v3.26.1
Condensed Consolidated Statements of Stockholders' Equity (Unaudited) - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive (Loss) Income
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024   220,837,209      
Beginning balance at Dec. 31, 2024 $ 476,716 $ 22 $ 719,155 $ (324) $ (242,137)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares)   1,179,653      
Payments for taxes related to net share settlement of equity awards (25,711)   (25,711)    
Exercise of vested stock options (in shares)   1,274,229      
Exercise of vested stock options 3,928   3,928    
Issuance of common stock for acquisition of assets (in shares)   292,806      
Issuance of common stock for acquisition of assets 12,760   12,760    
Common stock to be issued for asset acquisition indemnification holdback 6,380   6,380    
Stock-based compensation 25,543   25,543    
Other comprehensive (loss) income 160     160  
Net (loss) income 49,485       49,485
Ending balance (in shares) at Mar. 31, 2025   223,583,897      
Ending balance at Mar. 31, 2025 549,261 $ 22 742,055 (164) (192,652)
Beginning balance (in shares) at Dec. 31, 2024   220,837,209      
Beginning balance at Dec. 31, 2024 476,716 $ 22 719,155 (324) (242,137)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Other comprehensive (loss) income 1,146        
Net (loss) income 91,990        
Ending balance (in shares) at Jun. 30, 2025   225,759,057      
Ending balance at Jun. 30, 2025 562,696 $ 23 711,998 822 (150,147)
Beginning balance (in shares) at Mar. 31, 2025   223,583,897      
Beginning balance at Mar. 31, 2025 549,261 $ 22 742,055 (164) (192,652)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares)   1,183,553      
Payments for taxes related to net share settlement of equity awards (36,764)   (36,764)    
Exercise of vested stock options (in shares)   739,789      
Exercise of vested stock options 2,569 $ 1 2,568    
Issuance of common stock under employee stock purchase plan (in shares)   251,818      
Issuance of common stock under employee stock purchase plan 2,970   2,970    
Purchases of capped calls related to convertible senior notes, net of tax (35,520)   (35,520)    
Stock-based compensation 36,689   36,689    
Other comprehensive (loss) income 986     986  
Net (loss) income 42,505       42,505
Ending balance (in shares) at Jun. 30, 2025   225,759,057      
Ending balance at Jun. 30, 2025 562,696 $ 23 711,998 822 (150,147)
Beginning balance (in shares) at Dec. 31, 2025   227,245,521      
Beginning balance at Dec. 31, 2025 540,928 $ 23 652,383 2,294 (113,772)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares)   2,226,629      
Payments for taxes related to net share settlement of equity awards (39,206)   (39,206)    
Exercise of vested stock options (in shares)   1,085,188      
Exercise of vested stock options 5,008   5,008    
Common stock issued for asset acquisition indemnification holdback (in shares)   146,402      
Stock-based compensation 38,251   38,251    
Other comprehensive (loss) income (6,699)     (6,699)  
Net (loss) income (92,115)       (92,115)
Ending balance (in shares) at Mar. 31, 2026   230,703,740      
Ending balance at Mar. 31, 2026 446,167 $ 23 656,436 (4,405) (205,887)
Beginning balance (in shares) at Dec. 31, 2025   227,245,521      
Beginning balance at Dec. 31, 2025 540,928 $ 23 652,383 2,294 (113,772)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Other comprehensive (loss) income (48,331)        
Net (loss) income (178,405)        
Ending balance (in shares) at Jun. 30, 2026   233,297,933      
Ending balance at Jun. 30, 2026 324,072 $ 23 662,263 (46,037) (292,177)
Beginning balance (in shares) at Mar. 31, 2026   230,703,740      
Beginning balance at Mar. 31, 2026 446,167 $ 23 656,436 (4,405) (205,887)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting of RSUs, net of shares withheld for taxes (in shares)   1,153,444      
Payments for taxes related to net share settlement of equity awards (23,118)   (23,118)    
Exercise of vested stock options (in shares)   1,227,255      
Exercise of vested stock options 8,022   8,022    
Issuance of common stock under employee stock purchase plan (in shares)   213,494      
Issuance of common stock under employee stock purchase plan 3,846   3,846    
Purchases of capped calls related to convertible senior notes, net of tax (27,308)   (27,308)    
Stock-based compensation 44,385   44,385    
Other comprehensive (loss) income (41,632)     (41,632)  
Net (loss) income (86,290)       (86,290)
Ending balance (in shares) at Jun. 30, 2026   233,297,933      
Ending balance at Jun. 30, 2026 $ 324,072 $ 23 $ 662,263 $ (46,037) $ (292,177)