v3.26.1
Incentive Plans (Tables)
 6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Activity Related to the RSAs Associated With Compensation Arrangements
The following is a summary of activity related to the RSUs associated with compensation arrangements during the six months ended June 30, 2026:
RSU’sWeighted-
Average
Grant-Date
Fair Value
Unvested balance as of January 1, 20264,357,412 $23.31 
Granted1,809,438 45.40 
Vested(1,025,492)22.76 
Forfeited(752,980)26.50 
Unvested balance as of June 30, 2026
4,388,378 $32.01 
Schedule of Unvested Restricted Stock Units Expected Vesting Period
The following is a schedule of the expected vesting period for unvested RSUs as of June 30, 2026:
Unvested RSU’s
Expected to vest within 1 year1,769,211 
Expected to vest between 1 to 2 years1,743,574 
Expected to vest between 2 to 3 years875,593 
Unvested balance as of June 30, 2026
4,388,378 
Schedule of Compensation Expense Related to the RSAs
Below is the compensation expense recognized related to the RSUs within the condensed consolidated statements of operations:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Cost of direct salaries and benefits$162 $97 $254 $234 
Research and development2,432 3,259 5,777 6,356 
Sales and marketing303 272 517 412 
General and administrative8,191 5,645 15,851 9,073 
Total$11,088 $9,273 $22,399 $16,075 
Below is a summary of total compensation expense recorded in relation to the Company’s incentive plans within the condensed consolidated statements of operations:

Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
RSUs11,088 9,273 22,399 16,075 
Founder PSUs— 1,019 — 2,016 
Total$11,088 $10,292 $22,399 $18,091 

Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Cost of direct salaries and benefits$162 $97 $254 $234 
Research and development2,432 3,259 5,777 6,356 
Sales and marketing303 272 517 412 
General and administrative8,191 6,664 15,851 11,089 
Total$11,088 $10,292 $22,399 $18,091