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Condensed Consolidated Statements of Operations and Comprehensive Income (unaudited) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2021
Sep. 30, 2020
Sep. 30, 2021
Sep. 30, 2020
Revenue:        
Revenue $ 260,086 $ 209,005 $ 918,401 $ 588,064
Cost of revenue:        
Cost of revenue 158,023 119,455 565,773 380,439
Gross profit 102,063 89,550 352,628 207,625
Operating expenses:        
Research and development 20,531 9,977 56,835 27,784
Sales and marketing 30,293 13,660 90,812 39,544
General and administrative 13,491 8,195 38,417 19,368
Total operating expenses 64,315 31,832 186,064 86,696
Income from operations 37,748 57,718 166,564 120,929
Other income (expense), net 24 (302) 9 (1,244)
Income before provision for income taxes 37,772 57,416 166,573 119,685
Provision for income taxes 7,767 12,205 38,024 26,555
Net income 30,005 45,211 128,549 93,130
Other comprehensive income (loss):        
Foreign currency translation adjustment (16) (112) (25) (47)
Comprehensive income $ 29,989 $ 45,099 $ 128,524 $ 93,083
Earnings per share, basic (in dollars per share) $ 0.14 $ 0.22 $ 0.62 $ 0.45
Earnings per share, diluted (in dollars per share) $ 0.13 $ 0.22 $ 0.59 $ 0.45
Weighted-average common shares outstanding, basic (in shares) 208,988,168 208,116,104 208,169,736 208,116,104
Weighted-average common shares outstanding, diluted (in shares) 224,331,039 208,116,104 218,491,114 208,116,104
Connected machines        
Revenue:        
Revenue $ 102,454 $ 75,523 $ 390,100 $ 245,799
Cost of revenue:        
Cost of revenue 87,649 58,525 323,558 205,645
Subscriptions        
Revenue:        
Revenue 53,303 31,206 150,115 74,414
Cost of revenue:        
Cost of revenue 5,934 2,998 15,517 8,961
Accessories and materials        
Revenue:        
Revenue 104,329 102,276 378,186 267,851
Cost of revenue:        
Cost of revenue $ 64,440 $ 57,932 $ 226,698 $ 165,833