v3.26.1
REVENUE - Concentration (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
REVENUE        
Gross revenue $ 100,663 $ 60,866 $ 173,206 $ 110,519
GTN adjustments (1,350) (914) (2,463) (1,243)
Total revenue $ 99,313 $ 59,952 $ 170,743 $ 109,276
Revenue from Contract with Customer, Product and Service [Extensible Enumeration] us-gaap:ProductMember us-gaap:ProductMember us-gaap:ProductMember us-gaap:ProductMember
Revenue | Customer concentration        
REVENUE        
Gross revenue $ 100,663 $ 60,866 $ 173,206 $ 110,519
Concentration risk (in percent) 100.00% 100.00% 100.00% 100.00%
Revenue | Customer concentration | Customer A        
REVENUE        
Gross revenue   $ 6,556    
Concentration risk (in percent) 0.00% 11.00% 0.00% 0.00%
Revenue | Customer concentration | Other customers        
REVENUE        
Gross revenue $ 100,663 $ 54,310 $ 173,206 $ 110,519
Concentration risk (in percent) 100.00% 89.00% 100.00% 100.00%