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Segment and Geographical Information
 3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Segment and Geographical Information Segment and Geographical Information
The Company operates as one reportable segment. Operating segments are defined as components of an enterprise for which separate financial information is regularly evaluated by the chief operating decision maker (“CODM”), which is the Company’s Chief Executive Officer, in deciding how to allocate resources and assess performance. Net income (loss) is the Company’s primary measure of profit or loss, and all costs and expenses categories on the Company’s consolidated statements of operations, as well as stock-based compensation, depreciation and amortization expenses, are significant. The Company’s CODM reviews net income or loss on a quarterly basis to assess overall operating performance, evaluate profitability and determine resource allocation, including capital spending and operating expense priorities. Refer to Note 8 – Balance Sheet Details and Note 13 – Stock-Based Compensation for further discussion. The measure of segment assets is reported on the consolidated balance sheet as total assets.
Revenue by geographic area is designated based upon the billing location of the customer. Revenue by geographic area was as follows (in thousands):
Three Months Ended March 31,
20262025
United States
$70,097 $74,926 
Europe, Middle East, and Africa
123,166 24,567 
Other
143 19 
Total revenue
$193,406 $99,512 
Property and equipment, net by geographic areas was as follows (in thousands):
March 31, 2026December 31, 2025
United States
$514,324 $376,021 
Other
58,115 61,375 
Total property and equipment, net
$572,439 $437,396