Geographic Information and Major Customer Data (Tables)

9 Months Ended

Sep. 30, 2026

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 September 30,				Nine Months Ended September 30,
	2026		2025		2026		2025
	(unaudited)				(unaudited)
Total revenues	$	189,461	$	161,577	$	542,610	$	450,163
Less:
Stock-based compensation	41,157		31,550		109,515		97,664
Other segment items (*)	189,952		159,969		558,406		454,048
Net loss	$	(41,648)	$	(29,942)	$	(125,311)	$	(101,549)

(*) Other segment expense items included within net loss include payroll, financial income, net (inclusive of interest income of $9,043 and $28,111 for the three and nine months ended September 30, 2026, respectively, and $12,336 and $37,735 for the three and nine months ended September 30, 2025, respectively, and interest expense of $1,151 and $3,452 for the three and nine months ended September 30, 2026, respectively, and $1,535 and $5,412 for the three and nine months ended September 30, 2025, respectively), marketing activities, overhead and depreciation ($3,116 and $9,963 for the three and nine months ended September 30, 2026, respectively, and $2,664 and $7,456 for the three and nine months ended September 30, 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 September 30,				Nine Months Ended September 30,
	2026		2025		2026		2025
	(unaudited)				(unaudited)
Revenues based on customer’s location:
United States	$	137,046	$	118,190	$	390,061	$	320,132
EMEA	36,774		31,295		108,922		92,589
Rest of the World	15,641		12,092		43,627		37,442
Total revenues	$	189,461	$	161,577	$	542,610	$	450,163

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
	September 30, 2026		December 31, 2025
	(unaudited)
Long-lived assets by geographic region:
Israel	$	49,261	$	49,914
United States	41,837		33,112
Other	9,768		10,683
Total long-lived assets	$	100,866	$	93,709