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Condensed Consolidated Statements of Cash Flows (unaudited) - USD ($)
$ in Thousands
6 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Operating activities    
Net loss $ (70,922) $ (88,500)
Adjustments to reconcile net loss to net cash used in operating activities    
Depreciation and amortization 12,784 16,475
Stock-based compensation 32,319 24,844
Other non-cash adjustments 811 796
Changes in assets and liabilities:    
Accounts receivable, net (15,259) 7,401
Inventories 3,217 1,687
Prepaid expenses and other current assets 884 (420)
Other non-current assets (622) 309
Accounts payable 6,422 (5,725)
Accrued expenses 3,276 3,859
Accrued compensation (8,658) (539)
Other liabilities 1,334 (2,583)
Net cash used in operating activities (34,414) (42,396)
Investing activities    
Purchases of property and equipment (6,412) (2,109)
Purchases of investments (25,525) (28,966)
Proceeds from maturity of investments 28,975 30,000
Net cash used in investing activities (2,962) (1,075)
Financing activities    
Proceeds from exercise of stock options 3,722 2,268
Proceeds from the issuance of liability related to sale of future revenue 15,000 0
Proceeds from issuance of common stock under employee stock purchase plan 2,429 2,047
Repurchases of common stock for income tax withholding (11) (3,960)
Net cash provided by financing activities 21,140 355
Effect of exchange rates on cash, cash equivalents and restricted cash 51 51
Net decrease in cash, cash equivalents, and restricted cash (16,185) (43,065)
Cash, cash equivalents, and restricted cash at beginning of period 229,132 289,281
Cash, cash equivalents, and restricted cash at end of period 212,947 246,216
Supplemental disclosure of cash flow information    
Income taxes paid, net of refunds 16 339
Non-cash investing and financing activities    
Property and equipment additions included in accounts payable and accrued expenses 1,329 49
Property and equipment capitalized acquired through tenant improvement allowance $ 0 $ 2,719