| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | $228.6M+3.6% | $220.6M+128.2% | $96.7M+106.7% | $46.8M-34.8% | $71.8M+162.5% | $27.3M |
| Short-term available-for-sale investments | $348.9M+337.9% | $79.7M-35.9% | $124.3M-6.4% | $132.9M-24.3% | $175.5M+140.8% | $72.9M |
| Inventory | $80.1M+24.4% | $64.4M+186.8% | $22.5M+4.2% | $21.6M+59.0% | $13.6M+282.7% | $3.5M |
| Prepaid expenses and other current assets | $110.0M+253.2% | $31.2M+44.2% | $21.6M+40.2% | $15.4M+69.8% | $9.1M+67.9% | $5.4M |
| Total current assets | $767.6M+93.9% | $395.8M+49.3% | $265.1M+22.4% | $216.6M-19.8% | $269.9M+138.7% | $113.1M |
| Restricted cash | $0-100.0% | $856K+0.0% | $856K+0.0% | $856K+0.0% | $856K-14.9% | $1.0M |
| Long-term available-for-sale investments | $351.3M | $0 | — | — | — | — |
| Goodwill | $278.3M+146.9% | $112.7M+1.7% | $110.9M+0.0% | $110.9M+0.0% | $110.9M | $0 |
| Property, equipment, and software, net | $311.9M+280.0% | $82.1M+127.1% | $36.1M+222.7% | $11.2M | — | — |
| Intangible assets, net | $196.1M+351.8% | $43.4M+133.7% | $18.6M-15.0% | $21.8M-15.6% | $25.9M+43781.4% | $59K |
| Operating lease right-of-use assets | $137.0M+1159.5% | $10.9M+13.5% | $9.6M+94.2% | $4.9M-3.4% | $5.1M | $0 |
| Deferred tax assets, net | $82.7M+34.3% | $61.6M | $0 | — | — | — |
| Other long-term assets | $29.7M+20090.5% | $147K+61.5% | $91K+175.8% | $33K-99.6% | $7.9M+74.6% | $4.5M |
| Total assets | $2.15B+204.5% | $707.5M+60.4% | $441.2M+20.4% | $366.3M-12.9% | $420.6M+254.3% | $118.7M |
| Accounts payable | $143.3M+57.1% | $91.2M+111.7% | $43.1M+33.1% | $32.4M+64.8% | $19.6M+143.5% | $8.1M |
| Accrued liabilities | $78.5M+48.1% | $53.0M+83.0% | $29.0M+132.7% | $12.4M+2.1% | $12.2M+144.7% | $5.0M |
| Deferred revenue | $127.2M+68.9% | $75.3M+873.6% | $7.7M+425.3% | $1.5M-53.8% | $3.2M+150.6% | $1.3M |
| Earn-out payable | $47.0M | $0-100.0% | $7.4M | $0-100.0% | $42.8M | $0 |
| Earn-out liabilities | $53.0M | $0-100.0% | $7.4M+149.1% | $3.0M+48.8% | $2.0M | $0 |
| Operating lease liabilities | $143.2M+1414.0% | $9.5M+9.1% | $8.7M+137.5% | $3.6M-11.4% | $4.1M | $0 |
| Total current liabilities | $404.4M+82.7% | $221.4M+150.2% | $88.5M+84.5% | $47.9M-39.5% | $79.2M+420.2% | $15.2M |
| Convertible senior notes, net | $972.6M | $0 | — | — | — | — |
| Deferred tax liabilities, net | $28.9M | $0 | — | — | — | — |
| Other long-term liabilities | $11.7M | $0-100.0% | $22K-37.1% | $35K-94.4% | $629K+65.1% | $381K |
| Total liabilities | $1.61B+599.1% | $230.8M+137.6% | $97.2M+77.9% | $54.6M-36.5% | $86.0M+450.7% | $15.6M |
| Common stock – Class A shares, par value $0.0001, 2,750,000,000 shares authorized and 218,867,898 and 212,459,586 shares issued and outstanding as of December 31, 2025 and 2024, respectively; Class V shares, par value $0.0001, 10,000,000 shares authorized and 8,377,623 shares issued and outstanding as of December 31, 2025 and 2024 | $23K+4.5% | $22K+4.8% | $21K+0.0% | $21K+5.0% | $20K+300.0% | $5K |
| Additional paid-in capital | $652.4M-9.3% | $719.2M+1.0% | $712.3M+8.5% | $656.6M+7.0% | $613.7M+2412.6% | $24.4M |
| Accumulated other comprehensive income (loss) | $2.3M+808.0% | -$324K-161.3% | -$124K+55.2% | -$277K-102.2% | -$137K-1145.5% | -$11K |
| Accumulated deficit | -$113.8M+53.0% | -$242.1M+34.2% | -$368.2M-6.8% | -$344.6M-23.5% | -$279.0M-62.9% | -$171.3M |
| Total stockholders' equity attributable to the Company | $540.9M+13.5% | $476.7M+38.6% | $344.0M+10.4% | $311.7M-6.8% | $334.6M+327.8% | -$146.9M |
| Total liabilities and stockholders' equity | $2.15B+204.5% | $707.5M+60.4% | $441.2M+20.4% | $366.3M-12.9% | $420.6M+254.3% | $118.7M |
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.