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CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 137,954 $ 150,489
Accounts receivable, net of allowance for credit losses of $1,180 and $1,389 at March 31, 2026 and December 31, 2025, respectively 25,210 26,744
Inventories 59,304 61,389
Current portion of vendor advances 2,908 2,063
Prepaid expenses and other current assets 14,413 8,418
Total current assets 239,789 249,103
Property and equipment, net 16,113 16,587
Intangible assets, net 7,166 7,516
Non-current portion of vendor advances 4,970 5,008
Operating lease assets 12,233 12,652
Other non-current assets 5,651 5,667
Total assets 285,922 296,533
Current liabilities:    
Accounts payable 2,817 5,442
Deferred revenue, current 22,659 26,909
Accrued purchase commitments, current 131 131
Warrant liabilities, current 0 413
Accrued expenses and other current liabilities 33,973 32,222
Total current liabilities 59,580 65,117
Deferred revenue, non-current 9,631 9,391
Operating lease liabilities 17,017 17,721
Other non-current liabilities 8,472 8,325
Total liabilities 94,700 100,554
Commitments and contingencies (Note 12)
Stockholders’ equity:    
Additional paid-in capital 1,083,067 1,075,147
Accumulated deficit (891,871) (879,194)
Total stockholders’ equity 191,222 195,979
Total liabilities and stockholders’ equity 285,922 296,533
Class A Common Stock    
Stockholders’ equity:    
Common stock 23 23
Class B Common Stock    
Stockholders’ equity:    
Common stock $ 3 $ 3