v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN REDEEMABLE NONCONTROLLING INTEREST AND STOCKHOLDERS’ EQUITY (DEFICIT) - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Treasury Stock
Beginning balance (in shares) at Dec. 31, 2024   361,432,449      
Beginning balance (in shares) at Dec. 31, 2024         (10,648,632)
Beginning balance at Dec. 31, 2024 $ 681,953 $ 361 $ 863,015 $ (181,412) $ (11)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common shares, net of offering costs - At-the-market offering (in shares)   29,334,701      
Issuance of common shares, net of offering costs - At-the-market offering 117,396 $ 29 117,367    
Treasury stock reissued for PIPE Investment 50,000   49,990   $ 10
Treasury stock reissued for PIPE Investment (in shares)         10,438,413
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (in shares)   4,721,201     1,675,624
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (5,946) $ 5 (5,950)   $ (1)
Warrants exercised (in shares)   45      
Warrants exercised 1   1    
Share-based compensation 27,830   27,830    
Net income (loss) (88,039)     (88,039)  
Ending balance (in shares) at Sep. 30, 2025   395,488,396      
Ending balance (in shares) at Sep. 30, 2025         (1,885,843)
Ending balance at Sep. 30, 2025 783,195 $ 395 1,052,253 (269,451) $ (2)
Redeemable noncontrolling interest, beginning balance at Dec. 31, 2024 0        
Redeemable noncontrolling interest, ending balance at Sep. 30, 2025 0        
Beginning balance (in shares) at Jun. 30, 2025   388,123,588      
Beginning balance (in shares) at Jun. 30, 2025         (1,365,042)
Beginning balance at Jun. 30, 2025 748,904 $ 388 1,014,685 (266,168) $ (1)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common shares, net of offering costs - At-the-market offering (in shares)   6,000,000      
Issuance of common shares, net of offering costs - At-the-market offering 31,731 $ 6 31,725    
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (in shares)   1,364,763     520,801
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (2,970) $ 1 (2,970)   $ (1)
Warrants exercised (in shares)   45      
Warrants exercised 1   1    
Share-based compensation 8,812   8,812    
Net income (loss) (3,283)     (3,283)  
Ending balance (in shares) at Sep. 30, 2025   395,488,396      
Ending balance (in shares) at Sep. 30, 2025         (1,885,843)
Ending balance at Sep. 30, 2025 783,195 $ 395 1,052,253 (269,451) $ (2)
Redeemable noncontrolling interest, beginning balance at Jun. 30, 2025 0        
Redeemable noncontrolling interest, ending balance at Sep. 30, 2025 $ 0        
Beginning balance (in shares) at Dec. 31, 2025 412,074,529 412,074,529      
Beginning balance (in shares) at Dec. 31, 2025 (7,111,468)       (7,111,468)
Beginning balance at Dec. 31, 2025 $ 805,535 $ 412 1,808,786 (1,003,656) $ (7)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common shares, net of offering costs - At-the-market offering (in shares)   5,496,993      
Issuance of common shares, net of offering costs - At-the-market offering 129,192 $ 5 129,187    
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (in shares)   7,666,261     3,033,490
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (67,370) $ 8 (67,375)   $ (3)
Share-based compensation 83,138   83,138    
Net income (loss) $ (350,240)     (350,240)  
Ending balance (in shares) at Sep. 30, 2026 425,237,783 425,237,783      
Ending balance (in shares) at Sep. 30, 2026 (10,144,958)       (10,144,958)
Ending balance at Sep. 30, 2026 $ 600,255 $ 425 1,953,736 (1,353,896) $ (10)
Redeemable noncontrolling interest, beginning balance at Dec. 31, 2025 30,319        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (9)        
Distributions to non-controlling interest (4,640)        
Redeemable noncontrolling interest, ending balance at Sep. 30, 2026 25,670        
Beginning balance (in shares) at Jun. 30, 2026   423,575,369      
Beginning balance (in shares) at Jun. 30, 2026         (9,321,805)
Beginning balance at Jun. 30, 2026 562,057 $ 424 1,947,143 (1,385,501) $ (9)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (in shares)   1,662,414     823,153
Delivery of common stock underlying restricted stock units and performance stock units, net of shares settled for tax withholding settlement (19,742) $ 1 (19,742)   $ (1)
Share-based compensation 26,335   26,335    
Net income (loss) $ 31,605     31,605  
Ending balance (in shares) at Sep. 30, 2026 425,237,783 425,237,783      
Ending balance (in shares) at Sep. 30, 2026 (10,144,958)       (10,144,958)
Ending balance at Sep. 30, 2026 $ 600,255 $ 425 $ 1,953,736 $ (1,353,896) $ (10)
Redeemable noncontrolling interest, beginning balance at Jun. 30, 2026 25,679        
Increase (Decrease) in Temporary Equity [Roll Forward]          
Net income (loss) (9)        
Redeemable noncontrolling interest, ending balance at Sep. 30, 2026 $ 25,670