| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Cash, cash equivalents and restricted cash | $1.08B+13.8% | $945.6M+47.3% | $642.1M+37.8% | $466.1M | — | — |
| Short-term investments | $22.7M | — | $236.9M-45.2% | $432.3M-47.9% | $829.9M+20.5% | $688.6M |
| Accounts receivable, net of allowance of $8,018 in 2025 and $7,259 in 2024 | $296.5M-5.6% | $314.2M+12.9% | $278.3M+13.9% | $244.4M+100.2% | $122.1M+55.4% | $78.6M |
| Inventory | $68.4M+53.0% | $44.7M+9.8% | $40.8M+15.1% | $35.4M+31.6% | $26.9M+34.3% | $20.0M |
| Prepaid expenses and other current assets, net | $55.8M+14.8% | $48.6M-19.6% | $60.5M+79.9% | $33.6M+13.5% | $29.6M+11.4% | $26.6M |
| Total current assets | $1.50B+8.8% | $1.38B+9.3% | $1.26B+3.9% | $1.21B+10.9% | $1.09B+26.7% | $862.7M |
| Property and equipment, net | $241.2M+48.8% | $162.0M+45.7% | $111.2M+20.3% | $92.5M+41.1% | $65.5M+96.5% | $33.3M |
| Operating lease right-of-use assets | $108.5M+26.0% | $86.1M+52.4% | $56.5M-21.3% | $71.9M+21.8% | $59.0M+175.8% | $21.4M |
| Goodwill | $141.1M | — | — | — | — | — |
| Intangible assets | $373.7M+3318.2% | $10.9M | — | — | — | — |
| Other assets | $36.9M+43.1% | $25.8M+67.4% | $15.4M-16.0% | $18.3M-2.6% | $18.8M+27.7% | $14.7M |
| Total assets | $2.40B+44.4% | $1.66B+15.2% | $1.44B+3.4% | $1.39B+12.8% | $1.24B+32.6% | $932.2M |
| Accounts payable | $33.2M-5.1% | $34.9M+132.8% | $15.0M-51.8% | $31.1M+14.5% | $27.2M+236.0% | $8.1M |
| Accrued compensation | $92.6M+49.1% | $62.1M+35.5% | $45.9M+4.2% | $44.0M+7.5% | $40.9M+34.8% | $30.4M |
| Contingent consideration payable, current portion | $21.6M | — | — | — | — | — |
| Deferred revenue, current portion | $24.9M+26.1% | $19.8M+18.9% | $16.6M+54.1% | $10.8M+45.6% | $7.4M-85.2% | $50.1M |
| Short-term debt financing | $80.3M-0.0% | $80.4M-0.0% | $80.4M+0.1% | $80.3M+60.5% | $50.1M-0.0% | $50.1M |
| Other accrued liabilities | $188.7M+28.4% | $146.9M-1.7% | $149.4M+3.6% | $144.2M+54.5% | $93.4M+54.5% | $60.4M |
| Total current liabilities | $441.2M+28.2% | $344.0M+12.0% | $307.3M-1.0% | $310.5M+41.8% | $219.0M+10.0% | $199.1M |
| Contingent consideration payable, long-term portion | $96.8M | — | — | — | — | — |
| Deferred tax liability, long-term portion | $701K | — | — | — | — | — |
| Operating lease liabilities, long-term portion | $118.5M+22.7% | $96.6M+44.1% | $67.0M-12.5% | $76.6M+25.5% | $61.0M+187.3% | $21.2M |
| Deferred revenue, long-term portion | $17.1M+1.3% | $16.8M | — | $20.0M-6.2% | $21.3M-6.5% | $22.8M |
| Other liabilities | $11.7M+49.0% | $7.8M | — | — | — | $320K |
| Total liabilities | $685.9M+47.4% | $465.3M-31.2% | $676.4M-1.8% | $688.7M+18.1% | $583.2M+30.8% | $445.9M |
| Common stock, $0.0001 par value: 750,000 shares authorized at both December 31, 2025 and 2024; 139,693 and 132,646 shares issued and outstanding at December 31, 2025 and 2024, respectively | $14K+16.7% | $12K+9.1% | $11K+0.0% | $11K+10.0% | $10K+11.1% | $9K |
| Additional paid-in capital | $4.49B+19.3% | $3.76B+19.6% | $3.15B+18.1% | $2.66B+30.0% | $2.05B+45.3% | $1.41B |
| Accumulated deficit | -$2.78B-8.1% | -$2.57B-8.0% | -$2.38B-22.4% | -$1.94B-39.3% | -$1.39B-50.1% | -$929.3M |
| Accumulated other comprehensive loss | -$258K+25.0% | -$344K+88.8% | -$3.1M+81.1% | -$16.4M-615.4% | -$2.3M-153.7% | $4.3M |
| Total stockholders' equity | $1.71B+43.2% | $1.20B+56.2% | $765.3M+8.4% | $705.7M+8.0% | $653.3M+34.4% | $486.2M |
| Total liabilities and stockholders' equity | $2.40B+44.4% | $1.66B+15.2% | $1.44B+3.4% | $1.39B+12.8% | $1.24B+32.6% | $932.2M |
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.