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Segments, Geographical Information, Concentrations and Significant Customers - (Tables) | 9 Months Ended
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Sep. 30, 2025
Segments, Geographical Information, Concentrations and Significant Customers |
Schedule of segment information of revenue, expenses and net loss | The following table sets forth our segment information of revenue, expenses and net loss (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ |  | Three Months Ended September 30, | ​ | Nine Months Ended September 30,
​ | ​ | 2025 |  | 2024 | ​ | 2025 |  | 2024
Revenue | ​ | $ | 1,947 | ​ | $ | 2,378 | ​ | $ | 5,220 | ​ | $ | 8,516
Less: | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Salaries and employee related costs | ​ | ​ | 7,959 | ​ | ​ | 7,195 | ​ | ​ | 24,821 | ​ | ​ | 20,653
Stock-based compensation | ​ | ​ | 4,299 | ​ | ​ | 3,427 | ​ | ​ | 12,027 | ​ | ​ | 9,705
Rent and facilities | ​ | ​ | 1,391 | ​ | ​ | 1,663 | ​ | ​ | 4,225 | ​ | ​ | 5,566
Professional services and legal fees | ​ | ​ | 1,726 | ​ | ​ | 1,475 | ​ | ​ | 6,978 | ​ | ​ | 4,787
Technology & IT costs | ​ | ​ | 1,196 | ​ | ​ | 1,295 | ​ | ​ | 3,744 | ​ | ​ | 3,404
Direct and indirect materials | ​ | ​ | 1,037 | ​ | ​ | 646 | ​ | ​ | 2,300 | ​ | ​ | 1,661
Depreciation and amortization expense | ​ | ​ | 2,074 | ​ | ​ | 1,821 | ​ | ​ | 5,797 | ​ | ​ | 5,155
Interest expense | ​ | ​ | — | ​ | ​ | 733 | ​ | ​ | — | ​ | ​ | 2,809
Other segment items(1) | ​ | ​ | 183,233 | ​ | ​ | (1,044) | ​ | ​ | 143,331 | ​ | ​ | 2,803
Segment and net loss | ​ | $ | (200,968) | ​ | $ | (14,833) | ​ | $ | (198,003) | ​ | $ | (48,027)
(1)Other segment items include interest income, changes in fair value of derivative warrant liabilities and earnout liabilities and other operational expenses which are reflected in the condensed consolidated statements of operations.
Schedule of summary of revenue by geography | The following table presents a summary of revenue by geography (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Three Months Ended September 30, | ​ | Nine Months Ended September 30,
​ |  | 2025 |  | 2024 | ​ | 2025 |  | 2024
United States | ​ | $ | 1,260 | ​ | $ | 1,548 | ​ | $ | 2,612 | ​ | $ | 5,688
Europe | ​ | ​ | 687 |  | ​ | 767 | ​ | ​ | 2,471 | ​ | ​ | 2,241
Asia and others | ​ | ​ | — | ​ | ​ | 63 | ​ | ​ | 137 | ​ | ​ | 587
Total revenue | ​ | $ | 1,947 |  | $ | 2,378 | ​ | $ | 5,220 | ​ | $ | 8,516
Revenue |
Segments, Geographical Information, Concentrations and Significant Customers |
Schedule of concentration of significant customers based on revenue and accounts receivable | ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Three Months Ended September 30, | ​ | Nine Months Ended September 30,
​ |  | 2025 | ​ | 2024 |  | 2025 |  | 2024
Customer A |  | * | ​ | 17% | ​ | * | ​ | 19%
Customer B | ​ | 32% | ​ | 14% | ​ | 23% | ​ | 11%
Customer C |  | 13% | ​ | * | ​ | 14% | ​ | *
Customer D |  | 32% | ​ | 32% | ​ | 45% | ​ | 23%
Customer E | ​ | * | ​ | * | ​ | * | ​ | 20%
Customer F |  | 10% | ​ | 15% | ​ | * | ​ | *
Customer G | ​ | * | ​ | 14% | ​ | * | ​ | *
* Customer accounted for less than 10% of revenue in the respective periods.
Accounts receivable |
Segments, Geographical Information, Concentrations and Significant Customers |
Schedule of concentration of significant customers based on revenue and accounts receivable | ​
​ | ​ | ​ | ​ | ​
​ |  | September 30, 2025 |  | December 31, 2024
Customer A |  | 19% | ​ | 15%
Customer B |  | 37% | ​ | 23%
Customer C |  | * | ​ | 26%
Customer D | ​ | * | ​ | 31%
Customer E | ​ | 32% | ​ | *
* Customer accounted for less than 10% of accounts receivable in the respective periods.

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