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CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS - USD ($)
shares in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue    
Total revenue $ 78,048,000 $ 54,963,000
Cost of revenue    
Total cost of revenue 29,355,000 23,063,000
Gross profit 48,693,000 31,900,000
Operating expenses    
Research and development [1] 12,697,000 8,806,000
Sales and marketing [2] 26,787,000 20,170,000
General and administrative [3] 13,990,000 11,320,000
Total operating expenses 53,474,000 40,296,000
Operating loss (4,781,000) (8,396,000)
Other income (expense), net    
Interest expense (18,000) (1,074,000)
Interest income 1,829,000 542,000
Change in fair value of warrant liabilities 0 (520,000)
Total other income (expense), net 1,811,000 (1,052,000)
Loss before provision for income taxes (2,970,000) (9,448,000)
Provision for income taxes 0 0
Net loss and comprehensive loss (2,970,000) (9,448,000)
Net loss and comprehensive loss $ (2,970,000) $ (9,448,000)
Net loss per share - basic and diluted    
Basic (in dollars per share) $ (0.05) $ (1.15)
Diluted (in dollars per share) $ (0.05) $ (1.15)
Weighted-average shares outstanding - basic and diluted    
Basic (in shares) 58,923 8,241
Diluted (in shares) 58,923 8,241
Services    
Revenue    
Total revenue [4] $ 69,594,000 $ 49,496,000
Cost of revenue    
Total cost of revenue [5] 14,449,000 12,744,000
Hardware    
Revenue    
Total revenue [6] 8,454,000 5,467,000
Cost of revenue    
Total cost of revenue $ 14,906,000 $ 10,319,000
[1] Includes amounts from a related party of $0.7 million and $0.5 million for the three months ended March 31, 2026 and 2025, respectively.
[2] Includes amounts from a related party of $8.4 million and $5.6 million for the three months ended March 31, 2026 and 2025, respectively.
[3] Includes amounts from a related party of $0.5 million and $0.3 million for the three months ended March 31, 2026 and 2025, respectively.
[4] Includes amounts from a related party of $46.0 million and $29.9 million for the three months ended March 31, 2026 and 2025, respectively.
[5] Includes amounts from a related party of $1.3 million and $1.2 million for the three months ended March 31, 2026 and 2025, respectively.
[6] Includes amounts from a related party of $5.1 million and $3.4 million for the three months ended March 31, 2026 and 2025, respectively.