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Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 326,179 $ 792,966
Short-term investments 225,447 100,008
Accounts receivable, net 44,800 46,129
Advanced payments, current 61,837 12,350
Other current assets 15,284 11,722
Total current assets 673,547 963,175
Advanced payments, less current portion 10,305 60,496
Property and equipment, net 168,933 163,738
Right-of-use assets - operating leases 18,481 13,938
Right-of-use assets - finance leases 3,327 3,735
Intangible assets, net 160,207 165,709
Goodwill 453,440 450,119
Other assets, less current portion 3,750 4,024
Total assets 1,491,990 1,824,934
Current liabilities:    
Accounts payable 41,082 35,626
Accrued expenses 50,356 42,755
Accounts payable and accrued expenses - related parties 581 330
Operating lease liability, current 2,051 1,161
Finance lease liability, current 1,065 1,056
Deferred revenue, current 146,239 116,135
Notes payable, current 7,116 7,099
Other current liabilities 17,755 9,419
Total current liabilities 266,245 213,581
Operating lease liability, less current portion 21,341 15,832
Finance lease liability, less current portion 1,733 2,004
Deferred revenue, less current portion 52,525 92,565
Notes payable, less current portion 19,684 281,441
Warrant liability 15,978 12,294
Other liabilities, less current portion 9,600 17,278
Total liabilities 387,106 634,995
Commitments and contingencies (See Note 12)
Stockholders' equity    
Common stock, $0.0001 par value, 1,000,000 and 154,397 shares authorized as of March 31, 2026 and December 31, 2025, respectively; 159,276 and 13,241 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively 17 17
Additional paid-in capital, net 2,221,822 2,210,201
Accumulated deficit (1,116,955) (1,020,279)
Total stockholders' equity 1,104,884 1,189,939
Total liabilities, temporary equity, and stockholders' equity $ 1,491,990 $ 1,824,934