| Metric | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| Cash and cash equivalents | $604.8M+77.4% | $341.0M+105.7% | $165.8M |
| Accounts receivable, net of allowances of $2,755 and $1,141 at December 31, 2025 and 2024, respectively | $311.2M+101.0% | $154.8M+63.9% | $94.5M |
| Inventory | $51.7M+34.7% | $38.4M+33.1% | $28.8M |
| Related party asset | $8.8M | — | — |
| Prepaid expenses and other current assets | $40.5M+55.0% | $26.1M+51.1% | $17.3M |
| Marketable equity securities | $150.2M+40.0% | $107.3M+237.4% | $31.8M |
| Total current assets | $1.17B+74.8% | $667.6M+90.6% | $350.3M |
| Property and equipment, net | $89.2M+53.6% | $58.1M-5.9% | $61.7M |
| Goodwill | $470.2M+541.1% | $73.3M-0.0% | $73.4M |
| Intangible assets, net | $355.3M+2932.2% | $11.7M-46.5% | $21.9M |
| Investments and other assets | $21.1M+154.2% | $8.3M-7.4% | $9.0M |
| Investment in joint venture | $86.6M-5.4% | $91.5M | $0 |
| Related party asset, less current portion | $16.2M | — | — |
| Operating lease right-of-use assets | $64.5M+336.9% | $14.8M-28.1% | $20.5M |
| Restricted cash | $4.7M+429.4% | $881K+4.9% | $840K |
| Total Assets | $2.27B+145.6% | $926.1M+64.2% | $564.1M |
| Accounts payable | $82.0M+52.4% | $53.8M-1.1% | $54.4M |
| Accrued expenses | $155.4M+19.1% | $130.4M+58.0% | $82.5M |
| Deferred revenue | $92.7M+22.0% | $76.0M+17.1% | $64.9M |
| Deferred other income | $16.0M+0.0% | $16.0M | $0 |
| Other current liabilities | $8.7M+24.6% | $7.0M-15.2% | $8.2M |
| Operating lease liabilities | $13.4M+106.8% | $6.5M+0.3% | $6.4M |
| Accrued data licensing fees | $4.4M+190.7% | $1.5M-76.5% | $6.4M |
| Total current liabilities | $372.4M+27.9% | $291.1M+25.1% | $232.6M |
| Operating lease liabilities, less current portion | $74.3M+183.5% | $26.2M-18.2% | $32.0M |
| Convertible promissory note | $208.7M+24.1% | $168.2M-12.9% | $193.1M |
| Other long-term liabilities | $56.6M+254.2% | $16.0M-19.1% | $19.8M |
| Revolving credit facility | $100.0M | — | — |
| Interest payable | $12.4M-82.4% | $70.5M+27.3% | $55.3M |
| Long-term debt, net | $202.8M-24.1% | $267.2M+4.2% | $256.5M |
| Convertible senior notes, net | $728.1M | — | — |
| Deferred other income, less current portion | $8.0M-66.7% | $23.9M | $0 |
| Deferred revenue, less current portion | $20.4M+203.7% | $6.7M-60.0% | $16.8M |
| Total Liabilities | $1.78B+105.1% | $869.8M+3.5% | $840.7M |
| Convertible redeemable preferred stock, $0.0001 par value, 20,000,000 shares authorized at December 31, 2025 and 2024, respectively, no shares issued and outstanding at December 31, 2025 and 2024 | $0 | $0-100.0% | $1.11B |
| Treasury Stock, 183,229 and 145,466 shares at December 31, 2025 and 2024, respectively, at cost | -$6.6M-84.4% | -$3.6M+0.0% | -$3.6M |
| Additional Paid-In Capital | $2.89B+30.9% | $2.21B+11950.5% | $18.3M |
| Accumulated Other Comprehensive Income | $902K+859.6% | $94K+1780.0% | $5K |
| Accumulated deficit | -$2.40B-11.4% | -$2.15B-54.0% | -$1.40B |
| Total Stockholders' equity | $491.3M+772.1% | $56.3M+104.1% | -$1.38B |
| Total Liabilities, Convertible redeemable preferred stock, and Stockholders' equity | $2.27B+145.6% | $926.1M+64.2% | $564.1M |
| Common Class A [Member] | |||
| Common stock value issued | $0 | $0 | $0 |
| Common Class B [Member] | |||
| Nonvoting Common Stock [Member] | |||
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.