RELATED PARTY TRANSACTIONS

3 Months Ended

Mar. 31, 2025

Related Party Transactions [Abstract]

RELATED PARTY TRANSACTIONS

RELATED PARTY TRANSACTIONS

Revenues

The Company recorded $338 million and $99 million for the three months ended March 31, 2024 and 2025, respectively, in revenues from Amazon.com, Inc. and its affiliates (“Amazon”) in the Condensed Consolidated Statements of Operations, primarily within the automotive segment and related to the sale of EDVs. As of December 31, 2024 and March 31, 2025, the uncollected amounts related to these revenues in “Accounts receivable, net” on the Condensed Consolidated Balance Sheets were $68 million and $84 million, respectively. As of December 31, 2024 and March 31, 2025, contract liabilities related to these revenues, primarily related to extended service contracts, were $135 million and $132 million, respectively (refer to Note 3 "Revenues" for more information).

Operating Expenses

The Company obtains data services, including hosting, storage, and compute from Amazon. Expenses related to these services were $20 million and $31 million during the three months ended March 31, 2024 and 2025, respectively. As of December 31, 2024 and March 31, 2025, the unpaid amounts related to these services were not material.