16. Leases

The Company has an operating lease and sublease for office space which serves as the Company's corporate headquarters. The Company's sublease and lease expire in November 2026 and December 2029, respectively. The Company's leases do not contain any material residual value guarantees or restrictive covenants. Operating leases are recognized on the consolidated balance sheets as right-of-use assets, operating leases, operating lease liabilities, current and operating lease liabilities, non-current. Operating lease expense is recognized on a straight-line basis over the lease term within the Company’s consolidated statements of operations and comprehensive loss.

In August 2024, the Company amended its lease for 7,566 square feet of office space used as its corporate headquarters, extending the lease term from November 30, 2026 to December 31, 2029. In connection with this amendment, the Company entered into a forward-starting lease for office space currently under sublease, which is expected to commence on December 1, 2026 and expire on December 31, 2029. The Company expects total undiscounted payments of $1.3 million over the lease term. As of December 31, 2025, the forward-starting lease is not recorded on the consolidated balance sheets and will be recognized upon lease commencement.

The components of lease expense were as follows (in thousands):

 

Year Ended
December 31,

 

 

2025

 

 

2024

 

 

2023

 

Operating lease costs

 

$

668

 

 

$

641

 

 

$

422

 

Variable lease costs

 

 

486

 

 

 

486

 

 

 

159

 

Total lease expense

 

$

1,154

 

 

$

1,127

 

 

$

581

 

The weighted average remaining lease term and discount rate were as follows:

 

As of December 31,

 

 

2025

 

 

2024

 

Weighted-average remaining lease term

 

3.2 years

 

 

3.5 years

 

Weighted-average discount rate

 

 

10.3

%

 

 

10.3

%

 

The following table presents the future minimum lease payments under the Company's lease liabilities as of December 31, 2025, (in thousands):

 

 

Operating Leases

 

2026

 

$

737

 

2027

 

 

285

 

2028

 

 

389

 

2029

 

 

401

 

2030

 

 

 

Total minimum lease payments

 

$

1,812

 

Less: imputed interest

 

 

(294

)

Lease liabilities

 

$

1,518

 

The table above does not include contractual rent payments under the forward-starting lease which are expected to total $1.3 million on an undiscounted basis. The Company has also recorded deferred lease incentives associated with the forward-starting lease of $0.3 million within operating lease liabilities, non-current on the consolidated balance sheets.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Mar 21, 2024
2022Mar 31, 2023

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.