| Metric | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Cash and cash equivalents | $90.6M+30.9% | $69.2M+17.6% | $58.9M-65.9% | $172.5M |
| Short-term investments | $202.0M-45.3% | $369.1M-9.8% | $409.0M-8.0% | $444.4M |
| Accounts receivable, net | $165.5M+44.4% | $114.6M+8.6% | $105.6M-8.0% | $114.7M |
| Inventories | $128.8M-13.9% | $149.6M-5.3% | $157.9M+42.1% | $111.1M |
| Prepaid and other current assets | $31.2M+42.1% | $22.0M+32.4% | $16.6M+129.0% | $7.2M |
| Total current assets | $618.1M-14.7% | $724.5M-3.1% | $748.0M-12.0% | $850.0M |
| Property and equipment, net | $83.6M+6.9% | $78.2M+2.1% | $76.5M+11.7% | $68.6M |
| Operating lease right-of-use assets | $96.2M+12.7% | $85.3M-2.8% | $87.8M-20.6% | $110.6M |
| Equity method investments | $60.4M-19.0% | $74.5M | $0 | — |
| Other long-term assets | $22.9M+342.6% | $5.2M-87.2% | $40.3M+70.7% | $23.6M |
| Total assets | $881.1M-8.9% | $967.7M+1.6% | $952.7M-9.5% | $1.05B |
| Accounts payable | $47.1M+5.2% | $44.7M-9.8% | $49.6M-11.0% | $55.7M |
| Accrued expenses | $21.0M+15.6% | $18.2M+42.8% | $12.7M+32.6% | $9.6M |
| Employee-related liabilities | $70.4M+9.8% | $64.1M+47.7% | $43.4M+12.3% | $38.7M |
| Current portion of convertible senior notes, net | $0-100.0% | $40.7M | $0 | — |
| Operating lease liabilities | $19.5M+6.9% | $18.2M+6.7% | $17.1M+30.0% | $13.1M |
| Deferred revenue | $9.5M-19.5% | $11.8M-73.1% | $44.0M+133.6% | $18.8M |
| Other current liabilities | $75.2M+52.6% | $49.3M+73.3% | $28.5M-2.9% | $29.3M |
| Total current liabilities | $242.7M-1.8% | $247.0M+26.5% | $195.3M+18.1% | $165.3M |
| Convertible senior notes, net - long-term | $310.0M+0.6% | $308.3M+8.2% | $285.0M+0.6% | $283.2M |
| Operating lease liabilities - long-term | $115.0M+8.0% | $106.4M-6.3% | $113.6M-8.1% | $123.5M |
| Deferred revenue - long-term | $8.5M-18.9% | $10.5M-21.6% | $13.3M-21.0% | $16.9M |
| Other long-term liabilities | $49.7M+53.7% | $32.4M+1.7% | $31.8M+33.1% | $23.9M |
| Total liabilities | $725.9M+3.0% | $704.6M+10.3% | $639.0M+4.3% | $612.8M |
| Commitments and contingencies (Note 14) | $0 | $0 | $0 | $0 |
| Common stock, $0.001 par value; 200,000 shares authorized, 68,291 and 66,264 shares issued and outstanding as of December 31, 2025 and 2024, respectively | $68K+3.0% | $66K+0.0% | $66K+1.5% | $65K |
| Additional paid-in capital | $1.40B+6.8% | $1.31B+3.9% | $1.26B+8.0% | $1.17B |
| Accumulated other comprehensive income (loss) | $5.6M+387.3% | -$1.9M-242.2% | $1.4M+175.3% | -$1.8M |
| Accumulated deficit | -$1.25B-19.5% | -$1.05B-10.1% | -$951.8M-30.5% | -$729.2M |
| Total stockholders’ equity | $155.2M-41.0% | $263.1M-16.1% | $313.6M-28.7% | $439.9M |
| Total liabilities and stockholders’ equity | $881.1M-8.9% | $967.7M+1.6% | $952.7M-9.5% | $1.05B |
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.