| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | $496.3M+43.9% | $344.9M-3.8% | $358.3M+121.3% | $161.9M-52.6% | $341.2M+27.2% | $268.3M+43.1% | $187.5M |
| Short-term investments | $331.5M+31.2% | $252.7M+45.3% | $173.8M-20.0% | $217.3M+124.3% | $96.8M+3135.9% | $3.0M-51.5% | $6.2M |
| Accounts receivable, net | $127.4M+21.7% | $104.7M+149.2% | $42.0M | $0 | — | — | — |
| Inventory | $40.5M+52.7% | $26.5M+279.5% | $7.0M | $0 | — | — | — |
| Prepaid taxes | $14.0M+766.2% | $1.6M | — | — | — | — | — |
| Prepaid expenses and other current assets | $14.9M+27.9% | $11.7M+73.8% | $6.7M+45.5% | $4.6M+10.5% | $4.2M+9.9% | $3.8M+72.9% | $2.2M |
| Total current assets | $1.02B+38.1% | $742.0M+26.2% | $587.9M+53.2% | $383.8M-13.2% | $442.3M+60.8% | $275.1M+40.4% | $195.9M |
| Property and equipment, net | $150.8M-2.8% | $155.2M-3.7% | $161.2M-0.3% | $161.7M+43.9% | $112.4M+263.9% | $30.9M+264.3% | $8.5M |
| Long-term investments | $128.1M-15.8% | $152.1M+145.5% | $62.0M+1240.7% | $4.6M-92.8% | $64.4M | $0-100.0% | $497K |
| Right-of-use assets | $7.2M+15.3% | $6.3M-10.6% | $7.0M-12.6% | $8.0M+11.3% | $7.2M+119.2% | $3.3M+21.7% | $2.7M |
| Deferred tax asset, net of valuation allowance | $22.8M | $0 | — | — | — | — | — |
| Other non-current assets | $287K+24.2% | $231K-12.2% | $263K-18.8% | $324K+337.8% | $74K-95.4% | $1.6M+10.3% | $1.5M |
| Total assets | $1.33B+26.3% | $1.06B+29.0% | $818.4M+46.5% | $558.5M-10.8% | $626.3M+101.5% | $310.8M+48.7% | $209.0M |
| Accounts payable | $3.2M-35.0% | $5.0M+20.6% | $4.1M+3.8% | $4.0M-52.6% | $8.4M+299.0% | $2.1M+106.2% | $1.0M |
| Current portion of lease liability | $1.8M+45.5% | $1.2M-17.4% | $1.5M-5.6% | $1.6M+50.0% | $1.0M+63.2% | $638K+32.9% | $480K |
| Accrued rebates | $58.2M+58.1% | $36.8M+515.8% | $6.0M | — | — | — | — |
| Accrued expenses and other current liabilities | $39.8M-32.6% | $59.0M+174.2% | $21.5M-7.7% | $23.3M+43.0% | $16.3M+219.0% | $5.1M+179.8% | $1.8M |
| Total current liabilities | $102.9M+0.9% | $102.0M+208.2% | $33.1M+14.7% | $28.8M+12.1% | $25.7M+66.6% | $15.5M+364.4% | $3.3M |
| Lease liability | $7.6M+25.2% | $6.0M-8.7% | $6.6M-10.2% | $7.4M+5.6% | $7.0M+111.1% | $3.3M+18.9% | $2.8M |
| Other long-term liabilities | $3.7M+162.4% | $1.4M | $0 | — | — | — | — |
| Total liabilities | $114.2M+4.4% | $109.5M+175.6% | $39.7M+9.6% | $36.2M+10.7% | $32.7M+74.4% | $18.8M+207.1% | $6.1M |
| Common stock; $0.00001 par value; 80,000 shares authorized as of December 31, 2025 and 2024; 29,192 and 28,794 shares issued and outstanding as of December 31, 2025 and 2024, respectively. | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Additional paid-in capital | $1.19B+5.9% | $1.13B+7.6% | $1.05B+30.4% | $803.7M+9.4% | $734.5M+102.2% | $363.3M+50.2% | $242.0M |
| Accumulated other comprehensive income (loss) | $1.1M+697.9% | -$190K-129.8% | $638K+187.6% | -$728K-346.6% | -$163K-2816.7% | $6K-40.0% | $10K |
| Retained earnings (accumulated deficit) | $24.2M+113.4% | -$180.7M+33.0% | -$269.8M+3.9% | -$280.8M-99.4% | -$140.8M-97.7% | -$71.2M-82.4% | -$39.0M |
| Total stockholders’ equity | $1.22B+28.9% | $946.4M+21.5% | $778.6M+49.1% | $522.2M-12.0% | $593.6M+103.2% | $292.1M+43.9% | $202.9M |
| Total liabilities and stockholders’ equity | $1.33B+26.3% | $1.06B+29.0% | $818.4M+46.5% | $558.5M-10.8% | $626.3M+101.5% | $310.8M+48.7% | $209.0M |
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.