Condensed Consolidated Financial Statement Details (Tables)
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6 Months Ended |
Jun. 30, 2026 |
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| Property, Plant and Equipment [Abstract] |
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| Schedule of Inventory |
Inventory consisted of the following (in thousands): | | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | | | | | Raw materials | $ | 22,375 | | | $ | 10,457 | | | Finished goods | 9,354 | | | 7,575 | | | Total inventory | $ | 31,729 | | | $ | 18,032 | |
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| Prepaid Expenses and Other Current Assets |
Prepaid expenses and other current assets consisted of the following (in thousands): | | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | | | | | Prepaid expenses | $ | 8,397 | | | $ | 5,899 | | | Deferred contract acquisition costs | 8,840 | | | 8,332 | | | Other | 4,645 | | | 3,769 | | | Total prepaid expenses and other current assets | $ | 21,882 | | | $ | 18,000 | |
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| Schedule of Property and Equipment, Net |
Property and equipment, net, consisted of the following (in thousands): | | | | | | | | | | | | | | | | | | | Useful Life | | As of June 30, 2026 | | As of December 31, 2025 | | (in years) | | | | | | Equipment | 1 - 5 | | $ | 48,821 | | | $ | 46,637 | | | Software | 1 - 10 | | 24,834 | | | 7,023 | | | Furniture and fixtures | 1 - 7 | | 531 | | | 531 | | | Leasehold improvements | Lease term | | 3,549 | | | 3,560 | | | Construction in process | | | 12,621 | | | 29,307 | | | Property and equipment, gross | | | 90,356 | | | 87,058 | | | Less: accumulated depreciation | | | (41,019) | | | (36,837) | | | Property and equipment, net | | | $ | 49,337 | | | $ | 50,221 | |
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| Schedule of Accrued Liabilities |
Accrued and other liabilities consisted of the following (in thousands): | | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | | | | | Accrued compensation and benefits | $ | 14,877 | | | $ | 23,067 | | | Accrued tax liabilities | 7,081 | | | 3,247 | | | Lease liability | 5,728 | | | 5,562 | | | Accrued interest payable | 1,553 | | | 1,553 | | | Other | 7,311 | | | 7,703 | | | Total accrued and other liabilities | $ | 36,550 | | | $ | 41,132 | |
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| Schedule of Deferred Revenue |
Deferred revenue consisted of the following (in thousands): | | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | | | | | Deferred revenue: | | | | | Products | $ | 17,452 | | | $ | 2,783 | | | Services | 137,374 | | | 140,023 | | | Total deferred revenue | 154,826 | | | 142,806 | | | Less: current portion | (93,230) | | | (80,824) | | | Non-current portion | $ | 61,596 | | | $ | 61,982 | |
The following table reflects contract balances with customers (in thousands): | | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | Accounts receivable, net | $ | 72,242 | | | $ | 62,069 | | | | | | | | | | | Deferred revenue, current | 93,230 | | | 80,824 | | | Deferred revenue, non-current | 61,596 | | | 61,982 | |
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| Financing Receivable, Allowance for Credit Loss |
Accounts Receivable Allowance for Credit Losses
The following table presents the change in the Company’s accounts receivable allowance for credit losses (in thousands):
| | | | | | | | | | | | | As of June 30, 2026 | | As of December 31, 2025 | | | | | | Allowance for credit losses, beginning balance | $ | 66 | | | $ | 465 | | | Decrease in allowance | — | | | (232) | | | Write-offs, net of recoveries | (47) | | | (167) | | | Allowance for credit losses, ending balance | $ | 19 | | | $ | 66 | |
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