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CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2022
Dec. 31, 2021
Current assets:                      
Cash and cash equivalents $ 37,015 $ 35,698 $ 44,596 $ 67,162 $ 99,617 $ 125,890 $ 180,996 $ 229,783 $ 218,499 $ 242,691  
Restricted cash 0     275 1,000 1,000 1,000 0 400 400  
Marketable securities 14,927 20,757 36,415 51,289 39,487 29,647          
Accounts receivable, net 28,392 [1] 35,411 19,657 21,547 [1] 27,341 26,143 21,902 26,439 22,641 12,870  
Inventory 16,963 19,129 11,513 10,344 8,138 5,690 9,171 12,395 6,628 6,010  
Current portion of contract assets 799 1,516 659 1,397 3,207 4,479 3,184 2,393 3,316 2,123  
Current portion of commission asset 5,429 4,865 4,568 4,387 3,949 3,682 3,319 3,164 2,417 2,079  
Prepaid expenses and other current assets 17,921 19,914 20,695 16,957 16,505 13,826 14,418 14,531 20,236 20,920  
Total current assets 121,446 137,290 138,103 173,358 199,244 210,357 233,990 288,705 274,137 287,093  
Contract assets, noncurrent 657 608 1,422 964 622 691 716 1,351 1,497 3,159  
Commission asset, noncurrent 7,567 7,292 7,157 7,249 7,010 6,751 6,467 5,693 4,618 3,626  
Property and equipment, net 123,661 120,576 129,513 113,161 94,216 81,233 59,816 44,717 40,537 33,916  
Operating lease right-of-use assets 13,993 2,161 2,535 1,195 1,537 1,241 1,459 1,673 1,882 2,092  
Other assets 735 865 999 1,202 1,483 1,878 1,965 1,835 2,045 2,172  
Total assets 268,059 269,067 280,004 297,129 304,387 302,426 304,688 344,249 324,991 332,333  
Current liabilities:                      
Accounts payable 10,492 5,574 15,649 17,400 13,887 16,912 19,192 18,194 11,139 9,427  
Accrued expenses and other current liabilities 19,508 15,913 13,524 15,703 12,164 10,821 6,477 11,545 8,990 7,794  
Current portion of deferred revenue 64,506 56,856 45,480 46,808 46,706 30,889 23,577 18,025 15,675 10,672  
Current portion of operating lease liabilities 2,203 1,754 1,713 1,391 1,655 1,130 1,122 1,114 1,106 1,097  
Total current liabilities 96,709 80,097 76,366 81,302 74,412 59,752 50,368 58,878 40,910 32,990  
Deferred revenue, noncurrent 20,266 25,372 25,919 25,149 25,120 24,547 20,748 14,444 9,234 4,330  
Operating lease liabilities, noncurrent 12,326 566 980 0 133 363 630 892 1,147 1,398  
Contingent earn-out liability 12,809 5,706 22,220 29,119 31,571 45,649 17,536 14,218 11,452 18,697  
Contingently issuable common stock liability 4,001 2,256 6,003 6,530 6,952 9,229 4,134 3,392 2,735 3,816  
Public warrant liability 4,297 3,852 8,738 10,889 11,469 19,625 7,874 6,124 6,733 5,587  
Total liabilities 150,408 117,849 140,226 152,989 149,657 159,165 101,290 117,631 77,170 72,773  
Commitments and contingencies (Note 20)  
Stockholders’ equity:                      
Preferred stock, $0.0001 par value; 100,000,000 authorized at December 31, 2024 and December 31, 2023; no shares issued and outstanding at December 31, 2024 and December 31, 2023 0 0 0 0 0 0 0 0 0 0  
Common stock, $0.0001 par value; 1,100,000,000 shares authorized at December 31, 2024 and December 31, 2023, 159,602,069 and 151,310,080 shares issued and outstanding at December 31, 2024 and December 31, 2023, respectively 16 16 16 15 15 15 15 15 14 14  
Additional paid-in capital 472,331 459,745 451,731 444,825 438,173 431,784 424,685 419,212 412,238 405,493  
Accumulated other comprehensive loss (32) (42) (50) (53) (9) (43) (26) (10) 35 (10)  
Accumulated deficit (354,664) (308,501) (311,919) (300,647) (283,449) (288,495) (221,276) (192,599) (164,466) (145,937)  
Stockholders’ equity 117,651 151,218 139,778 144,140 154,730 143,261 203,398 226,618 247,821 259,560 $ 290,274
Total liabilities and stockholders’ equity $ 268,059 $ 269,067 $ 280,004 $ 297,129 $ 304,387 $ 302,426 $ 304,688 $ 344,249 $ 324,991 $ 332,333  
[1] Includes related party accounts receivable, net of $2.2 million as of December 31, 2023.