v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (Parenthetical) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue $ 91,306 $ 68,030 $ 257,189 $ 184,364
Total cost of revenue 22,024 22,959 75,427 67,087
Research and development [1] 15,271 10,301 42,593 29,131
Sales and marketing [2] 29,107 22,943 85,782 65,431
General and administrative [3] 20,084 14,340 49,799 37,968
Related Party        
Research and development 900 600 2,400 1,600
Sales and marketing 8,700 7,100 25,600 19,300
General and administrative 400 400 1,400 1,100
Services        
Revenue [4] 85,106 62,936 235,392 169,392
Total cost of revenue [5] 13,174 12,654 41,232 38,071
Services | Related Party        
Revenue 53,700 41,800 151,100 108,200
Total cost of revenue 1,400 1,400 4,100 3,800
Hardware        
Revenue [6] 6,200 5,094 21,797 14,972
Total cost of revenue 8,850 10,305 34,195 29,016
Hardware | Related Party        
Revenue $ 4,000 $ 3,000 $ 13,900 $ 9,000
[1] Includes amounts from a related party of $0.9 million and $0.6 million for the three months ended September 30, 2026 and 2025, respectively, and $2.4 million and $1.6 million for the nine months ended September 30, 2026 and 2025, respectively.
[2] Includes amounts from a related party of $8.7 million and $7.1 million for the three months ended September 30, 2026 and 2025, respectively, and $25.6 million and $19.3 million for the nine months ended September 30, 2026 and 2025, respectively.
[3] Includes amounts from a related party of $0.4 million and $0.4 million for the three months ended September 30, 2026 and 2025, respectively, and $1.4 million and $1.1 million for the nine months ended September 30, 2026 and 2025, respectively.
[4] Includes amounts from a related party of $53.7 million and $41.8 million for the three months ended September 30, 2026 and 2025, respectively, and $151.1 million and $108.2 million for the nine months ended September 30, 2026 and 2025, respectively.
[5] Includes amounts from a related party of $1.4 million and $1.4 million for the three months ended September 30, 2026 and 2025, respectively, and $4.1 million and $3.8 million for the nine months ended September 30, 2026 and 2025, respectively.
[6] Includes amounts from a related party of $4.0 million and $3.0 million for the three months ended September 30, 2026 and 2025, respectively, and $13.9 million and $9.0 million for the nine months ended September 30, 2026 and 2025, respectively.