Equity (Tables)
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12 Months Ended |
Dec. 31, 2025 |
| Stockholders' Equity Note [Abstract] |
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| Schedule of stock option activity |
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Number of Options |
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Weighted Average Exercise Price |
| Options outstanding as of December 31, 2024 |
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1,250,004 |
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$ |
19.18 |
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| Granted |
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88,448 |
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11.45 |
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| Forfeited |
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(114,256) |
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29.39 |
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| Options outstanding as of December 31, 2025 |
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1,224,196 |
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$ |
17.67 |
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| Options exercisable as of December 31, 2025 |
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862,478 |
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$ |
18.55 |
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| Schedule of Stock Options Outstanding |
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Options Outstanding |
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Options Exercisable |
| Range of Exercise Prices |
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Outstanding options at December 31, 2025 |
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Options Outstanding Weighted- Average Remaining Contractual Life in Years |
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Weighted- Average Exercise Price |
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Exercisable options at December 31, 2025 |
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Weighted-Average Exercise Price |
| $ |
9.32 |
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- |
$ |
11.45 |
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178,629 |
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9.30 |
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$ |
10.38 |
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116,911 |
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$ |
9.81 |
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| $ |
11.52 |
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- |
$ |
19.61 |
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473,197 |
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4.93 |
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16.15 |
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173,197 |
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15.70 |
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| $ |
19.66 |
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- |
$ |
22.47 |
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469,400 |
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1.78 |
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20.47 |
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469,400 |
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20.47 |
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| $ |
23.41 |
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- |
$ |
27.83 |
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102,970 |
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2.15 |
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24.50 |
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102,970 |
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24.50 |
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1,224,196 |
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4.13 |
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$ |
17.66 |
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862,478 |
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$ |
18.55 |
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| Aggregate intrinsic value (U.S. $ in thousands) |
$ |
— |
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$ |
— |
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| Schedule of Stock Option Assumptions |
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2025 |
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2024 |
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2023 |
| Risk-free interest rate |
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3.7% |
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4.2% |
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4.1% |
— |
4.7% |
| Expected option term (years) |
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5.5 |
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5.5 |
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5.5 |
| Expected share price volatility |
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60.5% |
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61.8% |
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61.0% |
— |
61.2% |
| Dividend yield |
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— |
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— |
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— |
| Weighted average grant date fair value |
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$6.33 |
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$4.24 |
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$9.75 |
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| Schedule of RSUs and PSUs activity |
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Number of RSUs and PSUs |
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Weighted Average Grant Date Fair Value |
| Unvested RSUs and PSUs outstanding as of December 31, 2024 |
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3,945,120 |
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$ |
13.67 |
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| Granted |
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3,126,358 |
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9.95 |
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| Vested |
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(1,726,171) |
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14.76 |
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| Forfeited |
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(619,172) |
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13.47 |
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| Unvested RSUs and PSUs outstanding as of December 31, 2025 |
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4,726,135 |
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$ |
10.84 |
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| Schedule of stock-based compensation expense |
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| Year ended December 31, |
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2025 |
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2024 |
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2023 |
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(U.S. $ in thousands) |
| Cost of revenues |
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$ |
3,045 |
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$ |
3,073 |
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$ |
3,701 |
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| Research and development, net |
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5,373 |
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7,270 |
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7,932 |
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| Selling, general and administrative |
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15,856 |
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15,275 |
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19,981 |
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$ |
24,274 |
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$ |
25,618 |
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$ |
31,614 |
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| Schedule of accumulated other comprehensive loss |
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Year Ended December, 31 2025 |
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Net Unrealized Gain (Loss) on Cash Flow Hedges |
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Foreign Currency Translation Adjustments |
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Total |
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U.S. $ in thousands |
| Balance as of January 1, 2025 |
$ |
4,907 |
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$ |
(12,938) |
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$ |
(8,031) |
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Other comprehensive income (loss) before reclassifications |
(310) |
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7,365 |
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7,055 |
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| Amounts reclassified from accumulated other comprehensive loss |
(5,221) |
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— |
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(5,221) |
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Other comprehensive income (loss) |
(5,531) |
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7,365 |
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1,834 |
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| Balance as of December 31, 2025 |
$ |
(624) |
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$ |
(5,573) |
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$ |
(6,197) |
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Year Ended December, 31 2024 |
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Net Unrealized Gain (Loss) on Cash Flow Hedges |
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Foreign Currency Translation Adjustments |
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Total |
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U.S. $ in thousands |
| Balance as of January 1, 2024 |
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$ |
1,790 |
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$ |
(8,869) |
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$ |
(7,079) |
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| Other comprehensive income (loss) before reclassifications |
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5,656 |
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(4,069) |
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1,587 |
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| Amounts reclassified from accumulated other comprehensive loss |
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(2,539) |
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— |
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(2,539) |
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Other comprehensive income (loss) |
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3,117 |
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(4,069) |
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(952) |
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| Balance as of December 31, 2024 |
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$ |
4,907 |
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$ |
(12,938) |
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$ |
(8,031) |
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Year Ended December, 31 2023 |
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Net Unrealized Gain (Loss) on Cash Flow Hedges |
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Foreign Currency Translation Adjustments |
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Total |
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U.S. $ in thousands |
| Balance as of January 1, 2023 |
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$ |
(299) |
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$ |
(12,519) |
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$ |
(12,818) |
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| Other comprehensive income (loss) before reclassifications |
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(1,797) |
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3,650 |
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1,853 |
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| Amounts reclassified from accumulated other comprehensive income |
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3,886 |
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— |
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3,886 |
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Other comprehensive income |
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2,089 |
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3,650 |
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5,739 |
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| Balance as of December 31, 2023 |
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$ |
1,790 |
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$ |
(8,869) |
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$ |
(7,079) |
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