v3.26.1
Stock-based Compensation (Tables)
 3 Months Ended
Mar. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock Option Activity
Stock option activity for the three months ended March 31, 2026 was as follows:
Number of
Shares
Underlying
Outstanding
Options		Weighted-
Average Exercise
Price		Weighted-
Average
Remaining
Contractual
Term (in years)		Aggregate
Intrinsic
Value
Outstanding—December 31, 20251,710,622 $7.69 4.72$24,142 
Options exercised(44,548)2.10 
Outstanding—March 31, 20261,666,074 $7.84 4.47$17,854 
Vested —March 31, 20261,666,074 $7.84 4.47$17,854 
Exercisable—March 31, 20261,666,074 $7.84 4.47$17,854 
Schedule of Stock Options Outstanding and Exercisable
The following table summarizes information about stock options outstanding and exercisable at March 31, 2026.
Options OutstandingOptions
Exercisable
Exercise
Price		Options
Outstanding		Weighted
Average
Remaining
Contractual
Life (Years)
$1.85 163,315 4.29163,315 
2.13 741,142 4.50741,142 
14.22 752,408 4.50752,408 
52.40 9,209 3.509,209 
1,666,074 1,666,074 
Schedule of Nonvested Restricted Stock Units Activity
A summary of RSU activity for the three months ended March 31, 2026 was as follows:
Number of
Shares		Weighted Average
Grant Date Fair
Value (per share)
Unvested—December 31, 20254,085,075 $12.02 
Granted149,677 24.96 
Canceled(56,253)10.51 
Vested(621,109)10.76 
Unvested—March 31, 20263,557,390 $12.81 
Schedule of Stock-based Compensation
The Company recognized stock-based compensation expense for all share-based awards in the unaudited condensed consolidated statements of operations and comprehensive loss as follows (in thousands):
Three Months Ended March 31,
20262025
Cost of revenue$826 $1,137 
Research and development2,616 4,305 
Sales and marketing766 1,106 
General and administrative3,286 1,950 
Total stock-based compensation$7,494 $8,498 
The following table summarizes stock-based compensation expense by award type (in thousands):
Three Months Ended March 31,
20262025
RSUs$6,449 $7,333 
Employee stock purchase plan361 340 
RSAs— 825 
Stereolabs post‑combination compensation expense684 — 
Total stock-based compensation$7,494 $8,498