v3.26.1
Fair Value Measurements
3 Months Ended
Mar. 31, 2026
Fair Value Measurements  
Fair Value Measurements

4. Fair Value Measurements

The following tables present the Company’s fair value hierarchy for its assets and liabilities that are measured at fair value on a recurring basis (in thousands):

Fair Value Measurements at March 31, 2026 Using:

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Assets:

 

  ​

 

  ​

 

  ​

 

  ​

Cash equivalents - Money market funds

$

21,941

$

$

$

21,941

Marketable securities - U.S. Treasury securities due in 3 - 12 months

44,179

44,179

Total assets measured at fair value

 

$

21,941

 

$

44,179

 

$

 

$

66,120

Other current liabilities:

Acquisition-related contingent consideration

22,406

22,406

Total liabilities measured at fair value

$

$

$

22,406

$

22,406

Fair Value Measurements at December 31, 2025 Using:

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Assets:

 

  ​

 

  ​

 

  ​

 

  ​

Cash equivalents - Money market funds

$

30,040

$

$

$

30,040

Marketable securities - U.S. Treasury securities due in 3 - 12 months

42,453

42,453

Total assets measured at fair value

 

$

30,040

 

$

42,453

 

$

 

$

72,493

Other current liabilities:

Acquisition-related contingent consideration

16,025

16,025

Total liabilities measured at fair value

$

$

$

16,025

$

16,025

Money Market Funds

Money market funds were valued by the Company based on quoted market prices, which represent a Level 1 measurement within the fair value hierarchy. There were no transfers between Level 1, Level 2 or Level 3 during the three months ended March 31, 2026 or 2025.

Marketable Securities

U.S. Treasury securities were valued by the Company using quoted prices in active markets for similar securities, which represent a Level 2 measurement within the fair value hierarchy.

Contingent Consideration

The Company recognizes acquisition-related contingent consideration which represents the estimated fair value of future payments or issuance of the Company’s common stock to the former owners of an acquired entity as part of certain transactions. Acquisition-related contingent consideration is measured and reported at fair value using the present value technique, the Monte Carlo simulation method or probability weighted scenario based on the unobservable inputs, which are significant to the fair value and classified with Level 3 of the fair value hierarchy.

For the acquisition of RedWave in April 2024, the amount of contingent consideration to be issued is contingent based on the amount of revenue the Company generates from the sale of certain RedWave products and services during the two-year period from May 1, 2024 through April 30, 2026. As of the acquisition date of RedWave, the fair value of the contingent consideration was estimated using a Monte Carlo simulation, utilizing the closing price of the Company’s common stock on the Nasdaq Global Market of $5.76 per share, revenue projections, an equity volatility rate of the Company of 90%, a revenue volatility rate of 30% and a discount rate of 26.5%.

As of March 31, 2026, the fair value of the contingent consideration related to the acquisition of RedWave was estimated utilizing revenue recognized from May 1, 2024 through March 31, 2026, projected revenue for April 2026, projected backlog expected as of April 30, 2026 and the closing price of the Company’s common stock of $6.12 per share as of March 31, 2026.

The Company achieved the minimum threshold of the sale of certain RedWave products and services as of March 31, 2026. The following table provides a roll-forward of the fair value of the Company’s contingent consideration, for which fair value is determined using Level 3 inputs (in thousands):

Balance as of December 31, 2025

$

16,025

Increase in fair value of contingent consideration earnouts

6,381

Balance as of March 31, 2026

$

22,406

The change in the fair value of contingent consideration liability is included in loss from continuing operations.