Geographic Information and Major Customer Data (Tables)

6 Months Ended

Jun. 30, 2025

Segment Reporting [Abstract]

Schedule of Segment Reporting Information, by Segment

The following is a summary of the significant expense categories and consolidated net loss details provided to the CODM (in thousands):

	Three Months Ended June 30,				Six Months Ended June 30,
	2025		2024		2025		2024
	(unaudited)				(unaudited)
Total revenues	$	152,163	$	130,346	$	288,586	$	244,368
Less:
Stock based compensation	33,859		30,089		66,114		62,182
Other segment items (*)	154,128		124,205		294,079		246,624
Net loss	$	(35,824)	$	(23,948)	$	(71,607)	$	(64,438)

(*) Other segment expense items included within net loss include payroll, financial income, net (inclusive of interest income of $12,354 and $25,399 for the three and six months ended June 30, 2025, respectively and $9,350 and $18,502 for the three and six months ended June 30, 2024, respectively, and interest expense of $1,939 and $3,877 for the three and six months ended June 30, 2025, respectively, and $791 and $1,582 for the three and six months ended June 30, 2024, respectively), marketing activities, overhead and depreciation ($2,400 and $4,792 for the three and six months ended June 30, 2025, respectively, and $2,477 and $5,005 for the three and six months ended June 30, 2024, respectively), travel and entertainment, income taxes, information technology and communication, department activities, amortization of acquired intangibles and other miscellaneous expenses. See the condensed consolidated financial statements for other financial information regarding the Company’s operating segment.

Schedule of Revenue from External Customers by Geographic Areas

The following is a summary of revenues within geographic areas (in thousands):

 

	Three Months Ended June 30,				Six Months Ended June 30,
	2025		2024		2025		2024
	(unaudited)				(unaudited)
Revenues based on customer’s location:
United States	$	108,656	$	91,957	$	201,942	$	172,787
EMEA (*)	31,755		29,070		61,294		53,223
Rest of the World	11,752		9,319		25,350		18,358
Total revenues	$	152,163	$	130,346	$	288,586	$	244,368

    

(*) Revenues to customers in France accounted for 10.1% of total revenues for the three months ended June 30, 2024.

Schedule of Long-lived Assets by Geographic Areas

The following is a summary of long-lived assets, including property and equipment, net and operating lease right-of-use assets, within geographic areas (in thousands):

	As of		As of
	June 30, 2025		December 31, 2024
	(unaudited)
Long-lived assets by geographic region:
Israel	$	32,658	$	32,026
United States	30,880		31,725
Ireland	10,306		11,326
Other	987		1,311
	$	74,831	$	76,388