v3.26.1
Consolidated Statements of Operations - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue:    
Total revenue $ 722,231 $ 504,271
Operating expenses:    
Sales and marketing 178,533 145,990
Research and development 10,143 9,979
General and administrative 74,635 57,763
Total operating expenses 765,741 619,159
Loss from operations (43,510) (114,888)
Interest expense, net (263,943) (227,434)
Other income (expense), net 17,186 (45,399)
Loss before income taxes (290,267) (387,721)
Income tax expense (benefit) 7,066 (110,550)
Net loss (297,333) (277,171)
Net loss attributable to noncontrolling interests and redeemable noncontrolling interests (464,977) (327,182)
Net income attributable to common stockholders $ 167,644 $ 50,011
Net income per share attributable to common stockholders    
Basic (in dollars per share) $ 0.71 $ 0.22
Diluted (in dollars per share) $ 0.62 $ 0.20
Weighted average shares used to compute net income per share attributable to common stockholders    
Basic (in shares) 234,576 226,406
Diluted (in shares) 272,345 257,911
Customer agreements and incentives    
Revenue:    
Total revenue $ 467,822 $ 402,920
Operating expenses:    
Costs 314,742 308,629
Energy systems and product sales    
Revenue:    
Total revenue 254,409 101,351
Operating expenses:    
Costs $ 187,688 $ 96,798

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