v3.26.1
Condensed Consolidated Statements of Convertible Preferred Stock and Stockholders' Equity (Deficit) (unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
Redeemable Convertible Preferred Stock
Common Stock
Additional Paid-in Capital, Net
Accumulated Deficit
Series D-1 Preferred Stock
Redeemable Convertible Preferred Stock
Series D-3 Preferred Stock
Redeemable Convertible Preferred Stock
Preferred Stock, Shares Outstanding   41,588          
Common stock, shares, outstanding, beginning balance (in shares) at Dec. 31, 2024     13,241        
Equity, beginning balance at Dec. 31, 2024 $ (767,622) $ 759,582 $ 1   $ (767,623)    
Preferred stock beginning balance (in shares) at Dec. 31, 2024   41,588          
Common stock issued, net of shares withheld for employee taxes, Shares     489        
Common stock issued, net of shares withheld for employee taxes 748   $ 1 $ 747      
Stock-based compensation 431     431      
Stock-based compensation, Shares     15        
Issuance of stock, net, Shares           6,858  
Issuance of stock, net           $ 115,304  
Accretion of redeemable convertible preferred stock (12,188) $ 12,188   (1,178) (11,010)    
Net Income (Loss) (60,093)       (60,093)    
Common stock, shares, outstanding, ending balance (in shares) at Mar. 31, 2025     13,745        
Equity, ending balance at Mar. 31, 2025 (838,724) $ 887,074 $ 2   (838,726)    
Preferred stock ending balance (in shares) at Mar. 31, 2025   48,446          
Common stock, shares, outstanding, beginning balance (in shares) at Dec. 31, 2024     13,241        
Equity, beginning balance at Dec. 31, 2024 (767,622) $ 759,582 $ 1   (767,623)    
Preferred stock beginning balance (in shares) at Dec. 31, 2024   41,588          
Net Income (Loss) (123,871)            
Common stock, shares, outstanding, ending balance (in shares) at Jun. 30, 2025     14,008        
Equity, ending balance at Jun. 30, 2025 (917,996) $ 973,371 $ 2 0 (917,998)    
Preferred stock ending balance (in shares) at Jun. 30, 2025   52,543          
Preferred Stock, Shares Outstanding   48,446          
Common stock, shares, outstanding, beginning balance (in shares) at Mar. 31, 2025     13,745        
Equity, beginning balance at Mar. 31, 2025 (838,724) $ 887,074 $ 2   (838,726)    
Preferred stock beginning balance (in shares) at Mar. 31, 2025   48,446          
Common stock issued, net of shares withheld for employee taxes, Shares     263        
Common stock issued, net of shares withheld for employee taxes 231     231      
Stock-based compensation 760     760      
Issuance of stock, net, Shares           3,546 551
Issuance of stock, net           $ 59,812 $ 10,000
Accretion of redeemable convertible preferred stock (16,485) $ 16,485   (991) (15,494)    
Net Income (Loss) (63,778)       (63,778)    
Common stock, shares, outstanding, ending balance (in shares) at Jun. 30, 2025     14,008        
Equity, ending balance at Jun. 30, 2025 $ (917,996) $ 973,371 $ 2 0 (917,998)    
Preferred stock ending balance (in shares) at Jun. 30, 2025   52,543          
Preferred Stock, Shares Outstanding   52,543          
Preferred Stock, Shares Outstanding   0          
Common stock, shares, outstanding, beginning balance (in shares) at Dec. 31, 2025 159,276   159,276        
Equity, beginning balance at Dec. 31, 2025 $ 1,189,939 $ 0 $ 17 2,210,201 (1,020,279)    
Preferred stock beginning balance (in shares) at Dec. 31, 2025   0          
Common stock issued, net of shares withheld for employee taxes, Shares     791        
Common stock issued, net of shares withheld for employee taxes (891)     (891)      
Stock-based compensation 12,512     12,512      
Net Income (Loss) (96,676)       (96,676)    
Common stock, shares, outstanding, ending balance (in shares) at Mar. 31, 2026     160,067        
Equity, ending balance at Mar. 31, 2026 $ 1,104,884 $ 0 $ 17 2,221,822 (1,116,955)    
Preferred stock ending balance (in shares) at Mar. 31, 2026   0          
Common stock, shares, outstanding, beginning balance (in shares) at Dec. 31, 2025 159,276   159,276        
Equity, beginning balance at Dec. 31, 2025 $ 1,189,939 $ 0 $ 17 2,210,201 (1,020,279)    
Preferred stock beginning balance (in shares) at Dec. 31, 2025   0          
Net Income (Loss) $ (188,995)            
Common stock, shares, outstanding, ending balance (in shares) at Jun. 30, 2026 166,207   166,207        
Equity, ending balance at Jun. 30, 2026 $ 1,222,925 $ 0 $ 17 2,432,182 (1,209,274)    
Preferred stock ending balance (in shares) at Jun. 30, 2026   0          
Preferred Stock, Shares Outstanding   0          
Common stock, shares, outstanding, beginning balance (in shares) at Mar. 31, 2026     160,067        
Equity, beginning balance at Mar. 31, 2026 1,104,884 $ 0 $ 17 2,221,822 (1,116,955)    
Preferred stock beginning balance (in shares) at Mar. 31, 2026   0          
Common stock issued, net of shares withheld for employee taxes, Shares     1,624        
Common stock issued, net of shares withheld for employee taxes 1,577     1,577      
Stock-based compensation 17,027     17,027      
Issuance of common stock, net of underwriting discounts and other offering costs 181,612     181,612      
Issuance of common stock, net of underwriting discounts and other offering costs, Shares     4,000        
Issuance of common stock related to acquisitions of businesses, Shares     516        
Issuance of common stock related to acquisitions of businesses 10,144     10,144      
Net Income (Loss) $ (92,319)       (92,319)    
Common stock, shares, outstanding, ending balance (in shares) at Jun. 30, 2026 166,207   166,207        
Equity, ending balance at Jun. 30, 2026 $ 1,222,925 $ 0 $ 17 $ 2,432,182 $ (1,209,274)    
Preferred stock ending balance (in shares) at Jun. 30, 2026   0          
Preferred Stock, Shares Outstanding   0