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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets    
Cash and cash equivalents $ 100,022 $ 142,482
Accounts receivable, net 52,195 59,299
Inventory 28,087 35,261
Deferred cost of revenue, current portion 4,356 8,727
Prepaid expenses and other current assets 16,805 11,881
Total current assets 201,465 257,650
Property and equipment, net 5,378 2,451
Deferred cost of revenue 374 3,073
Goodwill 92,339 117,268
Intangible assets, net 20,470 23,375
Other long-term assets 15,771 16,359
Total assets 335,797 420,176
Current liabilities    
Accounts payable 10,811 8,716
Accrued expenses and other current liabilities 25,617 27,245
Deferred revenue, current portion 36,195 35,071
Total current liabilities 72,623 71,032
Deferred revenue 22,561 52,588
Other long-term liabilities 6,201 7,121
Total liabilities 101,385 130,741
Commitments and contingencies (Note 12)
Convertible preferred stock, $0.0001 par value; 50,000 shares authorized as of September 30, 2025 and December 31, 2024; no shares of preferred stock issued and outstanding as of September 30, 2025 and December 31, 2024 0 0
Stockholders' equity    
Class A common stock, $0.0001 par value; 500,000 shares authorized as of September 30, 2025 and December 31, 2024, respectively; 189,196 and 192,049 shares issued and outstanding as of September 30, 2025 and December 31, 2024, respectively 19 19
Additional paid-in capital 643,830 637,361
Accumulated deficit (410,060) (347,847)
Accumulated other comprehensive loss 623 (98)
Total stockholders' equity 234,412 289,435
Total liabilities, convertible preferred stock and stockholders' equity $ 335,797 $ 420,176