v3.26.3
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2026
Dec. 31, 2025
Current assets    
Cash and cash equivalents $ 243,151 $ 222,036
Accounts receivable, net [1] 48,193 34,585
Inventory 4,880 4,486
Deferred commissions, current 3,951 3,539
Prepaid expenses and other current assets [2] 14,887 8,288
Total current assets 315,062 272,934
Property and equipment, net 9,738 7,942
Deferred commissions, non-current 8,984 8,711
Intangible assets, net 1,097 2,414
Goodwill 13,240 13,240
Other assets 417 165
Total assets 348,538 305,406
Current liabilities    
Accounts payable [3] 8,385 10,276
Accrued expenses and other current liabilities [4] 41,159 40,392
Deferred revenue [5] 25,835 25,058
Total current liabilities 75,379 75,726
Other liabilities, non-current 0 0
Total liabilities 75,379 75,726
Commitments and contingencies (Note 5)
Stockholders’ equity    
Common stock, $0.001 par value per share; 750,000 shares authorized as of June 30, 2026 and December 31, 2025, respectively; 60,607 and 58,429 shares issued and outstanding as of June 30, 2026 and December 31, 2025, respectively 62 58
Additional paid-in capital 720,966 686,366
Accumulated deficit (447,869) (456,744)
Total stockholders’ equity 273,159 229,680
Total liabilities and stockholders’ equity $ 348,538 $ 305,406
[1] Includes amounts from a related party of $29.0 million and $22.8 million as of September 30, 2026 and December 31, 2025, respectively.
[2] Includes amounts from a related party of $0.4 million and $0.3 million as of September 30, 2026 and December 31, 2025, respectively.
[3] Includes amounts from a related party of $1.1 million and $1.0 million as of September 30, 2026 and December 31, 2025, respectively.
[4] Includes amounts from a related party of $4.2 million and $4.9 million as of September 30, 2026 and December 31, 2025, respectively.
[5] Includes amounts from a related party of $19.2 million and $18.8 million as of September 30, 2026 and December 31, 2025, respectively.