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Industry Segment, Geographic Information and Significant Customers
 9 Months Ended
Sep. 27, 2025
Segment Reporting [Abstract]  
Industry Segment, Geographic Information and Significant Customers Industry Segment, Geographic Information and Significant Customers
The Company's consumer robots are offered to consumers through a variety of distribution channels, including chain stores and other national retailers, through the Company's own website and app, dedicated e-commerce websites, the online arms of traditional retailers, and through value-added distributors and resellers worldwide.
The Company operates as one operating segment. The Company's chief operating decision maker ("CODM") is its chief executive officer, who reviews financial information presented on a consolidated basis to make key operating decisions and assess performance. The CODM evaluates operating performance and decides how to allocate resources based on consolidated net income (loss) that is reported on the consolidated statements of operations as well as non-GAAP gross profit and non-GAAP operating income (loss). The CODM manages business activities by considering budget-to-actual analysis and developing short-term and long-term operational plans. The CODM does not review assets in evaluating operating performance, and therefore, such information is not presented.
The following table presents selected financial information with respect to the Company's single operating segment for the three and nine months ended September 27, 2025 and September 28, 2024 (in thousands):
Three Months EndedNine Months Ended
September 27, 2025September 28, 2024September 27, 2025September 28, 2024
Revenue$145,832 $193,435 $374,959 $509,811 
Less:
Cost of revenue100,580 131,058 271,095 383,865 
Research and development13,094 19,630 41,547 76,739 
Working marketing10,594 9,292 36,623 33,715 
Other selling and marketing18,662 19,978 57,687 65,251 
General and administrative20,346 3,232 60,430 (33,552)
Restructuring and other81 1,922 7,287 24,298 
Amortization of intangible assets146 1,066 427 1,405 
Other expense, net711 12,548 28,391 24,583 
Income tax expense3,144 1,080 3,079 1,917 
Net loss$(21,526)$(6,371)$(131,607)$(68,410)
Geographic Information
For the three months ended September 27, 2025 and September 28, 2024, sales to non-U.S. customers accounted for 51.5% and 45.6% of total revenue, respectively. For the nine months ended September 27, 2025 and September 28, 2024, sales to non-U.S. customers accounted for 55.0% and 49.3% of total revenue, respectively.
The following table provides information about revenue by geographical region (in thousands):
Three Months EndedNine Months Ended
September 27, 2025September 28, 2024September 27, 2025September 28, 2024
United States$70,772 $105,137 $168,653 $258,398 
EMEA39,733 45,902 105,933 130,884 
Japan25,138 27,718 76,511 83,254 
Other10,189 14,678 23,862 37,275 
Total revenue$145,832 $193,435 $374,959 $509,811 
Significant Customers
For the three months ended September 27, 2025 and September 28, 2024, the Company generated 26.8% and 32.6%, respectively, of total revenue from one of its retailers. For the nine months ended September 27, 2025 and September 28, 2024, the Company generated 23.7% and 27.1%, respectively, of total revenue from one of its retailers.