v3.26.1
SHARE-BASED COMPENSATION
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
SHARE-BASED COMPENSATION SHARE-BASED COMPENSATION AND LONG-TERM INCENTIVE AWARDS
Share-Based Compensation
The following table presents share-based compensation expense and unrecognized compensation cost:
Share-Based Compensation
Unrecognized Compensation Cost as of June 30, 2026
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Awards issued pursuant to LTIP:
Restricted share units$3,385 $10,589 $10,357 $20,317 $19,689 
Cash denominated performance awards 2,145 4,608 10,082 8,758 35,640 
Other109 969 177 2,540 204 
$5,639 $16,166 $20,616 $31,615 $55,533 
Restricted Share Units
The following table summarizes activity related to restricted share units granted to our employees:
Number of Units
Balance at December 31, 202534,012,303 
Granted735,294 
Vested(12,031,582)
Forfeited(2,467,994)
Balance at June 30, 2026
20,248,021 
Cash Denominated Performance Awards
The following table summarizes activity related to cash denominated performance award granted to our employees:
Number of Units
Balance at December 31, 2025122,516,250 
Granted600,000 
Vested(25,449,976)
Forfeited(14,597,524)
Balance at June 30, 2026
83,068,750 
The cash denominated performance awards cliff vest in three years. The payout of these awards can range from 0% to 200% of the target value based on our achievement of certain revenue and Adjusted EBITDA targets during a three year performance period. These awards will be settled in shares of our Class A common stock, or cash, at our option.
Lightpath Plan Awards
As of June 30, 2026, 649,665 Class A-1 management incentive units and 305,754 Class A-2 management incentive units ("Award Units") granted to certain employees of Lightpath were outstanding. Vested units will be redeemed upon a partial exit, a change in control or the completion of an initial public offering, as defined in the Lightpath Holdings LLC agreement. The grant date fair value of the Award Units outstanding aggregated $38,517 and will be expensed in the period in which a partial exit or a liquidity event is consummated.
Long-Term Incentive Awards
Deferred Cash Award
In February and June 2026, certain employees were granted a time-based Deferred Cash Award (“DCA”). The awards granted in February vest ratably over three years with one-third payable in cash in each of December 2026, December 2027, and December 2028. The awards granted in June 2026 vest ratably over three years with one-third payable in cash in each of June 2027, June 2028, and June 2029. The amount outstanding pursuant to these awards totaled $37,930 (net of forfeitures) as of June 30, 2026. For the six months ended June 30, 2026, we recorded compensation cost related to these awards of $4,896.