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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
CASH FLOWS FROM OPERATING ACTIVITIES:    
Net loss $ (127,030) $ (85,891)
Adjustments to reconcile net loss to net cash used in operating activities:    
Depreciation and amortization 17,465 16,421
Stock-based compensation expense 37,167 27,048
Loss (gain) on disposal of assets 1,503 (1,192)
Loss on extinguishment of long-term debt 0 1,330
Amortization of debt issuance costs and discount 1,691 1,454
Noncash lease expense 3,565 2,959
Change in the fair value of contingent consideration 0 (218)
Accretion of marketable securities purchased at a discount (1,099) (1,605)
Deferred income taxes 1,454 2,000
Changes in operating assets and liabilities:    
Accounts receivable, net (25,317) (15,420)
Contract assets 11,193 (5,793)
Inventories (11,513) 2,530
Prepaids and other current assets (18,037) (4,638)
Other non-current assets 11,879 (5,289)
Trade payables 11,149 (1,930)
Accrued expenses 4,024 6,566
Employee benefits payables 3,289 (1,064)
Contract liabilities 7,217 44,718
Other current liabilities 98 4,222
Non-current lease liabilities (6,547) (2,860)
Other non-current liabilities 382 1,064
Net cash used in operating activities (77,467) (15,588)
CASH FLOWS FROM INVESTING ACTIVITIES:    
Purchases of property, equipment and software (60,719) (34,521)
Proceeds on disposal of assets, net 144 10,815
Purchases of marketable securities (128,325) (113,274)
Maturities of marketable securities 149,495 73,883
Sale of marketable securities 3,383 0
Net cash used in investing activities (36,022) (63,097)
CASH FLOWS FROM FINANCING ACTIVITIES:    
Proceeds from ATM Equity Offering 396,647 0
Issuance costs related to ATM Equity Offering (9,496) 0
Proceeds from the exercise of stock options 379 1,159
Proceeds from Employee Stock Purchase Plan 4,836 2,665
Proceeds from sale of employees restricted stock units to cover taxes 40,715 9,270
Minimum tax withholding paid on behalf of employees for restricted stock units (40,421) (9,479)
Purchase of capped calls related to issuance of convertible senior notes 0 (43,168)
Proceeds from issuance of convertible senior notes 0 355,000
Proceeds from secured term loan 25,000 0
Repayments on secured term loan (11,208) (45,822)
Payment of debt issuance costs (278) (12,205)
Finance lease principal payments (126) (477)
Net cash provided by financing activities 406,048 256,943
Effect of exchange rate changes on cash and cash equivalents 1,127 (141)
Net increase in cash and cash equivalents and restricted cash 293,686 178,117
Cash and cash equivalents, and restricted cash, beginning of period 275,302 166,434
Cash and cash equivalents, and restricted cash, end of period 568,988 344,551
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION:    
Cash paid for interest 12,299 4,588
Cash paid for income taxes 428 403
Unpaid purchases of property, equipment and software 14,009 2,306
Right-of-use assets obtained in exchange for new operating lease liabilities 19,602 0
Issuance of common stock for payment of accrued bonus 1,798 1,795
Accrued issuance costs in connection with ATM Equity Offering 88 0
Common stock issued in acquisition, at fair value $ 0 $ 838