v3.26.1
Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 548,628 $ 495,975
Accounts receivable 74,894 41,617
Inventories 21,135 17,545
Prepaid expenses and other current assets 6,719 5,421
Total current assets 651,376 560,558
Property and equipment, net 24,932 20,361
Operating lease right-of-use assets, net 47,829 46,742
Other non-current assets 5,559 4,993
Total assets 729,696 632,654
Current liabilities:    
Accounts payable 12,205 7,184
Accrued expenses and other current liabilities 12,603 7,247
Accrued commissions 3,833 3,912
Accrued compensation and employee benefits 18,000 12,551
Common stock warrant liability 0 9,282
Deferred revenue, current 2,328 2,188
Operating lease liabilities, current 6,343 5,079
Financing lease liabilities, current 413 519
Total current liabilities 55,725 47,962
Operating lease liabilities, non-current 45,981 45,723
Financing lease liabilities, non-current 153 348
Deferred revenue, non-current 0 1,290
Long-term debt 91,031 57,226
Total liabilities 192,890 152,549
Commitments and contingencies (Note 5)
Stockholders’ equity:    
Additional paid-in capital 787,321 756,644
Accumulated other comprehensive loss (1,792) (1,792)
Accumulated deficit (248,723) (274,747)
Total stockholders’ equity 536,806 480,105
Total liabilities and stockholders’ equity 729,696 632,654
Common Class A    
Stockholders’ equity:    
Common stock value $ 0 $ 0
Common stock, outstanding (in shares) 42,283,900 41,252,105
Common stock, issued (in shares) 42,283,900 41,252,105
Common Class B    
Stockholders’ equity:    
Common stock value $ 0 $ 0
Common stock, outstanding (in shares) 4,542,650 4,552,650
Common stock, issued (in shares) 4,542,650 4,552,650