v3.26.3
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets    
Cash and cash equivalents $ 89,215 $ 104,550
Accounts receivable, net 33,588 47,401
Inventory 20,977 26,670
Deferred cost of revenue, current portion 472 3,068
Prepaid expenses and other current assets 8,979 6,189
Total current assets 153,231 187,878
Property and equipment, net 4,583 5,121
Deferred cost of revenue 0 121
Goodwill 92,339 92,339
Intangible assets, net 16,596 19,501
Other long-term assets 22,393 15,965
Total assets 289,142 320,925
Current liabilities    
Accounts payable 9,015 13,012
Accrued expenses and other current liabilities 16,577 14,040
Deferred revenue, current portion 17,618 32,966
Total current liabilities 43,210 60,018
Deferred revenue 20,452 22,968
Other long-term liabilities 5,050 5,800
Total liabilities 68,712 88,786
Commitments and contingencies (Note 11)
Convertible preferred stock, $0.0001 par value; 50,000 shares authorized as of September 30, 2026 and December 31, 2025; no shares of preferred stock issued and outstanding as of September 30, 2026 and December 31, 2025 0 0
Stockholders' equity    
Class A common stock, $0.0001 par value; 500,000 shares authorized as of September 30, 2026 and December 31, 2025, respectively; 189,750 and 189,677 shares issued and outstanding as of September 30, 2026 and December 31, 2025, respectively 19 19
Additional paid-in capital 654,364 645,051
Accumulated deficit (434,110) (413,294)
Accumulated other comprehensive loss 157 363
Total stockholders' equity 220,430 232,139
Total liabilities, convertible preferred stock and stockholders' equity $ 289,142 $ 320,925