v3.26.1
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 32,428 $ 29,182
Marketable securities 17,454 22,199
Accounts receivable, net 5,266 3,482
Prepaid expenses 4,415 4,195
Other current assets 9,141 6,630
Total current assets 68,704 65,688
Property and equipment, net 70,065 57,310
Operating lease right-of-use assets, net 32,772 22,713
Capitalized internal-use software, net 42,238 40,825
Other assets 10,061 5,290
Total assets 223,840 191,826
Current liabilities:    
Accounts payable, accrued expenses and other current liabilities 16,960 10,994
Finance lease liabilities and lease financing obligations, current 16,625 14,873
Operating lease liabilities, current 4,782 5,253
Deferred revenue, current 30,428 30,498
Total current liabilities 68,795 61,618
Finance lease liabilities and lease financing obligations, non-current 30,088 21,292
Operating lease liabilities, non-current 30,942 20,166
Deferred revenue and other liabilities, non-current 5,477 5,529
Total liabilities 135,302 108,605
Commitments and contingencies (Note 9)
Stockholders’ Equity    
Preferred Stock, $0.0001 par value; 10,000,000 shares authorized as of June 30, 2026 and December 31, 2025; zero shares issued and outstanding as of June 30, 2026 and December 31, 2025 0 0
Treasury stock, at cost; 570,814 and 256,549 shares as of June 30, 2026 and December 31, 2025, respectively (3,358) (1,983)
Additional paid-in capital 324,723 306,795
Accumulated deficit (232,833) (221,597)
Total stockholders’ equity 88,538 83,221
Total liabilities and stockholders’ equity 223,840 191,826
Class A common stock    
Stockholders’ Equity    
Common stock, value, issued 6 6
Class B common stock    
Stockholders’ Equity    
Common stock, value, issued $ 0 $ 0