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Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Allowance for doubtful accounts [1] $ 460 $ 119
Accounts receivable [1],[2] 371,796 335,841
Contract assets, current [3] 178,928 145,162
Prepaid expenses and other current assets [1],[4] 49,805 46,203
Operating lease right-of-use assets [1],[5] 108,541 122,489
Other long-term assets [1],[6] 57,203 46,136
Accrued warranty [7] 20,013 16,559
Accrued expenses and other current liabilities [1],[8] 222,254 138,450
Deferred revenue and customer deposits [9] 100,975 243,314
Operating lease liabilities, current [1],[10] 22,000 19,642
Deferred revenue and customer deposits, current [11] 42,840 43,105
Operating lease liabilities, noncurrent [1],[12] 106,935 124,523
Non-recourse debt [1],[13] 0 4,057
Related Party    
Accounts receivable 151,932 93,510
Contract assets, current 2,967 800
Prepaid expenses and other current assets 1,247 1,215
Operating lease right-of-use assets 0 1,385
Other long-term assets 5,968 8,776
Accrued warranty 799 1,205
Accrued expenses and other current liabilities 39 3,989
Deferred revenue and customer deposits 6,879 8,857
Operating lease liabilities, current 0 442
Deferred revenue and customer deposits, current 0 3,300
Operating lease liabilities, noncurrent 0 977
Non-recourse debt $ 0 $ 4,100
Class A Common Stock    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, authorized (in shares) 600,000,000 600,000,000
Common stock, issued (in shares) 280,045,459 229,142,474
Common stock, outstanding (in shares) 280,045,459 229,142,474
Class B common stock    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, authorized (in shares) 470,092,742 470,092,742
Common stock, issued (in shares) 0 0
Common stock, outstanding (in shares) 0 0
[1] We have variable interest entity related to a joint venture in the Republic of Korea (see Note 12—Related Party Transactions in this Annual Report on Form 10-K), which represents a portion of the consolidated balances recorded within these financial statement line items.
[2] Including amounts from related parties of $151.9 million and $93.5 million as of December 31, 2025 and 2024, respectively.
[3] Including amounts from related parties of $3.0 million and $0.8 million as of December 31, 2025 and 2024, respectively.
[4] Including amount from related parties of $1.2 million and $1.2 million as of December 31, 2025 and 2024, respectively.
[5] Including amount from related parties of $1.4 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[6] Including amounts from related parties of $6.0 million and $8.8 million as of December 31, 2025 and 2024, respectively
[7] Including amounts from related parties of $0.8 million and $1.2 million as of December 31, 2025 and 2024, respectively.
[8] Including amounts from related parties of $0.04 million and $4.0 million as of December 31, 2025 and 2024, respectively.
[9] Including amounts from related parties of $6.9 million and $8.9 million as of December 31, 2025 and 2024, respectively.
[10] Including amounts from related parties of $0.4 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[11] Including amounts from related parties of $3.3 million as of December 31, 2024. There was no related party balance as of December 31, 2025
[12] Including amounts from related parties of $1.0 million as of December 31, 2024. There was no related party balance as of December 31, 2025.
[13] Including amounts from related parties of $4.1 million as of December 31, 2024. There was no related party balance as of December 31, 2025.