CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($) $ in Thousands	Sep. 30, 2026	Dec. 31, 2025
Current assets:
Cash and cash equivalents	$ 472,760	$ 801,282
Short-term investments	406,016	138,368
Accounts receivable, net	369,178	398,233
Inventory	876,118	914,744
Manufacturing-related deposits and prepaids	62,206	113,455
Other current assets	86,611	171,856
Total current assets	2,272,889	2,537,938
Property and equipment, net	319,288	345,125
Right of use assets	117,709	125,495
Non-current inventory	200,579	184,543
Non-current investments	108,815	1,048
Other non-current assets	146,786	155,554
Total assets	3,166,066	3,349,703
Current liabilities:
Accounts payable	45,704	280,841
Accrued expenses	321,764	359,659
Deferred revenue, current portion	104,887	443,397
Current portion of long-term debt	157,971	0
Other current liabilities	26,027	11,393
Total current liabilities	656,353	1,095,290
Long-term debt	699,393	828,974
Lease liabilities, net of current portion	195,663	199,378
Deferred revenue, net of current portion	83,910	83,910
Other non-current liabilities	1,894	1,529
Total liabilities	1,637,213	2,209,081
Commitments and contingencies (Note 16)
Stockholders’ equity:
Preferred stock, $0.0001 par value, 3,333,333 shares authorized; none issued and outstanding	0	0
Common stock, $0.0001 par value, 198,000,000 shares authorized; 107,888,367 and 107,232,725 issued and outstanding, respectively, at September 30, 2026 and 105,615,096 and 104,964,220 issued and outstanding, respectively, at December 31, 2025	11	11
Treasury stock, at cost, 655,642 and 650,876 shares at September 30, 2026 and December 31, 2025, respectively	(25,013)	(25,263)
Additional paid-in capital	6,134,817	6,042,586
Accumulated other comprehensive income (loss), net of tax	(1,586)	272
Accumulated deficit	(4,579,376)	(4,876,984)
Total stockholders’ equity	1,528,853	1,140,622
Total liabilities and stockholders’ equity	$ 3,166,066	$ 3,349,703