v3.26.1
Segment Reporting (Tables)
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Summary of Financial Information with Respect to Reportable Segments
Presented below is financial information with respect to the Company’s reportable segments for the periods presented:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Segment revenues(1):
Software$35,465 $40,544 $71,025 $89,360 
Drug discovery23,424 14,215 46,451 24,950 
Total segment revenues58,889 54,759 117,476 114,310 
Segment cost of revenues(1):
Software10,538 13,029 22,838 26,551 
Drug discovery15,919 15,572 32,659 30,477 
Total segment cost of revenues26,457 28,601 55,497 57,028 
Segment gross profit:
Software24,927 27,515 48,187 62,809 
Drug discovery7,505 (1,357)13,792 (5,527)
Total segment gross profit32,432 26,158 61,979 57,282 
Unallocated (expense) income:
Research and development(40,998)(43,138)(84,822)(88,982)
Sales and marketing(10,266)(10,734)(21,869)(21,101)
General and administrative(22,715)(25,189)(45,629)(50,991)
Change in fair value of equity investments45,868 4,579 32,381 (8,516)
Other income3,026 5,438 5,689 9,642 
Income tax expense(1,372)(287)(1,780)(315)
Consolidated net income (loss)$5,975 $(43,173)$(54,051)$(102,981)
(1)    Contribution activity is included within the segments to which the contribution activity relates as software contribution activity and drug discovery contribution activity share similar economic characteristics, respectively, with the software and drug discovery segments.
Schedule of Revenues by Geographic Area
Revenues by geographic area are determined based on the address provided by the Company's customers and partners. The following table sets forth revenues by geographic area for the three and six months ended June 30, 2026 and 2025:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
United States$37,526 $34,050 $68,935 $63,713 
EMEA14,378 13,563 34,550 36,646 
APAC6,700 6,971 13,372 13,045 
Rest of World285 175 619 906 
$58,889 $54,759 $117,476 $114,310