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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES    
Net loss $ (35,579) $ (42,629)
Adjustments to reconcile net loss to net cash used in operating activities:    
Depreciation and amortization 5,936 3,654
Loss on write-off and disposal of property and equipment 0 85
Gain on lease termination 0 (65)
Stock-based compensation 18,879 21,724
Deferred taxes (571) 0
Reduction of revenue related to stock warrant issued to customer 2,375 1,021
Amortization of right-of-use asset 1,663 2,509
Accretion on short-term investments (1,115) (1,488)
Change in fair value of warrant liabilities 0 229
(Recovery) provision for inventory write-down (52) 465
(Recovery) provision for doubtful accounts (86) 137
Realized gain on sale of available for sale securities (14) (4)
Changes in operating assets and liabilities, net of effects of business acquisition:    
Accounts receivable 10,643 6,471
Inventory (5,652) 2,049
Prepaid expenses and other assets (9,868) (3,640)
Accounts payable 841 6,425
Accrued and other liabilities 44 3,978
Contract liabilities (5,600) (3,836)
Operating lease liability (1,883) (3,273)
Net cash used in operating activities (20,039) (6,188)
CASH FLOWS FROM INVESTING ACTIVITIES    
Purchases of property and equipment (5,209) (1,441)
Purchase of short-term investments (122,307) (79,686)
Proceeds from sales and maturities of short-term investments 94,995 57,250
Acquisition of Stereolabs, net of cash acquired (27,493) 0
Net cash used in investing activities (60,014) (23,877)
CASH FLOWS FROM FINANCING ACTIVITIES    
Proceeds from ESPP purchase 1,332 980
Proceeds from exercise of stock options 2,342 48
Payments received to fund employees tax obligation for vested RSUs 1,629 357
Proceeds from the issuance of common stock under at-the-market offering, net of commissions and fees 97,985 58,798
At-the-market offering costs for the issuance of common stock (20) (10)
Net cash provided by financing activities 103,268 60,173
Effect of exchange rates on cash and cash equivalents 0 480
Net increase in cash, cash equivalents and restricted cash 23,215 30,588
Cash, cash equivalents and restricted cash at beginning of period 69,980 48,099
Cash, cash equivalents and restricted cash at end of period 93,195 78,687
SUPPLEMENTAL DISCLOSURES OF OPERATING ACTIVITIES:    
Income tax (refunds) payments, net (1,640) 75
SUPPLEMENTAL DISCLOSURES OF NON-CASH INVESTING AND FINANCING INFORMATION:    
Property and equipment purchases included in accounts payable and accrued liabilities 432 743
Right-of-use assets obtained in exchange for operating lease liability 0 742
Common stock shares issued in the acquisition of Stereolabs 22,780 0
Unpaid at-the-market offering costs $ 232 $ 0