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CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (Parenthetical) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenue $ 87,835 $ 61,371 $ 165,883 $ 116,334
Total cost of revenue 24,048 21,065 53,403 44,128
Research and development [1] 14,625 10,024 27,322 18,830
Sales and marketing [2] 29,888 22,318 56,675 42,488
General and administrative [3] 15,725 12,308 29,715 23,628
Related Party        
Research and development 800 500 1,500 1,000
Sales and marketing 8,500 6,600 16,900 12,200
General and administrative 500 400 1,000 700
Services        
Revenue [4] 80,692 56,960 150,286 106,456
Total cost of revenue [5] 13,609 12,673 28,058 25,417
Services | Related Party        
Revenue 51,400 36,500 97,400 66,400
Total cost of revenue 1,400 1,200 2,700 2,400
Hardware        
Revenue [6] 7,143 4,411 15,597 9,878
Total cost of revenue 10,439 8,392 25,345 18,711
Hardware | Related Party        
Revenue $ 4,800 $ 2,600 $ 9,900 $ 6,000
[1] Includes amounts from a related party of $0.8 million and $0.5 million for the three months ended June 30, 2026 and 2025, respectively, and $1.5 million and $1.0 million for the six months ended June 30, 2026 and 2025, respectively.
[2] Includes amounts from a related party of $8.5 million and $6.6 million for the three months ended June 30, 2026 and 2025, respectively, and $16.9 million and $12.2 million for the six months ended June 30, 2026 and 2025, respectively.
[3] Includes amounts from a related party of $0.5 million and $0.4 million for the three months ended June 30, 2026 and 2025, respectively, and $1.0 million and $0.7 million for the six months ended June 30, 2026 and 2025, respectively.
[4] Includes amounts from a related party of $51.4 million and $36.5 million for the three months ended June 30, 2026 and 2025, respectively, and $97.4 million and $66.4 million for the six months ended June 30, 2026 and 2025, respectively.
[5] Includes amounts from a related party of $1.4 million and $1.2 million for the three months ended June 30, 2026 and 2025, respectively, and $2.7 million and $2.4 million for the six months ended June 30, 2026 and 2025, respectively.
[6] Includes amounts from a related party of $4.8 million and $2.6 million for the three months ended June 30, 2026 and 2025, respectively, and $9.9 million and $6.0 million for the six months ended June 30, 2026 and 2025, respectively.