v3.26.1
NET LOSS PER SHARE (Tables)
3 Months Ended
Mar. 31, 2026
Earnings Per Share [Abstract]  
Schedule of Basic and Diluted Net Loss Per Share Attributable to Common Stockholders
Basic and diluted net loss per share attributable to common stockholders are calculated as follows (in thousands, except share and per share amounts):
Three Months Ended March 31,
20262025
Net loss$(1,028,344)$(366,171)
Accretion of redeemable convertible preferred stock (related party)(105,962)(364,925)
Net loss attributable to common stockholders, basic and diluted
$(1,134,306)$(731,096)
Weighted-average shares outstanding, basic and diluted
328,285,861 303,631,731 
Net loss per share attributable to common stockholders, basic and diluted$(3.46)$(2.41)
Schedule of Antidilutive Securities Excluded from Computation of Earnings Per Share
The following outstanding shares of potentially dilutive securities were excluded from the computation of diluted net loss per share attributable to common stockholders because including them would have had an anti-dilutive effect:
March 31,
Excluded Securities20262025
Private Placement Warrants to purchase common stock4,435,000 4,435,000 
Options outstanding to purchase common stock1,640,548 2,644,818 
RSUs outstanding16,548,056 8,652,524 
Employee stock purchase plan4,886,841 2,414,344 
If-converted common shares from 2026 Notes
372,950 3,673,819 
If-converted common shares from 2030 Notes
36,666,630 — 
If-converted common shares from 2031 Notes
46,846,313 — 
If-converted common shares from Series A redeemable convertible preferred stock
33,258,443 30,426,265 
If-converted common shares from Series B redeemable convertible preferred stock
19,794,423 18,108,797 
Total164,449,204 70,355,567