LEASES
The Company has entered into operating leases primarily for commercial buildings and a finance lease for equipment. As of December 31, 2025, no operating or finance lease agreements contain economic penalties for the Company to extend the lease, and it is not reasonably certain the Company will exercise these extension options. Additionally, lease agreements do not contain material residual value guarantees or material restrictive covenants.
The Company has made the accounting policy election to use certain ongoing practical expedients made available by ASC 842 to: (i) not separate lease components from nonlease components for real estate; and (ii) exclude leases with an initial term of 12 months or less (“short-term” leases) from the Consolidated Balance Sheets and will recognize related lease payments in the consolidated statements of operations on a straight-line basis over the lease term. For leases that do not have a readily determinable implicit rate, the Company uses its estimated secured incremental borrowing rate based on the information available at the lease commencement date to determine the present value of lease payments.
Rent expense, including short-term lease cost, was $2.3 million and $2.6 million for the fiscal years ended December 31, 2025 and 2024, respectively. In addition to rent payments, the Company’s leases include real estate taxes, common area maintenance, utilities, and management fees, which are not fixed. The Company accounts for these costs as variable payments and does not include such costs as a lease component. Total variable expense was $0.1 million and $0.3 million for the fiscal years ended December 31, 2025 and 2024, respectively.
In December 2025, the Company entered into non-cancelable operating leases for office and R&D space in Santa Clara, California and Shanghai, China. The leases have a non-cancelable term of 26 months and 36 months, respectively. As of December 31, 2025, the Company has not recognized right-of-use assets or lease liabilities related to these leases as the premises were not yet available for use. The payments for these leases are approximately $0.1 million and $0.4 million for the year, respectively, beginning in 2026.
Information related to the Company’s right-of-use assets and related operating and finance lease liabilities were as follows (in thousands):
Year Ended
Operating Leases20252024
Cash paid for operating lease liabilities$2,067$2,288
Right-of-use assets obtained in exchange for new operating lease liabilities$215$650

Year Ended
Finance Lease
20252024
Cash paid for principal portion of finance lease
$180$
Right-of-use assets obtained in exchange for new finance lease liabilities
$985$

Operating LeasesFinance Lease
Weighted-average remaining lease term in years3.142.33
Weight-average discount rate4.9%5.0%

Year Ended
20252024
Operating lease expense$2,031 $2,323 
Finance lease amortization$219 $— 
Finance lease interest expense$29 $— 
Maturities of operating and finance lease liabilities are as follows (in thousands):
Fiscal Year Ending December 31,Operating LeasesFinance Lease
2026$2,095 $353 
20271,861 353 
20281,711 118 
2029459 — 
6,126 824 
Less imputed interest(433)(45)
Total lease liabilities$5,693 $779 

Historical Timeline

Fiscal YearFiled
2025Feb 27, 2026Showing above
2024Mar 19, 2025
2023Mar 6, 2024
2022Apr 3, 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.