v3.26.3
Condensed Consolidated Statements of Changes in Stockholders' Equity (Unaudited) - USD ($)
$ in Thousands
Total
Siemens Agreement
Public Offering
Class A - Common Stock
Class A - Common Stock
Siemens Agreement
Class A - Common Stock
Public Offering
Class B - Common Stock
Additional Paid-In Capital
Additional Paid-In Capital
Siemens Agreement
Additional Paid-In Capital
Public Offering
Treasury Stock
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Total Stockholders' Equity
Total Stockholders' Equity
Siemens Agreement
Total Stockholders' Equity
Public Offering
Noncontrolling Interest
Balance at Dec. 31, 2024 $ 315,596             $ 685,054       $ (328) $ (370,273) $ 314,453     $ 1,143
Balance, Shares at Dec. 31, 2024       48,289,274     1,475,311                    
Exercise of common stock options 2,703             2,703           2,703      
Exercise of common stock options, Shares       311,699                          
Vesting of restricted stock units,shares       1,100,274                          
Shares issued in business combination 625             625           625      
Shares issued in business combination, Shares       16,716                          
Donated common stock 2,080             2,080           2,080      
Donated common stock, Shares       60,399                          
Purchase of capped calls (17,475)             (17,475)           (17,475)      
Purchase of treasury stock (8,080)                   $ (8,080)     (8,080)      
Purchase of treasury stock, Shares       (220,994)             220,994            
Stock-based compensation 25,985             25,985           25,985      
Comprehensive income (loss):                                  
Foreign currency translation 4,766                     4,782   4,782     (16)
Net income (loss) (53,110)                       (53,109) (53,109)     (1)
Total comprehensive income (loss) (48,344)                     4,782 (53,109) (48,327)     (17)
Balance at Sep. 30, 2025 273,090             698,972     $ (8,080) 4,454 (423,382) 271,964     1,126
Balance, Shares at Sep. 30, 2025       49,557,368     1,475,311                    
Ending Balance, Treasury Stock, Shares at Sep. 30, 2025                     220,994            
Balance at Jun. 30, 2025 271,521             685,986     $ (8,080) 4,281 (411,785) 270,402     1,119
Balance, Shares at Jun. 30, 2025       49,107,080     1,475,311                    
Beginning Balance, Treasury Stock, Shares at Jun. 30, 2025                     220,994            
Exercise of common stock options 1,288             1,288           1,288      
Exercise of common stock options, Shares       166,305                          
Vesting of restricted stock units,shares       263,850                          
Donated common stock 950             950           950      
Donated common stock, Shares       20,133                          
Stock-based compensation 10,748             10,748           10,748      
Comprehensive income (loss):                                  
Foreign currency translation 180                     173   173     7
Net income (loss) (11,597)                       (11,597) (11,597)      
Total comprehensive income (loss) (11,417)                     173 (11,597) (11,424)     7
Balance at Sep. 30, 2025 273,090             698,972     $ (8,080) 4,454 (423,382) 271,964     1,126
Balance, Shares at Sep. 30, 2025       49,557,368     1,475,311                    
Ending Balance, Treasury Stock, Shares at Sep. 30, 2025                     220,994            
Balance at Dec. 31, 2025 $ 276,737             710,925     $ (8,080) 4,772 (432,016) 275,601     1,136
Balance, Shares at Dec. 31, 2025       49,842,220     1,475,311                    
Beginning Balance, Treasury Stock, Shares at Dec. 31, 2025 220,994                   220,994            
Exercise of common stock options $ 6,349             6,349           6,349      
Exercise of common stock options, Shares 549,659     550,659                          
Vesting of restricted stock units,shares       1,343,800                          
Conversion of 2027 convertible notes to common stock $ 805             805           805      
Conversion of 2027 convertible notes to common stock, Shares       14,363                          
Donated common stock 4,404             4,404           4,404      
Donated common stock, Shares       60,399                          
Purchase of capped calls (17,500)                                
Purchase of treasury stock (8,100)                                
Issuance of common stock   $ 50,000 $ 248,400           $ 50,000 $ 248,400         $ 50,000 $ 248,400  
Issuance of common stock, Shares         1,049,759 3,044,117                      
Costs related to issuance of common stock (776)             (776)           (776)      
Stock-based compensation 38,079             38,079           38,079      
Comprehensive income (loss):                                  
Foreign currency translation (441)                     (441)   (441)      
Net income (loss) (8,638)                       (8,645) (8,645)     7
Total comprehensive income (loss) (9,079)                     (441) (8,645) (9,086)     7
Balance at Sep. 30, 2026 $ 614,919             1,058,186     $ (8,080) 4,331 (440,661) 613,776     1,143
Balance, Shares at Sep. 30, 2026       55,905,317     1,475,311                    
Ending Balance, Treasury Stock, Shares at Sep. 30, 2026 220,994                   220,994            
Balance at Jun. 30, 2026 $ 596,176             1,041,497     $ (8,080) 4,202 (442,596) 595,023     1,153
Balance, Shares at Jun. 30, 2026       55,562,067     1,475,311                    
Beginning Balance, Treasury Stock, Shares at Jun. 30, 2026                     220,994            
Exercise of common stock options 453             453           453      
Exercise of common stock options, Shares       37,717                          
Vesting of restricted stock units,shares       271,037                          
Conversion of 2027 convertible notes to common stock 805             805           805      
Conversion of 2027 convertible notes to common stock, Shares       14,363                          
Donated common stock 1,767             1,767           1,767      
Donated common stock, Shares       20,133                          
Costs related to issuance of common stock (9)             (9)           (9)      
Stock-based compensation 13,673             13,673           13,673      
Comprehensive income (loss):                                  
Foreign currency translation 119                     129   129     (10)
Net income (loss) 1,935                       1,935 1,935      
Total comprehensive income (loss) 2,054                     129 1,935 2,064     (10)
Balance at Sep. 30, 2026 $ 614,919             $ 1,058,186     $ (8,080) $ 4,331 $ (440,661) $ 613,776     $ 1,143
Balance, Shares at Sep. 30, 2026       55,905,317     1,475,311                    
Ending Balance, Treasury Stock, Shares at Sep. 30, 2026 220,994                   220,994