STOCK-BASED COMPENSATION (Tables)

6 Months Ended

Jun. 30, 2026

Share-Based Payment Arrangement [Abstract]

The following table summarizes the allocation of stock-based compensation in the condensed consolidated statements of operations (in thousands):


	Three Months Ended June 30,				Six Months Ended June 30,
	2026		2025		2026		2025
Delivery costs	$	106	$	381	$	374	$	854
Sales and marketing expense	341		738		1,049		2,343
Research and development expense	384		2,933		2,377		5,733
General and administrative expense	1,524		2,554		3,116		5,616
Discontinued operations	—		895		267		1,649
Total stock-based compensation expense	$	2,355	$	7,501	$	7,183	$	16,195

Summary of RSU activity

We grant restricted stock units ("RSUs") to certain employees and our non-employee directors. The following table summarizes changes in RSUs, inclusive of performance-based RSUs:


	Shares (in thousands)	Weighted-Average Grant Date Fair Value		Weighted-Average Remaining Contractual Term (in years)	Unamortized Compensation Costs (in thousands)
Unvested — December 31, 2025	779	$	31.50	0.76	$	13,374
Granted	635	9.50
Vested	(344)	38.76
Forfeited	(154)	31.47
Unvested — June 30, 2026	916	$	13.49	1.18	$	7,671