| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | $183.6M+93.7% | $94.8M-57.8% | $224.9M+213.9% | $71.7M-58.2% | $171.3M+1.9% | $168.1M+190.1% | $58.0M |
| Restricted cash | $560K | $0 | — | — | — | $20K+0.0% | $20K |
| Marketable securities | $233.6M+18.9% | $196.6M+7778.0% | $2.5M-98.3% | $145.4M+29996.5% | $483K | $0 | — |
| Accounts receivable, net | $85.1M+81.9% | $46.8M+181.3% | $16.6M | $0 | — | — | — |
| Inventory | $4.4M+66.9% | $2.6M-15.7% | $3.1M | $0 | — | — | — |
| Other receivables | $2.1M+58.0% | $1.3M+18.8% | $1.1M-69.5% | $3.6M+3793.5% | $92K+360.0% | $20K-44.4% | $36K |
| Prepaid expenses | $13.5M-8.0% | $14.7M+86.2% | $7.9M+65.1% | $4.8M+17.8% | $4.0M | — | $22K |
| Total current assets | $522.8M+46.6% | $356.7M+39.3% | $256.1M+13.6% | $225.4M+28.1% | $176.0M+3.1% | $170.7M+194.1% | $58.0M |
| Restricted cash, non-current | $2.0M-21.9% | $2.6M | $0 | — | — | — | — |
| Inventory, non-current | $2.5M-0.0% | $2.5M | $0 | — | — | — | — |
| Property and equipment, net | $11.7M+404.1% | $2.3M+57.6% | $1.5M+53.4% | $957K+26.8% | $755K+37.8% | $548K+255.8% | $154K |
| Intangible assets, net | $7.4M-11.5% | $8.3M+115.3% | $3.9M | $0 | — | — | — |
| Operating lease right-of-use assets | $10.1M+1726.1% | $552K-70.6% | $1.9M+227.0% | $575K-46.5% | $1.1M+56.1% | $688K+446.0% | $126K |
| Long-term investments | $3.9M+29.0% | $3.0M+375.4% | $631K+70.1% | $371K | $0 | — | — |
| Other assets | $1.9M+86.3% | $999K-34.0% | $1.5M+158.8% | $585K-48.0% | $1.1M+1290.1% | $81K+1250.0% | $6K |
| Total assets | $562.2M+49.1% | $377.0M+42.0% | $265.5M+16.5% | $227.9M+27.4% | $178.9M+4.0% | $172.0M+194.9% | $58.3M |
| Accounts payable | $16.4M+74.0% | $9.4M | — | — | — | — | — |
| Accrued payroll and benefits | $17.8M+12.4% | $15.8M+19.5% | $13.2M+140.0% | $5.5M+97.2% | $2.8M+169.0% | $1.0M+247.8% | $299K |
| Other accrued liabilities | $101.5M+83.4% | $55.4M+133.7% | $23.7M+139.1% | $9.9M+14.2% | $8.7M+99.7% | $4.3M+736.0% | $520K |
| Total current liabilities | $135.7M+68.3% | $80.6M+118.2% | $36.9M+139.4% | $15.4M+34.4% | $11.5M+113.1% | $5.4M+557.8% | $819K |
| Long-term debt, net | $72.4M+0.8% | $71.8M+140.9% | $29.8M+53.4% | $19.4M | $0 | — | — |
| Other long-term liabilities | $10.6M | $0-100.0% | $1.7M+1648.0% | $100K-85.7% | $699K+15.5% | $605K+505.0% | $100K |
| Total liabilities | $218.7M+43.5% | $152.5M+122.6% | $68.5M+95.9% | $35.0M+187.1% | $12.2M+103.2% | $6.0M+552.0% | $919K |
| Preferred stock, $0.0001 par value; 10,000,000 shares authorized; no shares issued and outstanding | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Common stock, $0.0001 par value; 200,000,000 shares authorized; 42,553,931 shares issued and outstanding at December 31, 2025; 38,349,826 shares issued and outstanding at December 31, 2024 | $6K+0.0% | $6K+20.0% | $5K+0.0% | $5K+25.0% | $4K+0.0% | $4K+100.0% | $2K |
| Additional paid-in capital | $769.7M+31.7% | $584.6M+32.4% | $441.6M+46.4% | $301.7M+41.4% | $213.4M+7.3% | $198.8M+736274.1% | $27K |
| Accumulated other comprehensive income (loss) | $381K+112.8% | $179K+9050.0% | -$2K+97.3% | -$74K | $0 | — | — |
| Accumulated deficit | -$426.6M-18.4% | -$360.2M-47.2% | -$244.7M-124.9% | -$108.8M-133.0% | -$46.7M-42.1% | -$32.8M-444.3% | -$6.0M |
| Total stockholders’ equity | $343.4M+53.0% | $224.5M+14.0% | $197.0M+2.1% | $192.9M+15.7% | $166.7M+0.5% | $166.0M+2864.0% | -$6.0M |
| Total liabilities and stockholders’ equity | $562.2M+49.1% | $377.0M+42.0% | $265.5M+16.5% | $227.9M+27.4% | $178.9M+4.0% | $172.0M+194.9% | $58.3M |
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.