v3.26.1
Segment and Geographical Information
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment and Geographical Information
Note 4 - Segment and Geographical Information
The Company operates as one reportable segment. Operating segments are defined as components of an enterprise for which separate financial information is regularly evaluated by the chief operating decision maker (“CODM”), which is the Company’s Chief Executive Officer, in deciding how to allocate resources and assess performance. Net income (loss) is the Company’s primary measure of profit or loss, and all costs and expense categories on the Company’s consolidated statements of operations, as well as stock-based compensation, depreciation and amortization expenses, are significant. The Company’s CODM reviews net income or loss on a quarterly basis to assess overall operating performance, evaluate profitability and determine resource allocation, including capital spending and operating expense priorities. Refer to Note 8 - Balance Sheets Details and Note 13 - Stock-Based Compensation for further discussion. The measure of segment assets is reported on the consolidated balance sheet as total assets.
Revenue by geographic area is designated based upon the billing location of the customer. Revenue by geographic area was as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
United States
$83,977 $30,212 $154,071 $105,096 
Europe, Middle East, and Africa
95,749 73,033 218,921 97,643 
Other
384 77 524 95 
Total revenue
$180,110 $103,322 $373,516 $202,834 
Property and equipment, net by geographic areas was as follows (in thousands):
June 30, 2026December 31, 2025
United States
$817,750 $376,021 
Canada
168,976 61,281 
Other82 94 
Total property and equipment, net
$986,808 $437,396