Quarterly report [Sections 13 or 15(d)]

Segment Reporting (Tables)

v3.26.1
Segment Reporting (Tables)
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
Services Segment
Three Months Ended
March 31, 2026
Three Months Ended March 31, 2025
Revenue $ 24,246  $ — 
Operating expenses:
People related costs, excluding stock-based compensation expense (113,810) (87,704)
Gain from change in fair value of warrants, earnout shares, and contingent consideration 106,014  71,019 
Stock-based compensation expense (44,045) (27,019)
Other segment items (1)
(82,355) (38,702)
Net loss $ (109,950) $ (82,406)
(1) Other segment items comprise primarily of depreciation and amortization, materials used in research & development activities, government grants (presented as a reduction of research and development expenses), professional services, other overhead expenses, and interest and other income, net.
Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas Summary financial data attributable to various geographic regions for the periods indicated is as follows (in thousands):
Three Months Ended
March 31,
2026 2025
Revenue
United States $ 14,550  $ — 
Europe 7,653  — 
Other 2,043  — 
$ 24,246  $ — 
March 31, 2026 December 31, 2025
Long-lived assets
United States $ 223,229  $ 160,299 
Other 19,684  18,109 
$ 242,913  $ 178,408