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CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN REDEEMABLE CONVERTIBLE PREFERRED STOCK AND STOCKHOLDERS’ EQUITY (DEFICIT) - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income
Accumulated Deficit
Redeemable convertible Preferred Stock
Beginning balance, Redeemable Convertible Preferred Stock (in shares) at Dec. 31, 2023           90,891
Beginning balance, Redeemable Convertible Preferred Stock at Dec. 31, 2023           $ 255,127
Increase (Decrease) in Temporary Equity [Roll Forward]            
Conversion of redeemable convertible preferred stock into common stock in connection with initial public offering (in shares)           (90,891)
Conversion of redeemable convertible preferred stock into common stock in connection with initial public offering           $ (255,127)
Ending balance, Redeemable Convertible Preferred Stock (in shares) at Mar. 31, 2024           0
Ending balance, Redeemable Convertible Preferred Stock at Mar. 31, 2024           $ 0
Beginning balance, shares outstanding (in shares) at Dec. 31, 2023   42,046        
Beginning balance at Dec. 31, 2023 $ (97,701) $ 4 $ 27,411 $ 259 $ (125,375)  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Conversion of redeemable convertible preferred stock into common stock in connection with initial public offering (in shares)   90,891        
Conversion of redeemable convertible preferred stock into common stock in connection with initial public offering 255,127 $ 9 255,118      
Issuance of common stock in connection with initial public offering, net of offering costs, underwriting discounts and commissions (in shares)   19,759        
Issuance of common stock in connection with initial public offering, net of offering costs, underwriting discounts and commissions 665,990 $ 2 665,988      
Issuance of common stock upon exercise of stock options and vesting of early exercised stock options (in shares)   14        
Issuance of common stock upon exercise of stock options and vesting of early exercised stock options 916   916      
Issuance of common stock upon vesting of restricted stock units (in shares)   3,336        
Issuance of common stock upon vesting of restricted stock units 1 $ 1        
Shares of common stock withheld related to net settlement of restricted stock units   (559)        
Shares of common stock withheld related to net settlement of equity awards (20,111)   (20,111)      
Repurchase of common stock upon termination (in shares)   (16)        
Repurchase of common stock upon termination (3)   (3)      
Stock-based compensation 97,768   97,768      
Warrants contra revenue 110   110      
Unrealized gains (losses) on marketable securities (318)     (318)    
Net income (loss) (92,995)       (92,995)  
Ending balance, shares outstanding (in shares) at Mar. 31, 2024   155,471        
Ending balance at Mar. 31, 2024 $ 808,784 $ 16 1,027,197 (59) (218,370)  
Beginning balance, shares outstanding (in shares) at Dec. 31, 2024 162,018 162,018        
Beginning balance at Dec. 31, 2024 $ 964,799 $ 16 1,173,153 426 (208,796)  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock upon exercise of stock options and vesting of early exercised stock options (in shares) 575 575        
Issuance of common stock upon exercise of stock options and vesting of early exercised stock options $ 522   522      
Issuance of common stock upon vesting of restricted stock units (in shares)   2,314        
Issuance of common stock upon vesting of restricted stock units 0          
Stock-based compensation 42,446   42,446      
Warrants contra revenue 374   374      
Unrealized gains (losses) on marketable securities 1,602     1,602    
Net income (loss) $ 31,819       31,819  
Ending balance, shares outstanding (in shares) at Mar. 31, 2025 164,907 164,907        
Ending balance at Mar. 31, 2025 $ 1,041,562 $ 16 $ 1,216,495 $ 2,028 $ (176,977)