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Segment and Related Information (Tables)
6 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Schedule of Information of the Company's Segments
The following table presents revenues and significant segment expenses:

Three Months Ended June 30,Six Months Ended June 30,
(in thousands)2025202420252024
Total revenues, net$112,404 $78,150 $216,263 $148,223 
Less:
Subscription service cost of sales(1)
24,138 15,074 45,316 28,212 
Hardware cost of sales(1)
19,447 15,415 35,832 29,464 
Professional service cost of sales(1)
9,571 9,373 19,573 20,492 
Sales and marketing(1)
11,918 9,517 23,374 20,168 
General and administrative(1)
23,938 18,002 45,479 35,668 
Research and development(1)
19,836 15,411 38,665 30,496 
Depreciation and amortization9,021 6,888 17,644 13,249 
Stock-based compensation7,887 6,286 15,068 10,696 
Transaction costs561 1,573 1,716 4,978 
Amortization of identifiable intangible assets3,394 1,946 6,653 2,878 
Other segment items(2)
— (600)— (600)
Operating loss$(17,307)$(20,735)$(33,057)$(47,478)
Other segment items(3)
(3,733)74,925 (12,333)83,380 
Net (loss) income$(21,040)$54,190 $(45,390)$35,902 

(1) These amounts exclude stock-based compensation expense, depreciation and amortization expense, and transaction costs, which are presented separately as additional significant segment expenses.
(2) Other segment items include adjustment to contingent consideration liability. See the condensed consolidated statements of operations for additional information on this amount.
(3) Other segment items include other expense, net; loss on extinguishment of debt; interest expense, net; (provision for) benefit from income taxes; and net income from discontinued operations. See the condensed consolidated statements of operations for additional information on these amounts.
The following table represents revenues by country based on the location of the revenue:

Three Months Ended June 30,Six Months Ended June 30,
(in thousands)2025202420252024
United States$92,852 $73,181 $180,387 $137,714 
International19,552 4,969 35,876 10,509 
Total$112,404 $78,150 $216,263 $148,223 
Schedule of Revenue by Geographic Area
The following table represents assets by country based on the location of the assets:

(in thousands)June 30, 2025December 31, 2024
United States$604,030 $599,945 
International787,710 780,782 
Total$1,391,740 $1,380,727 
Schedule of Revenue by Major Customers
Customers accounting for 10% or more of the Company’s total revenues are summarized as follows:

Three Months Ended June 30,Six Months Ended June 30,
2025202420252024
McDonald’s Corporation18 %11 %18 %10 %
Yum! Brands, Inc.%10 %%11 %
All Others73 %79 %73 %79 %
Total100 %100 %100 %100 %