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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (Unaudited) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Operating activities:    
Net loss $ (65,158) $ (121,629)
Adjustments to reconcile net loss to net cash provided by operating activities:    
Depreciation and amortization 59,398 58,391
Stock-based compensation 55,759 54,321
Amortization of debt discount and debt issuance costs 21,519 15,626
Amortization of right-of-use assets 3,927 3,687
Write-down for excess and obsolete inventories 11,241 11,323
Loss on disposal of assets 1,905 2,295
Loss on debt extinguishment 11,883 17,576
Gain on derivative liability 0 (620)
Other 664 5,603
Changes in operating assets and liabilities:    
Accounts receivable (16,514) (18,505)
Inventories (49,282) (1,509)
Prepaid expenses and other current assets (3,638) 710
Other assets (449) 192
Accounts payable 14,130 (16,338)
Accrued expenses (2,475) 19,314
Lease liabilities (3,706) (3,571)
Contract liabilities 1,277 (620)
Other long-term liabilities 178 (1,697)
Net cash provided by operating activities 40,659 24,549
Investing activities:    
Purchase of property and equipment (45,311) (29,491)
Note receivable (5,000) 0
Purchase of intangible assets (11,503) (5,185)
Cash paid for equity investment 0 (3,000)
Other (2,606) 0
Net cash used in investing activities (64,420) (37,676)
Financing activities:    
Repayment of term loan (200,000) 0
Proceeds from issuance of term loan 172,385 0
Proceeds from revolving credit facility 72,747 11,160
Repayment of convertible notes (63,250) 0
Repayment of revolving credit facility (18,214) (60,592)
Payment of debt extinguishment costs (12,070) 0
Payments related to tax withholdings for share-based compensation (6,085) (3,735)
Payment of debt issuance costs (1,868) (706)
Proceeds from issuance of convertible notes, net 0 392,850
Repurchase of convertible notes 0 (268,231)
Purchase of capped calls 0 (42,485)
Other (632) 1,551
Net cash (used in) provided by financing activities (56,987) 29,812
Effect of exchange rate changes on cash (122) 216
Net change in cash and cash equivalents (80,870) 16,901
Cash and cash equivalents at beginning of period 160,806 138,840
Cash and cash equivalents at end of period 79,936 155,741
Supplemental disclosure of cash flow information:    
Cash paid for interest 13,497 18,766
Cash paid for income taxes 425 348
Supplemental disclosure of noncash activities:    
Purchases of property and equipment in accounts payable and accrued expenses 14,393 1,036
Purchase of intangible assets in accrued expenses and other long-term liabilities 4,780 4,780
Financed insurance 1,020 1,347
Recognition of lease liabilities 20,820 66
Recognition of derivative liability 0 124,062
Common stock issued for asset acquisition $ 2,136 $ 1,000