| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $494.3M+210.4% | $159.2M+130.9% | $69.0M-8.6% | $75.4M-67.3% | $231.0M |
| Accounts receivable, net | $80.7M+39.2% | $58.0M+37.5% | $42.2M+27.3% | $33.1M+181.4% | $11.8M |
| Inventory | $9.9M+22.5% | $8.1M+96.6% | $4.1M-62.1% | $10.8M+438.9% | $2.0M |
| Costs capitalized to obtain contracts, net | $1.2M+10.3% | $1.1M+8.7% | $1.0M-29.8% | $1.4M+9.0% | $1.3M |
| Prepaid expenses and other current assets | $20.1M+37.3% | $14.6M-3.8% | $15.2M+77.5% | $8.5M-19.3% | $10.6M |
| Total current assets | $606.1M+151.5% | $241.0M+83.4% | $131.4M-7.9% | $142.7M-44.4% | $256.7M |
| Restricted cash, noncurrent | $1.6M+28.3% | $1.2M-30.2% | $1.7M+6.2% | $1.6M+363.9% | $355K |
| Property and equipment, net | $3.0M+69.7% | $1.8M+143.7% | $730K+85.8% | $393K-32.2% | $580K |
| Costs capitalized to obtain contracts, noncurrent | $869K-17.2% | $1.0M+25.8% | $834K+33.2% | $626K+89.7% | $330K |
| Prepaid expenses and other assets, noncurrent | $48.5M+124.3% | $21.6M+215.6% | $6.8M-4.0% | $7.1M+93.3% | $3.7M |
| Operating lease right-of-use asset | $335K-51.0% | $683K-32.6% | $1.0M+26.4% | $802K-50.7% | $1.6M |
| Intangible assets, net | $38.3M-5.7% | $40.6M-10.7% | $45.4M-13.8% | $52.7M+559.9% | $8.0M |
| Goodwill | $134.6M+0.7% | $133.7M+0.0% | $133.7M+0.0% | $133.7M+329.4% | $31.1M |
| Deferred tax assets, net | $126.4M | $0 | — | — | — |
| Total Assets | $959.7M+117.3% | $441.6M+37.3% | $321.7M-5.3% | $339.6M+12.3% | $302.4M |
| Accounts payable | $8.4M+54.0% | $5.5M-7.3% | $5.9M-57.2% | $13.8M+324.6% | $3.2M |
| Accrued expenses and other current liabilities | $42.0M+31.2% | $32.0M+16.3% | $27.5M+1.9% | $27.0M+156.1% | $10.5M |
| Deferred revenue, current | $46.4M+16.3% | $39.9M+17.5% | $33.9M+12.9% | $30.1M+115.8% | $13.9M |
| Total current liabilities | $96.8M+25.2% | $77.3M+9.2% | $70.8M-19.2% | $87.6M+111.5% | $41.4M |
| Convertible notes, net, noncurrent | $310.4M | $0-100.0% | $1.1M-74.0% | $4.1M-51.0% | $8.3M |
| Deferred revenue, noncurrent | $4.3M-18.9% | $5.3M+189.8% | $1.8M-31.9% | $2.7M | $0 |
| Other liabilities, noncurrent | $0-100.0% | $359K-50.3% | $723K+25.5% | $576K-52.2% | $1.2M |
| Total Liabilities | $411.5M+395.6% | $83.0M+11.2% | $74.7M-21.5% | $95.1M+81.7% | $52.3M |
| Common Stock, $0.001 par value; 500,000,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; 79,359,589 and 75,404,996 issued and outstanding as of December 31, 2025 and December 31, 2024, respectively | $79K+5.3% | $75K+7.1% | $70K+4.5% | $67K+9.8% | $61K |
| Additional paid-in capital | $686.9M+6.0% | $648.1M+21.8% | $532.1M+6.1% | $501.8M+20.5% | $416.3M |
| Accumulated deficit | -$138.9M+52.1% | -$289.7M-1.6% | -$285.1M-11.0% | -$257.0M-55.4% | -$165.3M |
| Accumulated other comprehensive income | $48K+9.1% | $44K+388.9% | $9K+250.0% | -$6K | $0 |
| Total stockholders’ equity | $548.2M+52.9% | $358.5M+45.1% | $247.1M+1.0% | $244.5M-2.2% | $250.0M |
| Total Liabilities and Stockholders’ Equity | $959.7M+117.3% | $441.6M+37.3% | $321.7M-5.3% | $339.6M+12.3% | $302.4M |
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.