| Schedule of Segment Reporting Information |
A reconciliation of segment loss to net loss was as follows (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended
June 30, | | Six Months Ended
June 30, | | | 2026 | | 2025 | | 2026 | | 2025 | | Revenues | | $ | 14,658 | | | $ | 5,966 | | | $ | 24,791 | | | $ | 15,565 | | | Cost of revenues | | 6,279 | | | 1,139 | | | 10,456 | | | 2,817 | | | Gross profit | | 8,379 | | | 4,827 | | | 14,335 | | | 12,748 | | | | | | | | | | | | Pre-production manufacturing | | 46,615 | | | 32,251 | | | 91,116 | | | 54,982 | | | General and administrative | | 34,406 | | | 17,648 | | | 62,086 | | | 36,540 | | | Research and development | | 31,590 | | | 19,117 | | | 58,318 | | | 47,580 | | Other segment items(1) | | 5,578 | | | 4,205 | | | 9,871 | | | 6,758 | | | Segment loss | | (109,810) | | | (68,394) | | | (207,056) | | | (133,112) | | | | | | | | | | | | Unallocated items: | | | | | | | | | | Depreciation and amortization | | 6,322 | | | 5,399 | | | 12,473 | | | 10,520 | | | Stock-based compensation | | 14,674 | | | 4,307 | | | 38,090 | | | 11,614 | | | Warrant expense | | 5,697 | | | — | | | 11,331 | | | — | | Other unallocated items(2) | | 12,250 | | | 2,316 | | | 2,112 | | | 3,448 | | | Net loss | | $ | (148,753) | | | $ | (80,416) | | | $ | (271,062) | | | $ | (158,694) | |
______________ (1)Includes selling, marketing, shipping, and freight expenses. (2)Includes acquisition-related expense, loss on disposal of property and equipment, interest income/expense, IPO costs, and provision for income taxes.
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