v3.26.1
Condensed Consolidated Statements of Operations and Comprehensive Income (Parenthetical) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Total revenue $ 158,959 $ 115,381 $ 302,082 $ 219,005
Total cost of revenue 32,057 24,880 64,617 44,955
Gain on change in fair value of investments [1] (877) 1,269 (4,727) [2] 1,269 [2]
Hardware revenue        
Total revenue [3] 9,806 12,266 14,332 21,173
Total cost of revenue [4] 5,561 10,194 14,185 18,791
Other revenue        
Total revenue [5] 11,551 9,246 22,293 17,505
Total cost of revenue 1,740 1,122 3,237 2,197
Related party        
Gain on change in fair value of investments 0 882 0 882
Related party | Hardware revenue        
Total revenue 94   94  
Total cost of revenue 62 0 62 0
Related party | Other revenue        
Total revenue $ 259 $ 195 $ 483 $ 487
[1] Includes a related party gain of zero for the three and six months ended June 30, 2026 and $882 for the three and six months ended June 30, 2025.
[2] Includes a related party gain of zero and $882 for the six months ended June 30, 2026 and 2025, respectively.
[3] Includes related party hardware revenue of $94 for the three and six months ended June 30, 2026. There was no related party hardware revenue for the three and six months ended June 30, 2025.
[4] Includes related party cost of hardware revenue of $62 for the three and six months ended June 30, 2026. There was no related party cost of hardware revenue for the three and six months ended June 30, 2025.
[5] Includes related party other revenue of $259 and $483 for the three and six months ended June 30, 2026, respectively, and $195 and $487 for the three and six months ended June 30, 2025, respectively.