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CONDENSED CONSOLIDATED STATEMENTS OF LOSS (Unaudited) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Income Statement [Abstract]    
Revenues $ 310,501 $ 219,480
Cost of revenues 242,220 201,944
Gross profit 68,281 17,536
Operating expenses:    
Research and development, net 50,155 61,997
Sales and marketing 27,449 31,657
General and administrative 36,422 30,183
Other operating expense (income), net 9,298 (3,575)
Total operating expenses 123,324 120,262
Operating loss (55,043) (102,726)
Financial income (expense), net (1,037) 10,068
Other income, net 0 148
Loss before income taxes (56,080) (92,510)
Income taxes (1,286) (5,726)
Net loss from equity method investments 0 (287)
Net loss $ (57,366) $ (98,523)
Net basic loss per share of common stock $ (0.95) $ (1.7)
Net diluted loss per share of common stock $ (0.95) $ (1.7)
Weighted average number of shares used in computing net basic loss per share of common stock 60,517,248 58,121,502
Weighted average number of shares used in computing net diluted loss per share of common stock 60,517,248 58,121,502