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Segment and Related Information
 9 Months Ended
Sep. 30, 2026
Segment Reporting [Abstract]  
Segment and Related Information Segment and Related Information
The Company operates in one segment. There have been no changes to the Company’s reportable segment, the identification of the Company's Chief Executive Officer as the Chief Operating Decision Maker, or the methodology used to assess segment performance since the filing of our 2025 Annual Report.

The following table presents revenues and significant segment expenses:

Three Months Ended September 30,Nine Months Ended September 30,
(in thousands)2026202520262025
Total revenues, net$137,108 $119,183 $394,491 $335,446 
Less:
Subscription service cost of sales(1)
29,253 25,300 85,693 70,616 
Hardware cost of sales(1)
26,472 24,474 77,201 60,306 
Professional service cost of sales(1)
12,353 11,860 35,332 31,433 
Sales and marketing(1)
12,274 12,046 35,478 35,420 
General and administrative(1)
20,255 23,583 64,051 69,062 
Research and development(1)
20,892 18,110 63,098 56,775 
Depreciation and amortization9,675 9,082 27,369 26,726 
Stock-based compensation7,563 7,821 21,525 22,889 
Transaction costs122 1,171 726 2,887 
Amortization of identifiable intangible assets3,719 3,389 10,875 10,042 
Other segment item(2)
— — 5,400 — 
Operating loss$(5,470)$(17,653)$(32,257)$(50,710)
Other segment items(3)
(3,569)(524)(9,847)(12,857)
Net loss$(9,039)$(18,177)$(42,104)$(63,567)

(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 item includes intangible asset impairment loss. See the condensed consolidated statements of operations for additional information on this amount.
(3) Other segment items include other income (expense), net; gain (loss) on extinguishment of debt, net; interest expense, net; benefit from (provision for) income taxes; and net income from discontinued operations. See the condensed consolidated statements of operations for additional information on these amounts.

The following table presents revenues by geographic area based on the location of the customer:

Three Months Ended
September 30,		Nine Months Ended
September 30,
(in thousands)2026202520262025
United States$113,855 $98,181 $327,998 $278,568 
International23,253 21,002 66,493 56,878 
Total$137,108 $119,183 $394,491 $335,446 
The following table presents long-lived assets, which consist of property, plant, and equipment, net and lease right-of-use assets, by geographic area based on the location of the assets:

(in thousands)September 30, 2026December 31, 2025
United States$14,939 $15,369 
International5,529 6,093 
Total$20,468 $21,462 
Customers accounting for 10% or more of the Company’s total revenues are summarized as follows:

Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
McDonald’s Corporation27 %23 %26 %20 %
All Others73 %77 %74 %80 %
Total100 %100 %100 %100 %

No other customer within "All Others" accounted for 10% or more of the Company’s total revenue for the three and nine months ended September 30, 2026 or 2025.