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Condensed Consolidated Statements Of Cash Flows - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Cash flows from operating activities:    
Net loss $ (5,217) $ (23,877)
Adjustments to reconcile net loss to net cash provided by operating activities    
Depreciation and amortization expense 12,390 9,037
Stock-based compensation expense 30,800 25,046
Net change in unrealized interest on held to maturity securities 4,258 14
Change in fair value of sales-based earnout liability (1,364) 927
Accretion of acquisition consideration payable 0 634
Inventory write-down 934 1,037
Changes in assets and liabilities:    
Accounts receivable, net (9,957) 10,095
Inventories (10,500) (6,953)
Prepaid expenses and other assets (1,235) 451
Accounts payable 6,880 (2,673)
Accrued expenses and other liabilities 4,196 1,296
Net cash provided by operating activities 31,185 15,034
Cash flows from investing activities    
Purchase of held to maturity securities (113,580) (124,454)
Proceeds from maturity of held to maturity securities 610,782 177,089
Purchase of property and equipment (13,316) (16,310)
Cash paid for intangibles (207) (132)
Net cash provided by investing activities 483,679 36,193
Cash flows from financing activities    
Tax withholding paid on behalf of employees for net share settlement (27,831) (13,479)
Payments of Financing Costs (1,350) 0
Payment of contingent consideration towards earnouts (3,966) (5,013)
Net cash used in financing activities (33,147) (18,492)
Net increase in cash and cash equivalents 481,717 32,735
Cash and cash equivalents    
Beginning of period 16,759 6,106
End of period 498,476 38,841
Supplemental disclosure of cash flow information    
Income taxes paid 34 83
Supplemental disclosure of noncash investing and financing activities    
Liabilities recorded for property, plant and equipment, net 3,656 13,492
Accrued deferred financing costs 650 0
Right-of-use assets acquired under operating leases $ 113 $ 405