v3.26.1
Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 537,450 $ 495,975
Accounts receivable 61,305 41,617
Inventories 19,217 17,545
Prepaid expenses and other current assets 6,166 5,421
Total current assets 624,138 560,558
Property and equipment, net 22,277 20,361
Operating lease right-of-use assets, net 49,396 46,742
Other non-current assets 4,916 4,993
Total assets 700,727 632,654
Current liabilities:    
Accounts payable 8,702 7,184
Accrued expenses and other current liabilities 8,634 7,247
Accrued commissions 3,581 3,912
Accrued compensation and employee benefits 18,283 12,551
Common stock warrant liability 8,924 9,282
Deferred revenue, current 2,796 2,188
Operating lease liabilities, current 5,818 5,079
Financing lease liabilities, current 424 519
Total current liabilities 57,162 47,962
Operating lease liabilities, non-current 47,695 45,723
Financing lease liabilities, non-current 245 348
Deferred revenue, non-current 0 1,290
Long-term debt 90,005 57,226
Total liabilities 195,107 152,549
Commitments and contingencies (Note 5)
Stockholders’ equity:    
Additional paid-in capital 764,189 756,644
Accumulated other comprehensive loss (1,792) (1,792)
Accumulated deficit (256,777) (274,747)
Total stockholders’ equity 505,620 480,105
Total liabilities and stockholders’ equity 700,727 632,654
Common Class A    
Stockholders’ equity:    
Common stock value 0 0
Common Class B    
Stockholders’ equity:    
Common stock value $ 0 $ 0