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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 96,139 $ 104,997
Marketable securities 73,979 66,285
Accounts receivable 92,131 74,370
Inventory, net 21,703 13,951
Prepaid expenses and other current assets 12,943 8,685
Total current assets 296,895 268,288
Operating lease right-of-use assets 32,404 23,412
Property and equipment, net 53,531 45,693
Goodwill 1,641 13,520
Intangible assets, net 137,732 168,481
Other assets 4,281 4,316
Total assets 526,484 523,710
Current liabilities:    
Accounts payable and accrued expenses 32,426 57,645
Short-term lease liabilities 5,823 4,404
Other current liabilities 33,154 46,859
Total current liabilities 71,403 108,908
Long-term debt, net of current portion 146,229 48,176
Long-term lease liabilities 63,332 56,046
Other liabilities 71 1,641
Deferred taxes 760 757
Total liabilities 281,795 215,528
Purchase commitments and contingencies (Note 9)
Stockholders’ Equity:    
Preferred Stock, $0.0001 par value: 1,000,000 shares authorized, 0 shares issued and outstanding at September 30, 2026 and December 31, 2025, respectively 0 0
Class A common stock, $0.0001 par value: 1,000,000,000 shares authorized, 29,954,477 and 29,245,296 shares issued and outstanding at September 30, 2026 and December 31, 2025, respectively 3 3
Additional paid-in capital 1,711,675 1,680,738
Accumulated deficit (1,466,878) (1,373,495)
Accumulated other comprehensive (loss) income (111) 936
Total stockholders’ equity 244,689 308,182
Total liabilities and stockholders’ equity $ 526,484 $ 523,710