(6) Leases

The Company leases its offices under non-cancelable lease agreements which expire between 2026 and 2032. Certain of these arrangements have free rent, escalating rent payment provisions, lease renewal options and tenant allowances. Because the Company is not reasonably certain to exercise these renewal options, the options are not considered in determining the lease term, and the associated

potential option payments are excluded from the lease payments. Under such arrangements, the Company recognizes an ROU asset and lease liability on the Consolidated Balance Sheets. Variable rent may include items such as common area maintenance and real estate taxes.

From December 2021, through December 2025, the Company subleased a portion of its office in New York City to three other companies (the “Sublessees”). The Sublessees paid the Company a portion of the rent under the existing lease with the landlord (the “Head Lease”), the Company was not relieved from its legal obligation to the landlord under the Head Lease. Accordingly, an operating lease liability and an operating lease ROU asset is reflected on the Company’s Consolidated Balance Sheets related to the Head Lease. The Head Lease terminated on December 31, 2025 and therefore no remaining operating lease liability and operating lease ROU asset exist on the balance sheet related to the Head Lease as of this date.

The Company periodically assesses its lease portfolio. During 2023, the Company abandoned certain leases and/or portions of its leases in New York, NY, Horsham, PA, Culver City, CA, Doraville, GA and Gaithersburg, MD. As a result of abandoning these leases, the Company ceased its use of these locations and accelerated the amortization of the ROU assets to reduce the ROU assets carrying values to zero. The Company recognized a one-time charge of $8.7 million of additional operating lease expense during 2023 in general and administrative expense on our Consolidated Statements of Operations and Comprehensive Loss. The Company will continue to pay the rent owed under the existing lease agreements. No additional lease abandonments were identified in 2024 or 2025.

Operating lease expense for the years ended December 31, 2025, 2024 and 2023 was as follows (in thousands):

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Cost of revenue

 

$

79

 

 

$

72

 

 

$

72

 

General and administrative

 

 

5,149

 

 

 

5,120

 

 

 

15,008

 

Total operating lease expense

 

$

5,228

 

 

$

5,192

 

 

$

15,080

 

Our lease costs for the years ended December 31, 2025, 2024 and 2023 was as follows (in thousands):

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Lease costs:

 

 

 

 

 

 

 

 

 

   Operating lease costs

 

$

4,618

 

 

$

4,536

 

 

$

5,725

 

   Variable lease costs

 

 

1,316

 

 

 

1,501

 

 

 

1,315

 

   Short-term lease costs

 

 

200

 

 

 

212

 

 

 

133

 

   Amortization of in-place lease intangible assets

 

 

357

 

 

 

365

 

 

 

364

 

   Amortization of in place lease asset - below market

 

 

720

 

 

 

720

 

 

 

949

 

   Lease abandonment cost

 

 

 

 

 

 

 

 

8,706

 

   Sublease income

 

 

(1,983

)

 

 

(2,142

)

 

 

(2,112

)

Total operating lease cost

 

$

5,228

 

 

$

5,192

 

 

$

15,080

 

The following table includes supplemental cash and non-cash information related to the Company’s leases during 2025, 2024 and 2023 (in thousands):

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Cash paid for amounts included in the measurement of lease liabilities:

 

 

 

 

 

 

 

 

 

   Operating cash flows from operating leases

 

$

7,348

 

 

$

7,512

 

 

$

6,460

 

   Right of use assets obtained in exchange for lease obligations

 

 

7,450

 

 

 

673

 

 

 

852

 

   Reduction to right of use assets resulting from reductions to lease obligations

 

 

 

 

 

 

 

 

(69

)

 

The Company’s aggregate annual lease obligations at December 31, 2025 are as follows (in thousands):

 

 

Operating Leases

 

 2026

 

$

2,979

 

 2027

 

 

3,177

 

 2028

 

 

2,920

 

 2029

 

 

2,516

 

 2030

 

 

1,322

 

 Thereafter

 

 

1,496

 

Total undiscounted lease obligations

 

 

14,410

 

   Less imputed interest

 

 

(2,502

)

Net lease obligations

 

$

11,908

 

The following are the remaining weighted average lease terms and discount rates for the Company’s leases as of December 31, 2025 and 2024:

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

Weighted average remaining lease term (in years)

 

 

5.00

 

 

 

2.81

 

Weighted average discount rate

 

 

7.28

%

 

 

5.77

%

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 25, 2025
2023Feb 29, 2024
2022Mar 16, 2023
2021Mar 18, 2022

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.