v3.26.3
Condensed Consolidated Statements of Changes in Stockholders’ Equity - USD ($)
$ in Thousands
Total
Total Equity Attributable to Common Stockholders
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Noncontrolling Interest
Beginning balance (in shares) at Dec. 31, 2024     229,142,474        
Beginning balance at Dec. 31, 2024 $ 585,216 $ 562,471 $ 23 $ 4,462,659 $ (2,593) $ (3,897,618) $ 22,745
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Issuance of restricted stock awards (in shares)     4,358,653        
Issuance of restricted stock awards 1 1 $ 1        
ESPP purchase (in shares)     1,073,929        
ESPP purchase 11,354 11,354   11,354      
Exercise of stock options (in shares)     1,644,167        
Exercise of stock options 38,680 38,680   38,680      
Stock-based compensation 99,130 99,130   99,130      
Accrued dividend (1,024) (1,024)       (1,024)  
Legal reserve 93 93       93  
Premium on convertible debt 28,247 28,247   28,247      
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock (in shares)     137,606        
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock 2,230 2,230   2,230      
Foreign currency translation adjustment 2,118 1,414     1,414   704
Net (loss) income (88,566) (89,526)       (89,526) 960
Ending balance (in shares) at Sep. 30, 2025     236,356,829        
Ending balance at Sep. 30, 2025 677,479 653,070 $ 24 4,642,300 (1,179) (3,988,075) 24,409
Beginning balance (in shares) at Jun. 30, 2025     233,661,168        
Beginning balance at Jun. 30, 2025 619,430 594,581 $ 23 4,560,346 (806) (3,964,982) 24,849
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Issuance of restricted stock awards (in shares)     634,737        
Issuance of restricted stock awards 1 1 $ 1        
ESPP purchase (in shares)     443,322        
ESPP purchase 4,937     4,937      
Exercise of stock options (in shares)     1,479,996        
Exercise of stock options 37,416 37,416   37,416      
Stock-based compensation 37,371 37,371   37,371      
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock (in shares)     137,606        
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock 2,230 2,230   2,230      
Foreign currency translation adjustment (946) (373)     (373)   (573)
Net (loss) income (22,960) (23,093)       (23,093) 133
Ending balance (in shares) at Sep. 30, 2025     236,356,829        
Ending balance at Sep. 30, 2025 677,479 653,070 $ 24 4,642,300 (1,179) (3,988,075) 24,409
Beginning balance (in shares) at Dec. 31, 2025     280,045,459        
Beginning balance at Dec. 31, 2025 792,963 768,641 $ 28 4,755,965 (369) (3,986,983) 24,322
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Issuance of restricted stock awards (in shares)     3,849,222        
Issuance of restricted stock awards 1 1 $ 1        
ESPP purchase (in shares)     810,714        
ESPP purchase $ 17,044 17,044   17,044      
Exercise of stock options (in shares) 881,422   881,422        
Exercise of stock options $ 16,896 16,896   16,896      
Stock-based compensation 156,710 156,710   156,710      
Accrued dividend (994) (994)       (994)  
Legal reserve 92 92       92  
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock (in shares)     7,796,169        
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock 149,482 149,482 $ 1 149,481      
Share-based consideration payable to customer’s customer (Note 3) 307,902 307,902   307,902      
Issuance of common stock upon warrant exercise, including incremental shares (cashless) (in shares)     2,154,231        
Foreign currency translation adjustment 1,491 (111)     (88) (23) 1,602
Net (loss) income 521,523 517,214       517,214 4,309
Ending balance (in shares) at Sep. 30, 2026     295,537,217        
Ending balance at Sep. 30, 2026 1,963,110 1,932,877 $ 30 5,403,998 (457) (3,470,694) 30,233
Beginning balance (in shares) at Jun. 30, 2026     293,354,001        
Beginning balance at Jun. 30, 2026 1,640,671 1,611,998 $ 29 5,332,587 347 (3,720,965) 28,673
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Issuance of restricted stock awards (in shares)     816,783        
Issuance of restricted stock awards 1 1 $ 1        
ESPP purchase (in shares)     166,063        
ESPP purchase 8,971 8,971   8,971      
Exercise of stock options (in shares)     81,125        
Exercise of stock options 1,810 1,810   1,810      
Stock-based compensation 56,300 56,300   56,300      
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock (in shares)     1,119,245        
Conversion of 2.5% Green Convertible Senior Notes due August 2025 to common stock 4,850 4,850   4,850      
Share-based consideration payable to customer’s customer (Note 3) (520) (520)   (520)      
Foreign currency translation adjustment 2,051 (804)     (804)   2,855
Net (loss) income 248,976 250,271       250,271 (1,295)
Ending balance (in shares) at Sep. 30, 2026     295,537,217        
Ending balance at Sep. 30, 2026 $ 1,963,110 $ 1,932,877 $ 30 $ 5,403,998 $ (457) $ (3,470,694) $ 30,233