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Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenue:        
Total revenue $ 590,193 $ 584,580 $ 1,180,042 $ 1,080,364
Operating expenses:        
Sales and marketing 194,876 187,428 397,712 362,354
Research and development 4,557 6,139 9,114 12,396
General and administrative 56,366 49,946 108,252 93,027
Amortization of intangible assets 1,110 1,341 2,451 2,682
Total operating expenses 796,134 739,887 1,613,677 1,417,121
Loss from operations (205,941) (155,307) (433,635) (336,757)
Interest expense, net (157,177) (103,045) (299,875) (195,299)
Other income, net 41,071 51,873 16,071 165,831
Loss before income taxes (322,047) (206,479) (717,439) (366,225)
Income tax expense (benefit) 18,677 3,277 (40,942) 0
Net loss (340,724) (209,756) (676,497) (366,225)
Net loss attributable to noncontrolling interests and redeemable noncontrolling interests (396,198) (197,330) (491,583) (266,021)
Net income (loss) attributable to common stockholders $ 55,474 $ (12,426) $ (184,914) $ (100,204)
Net income (loss) per share attributable to common stockholders        
Basic (in dollars per share) $ 0.26 $ (0.06) $ (0.86) $ (0.48)
Diluted (in dollars per share) $ 0.25 $ (0.06) $ (0.86) $ (0.48)
Weighted average shares used to compute net income (loss) per share attributable to common stockholders        
Basic (in shares) 216,017 211,128 215,153 210,474
Diluted (in shares) 221,849 211,128 215,153 210,474
Customer agreements and incentives        
Revenue:        
Total revenue $ 302,149 $ 259,886 $ 548,623 $ 469,578
Operating expenses:        
Costs 268,687 202,554 505,592 404,339
Solar energy systems and product sales        
Revenue:        
Total revenue 288,044 324,694 631,419 610,786
Operating expenses:        
Costs $ 270,538 $ 292,479 $ 590,556 $ 542,323