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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets    
Cash and cash equivalents $ 221,712 $ 222,036
Accounts receivable, net [1] 56,573 34,585
Inventory 4,119 4,486
Deferred commissions, current 3,959 3,539
Prepaid expenses and other current assets [2] 8,548 8,288
Total current assets 294,911 272,934
Property and equipment, net 9,098 7,942
Deferred commissions, non-current 9,222 8,711
Intangible assets, net 1,536 2,414
Goodwill 13,240 13,240
Other assets 215 165
Total assets 328,222 305,406
Current liabilities    
Accounts payable [3] 11,804 10,276
Accrued expenses and other current liabilities [4] 35,978 40,392
Deferred revenue [5] 27,701 25,058
Total current liabilities 75,483 75,726
Other liabilities, non-current 0 0
Total liabilities 75,483 75,726
Commitments and contingencies (Note 5)
Stockholders’ equity    
Common stock, $0.001 par value per share; 750,000 shares authorized as of June 30, 2026 and December 31, 2025, respectively; 60,607 and 58,429 shares issued and outstanding as of June 30, 2026 and December 31, 2025, respectively 61 58
Additional paid-in capital 707,098 686,366
Accumulated deficit (454,420) (456,744)
Total stockholders’ equity 252,739 229,680
Total liabilities and stockholders’ equity $ 328,222 $ 305,406
[1] Includes amounts from a related party of $40.4 million and $22.8 million as of June 30, 2026 and December 31, 2025, respectively.
[2] Includes amounts from a related party of $0.5 million and $0.3 million as of June 30, 2026 and December 31, 2025, respectively.
[3] Includes amounts from a related party of $0 and $1.0 million as of June 30, 2026 and December 31, 2025, respectively.
[4] Includes amounts from a related party of $6.8 million and $4.9 million as of June 30, 2026 and December 31, 2025, respectively.
[5] Includes amounts from a related party of $20.6 million and $18.8 million as of June 30, 2026 and December 31, 2025, respectively.