v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common stock
Additional paid-in-capital
Accumulated other comprehensive income
Accumulated deficit
Treasury stock
Balance at Dec. 31, 2024 $ 766,931 $ 56 $ 1,509,831 $ 2,615 $ (745,439) $ (132)
Balance (in shares) at Dec. 31, 2024   56,472        
Treasury Stock, Shares, Beginning Balance at Dec. 31, 2024           (28)
Stockholders' Deficit            
Common stock issued under stock plans, net 2,198 $ 1 2,197      
Common stock issued under stock plans, net (in shares)   297        
Stock-based compensation 12,986   12,986      
Other comprehensive income (loss) (10)     (10)    
Net income (loss) (18,146)       (18,146)  
Balance at Mar. 31, 2025 763,959 $ 57 1,525,014 2,605 (763,585) $ (132)
Balance (in shares) at Mar. 31, 2025   56,769        
Treasury Stock, Shares, Ending Balance at Mar. 31, 2025           (28)
Balance at Dec. 31, 2024 766,931 $ 56 1,509,831 2,615 (745,439) $ (132)
Balance (in shares) at Dec. 31, 2024   56,472        
Treasury Stock, Shares, Beginning Balance at Dec. 31, 2024           (28)
Stockholders' Deficit            
Other comprehensive income (loss) 447          
Net income (loss) (54,034)          
Balance at Sep. 30, 2025 769,543 $ 57 1,566,029 3,062 (799,473) $ (132)
Balance (in shares) at Sep. 30, 2025   57,414        
Treasury Stock, Shares, Ending Balance at Sep. 30, 2025           (28)
Balance at Mar. 31, 2025 763,959 $ 57 1,525,014 2,605 (763,585) $ (132)
Balance (in shares) at Mar. 31, 2025   56,769        
Treasury Stock, Shares, Beginning Balance at Mar. 31, 2025           (28)
Stockholders' Deficit            
Common stock issued under stock plans, net 2,524   2,524      
Common stock issued under stock plans, net (in shares)   508        
Stock-based compensation 18,019   18,019      
Other comprehensive income (loss) 267     267    
Net income (loss) (19,657)       (19,657)  
Balance at Jun. 30, 2025 765,112 $ 57 1,545,557 2,872 (783,242) $ (132)
Balance (in shares) at Jun. 30, 2025   57,277        
Treasury Stock, Shares, Ending Balance at Jun. 30, 2025           (28)
Stockholders' Deficit            
Common stock issued under stock plans, net 5,559   5,559      
Common stock issued under stock plans, net (in shares)   137        
Stock-based compensation 14,913   14,913      
Other comprehensive income (loss) 190     190    
Net income (loss) (16,231)       (16,231)  
Balance at Sep. 30, 2025 769,543 $ 57 1,566,029 3,062 (799,473) $ (132)
Balance (in shares) at Sep. 30, 2025   57,414        
Treasury Stock, Shares, Ending Balance at Sep. 30, 2025           (28)
Balance at Dec. 31, 2025 $ 656,155 $ 58 1,586,056 3,303 (933,130) $ (132)
Balance (in shares) at Dec. 31, 2025 57,511 57,539        
Treasury Stock, Shares, Beginning Balance at Dec. 31, 2025 (28)         (28)
Stockholders' Deficit            
Common stock issued under stock plans, net $ 16,072   16,072      
Common stock issued under stock plans, net (in shares)   848        
Stock-based compensation 19,144   19,144      
Other comprehensive income (loss) (660)     (660)    
Net income (loss) (19,783)       (19,783)  
Balance at Mar. 31, 2026 670,928 $ 58 1,621,272 2,643 (952,913) $ (132)
Balance (in shares) at Mar. 31, 2026   58,387        
Treasury Stock, Shares, Ending Balance at Mar. 31, 2026           (28)
Balance at Dec. 31, 2025 $ 656,155 $ 58 1,586,056 3,303 (933,130) $ (132)
Balance (in shares) at Dec. 31, 2025 57,511 57,539        
Treasury Stock, Shares, Beginning Balance at Dec. 31, 2025 (28)         (28)
Stockholders' Deficit            
Other comprehensive income (loss) $ (1,513)          
Net income (loss) (36,142)          
Balance at Sep. 30, 2026 $ 717,274 $ 59 1,684,829 1,790 (969,272) $ (132)
Balance (in shares) at Sep. 30, 2026 59,168 59,196        
Treasury Stock, Shares, Ending Balance at Sep. 30, 2026 (28)         (28)
Balance at Mar. 31, 2026 $ 670,928 $ 58 1,621,272 2,643 (952,913) $ (132)
Balance (in shares) at Mar. 31, 2026   58,387        
Treasury Stock, Shares, Beginning Balance at Mar. 31, 2026           (28)
Stockholders' Deficit            
Common stock issued under stock plans, net 1,329 $ 1 1,328      
Common stock issued under stock plans, net (in shares)   499        
Stock-based compensation 28,865   28,865      
Other comprehensive income (loss) (259)     (259)    
Net income (loss) (18,377)       (18,377)  
Balance at Jun. 30, 2026 682,486 $ 59 1,651,465 2,384 (971,290) $ (132)
Balance (in shares) at Jun. 30, 2026   58,886        
Treasury Stock, Shares, Ending Balance at Jun. 30, 2026           (28)
Stockholders' Deficit            
Common stock issued under stock plans, net 15,591   15,591      
Common stock issued under stock plans, net (in shares)   310        
Stock-based compensation 17,773   17,773      
Other comprehensive income (loss) (594)     (594)    
Net income (loss) 2,018       2,018  
Balance at Sep. 30, 2026 $ 717,274 $ 59 $ 1,684,829 $ 1,790 $ (969,272) $ (132)
Balance (in shares) at Sep. 30, 2026 59,168 59,196        
Treasury Stock, Shares, Ending Balance at Sep. 30, 2026 (28)         (28)