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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2025
Dec. 31, 2024
Current Assets    
Cash and cash equivalents $ 151,603 $ 340,954
Accounts receivable, net of allowances of $1,477 and $1,141 at March 31, 2025 and December 31, 2024, respectively 262,613 154,819
Inventory 50,485 38,386
Prepaid expenses and other current assets 42,086 26,135
Marketable equity securities 67,183 107,309
Total current assets 573,970 667,603
Property and equipment, net 93,536 58,056
Goodwill 325,774 73,343
Intangible assets, net 399,544 11,716
Investments and other assets 14,811 8,305
Investment in joint venture 94,153 91,450
Operating lease right-of-use assets 39,626 14,762
Restricted cash 1,723 881
Total Assets 1,543,137 926,116
Current Liabilities    
Accounts payable 88,732 53,804
Accrued expenses 129,238 130,407
Deferred revenue 73,431 75,981
Deferred other income 15,955 15,955
Other current liabilities 18,194 6,964
Operating lease liabilities 9,420 6,459
Accrued data licensing fees 1,500 1,500
Total current liabilities 336,470 291,070
Operating lease liabilities, less current portion 47,567 26,199
Convertible promissory note 233,620 168,192
Other long-term liabilities 9,670 15,980
Revolving credit facility 100,000  
Interest payable 1,470 70,450
Long-term debt, net 467,144 267,244
Deferred other income, less current portion 19,944 23,932
Deferred revenue, less current portion 1,058 6,710
Total Liabilities 1,216,943 869,777
Commitments and contingencies
Convertible redeemable preferred stock, $0.0001 par value, 20,000,000 shares authorized at March 31, 2025 and December 31, 2024, respectively, no shares issued and outstanding at March 31, 2025 and December 31, 2024; aggregate liquidation preference of $0 at March 31, 2025 and December 31, 2024, respectively 0 0
Stockholders' equity (deficit)    
Treasury Stock, 145,466 shares at March 31, 2025 and December 31, 2024, at cost (3,602) (3,602)
Additional Paid-In Capital 2,543,957 2,210,664
Accumulated Other Comprehensive (Loss) Income 4,692 94
Accumulated deficit (2,218,871) (2,150,834)
Total Stockholders' equity 326,194 56,339
Total Liabilities, Convertible redeemable preferred stock, and Stockholders' equity 1,543,137 926,116
Common Class A [Member]    
Stockholders' equity (deficit)    
Common stock value issued 17 16
Common Class B [Member]    
Stockholders' equity (deficit)    
Common stock value issued 1 1
Nonvoting Common Stock [Member]    
Stockholders' equity (deficit)    
Common stock value issued $ 0 $ 0