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CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($)
$ in Thousands
Mar. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 108,453 $ 77,560
Restricted cash 6,078 3,594
Accounts receivable (net of allowance for credit losses of $[18.7] million and $17.0 million at March 31, 2025 and December 31, 2024, respectively) 212,109 206,503
Unbilled receivables 46,776 48,193
Inventory 15,950 15,502
Prepaid expenses and other current assets 36,685 42,647
Total current assets 426,051 393,999
Installation and service parts, net 32,993 36,631
Property and equipment, net 154,108 141,601
Operating lease assets 30,013 29,895
Intangible assets, net 216,013 232,297
Goodwill 737,572 735,615
Other non-current assets 46,350 44,451
Total assets 1,643,100 1,614,489
Current liabilities:    
Accounts payable 89,835 91,224
Deferred revenue 26,290 29,374
Accrued liabilities 73,538 73,980
Tax receivable agreement liability, current portion 5,163 5,163
Total current liabilities 194,826 199,741
Long-term debt 1,032,844 1,034,211
Operating lease liabilities, net of current portion 25,820 25,757
Tax receivable agreement liability, net of current portion 42,977 42,977
Asset retirement obligation 15,838 15,493
Deferred tax liabilities, net 14,486 14,699
Other long-term liabilities 16,734 16,486
Total liabilities 1,343,525 1,349,364
Commitments and contingencies (Note 13)
Stockholders' equity    
Preferred stock, $0.0001 par value, 1,000 shares authorized with no shares issued and outstanding at March 31, 2025 and December 31, 2024 0 0
Common stock, $0.0001 par value, 260,000 shares authorized with 159,422 and 159,594 shares issued and outstanding at March 31, 2025 and December 31, 2024, respectively 16 16
Additional paid-in capital 549,603 551,955
Accumulated deficit (234,612) (269,287)
Accumulated other comprehensive loss (15,432) (17,559)
Total stockholders' equity 299,575 265,125
Total liabilities and stockholders' equity $ 1,643,100 $ 1,614,489