v3.26.1
Segment Reporting (Tables)
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The following table presents the segment disclosures required under U.S. GAAP (in thousands):
Services Segment
Three Months Ended
June 30,
Six Months Ended
June 30,
2026202520262025
Revenue$38,639 $15 $62,885 $15 
Operating expenses:
People related costs, excluding stock based compensation expense(116,135)(88,441)(229,945)(176,145)
Gain (loss) from change in fair value of warrants, earnout shares, and contingent consideration(3,347)(126,295)102,667 (55,275)
Stock-based compensation expense(51,971)(26,558)(96,016)(53,577)
Other segment items (1)
(112,629)(83,395)(194,984)(122,098)
Net loss$(245,443)$(324,674)$(355,393)$(407,080)
(1) Other segment items comprise primarily depreciation and amortization, materials used in research and development activities, government grants (presented as a reduction of research and development expenses), professional services, other overhead expenses, and interest and other income, net.
Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas
Summary financial data attributable to various geographic regions for the periods indicated is as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Revenue
United States$26,799 $15 $41,349 $15 
Europe10,448 — 18,101 — 
Other1,392 — 3,435 — 
$38,639 $15 $62,885 $15 
June 30, 2026December 31, 2025
Long-lived assets
United States$240,314 $160,299 
Other20,434 18,109 
$260,748 $178,408