assets
|
|
$3.8m
|
$17.4m
|
$9.2m
|
$9.4m
|
$11.9m
|
$6.2m
|
|
Total current assets
|
|
$87.7m
|
$536.0m
|
$378.4m
|
$340.3m
|
$257.6m
|
$187.9m
|
|
Property and equipment, net
|
|
$847k
|
$1.9m
|
$2.1m
|
$1.4m
|
$2.5m
|
$5.1m
|
|
Goodwill
|
|
$4.2m
|
$12.7m
|
$117.3m
|
$117.3m
|
$117.3m
|
$92.3m
|
|
Intangible assets, net
|
|
—
|
$3.6m
|
$31.1m
|
$27.2m
|
$23.4m
|
$19.5m
|
|
Other long-term assets
|
|
$1.1m
|
$10.8m
|
$9.5m
|
$12.2m
|
$16.4m
|
$16.0m
|
|
Deferred cost of revenue, current portion
|
|
$6.8m
|
$7.8m
|
$13.5m
|
$11.8m
|
$8.7m
|
$3.1m
|
|
Deferred cost of revenue
|
|
$10.1m
|
$18.3m
|
$22.5m
|
$11.3m
|
$3.1m
|
$121k
|
|
Accrued expenses and other current liabilities
|
|
$9.6m
|
$22.2m
|
$34.4m
|
$25.0m
|
$27.2m
|
$14.0m
|
|
Deferred revenue
|
|
$34.2m
|
$53.4m
|
$59.9m
|
$45.9m
|
$52.6m
|
$23.0m
|
|
Total assets
|
|
$103.8m
|
$579.7m
|
$560.8m
|
$509.8m
|
$420.2m
|
$320.9m
|
|
Accounts payable
|
|
$2.3m
|
$6.1m
|
$18.4m
|
$15.1m
|
$8.7m
|
$13.0m
|
|
Deferred revenue, current portion
|
|
$19.3m
|
$42.2m
|
$80.0m
|
$77.3m
|
$35.1m
|
$33.0m
|
|
Current portion of long-term debt
|
|
$1.7m
|
—
|
—
|
—
|
—
|
—
|
|
Total current liabilities
|
|
$32.8m
|
$70.6m
|
$132.8m
|
$117.3m
|
$71.0m
|
$60.0m
|
|
Long-term debt, net
|
|
$3.2m
|
—
|
—
|
—
|
—
|
—
|
|
Other long-term liabilities
|
|
$516k
|
$6.2m
|
$3.9m
|
$4.1m
|
$7.1m
|
$5.8m
|
|
Total liabilities
|
|
$70.7m
|
$130.2m
|
$196.6m
|
$167.3m
|
$130.7m
|
$88.8m
|
|
Convertible preferred stock, $0.0001 par value; 50,000 shares authorized as of December 31, 2025 and December 31, 2024; no shares of preferred stock issued and outstanding as of December 31, 2025 and December 31, 2024
|
|
111.4m
|
—
|
—
|
0
|
0
|
0
|
|
Class A common stock, $0.0001 par value; 500,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; 189,677 and 192,049 shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively
|
|
—
|
19k
|
20k
|
20k
|
19k
|
19k
|
|
Additional paid-in capital
|
|
$4.2m
|
$604.1m
|
$615.3m
|
$628.2m
|
$637.4m
|
$645.1m
|
|
Accumulated deficit
|
|
($82.6m)
|
($154.6m)
|
($250.9m)
|
($285.5m)
|
($347.8m)
|
($413.3m)
|
|
Accumulated other comprehensive loss
|
|
$235k
|
$9k
|
($176k)
|
($216k)
|
($98k)
|
$363k
|
|
Total liabilities, convertible preferred stock and stockholders' equity
|
|
$103.8m
|
$579.7m
|
$560.8m
|
$509.8m
|
$420.2m
|
$320.9m
|
|
Total stockholders' equity
|
|
($78.2m)
|
$449.5m
|
$364.2m
|
$342.4m
|
$289.4m
|
$232.1m
|