Q2 2026 Earnings

Operating metrics disclosed this quarter

Read from the filing itself — XBRL does not carry these, so no standard financial dataset has them.

• General and Administrative Headcount Growth

  79.0%

  General and administrative expense increased $15.6 million , or 76% , for the three months ended June 30, 2026 compared to the same period in 2025. The in crease was primarily due to a $6.4 million increase in non-cash stock-based compensation expenses, a $5.6 million increase in personnel-related costs resulting from a 79% increase in headcount, a $1.8 million increase in professional services fees associated with the continued development of our public company infrastructure, and a $1.8 million increase in other operating costs to support our business expansion.

• Research and Development Headcount Growth

  118.0%

  Research and development expense increased $69.2 million , or 104% , for the three months ended June 30, 2026 compared to the same period in 2025. The increase was primarily due to a $32.7 million increase in personnel-related costs resulting from an 118% increase in headcount, an $18.6 million increase in non-cash stock-based compensation expenses, and a $12.1 million increase in overall spending to support our R&D initiatives, which includes hardware design, software licensing, and cloud hosting services costs.

• Sales and Marketing Headcount Growth

  47.0%

  Sales and marketing expense increased by $7.8 million , or 42%, for the three months ended June 30, 2026 compared to the same period in 2025. The increase was primarily due to a $4.9 million increase in personnel-related costs resulting from a 47% increase in headcount, and a $2.2 million increase in non-cash stock-based compensation expenses.