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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2025
Dec. 31, 2024
Current Assets    
Cash and cash equivalents $ 186,310 $ 340,954
Accounts receivable, net of allowances of $1,545 and $1,141 at June 30, 2025 and December 31, 2024, respectively 266,284 154,819
Inventory 47,600 38,386
Related party asset 2,535  
Prepaid expenses and other current assets 36,476 26,135
Marketable equity securities 104,996 107,309
Total current assets 644,201 667,603
Property and equipment, net 92,563 58,056
Goodwill 325,793 73,343
Intangible assets, net 387,564 11,716
Investments and other assets 16,669 8,305
Investment in joint venture 95,718 91,450
Related party asset, less current portion 22,465  
Operating lease right-of-use assets 38,651 14,762
Restricted cash 1,741 881
Total Assets 1,625,365 926,116
Current Liabilities    
Accounts payable 79,323 53,804
Related party payable 25,000  
Accrued expenses 165,903 130,407
Deferred revenue [1] 100,477 75,981
Deferred other income 15,955 15,955
Other current liabilities 16,554 6,964
Operating lease liabilities 9,381 6,459
Accrued data licensing fees 5,567 1,500
Total current liabilities 418,160 291,070
Operating lease liabilities, less current portion 45,866 26,199
Convertible promissory note 226,342 168,192
Other long-term liabilities 9,508 15,980
Revolving credit facility 100,000  
Interest payable 5,084 70,450
Long-term debt, net 471,663 267,244
Deferred other income, less current portion 15,955 23,932
Deferred revenue, less current portion 23,225 6,710
Total Liabilities 1,315,803 869,777
Commitments and contingencies
Convertible redeemable preferred stock, $0.0001 par value, 20,000,000 shares authorized at June 30, 2025 and December 31, 2024, respectively, no shares issued and outstanding at June 30, 2025 and December 31, 2024; aggregate liquidation preference of $0 at June 30, 2025 and December 31, 2024, respectively 0 0
Stockholders' equity (deficit)    
Treasury Stock, 145,466 shares at June 30, 2025 and December 31, 2024, at cost (3,602) (3,602)
Additional Paid-In Capital 2,566,412 2,210,664
Accumulated Other Comprehensive (Loss) Income 8,448 94
Accumulated deficit (2,261,714) (2,150,834)
Total Stockholders' equity 309,562 56,339
Total Liabilities, Convertible redeemable preferred stock, and Stockholders' equity 1,625,365 926,116
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
[1] Includes related party deferred revenue of $36,685 and $0 as of June 30, 2025 and December 31, 2024, respectively.