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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash, cash equivalents and restricted cash $ 1,091,502 $ 1,076,140
Accounts Receivable, after Allowance for Credit Loss, Current 421,968 296,528
Inventory 80,346 68,443
Prepaid expenses and other current assets 65,134 55,828
Total current assets 1,658,950 1,496,939
Property and equipment, net 317,568 241,184
Operating lease right-of-use assets 129,687 108,541
Goodwill 141,100 141,070
Intangible assets 360,204 373,713
Other assets 49,988 36,897
Total assets 2,657,497 2,398,344
Current liabilities:    
Accounts payable 75,154 33,156
Accrued compensation 105,915 92,603
Contingent consideration payable, current portion 22,818 21,580
Deferred revenue, current portion 40,566 24,907
Short-term debt financing 80,291 80,323
Total other accrued liabilities 228,456 188,659
Total current liabilities 553,200 441,228
Contingent consideration payable, long-term portion 97,687 96,780
Deferred tax liability, long-term portion 701 701
Operating lease liabilities, long-term portion 143,074 118,473
Deferred revenue, long-term portion 16,074 17,062
Other liabilities 25,262 11,687
Total liabilities 835,998 685,931
Commitments and contingencies (Note 10)
Stockholders’ equity:    
Common stock, $0.0001 par value: 750,000 shares authorized at both June 30, 2026 and December 31, 2025; 143,612 and 139,693 shares issued and outstanding at June 30, 2026 and December 31, 2025, respectively 14 14
Additional paid-in capital 4,749,675 4,488,679
Accumulated deficit (2,928,082) (2,776,022)
Accumulated other comprehensive loss (108) (258)
Total stockholders’ equity 1,821,499 1,712,413
Total liabilities and stockholders’ equity $ 2,657,497 $ 2,398,344