19. Segment Information

 

Operating segments are defined as components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision-maker (“CODM”) in deciding how to allocate resources and assess performance. The Company operates in one business segment. The Company’s CODM is its President and Chief Executive Officer, who reviews financial information presented on a consolidated basis. The CODM’s financial review is focused on the consolidated financial results of the Company which is used as the basis for financial performance assessment and allocation of resources. The Company has determined that it only has one operating segment and is managed on a consolidated basis, the measure of profit or loss is consolidated net income or loss.

 

The following table presents selected financial information with respect to the Company’s single operating segment for the years ended December 31, 2025, 2024 and 2023 (in thousands):

 

   

For the Years Ended December 31,

 
   

2025

   

2024

   

2023

 

Revenue

  $ 112,819     $ 119,907     $ 120,792  

Cost of revenue

    49,012       43,909       38,260  

Gross profit

    63,807       75,998       82,532  
                         

Operating expenses:

                       

Research & development

    25,770       25,544       21,763  

Selling, general & administrative

    49,088       55,555       59,925  

Total operating expenses

    74,858       81,099       81,688  

(Loss) income from operations

    (11,051 )     (5,101 )     844  

Interest and other income, net

    1,744       2,337       2,312  

(Loss) income before income taxes

    (9,307 )     (2,764 )     3,156  

Provision for income taxes

    672       6,064       6,595  

Loss from continuing operations

    (9,979 )     (8,828 )     (3,439 )

Loss from discontinued operations

    (901 )     (47,557 )     (79,228 )

Net loss

  $ (10,880 )   $ (56,385 )   $ (82,667 )

 

Total U.S revenues were $70.1 million, $82.4 million and $86.9 million for the years ended December 31, 2025, 2024 and 2023, respectively. See Note 13 Revenue and Geographic Information for additional information about revenue by region.

 

Historical Timeline

Fiscal YearFiled
2025Mar 3, 2026Showing above
2024Mar 17, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.