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Segment Information (Tables)

9 Months Ended

Sep. 27, 2025

Segment Reporting [Abstract]

Schedule of Geographic Information

A summary of revenue disaggregated by geographic region based upon the location of the customers was as follows (in thousands):

						Three Months Ended												Nine Months Ended
						September 27, 2025						September 28, 2024						September 27, 2025						September 28, 2024
United States						$	249,213					$	187,080					$	679,432					$	579,873
Europe						7,247						5,588						25,341						19,161
Americas ex U.S.						6,964						6,573						18,313						20,760
Rest of world						2,013						1,704						4,475						5,600
						$	265,437					$	200,945					$	727,561					$	625,394

The Company’s property and equipment, net of accumulated depreciation, were located in the following geographical areas (in thousands):

						September 27, 2025						December 31, 2024
United States						$	29,292					$	27,601
China						2,575						2,818
India						855						734
						$	32,722					$	31,153

Schedule of Selected Financial Information

The following table presents selected financial information with respect to the Company’s single operating segment (in thousands):

			Three Months Ended												Nine Months Ended
			September 27, 2025						September 28, 2024						September 27, 2025						September 28, 2024
Revenue			$	265,437					$	200,945					$	727,561					$	625,394
Adjusted cost of revenue (1)			(112,293)						(89,524)						(313,343)						(280,538)
Adjusted sales and marketing operating expenses (2)			(54,099)						(47,671)						(158,295)						(144,764)
Adjusted research and development operating expenses (3)			(41,090)						(40,684)						(119,887)						(120,317)
Adjusted general and administrative operating expenses (4)			(19,551)						(16,987)						(57,438)						(52,857)
Other segment items (5)			(20,999)						(16,975)						(66,883)						(51,202)
Interest income and other expenses, net			2,929						3,104						9,056						8,278
Income taxes			(4,676)						3,824						(10,099)						4,183
Net income (loss)			$	15,658					$	(3,968)					$	10,672					$	(11,823)

(1) GAAP cost of revenue adjusted for stock-based compensation and intangible asset amortization.

(2) GAAP sales and marketing operating expenses adjusted for stock-based compensation.

(3) GAAP research and development operating expenses adjusted for stock-based compensation.

(4) GAAP general and administrative operating expenses adjusted for stock-based compensation.

(5) Other segment items consisted of stock-based compensation expense and intangible asset amortization.

X

- Definition

Tabular disclosure of information concerning material long-lived assets (excluding financial instruments, customer relationships with financial institutions, mortgage and other servicing rights, deferred policy acquisition costs, and deferred taxes assets) located in identified geographic areas and/or the amount of revenue from external customers attributed to that country from which revenue is material. An entity may also provide subtotals of geographic information about groups of countries.

+ References

Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
-Topic 220
-SubTopic 10
-Name Accounting Standards Codification
-Section S99
-Paragraph 2
-Subparagraph (SX 210.5-03(1))
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147483621/220-10-S99-2

Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef
-Name Accounting Standards Codification
-Topic 280
-SubTopic 10
-Section 50
-Paragraph 41
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147482810/280-10-50-41

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X

- Definition

Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss.

+ References

Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef
-Name Accounting Standards Codification
-Topic 280
-SubTopic 10
-Section 50
-Paragraph 25
-Publisher FASB
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Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef
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-Paragraph 30
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