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Condensed Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenue:        
Total revenue $ 301,095 $ 243,236 $ 576,286 $ 444,275
Cost of revenue:        
Total cost of revenue 244,745 245,206 465,669 418,308
Gross profit (loss) 56,350 (1,970) 110,617 25,967
Operating expenses:        
Research and development 41,493 41,614 87,183 76,140
Sales and marketing 26,822 20,475 53,933 41,809
General and administrative 42,491 38,114 87,638 75,850
Total operating expenses 110,806 100,203 228,754 193,799
Loss from operations (54,456) (102,173) (118,137) (167,832)
Interest income 4,357 196 6,352 255
Interest expense (13,953) (13,814) (25,699) (27,901)
Other expense, net (740) (1,191) (2,083) (4,218)
Loss on extinguishment of debt (2,873) (4,233) (2,873) (4,233)
(Loss) gain on revaluation of embedded derivatives (1,216) 38 (1,099) 569
Loss before income taxes (68,881) (121,177) (143,539) (203,360)
Income tax provision (benefit) 178 (12) 437 552
Net loss (69,059) (121,165) (143,976) (203,912)
Less: Net loss attributable to noncontrolling interest (2,998) (2,365) (6,348) (6,453)
Net loss attributable to Class A and Class B common stockholders (66,061) (118,800) (137,628) (197,459)
Less: Net loss attributable to redeemable noncontrolling interest 0 0 0 (300)
Net loss before portion attributable to redeemable noncontrolling interest and noncontrolling interest $ (66,061) $ (118,800) $ (137,628) $ (197,159)
Net loss per share available to Class A and Class B common stockholders, basic (in dollars per share) $ (0.32) $ (0.67) $ (0.66) $ (1.11)
Net loss per share available to Class A and Class B common stockholders, diluted (in dollars per share) $ (0.32) $ (0.67) $ (0.66) $ (1.11)
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, basic (in shares) 208,692 178,507 207,714 177,852
Weighted average shares used to compute net loss per share available to Class A and Class B common stockholders, diluted (in shares) 208,692 178,507 207,714 177,852
Product        
Revenue:        
Total revenue $ 214,706 $ 173,625 $ 408,451 $ 307,172
Cost of revenue:        
Total cost of revenue 145,146 129,419 274,759 235,161
Installation        
Revenue:        
Total revenue 24,321 12,729 44,846 26,282
Cost of revenue:        
Total cost of revenue 26,879 16,730 51,979 29,503
Service        
Revenue:        
Total revenue 42,298 38,426 82,961 73,665
Cost of revenue:        
Total cost of revenue 57,263 41,028 108,507 82,854
Electricity        
Revenue:        
Total revenue 19,770 18,456 40,028 37,156
Cost of revenue:        
Total cost of revenue $ 15,457 $ 58,029 $ 30,424 $ 70,790