Geographic Information and Major Customer Data (Tables)

3 Months Ended

Mar. 31, 2026

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 March 31,
	2026		2025
	(unaudited)
Total revenues	$	173,126	$	136,423

Less:
Stock based compensation	33,739		32,255
Other segment items (*)	176,241		139,951
Net loss	$	(36,854)	$	(35,783)

(*) Other segment expense items included within net loss include payroll, financial income, net (inclusive of interest income of $10,123 and $13,045 for the three months ended March 31, 2026 and 2025, respectively, and interest expense of $1,150 and $1,938 for the three months ended March 31, 2026 and 2025, respectively), marketing activities, overhead and depreciation ($2,543 and $2,392 for the three months ended March 31, 2026 and 2025, 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 March 31,
	2026		2025
	(unaudited)
Revenues based on customer’s location:
United States	$	124,001	$	95,633
EMEA	35,784		28,394
Rest of the World	13,341		12,396
Total revenues	$	173,126	$	136,423

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
	March 31, 2026		December 31, 2025
	(unaudited)
Long-lived assets by geographic region:
Israel	$	49,622	$	49,914
United States	35,334		33,112
Ireland	6,493		6,784
Other	5,125		3,899
	$	96,574	$	93,709