| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | $150.5M+69.5% | $88.8M-34.0% | $134.4M-17.3% | $162.6M-61.6% | $422.8M+602.3% | $60.2M |
| Accounts receivable, net of allowance for credit losses of $1,389 and $2,583 at December 31, 2025 and December 31, 2024, respectively | $26.7M+28.6% | $20.8M+55.0% | $13.4M-8.6% | $14.7M+23.0% | $11.9M+107.5% | $5.8M |
| Inventories | $61.4M-13.3% | $70.8M-3.1% | $73.0M+21.8% | $60.0M+65.5% | $36.2M+40.4% | $25.8M |
| Current portion of vendor advances | $2.1M-62.8% | $5.5M+97.1% | $2.8M-92.0% | $35.2M+27.9% | $27.5M+969.6% | $2.6M |
| Prepaid expenses and other current assets | $8.4M+25.5% | $6.7M-11.4% | $7.6M-20.2% | $9.5M-29.1% | $13.4M+346.4% | $3.0M |
| Total current assets | $249.1M+29.3% | $192.6M-16.7% | $231.3M-35.2% | $357.1M-30.2% | $511.9M+425.9% | $97.3M |
| Property and equipment, net | $16.6M-15.0% | $19.5M-22.9% | $25.3M-19.2% | $31.3M+113.1% | $14.7M+114.0% | $6.9M |
| Intangible assets, net | $7.5M-15.7% | $8.9M-13.6% | $10.3M | — | — | — |
| Non-current portion of vendor advances | $5.0M-66.7% | $15.0M-1.5% | $15.3M | — | — | $37.4M |
| Operating lease assets | $12.7M-11.1% | $14.2M-9.2% | $15.7M-27.3% | $21.6M-10.4% | $24.1M | — |
| Other non-current assets | $5.7M-1.6% | $5.8M-10.3% | $6.4M-14.8% | $7.5M-11.3% | $8.5M+51.7% | $5.6M |
| Total assets | $296.5M+15.8% | $256.1M-15.8% | $304.3M-27.1% | $417.6M-27.0% | $572.0M+288.6% | $147.2M |
| Accounts payable | $5.4M+28.0% | $4.3M-16.5% | $5.1M-29.4% | $7.2M+24.4% | $5.8M-64.6% | $16.4M |
| Deferred revenue, current | $26.9M+66.7% | $16.1M+3.3% | $15.6M-1.5% | $15.9M+21.3% | $13.1M+54.8% | $8.4M |
| Accrued purchase commitments, current | $131K+0.0% | $131K+0.0% | $131K-93.9% | $2.1M-59.7% | $5.3M-76.7% | $22.9M |
| Warrant liabilities, current | $413K | $0 | — | — | — | — |
| Accrued expenses and other current liabilities | $32.2M+16.3% | $27.7M+18.2% | $23.4M-10.3% | $26.1M+1.9% | $25.6M+16.7% | $22.0M |
| Total current liabilities | $65.1M+35.1% | $48.2M+8.9% | $44.3M-13.8% | $51.3M+3.0% | $49.8M-28.5% | $69.7M |
| Deferred revenue, non-current | $9.4M+28.4% | $7.3M-1.1% | $7.4M+49.2% | $5.0M-9.5% | $5.5M+96.3% | $2.8M |
| Warrant liabilities, non-current | $0-100.0% | $2.7M | — | — | — | — |
| Operating lease liabilities | $17.7M-13.1% | $20.4M-10.7% | $22.8M-23.8% | $30.0M+8.2% | $27.7M | — |
| Other non-current liabilities | $8.3M-3.6% | $8.6M-2.9% | $8.9M+1412.8% | $588K-30.8% | $850K-60.4% | $2.1M |
| Total liabilities | $100.6M+15.2% | $87.3M+3.6% | $84.2M-8.7% | $92.2M-25.8% | $124.3M-16.1% | $148.2M |
| Additional paid-in capital | $1.08B+10.7% | $970.9M+2.2% | $949.7M+3.1% | $921.3M+5.3% | $874.9M+2561.3% | $32.9M |
| Accumulated deficit | -$879.2M-9.6% | -$802.1M-9.9% | -$729.6M-22.4% | -$595.9M-39.5% | -$427.2M-8.2% | -$394.8M |
| Total stockholders’ equity | $196.0M+16.1% | $168.8M-23.3% | $220.1M-32.4% | $325.4M-27.3% | $447.7M+223.7% | -$361.9M |
| Total liabilities and stockholders’ equity | $296.5M+15.8% | $256.1M-15.8% | $304.3M-27.1% | $417.6M-27.0% | $572.0M+288.6% | $147.2M |
| Class A Common Stock | ||||||
| Common stock, value | $3K+0.0% | $3K-83.3% | $18K+5.9% | $17K+0.0% | $17K+1600.0% | $1K |
| Class B Common Stock | ||||||
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.