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Condensed Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Revenue:        
Total revenue $ 292,274 $ 207,228 $ 736,549 $ 629,705
Cost of revenue:        
Total cost of revenue 241,330 170,345 659,638 500,827
Gross profit 50,944 36,883 76,911 128,878
Operating expenses:        
Research and development 36,146 27,634 112,286 76,602
Sales and marketing 23,275 20,124 65,084 62,803
General and administrative 44,115 33,014 119,965 90,470
Total operating expenses 103,536 80,772 297,335 229,875
Loss from operations (52,592) (43,889) (220,424) (100,997)
Interest income 1,109 72 1,364 222
Interest expense (13,099) (14,514) (41,000) (43,798)
Loss on extinguishment of debt 0 0 (4,233) 0
Other income, net 4,472 2,011 254 1,948
Gain (loss) on revaluation of embedded derivatives 54 (184) 623 (1,644)
Loss before income taxes (60,056) (56,504) (263,416) (144,269)
Income tax provision 336 158 888 595
Net loss (60,392) (56,662) (264,304) (144,864)
Less: Net loss attributable to noncontrolling interest (3,315) (4,309) (9,768) (13,733)
Net loss attributable to Class A and Class B common stockholders (57,077) (52,353) (254,536) (131,131)
Less: Net (loss) income attributable to redeemable noncontrolling interest 0 17 (300) (9)
Net loss before portion attributable to redeemable noncontrolling interest and noncontrolling interest $ (57,077) $ (52,370) $ (254,236) $ (131,122)
Net loss per share available to Class A and Class B common stockholders, basic (in dollars per share) $ (0.31) $ (0.30) $ (1.41) $ (0.76)
Net loss per share available to Class A and Class B common stockholders, diluted (in dollars per share) $ (0.31) $ (0.30) $ (1.41) $ (0.76)
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, basic (in shares) 186,487 174,269 180,762 172,601
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, diluted (in shares) 186,487 174,269 180,762 172,601
Product        
Revenue:        
Total revenue $ 213,243 $ 128,550 $ 520,415 $ 413,347
Cost of revenue:        
Total cost of revenue 158,176 93,704 393,337 289,889
Installation        
Revenue:        
Total revenue 22,682 22,172 48,964 53,710
Cost of revenue:        
Total cost of revenue 28,333 25,616 57,836 66,756
Service        
Revenue:        
Total revenue 37,347 39,251 111,012 111,375
Cost of revenue:        
Total cost of revenue 41,792 39,586 124,646 111,269
Electricity        
Revenue:        
Total revenue 19,002 17,255 56,158 51,273
Cost of revenue:        
Total cost of revenue $ 13,029 $ 11,439 $ 83,819 $ 32,913